Andrew Mcdonald is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Mcdonald has been with Truist Advisory Services and its affiliated entities since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches with oversight from specialized research and advisory teams.

John Demere Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at OSAIC and Southern Financial Consultants. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Rebecca Sorohan is a CFP® with seven years of industry experience, currently affiliated with Truist Advisory Services in Charlotte, NC. She previously worked at The Vanguard Group and American Financial Advisors, and has experience with the University of Georgia Veterinary Teaching Hospital and Native America Gallery. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated broker-dealer and bank services.

Lashanda Manson is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. Her prior experience includes six years at Wells Fargo Advisors and additional roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she also works part-time as a package courier for Amazon Flex. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Julia Dorer is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Truist, she worked at Wells Fargo Clearing Services and has additional experience in administrative roles and education. Outside of her advisory work, she assists in administrative functions for a residential real estate broker. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Christopher Senvisky is a CFP® with 32 years of industry experience and currently serves as a financial advisor at &Partners since 2024. He previously worked for Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a partner in DWM Partners LLC, a venture unrelated to securities trading. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing both proprietary and third-party strategies managed through a combination of discretionary and non-discretionary approaches.

Kristin Koptyra is a financial advisor at First Citizens Investor Services, Inc. with six years of industry experience. Her prior roles include six years at Banc Of California and a seven-year career break as a full-time mom. She holds Series 66 and Series 63 designations. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, using a client-centered process that incorporates fundamental, quantitative, and technical analysis across a range of investment products.

Christopher Brown is a financial advisor at Savant Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Exencial Wealth Advisors, LLC and Willingdon Wealth Management LLC. Outside of his advisory role, Mr. Brown is a co-owner and property manager of a rental real estate business in Gastonia, NC. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Holly Dippert is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Sanctuary Wealth since 2021, following an eight-year tenure at LPL Financial. Outside of her advisory role, she serves as Corporate Secretary and an officer/director of Ultimate Transport, Inc., a bulk water hauling company. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of more than 400 independent adviser representatives. The firm offers a range of portfolio management options, retirement plan consulting, and employs various analytical approaches while acting as a fiduciary under written advisory agreements.

Kerr Ann Dempster is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Denver, NC, holding Series 65 and Series 63 licenses with six years of industry experience. She has worked with Fifth Third Securities since 2019 and FIFTH THIRD BANK since 2014. Outside of her advisory role, she is the owner and author of Ink City Books, a self-publishing fiction venture. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing a range of investment options including mutual funds, ETFs, SMAs, and tax-overlay strategies.

Felipe Soto Ramos is a CFP® professional based in Charlotte, NC, with five years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has prior experience with Truist Advisory Services and Credit Suisse. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools to offer annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Karen Boschert is a financial advisor at Savant Wealth Management with 18 years of industry experience. She has previously worked at Exencial Wealth Advisors, LLC, Willingdon Wealth Management, LLC, and TD Ameritrade. Outside of her advisory role, she is a Pilates instructor, teaching classes monthly. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Scott Anderson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 10 years of industry experience. He has worked at several related entities within the Truist organization since 2015, including Truist Investment Services, Inc. and BB&T Securities, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that blends discretionary and non-discretionary consulting, supported by inter-affiliate integration and AI-enabled research tools.

Brent Sampey is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with PNC in various capacities since 2015, including roles at PNC Bank and PNC Investments. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary digital model account offered as an invitation-only pilot for employees. The firm’s approach uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Ranjini Pathak is a financial advisor with PNC Wealth Management in Charlotte, NC. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining PNC Wealth Management, she worked at Fifth Third Securities and held roles at Fifth Third Bank and Woodforest National Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a discretionary digital portfolio solution available as an invitation-only pilot for employees with PNC Bank online credentials. Their approach uses algorithm-driven model recommendations with implementation via mutual funds and ETFs, featuring annual rebalancing and third-party portfolio management.

Frances Pumphrey is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with First Citizens Investor Services since 2016. Outside of advising, she is a singer in a Bluegrass gospel group called Kay Family and Friends. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering a range of advisory and brokerage services including portfolio management, model portfolios, and financial planning. The firm’s client process involves assessments of financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to guide investments across multiple asset classes.

Brian Sherwood is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with First Citizens Bank and First Citizens Investor Services since 2013. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm offers portfolio management, wrap programs, model portfolios, and a Guided Investing automated platform, using a client process focused on financial needs, risk tolerance, and time horizon with fundamental, quantitative, and technical analysis.

Stephen Selby is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Truist Advisory Services and has held roles at several firms including Avantax and Cetera. Outside of his advisory work, he has a direct personal investment in whiskey barrels through Vinovest/Whiskeyvest. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment processes.

Amanda Durbiano is a CFP®-credentialed financial advisor with eight years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, and has previously worked at TIAA-CREF, Exencial Wealth Advisors, Hefren Tillotson, Inc., and PNC Investments. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Christian Fields is a financial advisor at Schwab Wealth Advisory, Inc. in Charlotte, NC, holding a Series 66 designation with two years of industry experience. His prior work includes roles at T. Rowe Price, MassMutual, and Charles Schwab & Co., Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual financial reviews and offers investment recommendations while leaving final trading decisions to clients.