Paul Brown is a CFP® with 26 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. His career includes roles at LPL Financial, Bank of America, and Merrill. Outside of his advisory work, he is the owner of Streamline Productions, a business he has operated since 2008. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model of advisory representatives and employs various portfolio management strategies supported by technology platforms and third-party managers.

David Srulevitch is a CFP® with five years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, and Blair, Bohle & Whitsitt. He holds a Series 63 license and is based in Charlotte, NC. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework, utilizing both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Luke Luciano is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing three years of industry experience. His prior roles include positions at Alloy Investment Management, Foundations Investment Advisors LLC, and JPMorgan Chase Bank. Outside of his advisory work, he is involved with Alloy Wealth Management as an insurance agent, selling fixed annuities and life insurance. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, and integrates inter-affiliate resources in its approach.

William Kane is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds a Series 63 designation and has 43 years of industry experience. His career includes long-term roles with NY Life Insurance Company, Eagle Strategies, and Nylife Securities Inc. Kane is also licensed with various insurance companies for the sale of group insurance and non-New York Life insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

John Frith is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He has worked at Wells Fargo Investment Institute, Inc. since 2021 and has been with Wells Fargo & Company since 2002. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm delivers research and model guidance without exercising investment discretion or holding custody of client assets.

Carl Rogers Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and a Series 63 license. He has 41 years of industry experience and has worked with several firms, including Financial Independence Group and Southeast Financial Services, Inc. Outside of his advisory role, Rogers serves as a precinct judge for the Mecklenburg County Board of Elections and operates an independent insurance agency focused on succession planning, estate planning, and executive compensation for business owners. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high‑net‑worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified asset management and financial planning solutions through various program platforms, leveraging both proprietary and third‑party models and managers.

Craig Bisagna is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, TIAA-CREF, and National Asset Management. He is based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm employs discretionary and non-discretionary approaches and integrates inter-affiliate resources, including affiliated broker-dealer and banking services, to support its investment solutions.

Matthew Jelnicky is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has a background that includes nearly 24 years operating his own CPA firm, Matthew G. Jelnicky CPA PA, where he provided tax preparation and accounting services. Matthew also has experience selling term life insurance through Park South Advisors. Wealth Enhancement Advisory Services manages over $122 billion in assets through a large advisor network, offering financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Larry Carroll is a financial advisor with Wealth Enhancement Advisory Services, LLC in Charlotte, NC. He holds a Series 63 designation and has 44 years of industry experience, including roles at Carroll Financial Associates, Inc. and CETERA Advisor Networks LLC. Carroll has been with Wealth Enhancement Advisory Services and its affiliated Wealth Enhancement Group since 2021. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement plan consulting, and referrals to separate managed account investment managers. The firm serves individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in regulatory assets under management through diversified, risk-class based investment strategies that combine passive and active management.

Thomas Sowers is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Kestra Advisory and has prior experience at Dimensional Fund Advisors. Outside of his advisory role, he also works as an independent contractor dog walker. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients, offering services such as 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.

Michael Bish is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021, following roles at BB&T Securities, Merrill Lynch, and Bank of America. Bish holds Series 63 and Series 65 licenses. 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 an interaffiliate structure involving affiliated broker-dealer and banking entities.

Traci Diblasio is a CFP® professional with 25 years of industry experience. She is currently with First Citizens Investor Services, Inc., where she has worked since 2018. Her prior experience includes roles at Wells Fargo Clearing, Wachovia Bank, N.A., Key Investment Services LLC, and KeyBanc Capital Markets Inc. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, an automated Guided Investing platform, and Tax Aware services, emphasizing IAR-led assessments and diverse analytical approaches to asset allocation.

Peter Gebre is a financial advisor at Guardian Life with 17 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at OneAmerica Securities and Voya Financial Partners. Gebre is based in Charlotte, NC. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning, consulting, and discretionary management solutions, combining proprietary and third-party investment platforms.

Daniel Finnerty is a financial advisor with Osaic Advisory Services, LLC, holding the Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Kingsbury Capital, Inc., Kingsbury Capital Investment Advisors LLC, and SW Financial prior to joining Osaic Wealth in 2026. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth fund clients. The firm offers a variety of managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing a range of investment strategies and platform relationships that differentiate its operating model.

Griffin Kasemeyer is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and T. Rowe Price. Kasemeyer provides administrative support to Wealth Enhancement Advisory Services in addition to his advisory role. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Brenda Yard is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has worked with Truist and its predecessor entities since 1999, including Bb&T Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools.

Jennifer James is a Certified Financial Planner (CFP®) with 12 years of industry experience. She is currently affiliated with Truist Advisory Services and has held roles at Suntrust Advisory Services, Suntrust Investment Services, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Joseph Burns is a CFP®-certified financial advisor with Truist Advisory Services in Charlotte, NC, where he has worked since 2010. He has 11 years of industry experience, including a decade at SunTrust Advisory Services. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client investments.

Elizabeth Skettino is a CFA® charterholder with nine years of industry experience. She is currently with Wells Fargo Investment Institute, Inc., where she has worked both earlier in her career and since 2026, and has prior experience at Cullinan Associates, Inc. and J.P. Morgan Securities. Wells Fargo Investment Institute (WFII) is a bank-affiliate advisory and research organization that provides manager due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo’s wealth and fiduciary businesses. Its research and strategy development are team-based and support a range of affiliates through impersonal, non-discretionary advice and model constructs.

Grant Palmer IV is a CFP® with eight years of industry experience. He currently works at Mariner and previously held positions at Waypoint Wealth Management, The Vanguard Group, Inc., and Buckingham Strategic Wealth. He also has background experience associated with Virginia Tech, including the Tennis Center and the university itself. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office capabilities, utilizing customized portfolios overseen by an Investment Committee and supported by extensive in‑house research and third‑party managers.