Charles Bevan is a CFP® professional associated with Schwab Wealth Advisory Inc. in Charlotte, NC, with two years of industry experience. He has held roles at Charles Schwab & Co., Vanguard Marketing Corporation, The Vanguard Group, and Wells Fargo Bank and Clearing Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Mark Nesbitt is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the First Citizens organization since 2019, with prior experience at Avena Homes. 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 entities. The firm utilizes a client process led by investment advisor representatives to assess financial needs and applies fundamental, quantitative, and technical analysis across a range of investment products.

Christopher Hance is a financial advisor with TIAA-CREF, holding a Series 66 credential and 23 years of industry experience. He has been with TIAA-CREF and its predecessor entities since 2006, with a brief period of unemployment in 2019. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes planning services from ongoing discretionary management and advises a donor-advised fund while utilizing a vertically integrated investment approach.

Pete Trontis is a CFA® charterholder with seven years of industry experience, currently serving at Savant Wealth Management since 2026. He previously worked at Exencial Wealth Advisors, LLC, where he was also an equity partner, as well as at Willingdon Wealth Management and Horizon Investments. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Jennifer Hamlin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at MassMutual, Park Avenue Securities, Guardian Life Insurance Company, and MetLife Securities. Outside of her advisory work, she has ownership in a real estate venture with her husband. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Andrew Dorrien is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 65 and Series 63 designations and has worked in various roles within Truist entities since 2022. Prior to his financial services career, he held positions at KW Beverage and Harrington Landscapes and was affiliated with the University of South Carolina. 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, and fiduciary support, utilizing both discretionary manager relationships and non-discretionary consulting in its advisory approach.

Robyn Ducharme is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at CarMax Inc and Regal Entertainment Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach, serving a large participant base with a higher client-to-advisor workload than many peers.

Martiara Boyd is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and has worked at various organizations including Truist Investment Services and the Society for Financial Education and Professional Development. Outside of finance, she is the owner of MB LUXE EVENTS, a business focused on event decorating. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a mix of discretionary manager relationships and non-discretionary consulting supplemented by AI-enabled research tools.

William Gibson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has previously worked at Bank of America and continues to hold a role at First Citizens Bank. Gibson serves on the boards of United Cerebral Palsy of South Carolina and the Town of Matthews Board of Adjustment. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, utilizing IAR-led assessments and diverse investment strategies across equities, fixed income, mutual funds, and ETFs.

Randy Farina is a CFA® charterholder and Series 63 licensed financial advisor at Savant Wealth Management with five years of industry experience. His prior roles include positions at Exencial Wealth Advisors, LLC, Westwood Global, and a long tenure at Putnam Investments. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Michael Hoffmann is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Truist Advisory Services, where he has worked since 2018 following previous roles at Suntrust Robinson Humphrey. Hoffmann holds the Series 63 license and is based in Charlotte, NC. 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 and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integrations, to deliver customized investment solutions.

Jeremiah John is a financial advisor with Wells Fargo Investment Institute, Inc., holding a Series 65 designation and four years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and has worked at Wells Fargo Bank since 2004. 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 specializes in delivering research and model guidance without exercising investment discretion or holding custody of client assets.

Robert Moore is a financial advisor with Empower Advisory Group in Lowell, NC, holding Series 65 and Series 63 designations and four years of industry experience. His prior work includes roles at New York Life Insurance Co., JPMorgan Chase Bank, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning approach.

Daniel Barry is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Kestra Advisory Services and Kestra Investment Services since 2019 and at Lockton Companies since 2015. Outside of his advisory roles, Barry serves in leadership positions on political committees and nonprofit boards, including as President of the Hornet's Nest Republican Men's Club and Moderator of the Presbytery of the Central Carolinas. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base, including very large institutional investors, and offers multiple management platforms and third-party solutions within a supervisory framework.

Anna Shepherd is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to her advisory role, she worked at Truist Investment Services and Truist Wealth, and she also has experience working with Vitality Bowls and the Episcopal School of Jacksonville. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its AMC Advantage manager-selection program and ongoing due diligence.

Brent Martin is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds a Series 63 designation and has worked across various Truist and BB&T entities since 2009. Martin serves as a board member for Roof Above, a nonprofit addressing homelessness in Charlotte, NC, where he participates in general board oversight and monthly volunteering. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver tailored investment solutions.

David Carrara is a CFP® with 26 years of experience in the financial services industry. He is currently an advisor at Citizens Securities, Inc., where he has worked since 2021. His prior experience includes 14 years at TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program featuring ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency under ownership by Citizens Bank, N.A.

Andrew Kulinski is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding the Series 65 and Series 63 licenses with three years of industry experience. His career includes roles across several Wells Fargo entities as well as The Vanguard Group and Ally Invest Securities. Outside of finance, he has work experience in the hospitality industry including positions at Duckworth's Bar and Grill and Ghengis Grill. Wells Fargo Investment Institute is an SEC-registered, bank-affiliated advisory and research organization that provides due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its services are delivered through team-based research and analysis, supporting affiliates who implement investment strategies on a discretionary basis.

Kraig Jackson is a CFP® with 11 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2025. He previously held positions at The Vanguard Group, PNC Investments, Bank of America, Merrill, and Wells Fargo Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools to recommend investments while leaving final trading decisions to clients.

Kenneth Putnam is a CFP® with 15 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. He previously worked at Cornerstone Financial Advisors and is also associated with LPL Financial, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm provides both discretionary and non-discretionary portfolio management through a network model supported by technology platforms and access to third-party managers.