Jennifer Davis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 20 years of industry experience. Her prior work includes eight years at LPL Financial and four years with Independent Advisor Alliance. Outside of her advisory role, she designs printable templates for clients, and she also engages in pet sitting and participates in independent survey taking. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and integrates affiliate services including Truist Investment Services and Truist Bank features.

Louis Satryan is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ft. Washington Brokerage Services, Inc. since 2000. Outside of his advisory role, he serves as a college football on-field referee during the season and works as an insurance agent. Brookstone Capital Management is an SEC-registered adviser providing 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 advisers, sovereign wealth funds, and banking institutions, primarily delivering discretionary investment management via model portfolios and unified managed accounts.

John Patterson is a CFP® and Series 66 credentialed financial advisor with seven years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC in Charlotte, NC, where he has worked since 2021. His prior experience includes roles at LPL Financial LLC, Cetera Advisor Networks, Carroll Financial Associates, and United Technologies Corporation. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment approach combines passive and active management through diversified, risk-class based allocations, overseen by an internal Investment Committee.

Mohamed Cherif is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes eight years at Wells Fargo Clearing and three years at People's Securities, Inc. Outside of advisory work, he owns a rental property in Lowell, MA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a range of third-party platform arrangements.

Joseph Pagani is a financial advisor at Guardian Life and Park Avenue Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Bermuda Sands Apparel. He is also involved in other insurance-related business activities in Charlotte, NC. Park Avenue Securities LLC, a subsidiary of Guardian Life, serves individuals, retirement plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party strategies.

Tamila Miceli is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience and a Series 66 designation. She previously worked at Summit Financial Group and Securian Financial Services Inc for eight years. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides an integrated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Carl Hedstrom is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Hedstrom is based in Charlotte, NC. 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 process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

John Osterberg is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with LPL Financial LLC and Independent Advisor Alliance since 2016. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes both discretionary and non-discretionary management strategies, employs a range of analytical techniques, and leverages technology platforms for comprehensive wealth and estate planning services.

Thomas Donahue is a financial advisor with Commonwealth Financial Network in Charlotte, NC, holding CFP® and ChFC® designations and over 33 years of industry experience. He has been with Commonwealth and The Pinnacle Financial Group since 2006. Donahue is also co-owner and president of PFGNC, Inc., and serves as treasurer and part-owner of Elite Benefits Group, Inc., both involved in insurance and securities-related activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support, while offering a range of investment solutions including discretionary model portfolios and personalized indexing options.

John Teeter Jr. is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2018 to 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled tools to support its equity research and manager selection processes.

William Brantley is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding Series 63 and Series 65 credentials. He has 30 years of industry experience, including over a decade with his current firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm employs a network model with numerous advisory representatives and integrates technology-driven solutions alongside discretionary and non-discretionary portfolio management.

Timothy Hamilton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Commonwealth and The Pinnacle Financial Group since 2006. Outside of his advisory role, he is involved in private business ventures including serving as Vice President and Co-Owner of The Pinnacle Financial Group and as President and Part-Owner of Elite Benefits Group, Inc., which conducts fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing advisory programs, technology, compliance, and practice-management support. Advisors on the platform have discretion to construct client portfolios from a broad range of securities and insurance products, while Commonwealth’s Investment Management and Research team manages discretionary model portfolios.

Carol Mansour Ezzell is a financial advisor with Janney Montgomery Scott in Charlotte, NC. She holds Series 63 and Series 66 registrations and has 44 years of industry experience, including 22 years at Janney Montgomery Scott since 2004. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Kellen Taylor is a CFP® with 18 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Based in Charlotte, NC, he is also involved in fixed insurance advisory services. 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 process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Lawrence Schierl is a financial advisor at Hornor, Townsend & Kent, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and SII Investments. Outside of his advisory career, Schierl is a partner at Appleton Beer Factory. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

John Harrigan is a financial advisor at Citizens Securities, Inc. in Charlotte, NC, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Wells Fargo, and Innovation Partners LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory options include a digital advisory program and a Managed Account program, and it is wholly owned by Citizens Bank, N.A.

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.

Jeffrey Howard is a ChFC® with over 36 years of experience in the financial services industry. He has been with Primerica Advisors since 1999 and is also affiliated with Guardian Life Insurance Co of America. Based in Charlotte, NC, he has a long-standing career that includes ownership and management of several real estate investment entities. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions, utilizing proprietary and third-party strategies to manage approximately $15 billion in assets.

Jennifer Daley is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She serves on the board of directors for Screven Christian Academy and is president of a local Business Network International chapter. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory relationships and utilizes a mix of proprietary and third-party investment models.

Michael Mann is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Equity Services, Inc. and has prior experience at Bankers Life Securities and Summit Advisory Group. Outside of his advisory role, he is also an insurance agent with Stone Press Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, and charitable organizations, utilizing multiple advisory platforms and third-party asset managers.