Jason Cross is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Corient. His prior work includes roles at Ci Brightworth and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party managers, employing risk management tools and alternative investments to align portfolios with client objectives.

Bert May Jr. is a financial advisor with MAI Capital Management, LLC in Charlotte, NC, holding a Series 66 credential and 24 years of industry experience. He has worked at The Leaders Group since 2014 and maintains a long-term role with Learfield Communications, Inc. as a radio analyst for UNC football. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages multiple asset classes and investment strategies through in-house and third-party managers, and also serves as adviser to a registered mutual fund and several private investment vehicles.

Brandon Phillips is a financial advisor at MAI Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining MAI Capital Management in 2021, Phillips worked for Solamere Advisors from 2009 to 2021. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a wide range of strategies and integrates financial planning and trust services, with over $72 billion in assets under management as of May 2026.

Joel Gardner is a financial advisor with Primerica Advisors who holds a Series 66 designation and has eight years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of his advisory role, he is involved in outside insurance sales focused on fixed insurance products, including health, life, and fixed annuities. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.

Benjamin Murray is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and served in the United States Coast Guard for 20 years before entering the financial services industry. Murray is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Darren Parson is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Truist in 2023, Parson worked at Wells Fargo Clearing and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary arrangements.

Courtney Williams is a financial advisor at Steward Partners Investment Advisory, LLC with 16 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and Edward Jones. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Margaret Keith is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Janney Montgomery Scott. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, and institutional clients. The firm offers a range of services including brokerage, financial planning, consulting, and advisory programs, supported by both in-house and third-party portfolio management.

Kristen Gurney is a financial advisor with PNC Wealth Management in Clover, SC, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She has worked with PNC Investments since 2016, following three years at TIAA-CREF Individual & Institutional Services. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model portfolio that uses approved strategies implemented via mutual funds and ETFs with annual rebalancing.

Charles Stegall is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors since 1999 and has longstanding affiliations with CP Advisory Services, Inc. and Guardian Life Insurance Company. Outside of his advisory work, he is a passive owner of an HVAC installation company and has invested in a resort development project in the Bahamas. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as securities-based lending and tax-harvesting.

Chason Trahan is a CFP®-certified financial advisor with nine years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He has worked with multiple firms including Carroll Financial, Cetera Advisor Networks LLC, Dixon Wells, and LPL Financial. Trahan serves as trustee, executor, and guardian for immediate family member estates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a network of hundreds of advisors. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Devin Stamp is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at The Vanguard Group, LPL Financial, and several non-financial firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting through a network model supported by technology platforms and a range of advisory services.

Frederic Kane is a financial advisor at First Citizens Investor Services, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with NYLIFE Securities LLC and New York Life Insurance Company. His background includes several years in education, having worked at Coastal Carolina University, Campbell University, and Carolina Forest High School. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers portfolio management, financial planning, and tax-aware services.

Robert Holmes is a financial advisor with Primerica Advisors based in Charlotte, NC, holding the ChFC® and Series 63 designations and bringing 51 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance since 2013. Holmes serves as a board member of the Society of Financial Services Professionals. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of brokerage and advisory services along with financial and business consulting. The firm implements investment strategies through proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Benjamin Dobson is a financial advisor with Kestra Advisory who holds the Series 66 designation and has 20 years of industry experience. He has been with Kestra Advisory since 2016 and has also worked with Kestra Investment Services, LLC and Corporate Benefit Advisors. Outside of his advisory work, Dobson serves as a board member for the ACC Championship/Belk Bowl, supporting the selling of corporate packages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services that include fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, serving clients such as large institutional investors and sovereign wealth funds.

Jessica Sexton is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has 17 years of industry experience and has worked at Independent Advisor Alliance and LPL Financial since 2014. She also contributes a few hours per month to various research firms outside of her primary roles. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm employs discretionary and non-discretionary portfolio management strategies, leveraging technology platforms and a network model supported by LPL Financial ownership.

Emily Combs is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has held roles at Bankers Life Advisory Services since 2019 and has worked with various related entities, including Bankers Life Securities, Inc. and Bankers Life & Casualty. Outside of financial services, she owns Alluring Art Designs, a business creating handmade jewelry, hand-painted glass, and knit and crochet items. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies tailored to client goals and risk tolerances.

Gordon Mattocks III is a financial advisor at Janney Montgomery Scott in Charlotte, NC, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 20 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Shawna Minervini is a financial advisor at Primerica Advisors with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and MassMutual. Outside of advising, she is also a licensed real estate broker with Farms & Estates Realty. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Steven Boner is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. He is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a network of advisors and diverse program offerings. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.