Lamar Johnson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 and Series 63 designations and has been with Truist Investment Services since 2021, following roles within the Truist and SunTrust organizations. 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 combines traditional research with AI-enabled tools and offers ongoing client reviews and reporting while operating as an affiliate of Truist Financial with extensive affiliated financial relationships.

Joanna Pappas is a CFP® professional with 13 years of experience in the financial industry. She currently works at First Citizens Investor Services, Inc. and First Citizens Bank and previously held roles at Northwestern Mutual Wealth Management Company and Wells Fargo. 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 that integrates fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.

Cecilia Mavico is a financial advisor at Truist Advisory Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Robinhood Markets. Cecilia also serves as an adjunct professor at the UNC School of Law, where she co-teaches a class on Financial Services Compliance. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm emphasizes comprehensive asset allocation strategies and manager selection through the Envestnet platform, supported by a combination of traditional research and AI-enabled tools.

John Bruneau is a Series 66-credentialed financial advisor with two years of industry experience, currently with Ameritas Advisory Services, LLC. His prior work includes roles at Ameritas Investment Company, LLC, Boston 128 Companies, and The Ripken Experience. Outside of his advisory work, he is involved in investor relations at Boston 128 Companies. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Amanda Black is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. Her career includes roles at First Citizens Asset Management, Wells Fargo Clearing, and Ironstone Securities, Inc. First Citizens Investor Services, Inc. serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, emphasizing IAR-led financial assessments and diversified portfolio management across equities, fixed income, mutual funds, and ETFs.

Patrick Schultz is a CFP® with 21 years of industry experience, currently serving at Concurrent Investment Advisors, LLC. His previous roles include positions at New York Life Investment Management LLC, Purshe Kaplan Sterling Investments, Inc., and Neuberger Berman. Outside of advisory work, he acts as a marketing consultant for Armstrong, Fleming, & Moore. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of roughly 286 advisors managing over 13,000 clients.

Namaine Coombs is a CFA® charterholder with 28 years of industry experience. He is currently with Truist Advisory Services and previously worked at Bank of America and Wells Fargo. Outside of financial advising, he is the CEO of Unleashed Success, LLC, a life-coaching and book publishing company focused on overcoming limiting subconscious beliefs. 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 employs a combination of traditional research and AI-enabled tools to support its advisory services and offers partnerships with Envestnet Retirement Solutions for retirement plan management.

Margaret Sattler is a financial advisor at Truist Advisory Services with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked with various Truist entities since 2021. Prior to her current role, her background includes positions at Capital City Financial Partners, E.W. Scripps Company, and Barre3, among others. 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 and AI-enabled tools to support asset allocation and manager selection, offering ongoing reviews and client consultations through its comprehensive advisory platform.

Rhondale Haywood is a CFP®, CFA®, and Series 63-licensed financial advisor with three years of industry experience. He is currently with Truist Advisory Services and previously worked at Bank of America and PNC Bank. He serves on the investment committee for the Foundation for the Carolinas, assisting with asset allocation and strategy monitoring. 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 uses a combination of traditional research and AI-enabled tools to support its advisory offerings and maintains extensive affiliated financial relationships.

Christopher Benitez is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked previously for The Vanguard Group and Angi. 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 delivers an integrated service model tied to Empower’s administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

Robert Flynn is a financial advisor with Empower Advisory Group who holds Series 63 and Series 65 designations and has 22 years of industry experience. He previously worked at TIAA-CREF and TIAA from 1997 to 2022 before joining Empower Financial Services in 2023. 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 retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

William Robbins is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with seven years of industry experience. His work history includes roles at First Citizens Bank and First Citizens Investor Services since 2019, as well as experience with the City of Rock Hill and Francis Marion University. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs a client process focused on assessing financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Patrick Long is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, he serves as co-trustee for family trusts on behalf of long-term clients. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, and charitable organizations. The firm combines traditional and AI-enabled research tools to support client asset allocation and manager selection, operating within a broad network of affiliated financial entities.

Bradley Cooke is a CFA® charterholder with nine years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021. Prior to that, he spent 15 years at Wells Fargo Bank and one year at Wells Fargo Clearing Services. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, offering ongoing client reviews and reporting.

Benjamin Osborne is a CFP® practitioner based in Charlotte, NC, with five years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., having previously worked at Linden Thomas Advisory Services and The Vanguard Group. His background also includes positions in consulting and academia. 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-referred clients. The firm uses standard asset-allocation models and internal research tools to offer tailored recommendations, while trades require client authorization.

Adam Aldrich is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and LPL Financial LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio management across various strategies and incorporates financial planning and tax services into many client relationships.

Benedict Wong is a financial advisor with Wells Fargo Investment Institute, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and has over two decades of experience at Wells Fargo. Wells Fargo Investment Institute provides research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and other financial institutions. The firm delivers non-customized investment models and focuses on manager research and portfolio construction rather than direct portfolio management or individualized financial planning.

Lisa Hemby is a CFP® professional with eight years of industry experience, currently with Schwab Wealth Advisory Inc. She previously worked at The Vanguard Group, Inc. and Edward Jones among other firms. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co., providing fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset allocation models and internal research, with client authorization required for all trades.

Jeffery Peschel is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with 20 years of industry experience. He has worked at First Citizens Investor Services since 2014. 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/business entities. The firm offers portfolio management, wrap programs, model portfolios, a Guided Investing platform, and tax-aware financial planning, utilizing a client process focused on assessing financial needs, risk tolerance, and time horizon.

Chad Lossie is a financial advisor at PNC Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC since 2015. Outside of his advisory role, he is the owner of a rental property business. 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 strategists for portfolio management.