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.

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.

Ian Tannehill is a financial advisor at OSAIC Institutions, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Infinex Investments, First Bank Wealth Management, and Bankers Life. Outside of finance, he serves as head coach for North Davidson Lacrosse with Davidson County Schools. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a network of investment adviser representatives operating within a hybrid adviser/broker-dealer structure.

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.

Bradley Whitley is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and seven years of industry experience. He has been with Dodson, Shelton & Nelson, P.A. since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, trading, compliance, and practice-management resources.

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.

Carlyle Sherrill is a financial advisor at Prime Capital Financial with three years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners Financial Services and Bradshaw Rogers Financial Partners. Outside of advisory roles, he is also an insurance producer specializing in non-variable insurance. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing discretionary and non-discretionary strategies across multiple platforms.

Brian Maners is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with OSAIC Institutions, Inc. and has worked at Infinex Investments, Inc. since 2014. Outside of financial advising, he contributes as a sports writer for Davidson Local, a local county news outlet. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm provides access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

David Bolick is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. He has 30 years of industry experience, including a decade with LPL Financial LLC and Independent Advisor Alliance. Bolick has interests outside of advisory work in a property management company and a hunting camp business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement consulting. The firm uses a network model and integrates discretionary and non-discretionary portfolio management with technology platforms to support comprehensive wealth management services.

Michael Smith is a financial advisor at Fifth Third Securities, Inc. in Kannapolis, NC, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Fifth Third Securities since 2012. Fifth Third Securities 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 combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay 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.

Norman Bradshaw is a CFP® professional with 27 years of experience, currently affiliated with Prime Capital Financial. His background includes roles at Cambridge Investment Research and ownership positions in several financial and tax-related businesses. He serves on the finance committee of the Rowan Cabarrus YMCA. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and fiduciary retirement plan solutions. The firm employs diverse investment strategies and offers family office services along with an affiliated accounting subsidiary.

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.

Sarah Kozlowski is a financial advisor with Independent Advisor Alliance, LLC and Bryant & Bolick Financial Services. She holds a Series 66 designation and has 12 years of industry experience. Her prior work includes roles at LPL Financial, BMO Harris Financial Advisors, and OneAmerica Securities. She also operates under the DBA Straight Arrow Financial Group, providing investment advisory services. 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 both discretionary and non-discretionary portfolio management with various analytical techniques and technology platforms.

Darhyl Pulley II is a financial advisor at Lincoln Investment with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln Investment Planning, Inc. since 2007. Outside of his advisory role, he is president of Monarch Coffee, Inc., a coffee shop venture. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, diverse investment programs, and employs both strategic and tactical investment approaches overseen by an Investment Management & Research team.