Stephen Norton is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Belmont Capital Advisors, Cambridge Investment Research Advisors, Dempsey Lord Smith, LLC, Kalos Management, and Centermark Capital Management. Outside of his advisory work, he is involved as an agent in the insurance and human resources sector. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, high net worth clients, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture platform to implement tailored investment strategies with continuous monitoring and rebalancing.

Suzanne Dean is a financial advisor at Truist Advisory Services with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Truist Advisory Services and affiliated firms since 2015, with prior experience at Wells Fargo Clearing. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing client reviews while leveraging a broad range of affiliated financial relationships.

Jeffrey Emperador is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His career includes multiple roles within Truist-affiliated entities and prior experience at Empower Financial Services and BB&T Securities. 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 utilizes a combination of traditional research and AI-enabled tools to support its advisory services and offers partnerships with Envestnet platforms and retirement solutions.

Ryan Schrift is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at Independent Advisor Alliance since 2016 and LPL Financial since 2012. Outside of his advisory work, he serves as a City Councilman for Belmont, NC, and is a managing partner of The Schrift Boys Farm in South Carolina. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Trevor Sellers is a financial advisor with Empower Advisory Group in Gastonia, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Empower Financial Services, Inc and PHMG, as well as diverse experience outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

David Srulevitch is a CFP® with five years of industry experience currently with Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Carolina Capital Consulting, Inc., and Blair, Bohle & Whitsitt, PLLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm uses a long-term, tax- and fee-sensitive investment approach with a combination of active and passive strategies, third-party managers, private funds, and tactical overlays tailored to clients’ risk tolerance and financial circumstances.

Katie Ellis is a financial advisor with Truist Advisory Services based in Gastonia, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Truist Investment Services since 2019 and previously held positions at First Citizens Investor Services and First Citizens Bank. 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 combination of traditional research and AI-enabled tools, and provides ongoing client reviews and reporting through its affiliation with Truist Financial and related entities.

Jasmine Martin is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Truist Advisory Services and Truist Investment Services since 2022, following prior roles at VALIC Financial Advisors and Wells Fargo Clearing. 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 research with AI-enabled tools to support its advisory offerings and leverages its affiliation with Truist Financial to deliver a range of integrated financial services.

Angela Thomas is a financial advisor with Truist Advisory Services in Gastonia, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory work, she owns two ventures focused on creating organizational apps and wellness resources for women and families. Truist Advisory Services delivers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, offering ongoing client reviews and reporting.

Brendan Petty is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Transamerica Life Insurance Company, MassMutual, and Mutual of Omaha. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs focused on asset allocation and retirement guidance, utilizing Morningstar Investment Management’s proprietary tools for portfolio construction and oversight.

Kara Grabow is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has been with Truist and its affiliated entities since 2020, including prior experience at Truist Bank and Truist Investment Services. Before entering the financial industry, she worked at Buy Buy Baby for five years. 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 utilizes a combination of traditional and AI-enabled research tools, and offers both advisory and co-fiduciary services through its affiliation with Truist Financial.

Keith Gregory is a CFP®-designated financial advisor with over 20 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has prior experience with LPL Financial and Edward Jones. Gregory also operates a wealth management DBA and maintains an active role with Altitude Wealth Management. Independent Advisor Alliance serves a diverse client base including individuals, businesses, retirees, and charitable organizations, providing a range of services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to third-party platforms and sub-advisors to deliver tailored investment and estate-planning solutions.

Adam Curette is a CFP® with 18 years of industry experience, currently with Empower Advisory Group since 2025. Prior to joining Empower, he spent 17 years at The Vanguard Group, Inc. He holds a Series 63 license and is based in Belmont, NC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

Amanda Durbiano is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at TIAA, Exencial Wealth Advisors, Hefren Tillotson, Inc., and PNC Investments. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers overseen by an internal Investment Committee.

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.

Jarod Walker is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Truist, he worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and Tristate Financial Advisors. Outside of his advisory role, Jarod has operated a small business renting private bedrooms in a personal property. 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 integrates traditional research with AI-enabled tools and partners with Envestnet platforms to deliver tailored investment management and ongoing client support.

Nadir Khalid is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, TIAA, and UBS Financial Services. Outside of his advisory work, he is a co-owner of a real estate entrepreneurship business involved in reviewing and approving potential property purchases. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm offers a range of advisory services, including asset allocation, fund monitoring, and assistance in selecting third-party investment managers through its AMC Advantage program.

Janet Dukes is a CFP® professional affiliated with Transamerica Financial Advisors with 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2022 and previously spent five years at Avantax Advisory Services. She is also the owner of Herdman Dukes LLC, an investment-related business. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and offers multiple program platforms, including Transamerica ONE and the TFA365 Advisory Program.

Holly Camp is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within the Truist organization and its predecessors since 2005. Outside of her advisory role, she is involved in managing multiple short-term rental properties with her husband. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a comprehensive approach that integrates client goal-setting, manager selection via the Envestnet platform, and ongoing research and monitoring supported by AI-enabled tools.

Willis Heslep is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Heslep Tax & Retirement Planning since 2021, providing tax preparation and planning services alongside his advisory role. His career includes previous positions at several firms, including Retirement Wealth Advisors, Inc. and AlphaStar Capital Management, LLC. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a variety of strategic asset-allocation models and investment vehicles, including ETFs, mutual funds, and options-enhanced strategies, and provides services through both its own representatives and sub-advisory arrangements.