William Harris is a financial advisor with Primerica Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance, and he also operates Consolidated Planning Inc., where he sells life and long-term care insurance products. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of brokerage and advisory services supported by proprietary and third-party investment platforms.

Douglas Rucki is a financial advisor with Lincoln Investment in Albemarle, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2011. In addition to his advisory role, he is also a licensed insurance agent involved in life insurance and fixed annuity sales and service. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers comprehensive financial planning and retirement plan advice, managing a mix of in-house and third-party investment strategies using both strategic and tactical approaches.

Kawii Jayjay is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at The Vanguard Group, First Citizens Bank, Merrill Lynch, LPL Financial, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Charles Roberts Jr. is a financial advisor with Lincoln Investment in Albemarle, NC, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior roles include positions at Principal Securities Inc., LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities, LLC. He operated Roberts Financial Group from 2012 to 2024. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs, utilizing both in-house and third-party strategies overseen by an Investment Management & Research team employing strategic and adaptive approaches.

Heather Coley is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 65 licenses and has two years of industry experience. Coley has been with First Citizens Investor Services since 2023 and has been employed at First Citizens Bank and Trust since 2006. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s approach involves IAR-led assessments utilizing fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles.

Carolina Bentancort Moreira is an advisor with Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has been in the financial industry since 2024, with previous work experience spanning banking and retail. She also has experience working in the restaurant industry. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs and portfolio management options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services to a substantial client base across multiple affiliated entities.

Christian Potts is an advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2025 and has prior experience at Fifth Third Bank, Allied Universal, and All American Roofing. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs on the Passageway platform, employing multiple portfolio management strategies and serving as a wholly owned subsidiary of Fifth Third Bank.

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 previously worked at MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. In addition to his advisory role, he is involved in several life insurance brokerage ventures, including serving as a managing partner and sales specialist with Advisor Partner Group and Empire Wealth Strategies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs and financial planning services. The firm offers a combination of brokerage and advisory capabilities and works with third-party asset managers to deliver customized investment solutions.

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 in Albemarle, NC, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005 and has long-standing roles with Zodiac Enterprises Inc. and Northwestern National Life Insurance Co. Robinson serves as chairman of the board of directors for Chun University, which focuses on music and religious education, and is involved with local educational and church organizations. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

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.