Casey Pond is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with First Citizens Investor Services since 2015 and previously worked at Fifth Third Securities. Outside of his advisory role, he is co-owner of Round Table Investments LLC. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services. The firm combines IAR-led financial assessments with fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Zachary Bolling is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at First Citizens Bank and Dupont Community Credit Union. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities by providing advisory and brokerage services. The firm employs a client process focused on financial needs and risk assessment, using fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Chris Gruin is a financial advisor with Fifth Third Securities, Inc. in Lincolnton, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at First Citizen Investor Services, Wells Fargo Clearing, Suntrust Investment Services, and PNC Bank. 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, including advisor-directed models and access to third-party portfolio managers, with features such as direct indexing and tax-overlay services.

Rebecca Warner is a financial advisor at HB Wealth with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2016 to 2025 before joining her current firm. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with clients’ objectives and risk tolerance, incorporating both quantitative and qualitative due diligence across public and private investment strategies.

Johnny Rabadan Juan is a Series 66 licensed financial advisor with seven years of industry experience, currently with Truist Advisory Services. He previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he serves as a head coach for a high school boys' soccer team at the Charlotte Independence Soccer Club. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations, utilizing a range of affiliated financial relationships and AI-enabled research tools.

Michael Duggan is a financial advisor at &Partners with nine years of industry experience. He has previously worked at Wells Fargo Clearing and Indus Capital Partners. Outside of his advisory role, he is a partner at DWM Partners, LLC, involved in funding a new building project in Davidson, North Carolina. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through its Envestnet platform and NFS brokerage infrastructure.

Gloria Dearcangelis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing nine years of industry experience. Her career includes roles at Truist Investment Services, BB&T Securities, Wells Fargo Clearing, and Ameriprise Financial Services. 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 uses a combination of traditional research and AI-enabled tools to support its advisory services and offers ongoing client reviews and reporting.

Jeffrey Hibbeler is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Savant Wealth Management, having joined the firm in 2026. Prior to this, he worked at Exencial Wealth Advisors, where he was also an equity partner, and has held positions at Willingdon Wealth Management and Columbia Threadneedle Investments. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains notable in-house capabilities across accounting, legal, and trust services.

Kenneth Hollander is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Merrill, Bank of America, and Regions Bank. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients through advisory and brokerage services, offering portfolio management, automated investing platforms, and financial planning. The firm combines fundamental, quantitative, and technical analysis to tailor investment strategies.

Brian Apple is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include nine years at Wells Fargo Clearing. Outside of his advisory work, Apple performs as a bass player in two local bands, Side Effect Band and Apple Brothers Band. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategist available by invitation to employees. The firm focuses on algorithm-driven model selection and portfolio management using mutual funds and ETFs.

Heru Asaramo is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC Investments since 2019, following five years at Wells Fargo. Outside of his advisory role, he is the author of a book available on Amazon. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio strategist available to PNC Bank employees. The firm utilizes algorithm-driven risk assessment and third-party management with a focus on mutual funds and ETFs.

Ashley Gallion is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds a Series 66 designation and has 19 years of industry experience, including 16 years with her current firm. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs IAR-led assessments combined with fundamental, quantitative, and technical analysis to manage client assets across various investment vehicles.

Daniel Schmitz is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Inc., Kingdom Building Holdings LLC, Grayley Co., and Lincoln Charter School. 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 a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Nicholas Androvich is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Clearing for eight years and Merrill for one year. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Kristin Thomas is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses with 10 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously at BB&T Securities from 2015 to 2021. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools, partnering with Envestnet platforms to provide ongoing portfolio monitoring, reporting, and client consultations.

Elliott Ashe is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. His work history includes positions at Wells Fargo Bank, The Vanguard Group, and Wells Fargo Clearing prior to joining &PARTNERS. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis with model portfolios and third-party strategies, providing both discretionary and non-discretionary services.

Aaron Moore is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked in various roles within the Truist organization since 2018. Prior to entering financial services, he was involved in an automotive detailing business. 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 with AI-enabled tools and offers a range of advisory programs through its affiliation with Truist Financial and associated entities.

Edith Wartner is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 65 and Series 66 credentials and 14 years of industry experience. She has worked at SunTrust Advisory Services LLC and SunTrust Bank since 2016 and was previously with Uwharrie Investment Advisors, Inc. from 2012 to 2016. Outside of advising, she is a partner in a family-owned Mexican restaurant and has ownership in another Mexican restaurant. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation and manager selection on the Envestnet platform, and it maintains extensive affiliated financial relationships through its parent company, Truist Financial.

Christina Sculley is a financial advisor at Wells Fargo Investment Institute, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Wells Fargo Investment Institute in 2026, she worked at FactSet Research Systems and Goldman Sachs. 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 investment offerings and operates as a research and model-provider without exercising investment discretion over client accounts.

Brenda Seligmann is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Truist Advisory Services and its affiliates since 2018, previously serving at Banc of America Investment Services. Outside her advisory role, she serves as a board director for the Isle Vue Beach Homeowners Association. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and works with clients to develop asset allocation strategies and recommend investment managers through the Envestnet platform.