David Srulevitch is a CFP® with four years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior work includes roles at The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, and Blair, Bohle & Whitsitt. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Justin Cook is a financial advisor with Eagle Strategies (New York Life) based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and he has a background that includes senior roles at T-Mobile and experience with Dragonfly Visual Productions. Outside of his advisory work, Cook is involved in local education initiatives, serving as a board member of the Cuthbertson High School Parent Teacher Student Organization and volunteering with the NTES WatchDOGS program. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and corporate clients. The firm offers multiple program types tailored to client objectives and is noted for managing a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 Series 63 license, and has 41 years of industry experience. He has worked with Ameritas and its affiliates since 2008 and is currently associated with Southeast Financial Services, Inc. In addition to his advisory role, Rogers serves as a precinct judge for the Mecklenburg County Board of Elections and works with business owners on succession planning, estate planning, and executive compensation, coordinating planning teams of professionals as part of his insurance agency activities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, retirement-plan advisory, and fiduciary services through affiliated investment adviser representatives.

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 26 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has prior experience with LPL Financial and Independent Advisor Alliance, LLC. Outside of advisory work, he provides tax preparation and CPA services through his own practice, Matthew Jelnicky CPA PA, and also sells term life insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise 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.

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® professional with 21 years of experience in the financial services industry. He is currently with Truist Advisory Services and Truist Investment Services, having joined in 2019, and previously worked at Merrill Lynch and Bank of America. His background includes roles at BB&T Securities spanning nine years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and research tools.

Traci Diblasio is a CFP® with 24 years of experience in the financial services industry. She is currently with First Citizens Investor Services, Inc., where she has worked since 2018. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by technology-driven model portfolios and tax-aware services.

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.

Jason Minsky is a financial advisor at Empower Advisory Group with 24 years of industry experience. His background includes roles at Ameriprise, Charles Schwab, and LPL Financial. He holds Series 63 and Series 66 designations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Jennifer James is a CFP® with 12 years of experience in the financial services industry. She is currently with Truist Advisory Services, where she has worked since 2018, following previous roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

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.

Anastasios Marros is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at several firms including Wells Fargo and New York Life Insurance Company. Outside of his advisory work, he owns CLT Wrist, LLC, a business involved in buying and selling luxury watches online. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory programs and emphasizes tailored recommendations while managing most assets on a non-discretionary basis within the New York Life affiliate structure.

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.