Sandra Adame Hernandez is a financial advisor at The Huntington Investment Company with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Truist Advisory Services, Wells Fargo, and TIAA-CREF. Based in Charlotte, NC, she has been with Huntington since 2025. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary Private Bank strategies, offering multiple wrap-fee programs on the Envestnet platform.

Mary Kane is a financial advisor at Truist Advisory Services in Charlotte, NC, holding a Series 66 designation with experience beginning in 2023. Her prior roles include positions at Pearson, Hermitage Country Club, and Hampden Hill Custom Building. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Michael Mcglinsky is a financial advisor at First Citizens Investor Services, Inc. with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior experience includes long tenures at Thrivent Financial and related entities, as well as roles at Prudential and Pruco Securities. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs both strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Thomas Capul is a financial advisor with Eagle Strategies (NY Life) in Charlotte, NC. He holds Series 63 and Series 66 licenses and has been with Eagle Strategies since 2026. Prior to his advisory role, he gained experience in various positions including roles at the University of Maryland and Appalachian State University. Outside of finance, he is involved with C2x Wrestling Academy. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored solutions, with the majority of its assets managed on a non-discretionary basis.

Genie Theimer is a financial advisor with Primerica Advisors based in Charlotte, NC. She holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. Her career includes over two decades at Park Avenue Securities and Guardian Life Insurance Company since 2005. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets with a network of nearly 1,900 investment adviser representatives.

William Walker III is a financial advisor at D.A. Davidson & Co. in Charlotte, NC, with 20 years of industry experience. He previously worked at LPL Financial for 14 years before joining D.A. Davidson in 2022. Walker serves as chairman of the outreach committee at St. John's Episcopal Church, where he helps organize volunteer events. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers services under fiduciary standards, utilizing both qualitative and quantitative analysis, and is notable for its municipal advisory activities and private wealth planning program for clients with over $20 million in net worth.

Justin Chapman is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Wells Fargo Advisors. In addition, he has experience in the family business, having worked at Chapman Funeral Home for over a decade. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Stuart Vaughn is a CFP® with nine years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC. He has previously worked at Northwestern Mutual in various capacities from 2016 to 2023 and at LPL Financial LLC starting in 2023. Vaughn is also involved with The Cason Group, a non-variable insurance business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, using both discretionary and non-discretionary strategies supported by model portfolios and technology platforms.

Helene Moll is a CFP® and holds a Series 66 license with 16 years of industry experience. She is currently with Truist Advisory Services and has previously worked at Truist, BB&T Securities, and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and manager arrangements to support its offerings.

Thomas Fitts is a financial advisor with Eagle Strategies (NY Life) in Charlotte, NC. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, and several healthcare and technology companies. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Derek Motto is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at firms including LPL Financial and Equitable Advisors. Motto provides investment advisory services through Independent Advisor Alliance, an independent firm distinct from LPL Financial. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance client service.

Luke Piccione is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Bankers Life, he worked in various roles including as a driver for a ride-sharing service and in educational and fitness organizations. He is also appointed as an insurance agent with Bankers Life and Casualty Company, focusing on retirement services such as Medicare, life insurance, and long-term care insurance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals, risk tolerances, and time horizons.

Stuart Singer is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Janney Montgomery Scott since 2003. Singer serves as a board member of Jewish Family Services of Greater Charlotte, a social work and counseling agency. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

James Matthews is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Primerica Advisors and has previously worked at Aon Hewitt Financial Advisors LLC and Guardian Life Insurance Company. Matthews is involved in writing for his firm and serves on the Peer Review Board for the Journal of Financial Planning. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning, retirement-plan consulting, and business consulting. The firm employs a variety of investment strategies through proprietary and third-party models and supports both discretionary and non-discretionary account management.

Taylor Bryant is a Series 66-licensed advisor with 15 years of industry experience. He is currently with Independent Advisor Alliance, LLC and also provides administrative support to Charlotte Wealth Management, LLC, an independent investment advisor firm separate from LPL Financial. Prior to his current roles, he worked at LPL Financial for 10 years. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with a combination of discretionary and non-discretionary portfolio management, utilizing various analytical techniques and technology platforms to support client needs.

Kelly Ryan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 30 years of industry experience. Prior to joining Commonwealth in 2024, Ryan worked at FSC Securities Corporation for 22 years and at OSAIC for one year. Outside of advisory work, Ryan is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a broad range of advisory programs and operational support, allowing affiliated advisors discretion to construct client portfolios from various securities and insurance products while offering model portfolios managed by its Investment Management and Research team.

Thomas Cline is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 credential and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as a board member for the United Way of Roanoke Valley. First Citizens Investor Services provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client-centered approach combining risk- and outcomes-based asset allocation, discretionary or non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

Tiffany Ku is a financial advisor with TLG Advisors, Inc., holding Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at The Leaders Group Inc, IPGH Private Client Insurance Services, CTBC Bank USA, and JP Morgan. Outside of advisory work, she is involved in life insurance brokerage and client services management through IPGH Private Client Insurance Services. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and digital investment programs.

Michael Porter is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Bankers Life Advisory Services, Inc. since 2017. He has a long-standing career with Bankers Life and its affiliates dating back to 2004, where he also supervises a team of insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

John Hall is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks LLC, and Carroll Financial Associates Inc. He operates out of Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and multiple program offerings.