Christine Neese is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. Her prior work includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. She provides administrative support to Wealth Enhancement Advisory Services as part of her professional activities. Wealth Enhancement Advisory Services, LLC 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 employs a strategic investment approach that combines passive and active management, supported by an internal Investment Committee and research targeting factor premiums, and offers a broad range of financial planning, asset management, and specialized consulting services.

Anthony Gummo is a financial advisor at PNC Wealth Management in Charlotte, NC, holding a Series 66 designation with 19 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only employee pilot that uses algorithmically selected risk bands and discretionary model accounts managed by PNC or third-party strategists.

William Mcclanahan is a CFP® with seven years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His prior roles include positions at Valic Financial Advisors and TIAA. Mcclanahan also engages in an insurance-related business outside of Guardian Life. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

John Welch Sr. is a CFP®, ChFC®, and Series 63 credentialed advisor with 44 years of industry experience. He is currently with Equity Services, Inc. and National Life Group, having also worked at SagePoint Financial from 2014 to 2020. Welch participates in community activities as a volunteer finance committee member for Mt. Tabor United Methodist Church. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad clientele including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Kate Lawson is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Nuveen Asset Management and Nuveen Securities from 2020 to 2023. Lawson serves as a board member of the Virginia Tech Alumni Association Charlotte Chapter, helping to promote alumni events and raise funds for scholarships. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm separates one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Courtney Huge is a CFP®-designated financial advisor with nine years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at LPL Financial LLC and Cetera Advisor Networks, LLC. She is based in Charlotte, NC. 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 assets through a diversified investment approach that blends passive and active managers and is supported by an internal Investment Committee.

Matthew Jarrett is a CFP® with 26 years of industry experience. He has worked at Charles Schwab and related entities since 2009 and has been with Schwab Wealth Advisory since 2026. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with clients making final trading decisions.

Marcus Richbourg is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior firms include UBS Financial Services, The Vanguard Group, and Wells Fargo Advisors. Outside of financial services, he works in radio broadcasting with roles at Dick Broadcasting Company and Radio One, focusing on promotions and technical operations. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Michael Jones is a CFP® with 29 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp. He previously worked at GWN Securities Inc. for nine years and holds Series 63 and Series 65 licenses. Jones is based in Charlotte, NC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs utilizing a mix of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Anthony Farrar is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds the ChFC® designation and Series 63 license. Farrar also operates Farrar Financial Group and serves as a benefit counselor for Willis Towers Watson. Additionally, he is a board member and secretary of the AJF Scholarship, participating in the selection of scholarship recipients. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and uses third-party asset managers and model portfolios.

Alexis Quen is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding a Series 65 designation. Alexis has been with Wells Fargo Investment Institute since 2025 and has prior experience at Wells Fargo and in various roles outside the financial industry, including work with Voodoo Donuts. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses, as well as select external clients. The firm’s work is divided across specialized research and portfolio management divisions and focuses on delivering research and model guidance rather than direct investment management.

Dawn Wilson is a financial advisor at &PARTNERS with 8 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes positions at Neuberger Berman LLC and Wells Fargo Clearing Services, LLC. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary and third-party strategies through the Envestnet platform and NFS clearing arrangements.

Adam Dinkins is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Ally Invest Advisors. First Citizens Investor Services, Inc. provides 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, offering services such as portfolio management, automated guided investing, tax-aware overlay, and financial planning.

Misty Petrosino is a financial advisor with Primerica Advisors based in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at Park Avenue Securities LLC and Guardian Life Insurance Co of America since 2017 and previously spent 13 years with Metropolitan Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she is involved with Target Market Institute, LLC, a business activity unrelated to investments. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies and supports discretionary and non-discretionary account management with a variety of investment options.

Calvin Holmes is a ChFC® credentialed financial advisor with nine years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Charlotte, NC. He has worked with Eagle Strategies since 2025 and has prior experience with Nylife Securities LLC and New York Life. Holmes also founded and operated Fitness Edge Inc. from 2016 to 2019. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers a range of advisory services and emphasizes tailored recommendations, with a significant portion of its assets managed on a non-discretionary basis.

Joshua Mayor is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Corient since 2024. He previously worked at Byron Financial from 2012 to 2024 and M HOLDINGS SECURITIES, Inc. from 2014 to 2017. Outside of advisory roles, he is the managing member of AWWM, LLC, an entity established for tax purposes. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions, supported by continuous portfolio monitoring and risk management tools.

Marcus Atkinson is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with First Citizens Investor Services since 2012. Outside of his advisory role, Atkinson is involved in youth sports, serving as a director for a youth summer football camp and working as a contractor for USA Track & Field in coaching and refereeing capacities. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, and institutional clients. The firm employs a client-focused approach with risk- and outcomes-based asset allocation, discretionary management options, and tax-aware strategies, supported by integrated banking resources as a subsidiary of a bank holding company.

Christian Patterson is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked with Truist Advisory Services and affiliated firms since 2018, including Bb&T Investments 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 implemented through a combination of discretionary and non-discretionary strategies with integration across affiliated entities.

Amy Wong Pawa is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2017. Outside of her advisory role, she owns an investment property that she manages and rents. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients who have pre-existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolios, operates a donor-advised fund, and offers related affiliated services.

Katie Ellis is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. She has eight years of industry experience, with prior roles at BB&T Securities, First Citizens Investor Services, and First Citizens Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.