Madeline Huffman is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial LLC and FinTrust Capital Advisors, LLC. Her background also includes roles outside finance, such as employment at Wells Fargo Bank and Olympian Grill. Wealth Enhancement Advisory Services provides 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 and employs a diversified investment process that blends passive and active strategies, supported by an internal Investment Committee.

Willis Heslep is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Heslep Tax & Retirement Planning since 2021, providing tax preparation and planning services alongside his advisory role. His career includes previous positions at several firms, including Retirement Wealth Advisors, Inc. and AlphaStar Capital Management, LLC. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a variety of strategic asset-allocation models and investment vehicles, including ETFs, mutual funds, and options-enhanced strategies, and provides services through both its own representatives and sub-advisory arrangements.

Jacob Hedrick is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with First Citizens since 2013 and is also involved in real estate through Nellie T Properties, where he participates in investment and management activities. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services that include portfolio management, wrap programs, automated investing platforms, and financial planning, emphasizing a client process led by financial needs assessments and diversified investment strategies.

Hugh Renwick is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and its predecessor firms since 1996. Renwick is based in Gastonia, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver customized investment solutions.

David Curry is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes six years at Second Half Strategies and three years at HoneyBaked Ham. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes a network model with over 300 advisors and employs various portfolio management strategies supported by technology platforms and third-party managers.

Robert Armstrong is a Series 66-licensed financial advisor at Primerica Advisors with 12 years of industry experience. He has worked at Guardian Life Insurance Company, Park Avenue Securities, and other firms throughout his career. Outside of his advisory role, Armstrong serves as president of a local BNI chapter and participates in peer-to-peer car rental through Turo. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporations, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a range of proprietary and third-party investment strategies delivered through various platforms and supports both discretionary and non-discretionary account management.

Benjamin Russo is a financial advisor at Truist Advisory Services with a Series 66 credential and one year of industry experience. He has been with Truist since 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm integrates discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Lisa Hensarling is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera Advisor Networks and LPL Financial. In addition to her advisory role, she is a commissioned Notary Public in North Carolina. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Samantha Becker is a financial advisor at Truist Advisory Services with six years of industry experience. She holds a Series 66 designation and previously worked at BB&T in various roles from 2014 to 2021 before joining Truist in 2021. Becker serves as a board member of the Cultivating Success Fund at the Columbus Foundation, a donor-advised charitable fund. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a blend of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

William Thompson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held roles at several firms including Merrill, E*Trade Securities, and Valor Wealth Partners. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of implementation options along with financial planning, retirement consulting, tax support, and estate-planning coordination.

Jazmin Williams is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Equitable Advisors and Axa Advisors. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering both point-in-time financial plans and optional managed account solutions through an integrated model linked to Empower’s administrative platforms.

James Freeman is a financial advisor at Rockefeller Financial LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley Private Bank and Citigroup Global Markets. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

William Rhodes II is a financial advisor at Fifth Third Securities, Inc. based in Charlotte, NC, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Fifth Third. Outside of his advisory role, he is a rental property owner in Concord, NC. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Cara Lindner is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has 19 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and several other firms. She was also involved with the Charlotte YMCA from 2016 to 2020. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Benjamin Cheaney is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Ernst & Young and Morningstar. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Michael Harris is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC. He holds a Series 65 designation and has four years of industry experience, including roles at Wells Fargo Investment Institute and Wells Fargo Bank. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides investment research, manager due diligence, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. Its advice is delivered through model portfolios and allocation guidance for affiliates to implement, supported by both qualitative and quantitative research.

Michael Fiumara is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Transamerica Life Insurance Company. Outside of finance, he was involved with Tony's Pizza from 2023 to 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and serves a large client base with both discretionary and non-discretionary asset management.

Daniel Valverde is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Wells Fargo RELS. Outside of finance, he owns and operates Green Valley Photography, specializing in event and family photography. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and integrates third-party manager relationships and AI‑enabled research tools in its investment process.

Grace Pelino is a CFP® with five years of industry experience, currently affiliated with Rockefeller Financial LLC. She has worked at Rockefeller Financial and Rockefeller Capital Management since 2022 and spent one year at Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Daniel Barry Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at BrightHouse Securities, MetLife, Guardian Life Insurance, and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions, managing approximately $15 billion in regulatory assets under management.