Michael Keen is a CFP® with 10 years of industry experience, currently serving clients at Mariner Wealth Advisors since 2023. Prior to joining Mariner, he worked at Byron Financial, LLC and The Vanguard Group, Inc. His background includes roles spanning wealth advisory and investment management. Mariner serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolios supported by both in-house research and third-party managers, with integrated tax and accounting services uncommon among large advisory enterprises.

Robert Johnson Jr. is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has held roles at First Citizens Investor Services and First Citizens Asset Management since 2020, and previously worked at PNC Bank and PNC Investments. Outside of his advisory work, he is involved in real estate rehabilitation and property management through his ownership of RATE Properties. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services with a range of portfolio management and financial planning solutions. The firm emphasizes IAR-led client assessments and applies multiple analytical approaches to investment allocation across equity, fixed income, mutual funds, and ETFs.

Joshua Hodge is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 17 years of industry experience. His prior roles include positions at Charles Schwab and PNC Investments. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Candice Trantham is a financial advisor at First Citizens Investor Services, Inc. with 11 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at First Citizens Investor Services and First Citizens Bank since 2014. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios through various investment vehicles, including UMAs, SMAs, and a Guided Investing platform.

Christopher Grainger is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Truist Bank, Wells Fargo, and TIAA-CREF. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research and AI-enabled tools in its equity research and offers ongoing reviews, reporting, and client consultations.

Alexander Houston is a financial advisor at Wells Fargo Investment Institute, Inc. He holds a Series 65 credential and has been with Wells Fargo Investment Institute since 2025. Prior to this role, he was associated with Sterling Investment Counsel and has experience with sports organizations including the Pueblo Bulls Hockey Club and Midwest Knights Sports Group. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and other financial institutions. The firm offers non-discretionary, non-customized model portfolios developed through specialist divisions and does not provide individualized financial planning or direct portfolio management.

Scott Angel is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2003. He has also been affiliated with First-Citizens Bank & Trust Company since 2002. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a client-centric process led by investment adviser representatives, applying multiple forms of analysis to portfolio allocation across various asset classes.

Laron Glenn is a financial advisor at Truist Advisory Services in Charlotte, NC, with three years of industry experience. He holds Series 63 and Series 65 designations. His prior work experience includes roles at Wells Fargo Learning Services LLC, Wells Fargo, Amazon, Papa Johns, and Bojangles. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews and reporting, operating as part of the broader Truist Financial network with extensive affiliated financial relationships.

Anderson Stockard is a financial advisor at Truist Advisory Services with a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, offering ongoing reviews and client consultations.

Nathan Morgan is a CFP® professional with nine years of industry experience, currently affiliated with Schwab Wealth Advisory, Inc. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2026, following prior roles at Fidelity Investments and Deutsche Bank. He also served in the United States Navy Reserve from 2011 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab’s asset allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Michael Davis is a financial advisor at &PARTNERS with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years. Outside of advising, Davis is a franchisee and partial manager of Summitt Coffee Cafe and serves on the investment team of the United Methodist Foundation of Western North Carolina. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary strategies, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party models.

Dung Nguyen is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist and Wells Fargo firms since 2016. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a range of tools including AI-enabled research and collaborates with Envestnet platforms to deliver tailored asset allocation and manager selection.

Steven Majoris is a financial advisor at Wells Fargo Investment Institute, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Advisors Asset Management, Inc. and IC Advisory Services, Inc. before joining Wells Fargo in 2025. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions. The firm delivers non-discretionary model portfolios based on internal research and ratings rather than individualized financial planning or direct portfolio management.

Charles Widener is a CFP® with 26 years of industry experience, currently affiliated with Truist Advisory Services. His career includes roles at PNC Investments, Mass Mutual Financial Group, Oppenheimer, and Banc of America Investment Services. Widener serves on the Board of Directors for Opera Carolina, a local nonprofit arts organization. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation strategies and manager selection through the Envestnet platform.

Stanley Dyl is a Series 65-licensed financial advisor with 16 years of industry experience. He is currently with Prime Capital Financial and has previously worked at United Capital Financial Advisers, LLC and Davidson Capital. He is involved as a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office solutions, employing a variety of investment strategies and tax-efficient techniques.

Kathleen Hayes is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds the Series 66 designation and has worked at Truist and its predecessor firms since 2013. Outside of her advisory role, she is the principal of Katie Hayes Photography LLC, which specializes in event, sports, and landscape photography. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing client reviews and reporting through its platform and affiliated financial relationships.

Kevin Lattimore is a financial advisor with Truist Advisory Services based in Charlotte, NC, holding Series 63 and Series 66 registrations and bringing 16 years of industry experience. His career includes roles at Suntrust Advisory Services, Suntrust Investment Services, Wells Fargo Clearing, and Truist Investment Services. Outside of financial advising, he serves on the board of directors for the Charlotte alumni chapter of Kappa Alpha Psi Fraternity and is involved in producing family-friendly entertainment through My Time Entertainment LLC. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools, working with Envestnet platforms to recommend or manage investments, and maintains extensive affiliated financial relationships within the Truist Financial network.

Roslyn Ervin is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Bb&T Securities, LLC for eight years. Outside of her advisory role, she provides assistance to disabled persons, including support with hygiene, cooking, transportation, and light housekeeping. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and collaborates with Envestnet to deliver tailored asset allocation strategies and manager recommendations.

Marshall Stuckey is a CFA® charterholder based in Charlotte, NC, with four years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2021 and has worked with Wells Fargo since 2006. Wells Fargo Investment Institute provides research, strategy, and model-portfolio services to Wells Fargo affiliates and other financial institutions. The firm focuses on delivering non-customized investment models based on rigorous internal research and ratings.

William Griesser is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds the Series 65 and Series 63 designations. His prior work experience includes roles at Edward Jones and TIAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.