Daniel Huth is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior work includes roles at UBS Financial Services and M&T Bank. Outside of his advisory work, he occasionally assists with a non-investment related collectibles business run by his spouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through both discretionary and non-discretionary arrangements.

Andrew Calder is a financial advisor with Creative Planning, holding the Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Lockton Investment Advisors, Lockton Investment Securities, Lockton Companies, Newport Group, and TriNet Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

La Terra Frechette is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has one year of industry experience. Prior to joining Truist Advisory Services, Frechette held roles at TIAA, Amazon, and has experience connected to the Darla Moore School of Business at the University of South Carolina. Outside of finance, Frechette was involved with Capital City Gymnastics for several years. 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 a manager-selection program leveraging third-party platforms and AI-enabled research tools.

Justin Walker is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Based in Charlotte, NC, he has been with Rockefeller since 2024. 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 offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated investment platform and access to alternative investments, trust, and insurance services.

Matthew Moore is a financial advisor at HB Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA for 10 years each, as well as serving as Manager and Partnership Representative of MAAN Holdings, LLC. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm typically manages discretionary accounts, employing a combined quantitative and qualitative investment process across public and private strategies and advises registered investment companies and affiliated private funds.

Elizabeth Mitchell is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Brittain Resort Management LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Tamir Hornesby is a financial advisor at Citizens Securities, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include extended tenure at TIAA-CREF and positions at Ameriprise, Wells Fargo Clearing Services, and ABC Investment Management. Outside of finance, he maintains occasional hospitality and airline roles to accommodate family travel. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory platform includes a digital advisory program using proprietary algorithms for ETF portfolios, as well as a managed account program.

Cassie Dzubinski is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at RoseGose and Charles Schwab & Co., Inc. before joining Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice based on Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Marilyn Spencer is a CFP® professional with 11 years of industry experience, currently serving at Empower Advisory Group since 2024. Prior to joining Empower Advisory Group, she was not employed in the financial advisory industry for 10 years. 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 account holders. The firm employs an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Arturo Byrd is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at The Vanguard Group, Inc. for two years and has experience with several other firms including WPM Investments LLC and Charter Communications. Empower Advisory Group provides financial planning and investment management services 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 its services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in its financial planning approach.

Kimberly Carpenter is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with First Citizens Investor Services since 2005. Outside of her advisory role, Kimberly works as an aerobic instructor at a YMCA in Albemarle, NC. First Citizens Investor Services, Inc. serves a diverse client base, including individuals, pension plans, charitable organizations, and corporate entities, offering advisory and brokerage services through a variety of portfolio management options and financial planning. The firm’s investment process involves comprehensive assessments of client needs and risk tolerance, utilizing fundamental, quantitative, and technical analyses to allocate assets across multiple investment types.

Marisa Lindsey is a financial advisor with Empower Advisory Group in Charlotte, NC. She holds Series 66 and Series 63 licenses and has 21 years of industry experience. Her work history includes positions at GWFS Equities, Ascensus, BB&T Retirement & Institutional Services, and First Citizens. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Kedric Spearman is a CFP® professional with 23 years of experience in the financial services industry. He currently works at Empower Advisory Group and has prior experience with The Vanguard Group, Inc. since 2016. 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 approach integrates its recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

Bryan Bach is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Zacks Investment Management Inc. and Churchill Management Group. Bach is based in Matthews, NC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jonathan Shumate is a CFP® certificant with 17 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2022. His prior roles include positions at Altavista Wealth Management, Genspring Charleston, LLC, and GFO Advisory Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs both active and passive investment strategies across public and private asset classes and combines asset-allocation modeling with third-party Independent Managers selected through ongoing due diligence.

Jeffrey Sawyers is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. since 2021. Prior to this role, he spent 20 years at Wells Fargo Bank. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm delivers research and model guidance through specialized divisions without exercising investment discretion or holding custody of client assets.

Timothy Creech is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His prior roles include positions at LPL Financial, National Planning Corporation, Creek Financial LLC, and ING ReliaStar Life Insurance. He also operates Blackbridge Financial, an investment advisory business separate from LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model of advisory representatives and leverages technology platforms alongside various portfolio management strategies.

William Miller is a CFP® with 12 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. He has previously worked at Truist Advisory Services, Truist Investment Services, and Truist Bank/BBT. Outside of his advisory role, he owns a residential rental property managed through an external company. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model, combining third-party sub-managers and proprietary Private Bank models.

Jasmine Martin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at VALIC Financial Advisors and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships and utilizing third-party platforms and manager arrangements to support client portfolios.

Marty Stamps is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo for 11 years and Gess Intl / Cyclum Renewables. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management approaches, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.