Thomas Sims is a CFP® with nine years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has held prior roles at Vanguard Advisers, Inc. and MAI Capital Management, LLC. Thomas is based in Charlotte, NC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., with a distinctive fee and management structure compared to many enterprise wealth managers.

Blake Bishop is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Hamilton Henry Wealth Strategies, LLC, Eagle Strategies, NYLIFE Securities LLC, and New York Life since 2023. Prior to his financial career, he was employed at DuckWorth's Grill and Taphouse and has experience in education at Appalachian State University and Providence Highschool. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of programs tailored to client and plan sponsor needs, with a significant portion of assets managed on a non-discretionary basis.

Tony Montini is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2011. Montini is also licensed for insurance sales with multiple carriers. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a range of investment strategies through proprietary and third-party managers, supporting various account types and lending solutions.

Joshua Howard is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and has prior work experience at Truist Investment Services, Neiman Marcus Group, Burberry, and Bank of America. Outside of finance, he worked briefly in the entertainment sector at High Seas Miniature Golf. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and fiduciary support.

Brendan Petty is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Transamerica Life Insurance Company, MassMutual, and Mutual of Omaha. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs focused on asset allocation and retirement guidance, utilizing Morningstar Investment Management’s proprietary tools for portfolio construction and oversight.

Gregory Snoor is a financial advisor with Eagle Strategies (New York Life) in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He is also the owner of Main View Wealth, LLC, which brokers non-registered insurance products and sells New York Life products and services. Snoor's prior experience includes roles at South State Bank and LPL Financial. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Austin Dantzler is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his advisory roles, he spent 11 years working with Dantzler Properties in collaboration with Real Broker, JPAR, and Allen Tate. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with a substantial portion of assets managed on a non-discretionary basis.

Anita Lynch is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 credential and 22 years of industry experience. Her work history includes roles at First Citizens Investor Services since 2017 and prior positions with Publix and Lowe's Home Improvement. Outside of her advisory role, she is a co-owner of a family business involved in property investment. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset allocation, offering portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Janet Fisher is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and Wachovia Bank. Fisher serves as a board member for the Charlotte Tennis Association, where she helps organize local youth and adult tennis tournaments. 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 manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Susan Imel is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Merrill and BB&T Securities prior to joining Truist. Outside of advising, she occasionally serves as a notary public in Mecklenburg County. 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, investment policy analysis, and fiduciary support, implementing advice through discretionary manager relationships and consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Brett Covert is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Corient. His work history includes roles at Ci Brightworth, Bank of America, Merrill, and Wells Fargo Advisors. He is located in Charlotte, NC. Corient provides investment advisory and financial planning services to a broad client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies and third-party manager solutions, with continuous portfolio monitoring and risk management tools.

Timothy Jones is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo and Janney Montgomery Scott in various roles since 2014. Janney Montgomery Scott is a large, dually registered 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, corporate and retirement plans, and offers brokerage, financial planning, and advisory services with both in-house and third-party portfolio management.

Willie Stokes is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at TIAA, Innovation Partners LLC, and Mass Mutual Investors Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program through a mix of discretionary and non-discretionary strategies, relying on third-party platforms and AI-enabled research tools.

Kara Grabow is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to joining Truist Advisory Services in 2026, she worked at Truist Bank from 2020 to 2026 and previously at Buy Buy Baby from 2015 to 2020. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by affiliated entities and third-party platforms.

Matthew Woods is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has worked at Wells Fargo Investment Institute, Inc. since 2021 and previously spent five years with Wells Fargo Bank. Wells Fargo Investment Institute is a bank-affiliated advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm’s model portfolios and strategic advice support affiliated entities, with a formal integration into banking operations that includes serving fiduciary and trust clients.

Hernando Pulido is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior roles include positions at Wells Fargo and New York Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans focused on long-term portfolio returns and savings rates, offering both standalone plans and optional managed account solutions.

Wendell Stallings is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Eagle Strategies (New York Life) and has prior experience at Ameritas Advisory Services, Ameritas Life Insurance Corp., Ameritas Investment Corp., and MetLife Investors Distribution Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers a range of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Jared Green is a financial advisor at HB Wealth with one year of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies and offers services including outsourced chief investment officer (OCIO) solutions and advisory support to registered investment companies.

Robert Lane is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at First Citizens Investor Services, Inc. He previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC over multiple periods from 2018 to 2023. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm offers portfolio management through wrap programs, an automated Guided Investing platform, and tax-aware services, leveraging its affiliation with a bank holding company to integrate banking resources and operational relationships.

Shalenee Yalla is a Series 66-credentialed financial advisor with Truist Advisory Services in Charlotte, NC, and has 10 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC from 2017 to 2021. Outside of her advisory role, she co-owns a rental property in Kirkland, Washington, with her husband. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting supported by third-party platforms and research tools to implement its investment strategies.