Robyn Pegram is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with seven years of industry experience. She has worked continuously within the First Citizens organization since 2016, including roles at First Citizens Bank and First Citizens Investor Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and business entities. The firm uses fundamental, quantitative, and technical analysis to guide investment decisions across various asset classes and offers services such as portfolio management, financial planning, and tax-aware strategies.

Michael Wayasamin is a financial advisor at Savant Wealth Management with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Exencial Wealth Advisors, TD Ameritrade, Cetera, INVEST Financial Corp, Investors Bank, and Fidelity Brokerage Services. He serves as a board member of 59 Pineapple Corporation, a non-investment related role. 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 employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated legal, accounting, and trust services.

Adrian Potts is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Vanguard Group, and Principal Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Lieberman is a financial advisor with Ameritas Advisory Services, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he provides life and career coaching through his own business, Actualize You Life & Career Coaching. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm employs a platform approach combining in-house model portfolios, third-party managers, and integrated solutions with Ameritas affiliates.

Samuel Madden is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Madden is involved in book publishing and food catering, serving as CEO of Yellow Bee Publishing, LLC and president of Yellow Bee, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, leveraging third-party platforms and manager relationships, and utilizes AI-enabled tools to supplement traditional research.

Astute Evans is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC. Prior to this, Evans worked at LPL Financial, Facet Wealth, and Vanguard. He provides investment advisory services through multiple independent firms associated with his current engagements. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to various analytical techniques and technology platforms.

Andrew Fisher is a Series 66 credentialed financial advisor with 25 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2023. Prior to that, he spent seven years each at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through discretionary and non-discretionary approaches.

Jonelle Allen is a financial advisor at Kestra Advisory with five years of industry experience. She holds a Series 66 designation and has worked previously at Commonwealth Financial Network and Beacon Dental Group. Outside of her advisory role, she is involved with the non-profit Rescuing Leftover Cuisine and works as an independent dog walker. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and access to multiple management platforms and third-party managed solutions.

Jennifer Krizka is a financial advisor at Mariner, holding a Series 65 credential with experience beginning in 2024. Prior to joining Mariner, she was involved with ESPO Engineering Corporation and held various roles related to education. She volunteers as an assistant coach for the Oakland University softball team, focusing on coaching the catchers. Mariner serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an internal management team and third-party managers, and it provides integrated tax and accounting services alongside operational CFO capabilities and a financial wellness platform.

Joseph Lopardi is a financial advisor with Fifth Third Securities, Inc. in Davidson, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Fifth Third Securities since 2015. Outside of his advisory role, he works part-time in media entertainment for Netflix. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Diane Goldman is a Series 65-licensed financial advisor at TLG Advisors, Inc. with experience dating back to 2006, including roles at New Agency Partners and Creative Financial Services. She also works as an independent insurance agent focusing on retirement income planning and annuities. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental research and Modern Portfolio Theory in its investment approach and offers both traditional advisory services and a direct-to-consumer platform called Starlight Portfolios.

Daniel Storment is a CFP® professional with nine years of industry experience, currently working at T. Rowe Price Advisory Services, Inc. He has held roles at Ally Invest Advisors, Ally Invest Securities LLC, and The Vanguard Group. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households primarily through portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing strategies such as tax-aware rebalancing and Monte Carlo simulations for income projections.

Michael Fox is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has 23 years of industry experience. Prior to joining T. Rowe Price in 2025, he worked for Hewitt Associates and Hewitt Financial Services LLC from 2011 to 2025. T. Rowe Price Advisory Services offers a retirement advisory program focused on individual investors and households, combining financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm uses model allocations, tax-aware strategies, and an interactive online tool to deliver financial plans and manage accounts on a discretionary basis.

Troy Seiler is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Alphastar Capital Management and Wells Fargo Bank. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm focuses on delivering research and model guidance rather than exercising investment discretion or holding client assets.

Christian Robinson is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior work includes 11 years with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Robinson serves as a trustee and committee member at Charlotte Latin School, focusing on governance and athletics program strategy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to deliver customized investment solutions.

Cindy Mc Ginniss is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes six years at LPL Financial, LLC and eleven years at KPM Consulting, LLC. 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 approach involving assessments of financial needs, risk tolerance, and time horizon to guide portfolio allocation across various asset classes.

Christian Serock is a financial advisor at Principal Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Principal Financial Services since 2016. He also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships. Additionally, he works seasonally at Williams-Sonoma in a customer service role. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, and various business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both adviser and promoter arrangements.

Sean Orr is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked within multiple Wells Fargo entities since 2016, including Wells Fargo Investment Institute and Wells Fargo Clearing Services. Wells Fargo Investment Institute (WFII) is an SEC-registered, bank-affiliate advisory and research organization that provides due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm delivers impersonal, non-discretionary model portfolios and capital market assumptions to affiliated businesses for implementation.

John Rhyne Jr. is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Truist and its predecessor firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Timothy Wickey Jr. is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Empower Financial Services, Wyndham Capital Mortgage, Meridian Technologies, and the Atlantic Coast Conference. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through point-in-time planning and managed account solutions within plan lineups chosen by plan sponsors.