Jenny Fernandez is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, First Republic Securities Company LLC, and PNC Bank. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Adam Schorr is a financial advisor with Private Advisor Group, LLC and PAG Financial, LLC, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at LPL Financial from 2009 to 2023. Schorr also provides administrative support within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions through both proprietary and third-party platforms. The firm employs a fiduciary-based advisory model, utilizing multiple investment methods and often implementing strategies via third-party managers and TAMPs.

James Kirby is a ChFC® credentialed advisor with 41 years of industry experience, currently serving at Equity Services, Inc. since 1998. He has prior experience with National Life of Vermont dating back to 1994. Outside of his advisory work, Kirby is a high-performance driving instructor and serves as a board member for a homeowners association. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Barry Teague is a financial advisor with Equity Services, Inc. in Charlotte, NC, holding the ChFC® and Series 63 designations and bringing 55 years of industry experience. He has been with Equity Services and National Life since 1977. Outside of his advisory work, he serves on the board of a nonprofit that provides counseling and emotional support for people with terminal cancer and is president of a local social club. Equity Services, Inc. (EFA) offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, utilizing multiple advisory platforms and third-party managers to provide a combination of long-term strategies and specialized investment options.

Christopher Mahoney is a financial advisor at Janney Montgomery Scott with 48 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2010. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Christopher Graper is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Janney Montgomery Scott in Charlotte, NC, where he has worked since 2020. His prior experience includes roles at Stifel Nicolaus, Wells Fargo Clearing, Morgan Stanley, and Morgan Keegan. Janney Montgomery Scott 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 and offers comprehensive financial planning, brokerage services, and advisory programs supported by in-house portfolio management and third-party managers.

John Rickelton is a financial advisor with Equity Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Equity Services, Inc. and National Life of Vermont since 1985. Outside of his primary advisory work, he consults with business owners on buy/sell agreements through his sole proprietorship, Rickelton & Associates. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Thomas Farmer is a CFP® and holds a Series 66 license with 19 years of experience in the financial advisory industry. He has worked at Corient and its affiliated entities since 2016, including roles at Ci Brightworth and CIPW Service Company, LLC. Farmer is based in Charlotte, NC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Travis Aiken Jr. is a financial advisor at Truist Advisory Services with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Wells Fargo Clearing, Wells Fargo Bank, and First Citizens Bank. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional and AI-enabled research tools and offers client support through ongoing reviews, reporting, and consultations.

Joseph Vaughn is a financial advisor at Guardian Life with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Guardian Life in 2026, Vaughn worked at LPL Financial from 2023 to 2026. Guardian Life operates through Park Avenue® Wealth Management, serving individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, incorporating proprietary programs and third-party platforms, with tailored client relationships and access to insurance products and alternative investments.

Nicholas Todd is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. He previously worked at Park Avenue Securities and has a background that includes roles at Clemson University and involvement in marketing. Outside of his advisory work, he provides basketball lessons and serves on the board of the Charlotte Clemson Club Alumni Association and the Lake Norman Young Professionals networking group. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, and charitable organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies while providing access to proprietary programs, third-party advisory solutions, and integrated lending options.

Megan Payton is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. before joining Rockefeller. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Nicole Cope is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Charles Schwab & Co., Ally Invest Advisors, TD Ameritrade, Ameriprise, and Russell Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses Schwab’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance, with trade execution requiring client authorization.

Patrick Bobbins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 66 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Carroll Financial Associates, Cetera Advisor Networks, LPL Financial, and various units within the Wealth Enhancement group since 2021. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that blends passive and active management, supported by an internal Investment Committee and a range of implementation tools and program options.

Christopher Garrett is a CFP® with 11 years of experience in the financial services industry. He is currently an advisor at Creative Planning and has previously worked at TMF Investments, Motley Fool Wealth Management, and The Vanguard Group. Garrett holds Series 63 and Series 65 licenses. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and a range of retirement plan services.

Michael Jones is a ChFC® with 15 years of industry experience, currently affiliated with Brookstone Capital Management LLC. He has worked at APR Financial LLC since 2011 and also operates an LLC that provides life and health insurance, including Medicare-related health insurance and long-term care insurance, as well as fixed and fixed indexed annuities for qualified accounts. Brookstone Capital Management offers fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm uses a mix of strategic asset-allocation models and investment products, including proprietary ETFs and mutual funds, to implement client portfolios through discretionary management and sub-advisory relationships.

Jane Morris is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and one year of industry experience. She began her career at Rockefeller Financial in 2024 following four years at Wofford College and Waccamaw High School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing investment banking and placement services alongside its integrated asset management and advisory platform.

Grant Goodwin is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding Series 65 and Series 66 credentials and 24 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and utilizes various portfolio management strategies and technology platforms to support client services.

Thomas Hicks II is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and 65 licenses and bringing 24 years of industry experience. Prior to joining Janney in 2021, he worked for Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, he serves as a director of sponsorship for the Catawba Ridge High School Athletic Booster Club and is a personnel committee member at Sharon Baptist Church. Janney Montgomery Scott LLC is a 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 plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Robin Griffin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Charlotte, NC, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, having worked at Equity Services since 1985 and previously at National Life of Vermont since 1982. In addition to his advisory work, Griffin operates Robin M. Griffin and Associates LLC, an insurance business, and owns a farm in Marshville, NC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes multiple third-party asset managers and model portfolios.