Jasmine Martin is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds Series 63 and Series 66 registrations. Her prior experience includes roles at VALIC Financial Advisors and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Marty Stamps is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo and Truist Advisory Services in various capacities since 2002. His career also includes a brief tenure at GESS INTL / CYCLUM RENEWABLES. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering a range of solutions including asset allocation, fiduciary support, and manager-selection programs that utilize both discretionary and non-discretionary approaches.

Lance Dunlap is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and bringing 10 years of industry experience. His previous roles include eight years at TIAA-CREF and a year at Wells Fargo Advisors. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active strategies, supervised by an internal Investment Committee.

William Byron is a financial advisor at Corient with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at M HOLDINGS SECURITIES, Inc. and operated Byron Financial, LLC. Outside of his advisory work, he owns Byron Racing, LLC, an auto racing business. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that combines internal strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates, including private fund management and trust services.

Kevin South is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, and BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate resources.

Angela Thomas is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. Her career includes roles at Wells Fargo Bank NA and Wells Fargo Clearing Services before joining Truist Advisory Services in 2022. Outside of her advisory work, she is the owner of two ventures focused on developing organizational tools and wellness apps for women and families. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary manager relationships and third-party platform solutions.

Trevor Whitson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Grove Point Advisors, Wells Fargo Clearing Services, and LPL Financial. 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. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platform arrangements and AI-enabled research tools.

Edward Danser is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Truist Advisory Services and has held various roles within Truist and its predecessor firms since 2010, as well as positions at Merrill earlier in his career. Outside of his advisory work, he is a partner in a family LLC established for investment in a hotel opportunity. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Thomas Dumas is a CFP® and ChFC® with 25 years of experience, currently affiliated with Guardian Life and Park Avenue Securities in Charlotte, NC. He has been with both firms since 2001. In addition to his advisory role, he serves as a trustee for his parents' estate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to both proprietary and third-party investment platforms.

James Baker is a financial advisor at Fifth Third Securities, Inc. in Charlotte, NC, holding a Series 66 designation with 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of his advisory role, he is a co-owner of Three Eagle Ventures, LLC. Fifth Third Securities 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 options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated banking and advisory functions.

James Martin II is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials with 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wachovia Bank. Outside of his advisory work, he is a co-owner involved in rental property maintenance. 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 a client-focused process using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Matthew Duffey is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Charlotte, NC. His prior experience includes roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. He was also involved with the Notre Dame Student Activities Organization during his university years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with trades executed only upon client authorization.

Rachel Ashman is a financial advisor at Truist Advisory Services with 21 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at SunTrust Bank and SunTrust Advisory Services, where she worked from 2016 to the present, and The Prudential Insurance Company of America from 2016 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program supported by AI-enabled research and integrated inter-affiliate services.

Brandon Bastuba is a CFP® professional with 16 years of industry experience, currently affiliated with NewEdge Advisors. His prior roles include positions at Assetmark, Inc., Brinker Capital Securities, and Intelliflo. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to third-party advisory programs, utilizing centralized due diligence, technology tools, and a variety of program structures.

Adam Snell is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Merrill and Merrill Lynch from 2011 to 2020 before joining PNC Investments in 2020. He is currently based in Charlotte, NC, and is affiliated with PNC Wealth Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, invitation-only Portfolio Solutions Strategist offering for employees. The program uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Hana Lee is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining PNC, she worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she works part-time as a sales associate at a beauty retail store. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party managers to implement investment strategies.

Mary Kane is a Series 66 credentialed financial advisor with one year of industry experience, currently with Truist Advisory Services in Charlotte, NC. Her career includes roles at Truist Wealth, Pearson, and Virginia Tech Pamplin College of Business. Truist Advisory Services provides investment consulting and advisory services to a broad range of clients including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches and utilizes third-party platforms and AI-enabled research tools in its investment process.

Michael Mcglinsky is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with First Citizens Investor Services, Inc., having joined in 2025. His previous roles include positions at Thrivent Financial and Prudential. First Citizens Investor Services, Inc. serves individuals, pension plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs fundamental, quantitative, and technical analysis to construct diversified portfolios across various asset classes.

Genie Theimer is a financial advisor with Guardian Life and holds ChFC®, Series 63, and Series 65 designations. She has 44 years of industry experience, including 21 years at Park Avenue Securities and Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a 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 combines advisor-led discretionary management with model-based strategies and offers tailored client relationships alongside access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

William Walker III is a financial advisor with D.A. Davidson & Co. in Charlotte, NC. He holds Series 63 and 66 licenses and has 20 years of industry experience, including 14 years at LPL Financial before joining D.A. Davidson in 2022. He serves as the Outreach Committee Chairman for St. John's Episcopal Church, organizing volunteer events for the congregation. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analysis.