Jared Green is a financial advisor at HB Wealth with a Series 66 designation and two years of industry experience. Prior to joining HB Wealth in 2025, he held roles at J.P. Morgan Securities, JPMORGAN Chase Bank, and BDO USA, P.C. He attended Wake Forest University from 2020 to 2024. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies and offers outsourced chief investment officer and institutional advisory services.

Robert Lane is a CFP® professional with seven years of industry experience, currently affiliated with First Citizens Investor Services, Inc. in Charlotte, NC. His career includes multiple roles at E*TRADE Securities and E*TRADE Capital Management between 2018 and 2023. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, utilizing various portfolio management strategies, financial planning, and tax-aware services. The firm employs a client process focused on individualized financial assessments and diversified investment allocations.

Kevin Reed is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch and Bank of America NA for 12 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and consolidated investment platform, and operates as a registered broker-dealer that offers securities transactions, variable insurance products, placement, and investment banking services.

Jason Payne is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Charlotte, NC. He previously worked at The Vanguard Group and Morgan Stanley. Outside of his advisory role, he is the owner of Payne Rental Properties, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations while leaving trading decisions to clients.

Keith Gregory is a CFP® certified financial advisor with 19 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has worked with Independent Advisor Alliance since 2014 and has been associated with LPL Financial since 2011. Independent Advisor Alliance works with a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm employs a network model that combines independent advisory representatives with brokerage services through LPL Financial and utilizes multiple investment strategies and technology platforms to support client portfolios.

Kevin Runge is a CFA® charterholder with 14 years of experience in the financial industry. He currently works at MAI Capital Management, LLC and has previously been employed by Queens Oak Advisors and Sterling Capital Management LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Poojit Ravikumar is a financial advisor with Voya Financial Advisors, Inc. in Charlotte, NC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Vanguard and MassMutual. Outside his advisory work, he is involved in managing a rental property. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a range of financial planning and portfolio management services through various program structures, often providing non-discretionary recommendations requiring client approval.

Kevin Bowyer is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, Cetera Advisor Networks, Carroll Financial Associates, and Equitable Advisors. He is based in Charlotte, NC and holds the Series 66 designation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active strategies, overseen by an internal Investment Committee.

Adam Curette is a CFP® with 17 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at The Vanguard Group, Inc. from 2008 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach includes “point-in-time” financial plans and optional managed account solutions, delivered through integrated recordkeeping and administrative platforms.

Debra Jones McConnell is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Rockefeller Financial, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

John Demere Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at OSAIC and Southern Financial Consultants. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Emanuel Zalants is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and The Vanguard Group, Inc. There are no additional notable outside activities reported. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.

Rebecca Sorohan is a CFP® with seven years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having joined in 2022 after working at The Vanguard Group and American Financial Advisors. Prior to her financial services career, she held roles at the University of Georgia and its Veterinary Teaching Hospital. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary and non-discretionary strategies and utilizing third-party platforms and manager relationships.

Lashanda Manson is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. Her prior experience includes six years at Wells Fargo Advisors and additional roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she also works part-time as a package courier for Amazon Flex. 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, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Brady Hemmerle is a CFP® with eight years of industry experience currently with Guardian Life. His career includes roles at The Vanguard Group and Stash Wealth. He also maintains an outside insurance business. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party models.

Julia Dorer is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Truist, she worked at Wells Fargo Clearing Services and has additional experience in administrative roles and education. Outside of her advisory work, she assists in administrative functions for a residential real estate broker. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Holly Curtis is a financial advisor at Guardian Life with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has worked with Guardian Life, Park Avenue Securities, and LPL Financial. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals—including high-net-worth clients—retirement plans, charitable organizations, and corporate clients by providing brokerage, financial planning, retirement consulting, and investment advisory services through a variety of proprietary and third-party programs.

William Dillon is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. 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 that combines passive and active management across risk classes, supported by quantitative and fundamental research and an internal Investment Committee.

Kristin Koptyra is a financial advisor at First Citizens Investor Services, Inc. with six years of industry experience. Her prior roles include six years at Banc Of California and a seven-year career break as a full-time mom. She holds Series 66 and Series 63 designations. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, using a client-centered process that incorporates fundamental, quantitative, and technical analysis across a range of investment products.

Christopher Brown is a financial advisor at Savant Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Exencial Wealth Advisors, LLC and Willingdon Wealth Management LLC. Outside of his advisory role, Mr. Brown is a co-owner and property manager of a rental real estate business in Gastonia, NC. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated legal, accounting, and trust services through affiliated entities.