Jessica Council Verner is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds a Series 66 designation and has been with Truist and its predecessor entities since 2017. Her prior experience includes a role at Proof Bar and Lounge from 2016 to 2019. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers a range of advisory services including plan sponsor support and manager selection through the Envestnet platform.

Eric Stanwick is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at LPL Financial, Wells Fargo, Mass Mutual Investors Services, and MetLife Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Robert Nimocks Jr. is a CFP®-designated financial advisor with First Citizens Investor Services, Inc. and has 14 years of industry experience. He has been with First Citizens Bank and First Citizens Investor Services since 2016. Nimocks is a passive partner in Rankin Investments LLC, a family-managed commercial real estate investment entity. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes a client-focused approach combining fundamental, quantitative, and technical analysis to manage portfolios consisting of equities, fixed income, mutual funds, and ETFs.

Ryan Ruff is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at First Citizens Bank and a year at Poplar Pointe Marine. First Citizens Investor Services serves a diverse client base including individuals, pension plans, charitable organizations, and businesses, providing advisory and brokerage services supported by fundamental, quantitative, and technical analysis across various investment strategies.

Jannah Keyes is a financial advisor at Truist Advisory Services in Charlotte, NC, with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Truist Investment Services since 2018, including roles at BB&T Securities and BB&T Investment Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of client financial information, goal setting, asset allocation strategies, and manager recommendations on the Envestnet platform, supported by AI-enabled research tools and ongoing client reviews.

Thomas Sims is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Charlotte, NC. His prior experience includes positions at Vanguard Advisers, Inc. and MAI Capital Management, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, focusing on asset allocation and investment selection guided by proprietary research and standard asset-allocation models.

Tony Montini is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Ameriprise, Merrill, and Morgan Stanley. He is also active in insurance sales, licensed with multiple carriers under competitive underwriting. Park Avenue Securities, a wholly owned subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory platforms.

Joshua Howard is a Series 66-licensed advisor at Truist Advisory Services with one year of industry experience. His work history includes roles at Truist Investment Services, Neiman Marcus Group, Burberry, and Bank of America. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of financial data collection, goal setting, and asset allocation strategies, supported by AI-enabled research tools, to serve a diverse client base.

Brendan Petty is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Transamerica Life Insurance Company, MassMutual, and Mutual of Omaha. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs focused on asset allocation and retirement guidance, utilizing Morningstar Investment Management’s proprietary tools for portfolio construction and oversight.

Anita Lynch is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 credential and 22 years of industry experience. She has worked at First Citizens Investor Services since 2017, following roles at Publix and Lowe's Home Improvement. Anita is also a co-owner of AJ Property Partners, LLC, a family business involved in real estate investments. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a client-centered process using fundamental, quantitative, and technical analysis for portfolio allocation and offers various investment solutions including managed accounts, wrap programs, and tax-aware services.

Janet Fisher is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 30 years of industry experience. She previously worked at Wells Fargo Clearing and Wachovia Bank, N.A. Fisher serves as a board member of the Charlotte Tennis Association, where she helps organize local youth and adult tennis tournaments. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research and AI-enabled tools to support asset allocation, manager selection, and ongoing client reviews.

Susan Imel is a Series 66 licensed financial advisor with 20 years of industry experience. She is currently with Truist Advisory Services, where she has worked since 2021, and previously held positions at Merrill, BB&T Securities, SunTrust Advisory Services, Waddell & Reed, and UBS Financial Services. In addition to her advisory role, she serves as an occasional notary public in Mecklenburg County. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of client data, goal-setting, AI-enabled research, and manager selection via the Envestnet platform, supported by its affiliations with Truist Financial and related entities.

Brett Covert is a CFP®-certified financial advisor at Corient with 15 years of industry experience. His career background includes roles at Merrill, Bank of America, Wells Fargo Clearing, and Ci Brightworth, among others. He is based in Charlotte, NC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Timothy Jones is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Wells Fargo Clearing, Deutsche Bank Securities, RBC Capital Markets, and Morgan Stanley. Janney Montgomery Scott LLC manages approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers across various wrap programs and unified managed accounts.

Willie Stokes is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including TIAA-CREF, Innovation Partners LLC, and Mass Mutual Investors Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support its advisory services and partners with Envestnet for manager selection and retirement plan solutions.

Kara Grabow is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has been with Truist and its affiliated entities since 2020, including prior experience at Truist Bank and Truist Investment Services. Before entering the financial industry, she worked at Buy Buy Baby for five years. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional and AI-enabled research tools, and offers both advisory and co-fiduciary services through its affiliation with Truist Financial.

Matthew Woods is a CFA® charterholder with four years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2021 and previously worked at Wells Fargo Bank from 2016 to 2021. He holds a Series 63 license and is based in Charlotte, NC. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions. The firm delivers non-customized model portfolios developed through specialist divisions and does not provide individualized financial planning or discretionary account management.

Hernando Pulido is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower, he worked at Wells Fargo and NYLIFE Securities LLC, among other roles in financial services and nonprofit sectors. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Wendell Stallings is a financial advisor with Eagle Strategies (NY Life) in Charlotte, NC, holding the CFP® and ChFC® designations with 18 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp., Ameritas Investment Corp., and MetLife Investors Distribution Company. He also has experience with ride-sharing companies Raiser LLC (Uber) and Lyft. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.