Travis Griffin is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and seven years of industry experience. He has been with Brookstone since 2018 and also maintains a long-term association with Harmony Wealth Group. Outside of his advisory role, he manages NC Financial Solutions LLC, a business focused on retirement income planning and insurance products, and operates an online retail company as well as teaching finance-related courses. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Scott Salisbury is a financial advisor with Eagle Strategies (NY Life) based in Mint Hill, NC. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Since 2016, he has operated under the DBA SWS Financial Group, Inc., focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

William King is a CFP® professional with 27 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has a long tenure at Kestra Investment Services, LLC as well as Massachusetts Mutual Life Insurance Company. King serves as secretary of the Concord Downtown Development Corporation Foundation Board, a local community organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Lindsey Adams is a financial advisor at TIAA-CREF in Concord, NC, holding a Series 66 credential with five years of industry experience. Prior to joining TIAA-CREF, Adams worked in animal health products and held various roles including teaching at Western Carolina University and Jay M. Robinson High School. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time financial planning and ongoing portfolio management with model and customized portfolios under a fiduciary standard.

Phillip Price is a financial advisor with PNC Wealth Management and holds Series 63 and Series 66 licenses. He has two years of industry experience, including roles at PNC Investments LLC and PNC Bank. Prior to his financial services career, he also worked at Charlotte National Golf Club and other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and discretionary management via mutual funds and ETFs.

Sean Bruce is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Sean has been with Fifth Third Securities since 2015 and has worked at Fifth Third Bank since 2009. 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 a tax-overlay service, combining its municipal-advisor registration with a corporate affiliation to a large bank.

Bradley Konawalik is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is involved in several life insurance brokerage ventures and serves as a managing partner in a partnership that includes Empire Wealth Strategies and Advisor Partner Group, focusing on insurance sales, recruiting, and advisor coaching. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Antonio Porretta is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations, and has 26 years of industry experience. He has worked with Independent Advisor Alliance since 2014 and has also been affiliated with LPL Financial since 2011. Outside of his advisory role, he is involved in youth soccer as a coach with the Charlotte Eagles Soccer Club and Charlotte Soccer Academy. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model with independent advisory representatives and offers services through discretionary and non-discretionary portfolio management, leveraging technology platforms and third-party resources.

Jamison Holt is a financial advisor with TIAA-CREF in Harrisburg, NC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with TIAA-CREF and its predecessor TIAA since 2003. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a combination of model portfolio and customized portfolio management under a fiduciary standard within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

William Robinson is a financial advisor with Lincoln Investment Planning, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Lincoln Investment since 2005 and also has a long tenure with Zodiac Enterprises Inc. and Northwestern National Life Insurance Co. Robinson serves as chairman of the board for Chun University, an organization focused on music and religious education, and holds trustee and leadership roles in local educational and church-related institutions. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Kevin O'Hare is a financial advisor with Fifth Third Securities, Inc. in Concord, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Fifth Third Securities since 2008. Outside of his advisory role, he serves as an independent soccer referee in Charlotte, NC. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and bank affiliation.

Daniel Schwartz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Nuveen Asset Management, LLC and ClearBridge Investments LLC, among other firms. Outside of his advisory role, he serves as a board member for the Academy of IT at Cox Mill High School and co-owns a Code Ninjas franchise in Concord with his wife. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research focused on factor premiums such as value and momentum.

Bradley Hauser is a CFP® professional with 11 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2014. He has worked at Fifth Third Bank since 2013. 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 a tax-overlay service, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.

Darhyl Pulley II is a financial advisor at Lincoln Investment with 21 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2007 and previously worked at MSI Financial Services, Inc. from 2005 to 2007. Outside of his advisory role, he is involved as president of Monarch Coffee, Inc., a potential future coffee shop venture. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through advisor- and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

James Koester is a financial advisor with Brookstone Capital Management LLC in Concord, NC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Brookstone in 2023, he worked at JDM Financial, Secure Asset Management, Capital Financial Services, and Concorde Asset Management. He is also involved with JD Mellberg Financial, focusing on annuities and life insurance for retirees and those planning retirement. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset allocation models, a turnkey asset management platform, and sub-advisory relationships to deliver its investment solutions.

Kevin Spence is a financial advisor at Empower Advisory Group with 26 years of industry experience and holds the Series 66 designation. His prior roles include positions at TIAA CREF Individual & Institutional Services, Cary Street Partners, Luxon Asset Management, and HSBC Technology & Services USA. He serves as a FINRA arbitrator, contributes scholarly articles on regulatory compliance, participates as a speaker at financial services industry conferences, and is a council member of the Securities Industry Continuing Education Programs. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan sponsor-chosen investment lineups.

Tracey Hayes is a ChFC® and Series 66 licensed financial advisor with 14 years of industry experience. She has been with Edward Jones in Albemarle, NC since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Nifong is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 25 years of industry experience, including prior roles at LPL Financial, Independent Advisor Alliance, and Wells Fargo Clearing. He serves as president of an architecture committee in Bryson City, NC. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Lexter Fennell is a financial advisor with Edward Jones in Concord, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jerry Merrill is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group, Morgan Stanley Smith Barney LLC, and Merrill Edge/Bank of America. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.