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.

Erin Koch is a financial advisor at Commonwealth Financial Network with a Series 66 designation and over 18 years of industry experience. She has been associated with The Pinnacle Financial Group since 2005 and joined Commonwealth Financial Network in 2024. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including managed model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

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.

Leo Harrington Jr. is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Waxhaw, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities since 2013, totaling 13 years at the firm. FIFTH THIRD SECURITIES, Inc. serves individual, institutional, and business clients through both investment advisory and brokerage channels. The firm offers a variety of program types and third-party portfolio managers on its Passageway Managed Account platform, accommodating a range of investment strategies including mutual funds, ETFs, SMAs, and direct indexing.

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.

Paul Brown is a financial advisor with Eagle Strategies (NY Life) in Matthews, NC, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been affiliated with Eagle Strategies since 2013 and also operates Parker Financial Group, LLC and Parker Financial and Insurance Solutions, which sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Kevin Chase is a financial advisor at Sanctuary Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill and Breckinridge Consulting LLC. Chase has been with Sanctuary Advisors and its affiliated entities since 2018. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a broad network of independent advisors, sub-advisors, and third-party model platforms.

Daniel Holloway is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Bankers Life Advisory Services, Inc. in Charlotte, NC. He has been associated with various entities within the Bankers Life organization since 2009. Outside of advisory work, he is a partner in a fitness franchise in Pittsburgh, PA, involved in operations and business activities. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored investment strategies aligned with clients’ goals and risk tolerances.

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.

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.