Steven Majoris is a financial advisor at Wells Fargo Investment Institute, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked for Advisors Asset Management, Inc. for 11 years. He is based in Charlotte, NC. Wells Fargo Investment Institute (WFII) 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.

Charles Widener is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Truist Advisory Services and has previously worked at PNC Investments and Mass Mutual Financial Group. Widener serves on the board of directors for Opera Carolina, a local nonprofit arts organization in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships supported by third-party platforms and research tools.

Stanley Dyl is a Series 65-licensed financial advisor with 16 years of industry experience. He is currently with Prime Capital Financial and has previously worked at United Capital Financial Advisers, LLC and Davidson Capital. He is involved as a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office solutions, employing a variety of investment strategies and tax-efficient techniques.

Kathleen Hayes is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services and its affiliated firms since 2013. Outside of her financial advisory role, she is the principal of Katie Hayes Photography LLC, where she photographs events, people, sports, and landscapes. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches with third-party platform and manager arrangements.

Joel Berry II is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. Prior to joining Oppenheimer, he worked at Truist Investment Services and Truist Bank. Outside of finance, he works as a basketball analyst for ESPN/ACC Network, covering college basketball. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory and execution services, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Roslyn Ervin is a financial advisor with Truist Advisory Services in Mount Holly, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously worked at Bb&T Securities LLC for eight years before joining Truist in 2013. Outside the financial industry, Ervin serves as a Disabled Support Person, providing assistance with hygiene, cooking, transportation, and light housekeeping. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches, utilizing third-party platforms and AI-enabled research tools, and features a manager-selection program integrated with its affiliated broker-dealer and bank services.

Carter Bugg is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work experience includes roles at Clemson University and Avidxchange. 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 mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Adrienne Stroupe is a financial advisor with The Huntington Investment Company in Charlotte, NC, holding a Series 66 credential and five years of industry experience. Her career includes roles at Truist Advisory Services and BB&T prior to joining Huntington. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and proprietary investment strategies.

Marshall Stuckey is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. since 2021. He has been with Wells Fargo since 2006, based in Charlotte, NC. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm’s specialized divisions deliver equity and fixed-income analysis, manager research, and model portfolio solutions without exercising investment discretion or holding custody of client assets.

William Griesser is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 65 and Series 63 licenses and 27 years of industry experience. His prior roles include positions at Edward Jones and TIAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers a point-in-time financial planning service combined with optional managed account solutions, operating through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jon Nee is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Eastover Capital Management and FTB Advisors. He is also involved in investment-related sales of insurance and annuities through his affiliated entities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and leverages technology platforms to support comprehensive client services.

Chessada Laney is a financial advisor with JPFG Wealth Management, L.L.C. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Brookstone Capital Management and FormulaFolio Investments, Inc., and has been with JPFG Wealth Management since 2017. Laney is also involved in selling insurance products through Millennium Financial Group. JPFG Wealth Management serves individual and high-net-worth clients with fee-based financial planning, discretionary portfolio management, and retirement plan consulting. The firm provides tailored recommendations across cash flow, tax, estate, retirement, and investment needs, often utilizing unaffiliated sub-advisors and accepting accounts held at outside custodians.

Amanda Mounts is a financial advisor at Truist Advisory Services with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank, Wells Fargo Clearing, First Horizon Bank, and Bluegreen Vacations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate 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.

Lena Poma is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at LPL Financial, Ally Invest Securities LLC, and Mass Mutual Investors Services. Outside of her advisory work, she has engaged in independent delivery services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform integrations and AI-enhanced equity research.

Candice Mason is a financial advisor at Fifth Third Securities, Inc. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines broker-dealer and SEC-registered investment adviser capabilities with a platform that includes discretionary managed accounts, direct indexing, and tax-overlay services.

Julia Roberts is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, and Wells Fargo Clearing Services. She is based in Charlotte, NC. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a client process focused on assessing financial needs, risk tolerance, and time horizon, employing multiple analytical methods to allocate assets across various investment vehicles.

Timothy Mann Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at BB&T Securities and Truist Investment Services. He volunteers as treasurer and finance committee member for the nonprofit Let Me Run. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a blend of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate integration.

Kevin Loftin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Bank since 2018 and previously at Pj Robb Variable Corp and Crump Life Insurance Services. 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 manager-selection programs, combining discretionary and non-discretionary approaches supported by AI-enhanced equity research and inter-affiliate integration.

Kristy Meeler is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Independent Advisor Alliance, LLC and has also worked at LPL Financial since 2013. Outside of her advisory role, she offers insurance to small groups and individuals through multiple carriers as needed. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and combines discretionary portfolio management with access to third-party managers and technology platforms for comprehensive client service.

Michael Dautel is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist Advisory Services since 2021, including prior roles at Truist Investment Services and BB&T Investment Services dating back to 2005. 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 a manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting with oversight from its Equity Research team and Investment Advisory Group.