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® professional with seven years of industry experience, currently affiliated with Schwab Wealth Advisory. He previously worked at The Vanguard Group for five years and held roles at Morgan Stanley and State Farm. Outside of his advisory work, Payne is the owner of a rental property business in Charlotte, NC. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm offers guidance on asset allocation and investment selection based on Schwab’s internal research, with client authorization required for trades.

Keith Gregory is a CFP®-designated financial advisor with over 20 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has prior experience with LPL Financial and Edward Jones. Gregory also operates a wealth management DBA and maintains an active role with Altitude Wealth Management. Independent Advisor Alliance serves a diverse client base including individuals, businesses, retirees, and charitable organizations, providing a range of services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to third-party platforms and sub-advisors to deliver tailored investment and estate-planning solutions.

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.

Sean Rivinus is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity, TIAA, and Wells Fargo Advisors. Outside of financial services, he operated Rivinus Photography as a self-employed venture for 15 years. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering. This online discretionary model uses algorithmic risk assessments to guide investments primarily in mutual funds and ETFs and is currently offered as an invitation-only pilot for PNC Bank employees.

Poojit Ravikumar is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at firms including Vanguard Advisers and MassMutual. Ravikumar is also involved in managing a rental property in Charlotte, NC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a large network of representatives, combining in-house and external strategists with technology-enabled tools to implement client-focused recommendations.

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.

Joseph Anderson is a financial advisor with TD Private Client Wealth LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and with 11 years of industry experience. His previous work includes roles at TD Bank N.A., The Vanguard Group, Regions Bank, Cetera Investment Services, and Wells Fargo Clearing. He is also a landlord for residential rental properties in Charlotte, NC, and Saint Petersburg, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation through portfolios that include affiliated and third-party sub-managers.

Adam Curette is a CFP® with 18 years of industry experience, currently with Empower Advisory Group since 2025. Prior to joining Empower, he spent 17 years at The Vanguard Group, Inc. He holds a Series 63 license and is based in Belmont, NC. 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 certain retail brokerage account holders. The firm’s integrated service model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

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 at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Southern Financial Consultants, and other firms across various roles. 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 utilizes a combination of traditional research and AI-enabled tools to support its advisory services and maintains extensive financial affiliations as part of the Truist Financial network.

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® certificant with eight years of experience in financial advisory roles. She currently works at Truist Advisory Services and has prior experience at The Vanguard Group, Inc. and American Financial Advisors, LLC. Her background also includes roles at the University of Georgia and its Veterinary Teaching Hospital. 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 combines traditional and AI-enabled research tools, providing ongoing reviews and support through its affiliation with Truist Financial and a range of banking and broker-dealer relationships.

Lashanda Manson is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Truist in 2025. Outside of her advisory work, she is engaged as a delivery driver for Amazon Flex. 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 research and AI tools to support its advisory process and offers a range of services through its partnerships and proprietary programs.

Brady Hemmerle is a CFP® and holds a Series 66 license, with eight years of industry experience. He is currently with Guardian Life and has previously worked at Stash Wealth, The Vanguard Group, and WPG Financial Group. Hemmerle is also engaged in an outside insurance business. He works within Guardian Life’s Park Avenue® Wealth Management, which serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses through a combination of advisor-led discretionary management and model-based strategies. The firm offers a range of financial planning, consulting, and investment services supported by proprietary and third-party platforms.

Julia Dorer is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Truist, she worked at Wells Fargo Clearing Services LLC and has held various roles in education and administrative support. Outside of her advisory work, she assists with administrative functions in residential real estate under a licensed broker. 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 tools and offers a range of fiduciary services and ongoing client reviews.

Katie Dunmire is a financial advisor at Janney Montgomery Scott with 18 years of industry experience holding a Series 66 designation. Her career includes previous roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Morgan Stanley. She serves as a board member of the Pennrose Park Country Club in Reidsville, NC. Janney Montgomery Scott 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 municipal entities, delivering investment advice through in-house portfolio management and third-party managers across multiple advisory programs.

Holly Curtis is a financial advisor at Guardian Life with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked extensively within Guardian Life and Park Avenue Securities, as well as previously at LPL Financial. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, and includes access to insurance products and alternative investments through its connection with Guardian Life.

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.