Hugo Bartell is a financial advisor at Oppenheimer with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer across two periods totaling 10 years, with an intervening three-year tenure at Adhesion Wealth Advisor Solutions Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of investment programs and financial planning services delivered on both discretionary and non-discretionary bases, with a notable portion of advisory assets managed non-discretionarily.

Sophia Slomkowski is a financial advisor at Prime Capital Financial with a Series 65 credential and one year of industry experience. Her prior roles include positions at Nuveen and One Digital. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm employs a mix of core/satellite, thematic, and tactical strategies and supports held-away accounts through specialized platforms.

Shannon Burgett is a Certified Financial Planner® with 28 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2026. Prior to joining Mercer, she held roles at Smith Salley Wealth Management, PNC Investments LLC, Linden Thomas Advisory Services, and Fidelity in various advisory capacities. Mercer Global Advisors provides comprehensive investment advisory services to individuals, families, small business owners, and institutional clients, using a Modern Portfolio Theory-based approach that incorporates globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing. The firm offers a range of specialized financial, tax, retirement, and estate planning services alongside integrated platforms and educational initiatives.

Kristian Hunter is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at PNC Investments, TIAA-CREF, Prudential Insurance, and Merrill, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available to select employees. The firm utilizes algorithm-driven risk assessments and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Jonathan Landi is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing Services, and The Vanguard Group. 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-enabled tools for portfolio management and offers services that include asset allocation, fund monitoring, and third-party manager selection.

Angela Jones Cable is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at A4 Wealth Advisors and Chuck Maness CPA. 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 services emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Arthur Lawrence is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and 30 years of industry experience. His career includes roles at Truist Investment Services, SunTrust Advisory Services, and BB&T Securities. Outside of his advisory work, he operates a business buying and selling signed sports memorabilia and other collectibles. 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 employs a comprehensive approach, combining traditional research with AI-enabled tools and offering tailored asset allocation strategies and manager selection through the Envestnet platform.

Michael Ryan is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation with 11 years of industry experience. He has previously worked at Truist Investment Services, Truist Advisory Services, BB&T Securities, and Wells Fargo Clearing. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm’s investment approach combines fundamental, quantitative, and technical analysis to manage portfolios across various asset classes, supporting both discretionary and non-discretionary client accounts.

Leonard Hajrullahu is a financial advisor at PNC Wealth Management in Charlotte, NC, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Equitable Advisors and Axa Advisors, LLC. Outside of finance, he serves as a youth soccer coach for Independence Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to employees, which utilizes algorithm-driven risk assessments and invests via approved third-party strategies.

Robert Higgins is a financial advisor with Principal Financial Services in Cornelius, NC, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked with Principal Securities Inc. since 2016 and is also associated with Fulcrum Capital Partners and Principal Life Insurance Company. Outside of his advisory roles, Higgins serves on the leadership committee of a local networking group and acts as treasurer for a town commissioner's election campaign. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate entities. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Edwina Gowan is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has been with First Citizens Investor Services since 2006. Outside of her advisory role, Edwina works part-time providing care for individuals with developmental disabilities through NC Outreach Group Homes. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a client process focused on assessing financial needs and risk tolerance to guide portfolio allocation across various asset classes.

Jason Page is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MWA Financial Services Inc, Modern Woodmen of America, NYLIFE Securities LLC, and New York Life Insurance Co. In addition to his advisory role, he serves as a District Sales Director assisting clients with fixed insurance products such as final expense, Medicare Advantage, and long-term care insurance. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio strategies and custodial platforms.

David Kitterman is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Empower Advisory Group and has previously worked at firms including Dunster Rose, LPL Financial, Capital Guardian Wealth Management, Woodbury Financial Services, TIAA-CREF, and Banc of America Investment Services. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Joseph Grant is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at The Vanguard Group, Inc., Cheney Brothers, Inc., and Liberty University. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-focused approach combining fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes and offers services such as financial planning, tax-aware strategies, and automated investing platforms.

Amanda Berry is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses. She has four years of industry experience, including roles at First Citizens Bank. Outside of advising, she is an authorized signer involved in the financial management of an auto mechanic business. First Citizens Investor Services, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and businesses, offering advisory and brokerage services with a focus on portfolio management, financial planning, and tax-aware investment strategies. The firm employs a client-centered approach using fundamental, quantitative, and technical analysis to guide asset allocation.

Nia Murray is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Her career includes roles at Truist Investment Services and Truist Advisory Services since 2024, as well as various positions during her education at the University of Florida. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools for portfolio management and offers services through an extensive network of affiliated financial entities.

Robin Graves is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Merrill, PNC Investments, and multiple positions within Truist entities since 2017. 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 partners with Envestnet to deliver tailored asset allocation and manager selection, providing ongoing client reviews and reporting.

Gregory Hudson is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Edward Jones. Gregory is based in Charlotte, NC. 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 ongoing reviews and reporting to its clients.

Michael Keen is a CFP® with 10 years of industry experience, currently serving clients at Mariner Wealth Advisors since 2023. Prior to joining Mariner, he worked at Byron Financial, LLC and The Vanguard Group, Inc. His background includes roles spanning wealth advisory and investment management. Mariner serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolios supported by both in-house research and third-party managers, with integrated tax and accounting services uncommon among large advisory enterprises.

Robert Johnson Jr. is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has held roles at First Citizens Investor Services and First Citizens Asset Management since 2020, and previously worked at PNC Bank and PNC Investments. Outside of his advisory work, he is involved in real estate rehabilitation and property management through his ownership of RATE Properties. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services with a range of portfolio management and financial planning solutions. The firm emphasizes IAR-led client assessments and applies multiple analytical approaches to investment allocation across equity, fixed income, mutual funds, and ETFs.