David Kitterman is a CFP® professional with 23 years of experience in financial advisory roles. He currently works at Empower Advisory Group and Empower Financial Services, Inc., having joined in 2026. His previous roles include positions at Dunster Rose, LPL Financial, Capital Guardian Wealth Management, Woodbury Financial Services, TIAA-CREF, and Banc of America Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Joseph Grant is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at The Vanguard Group, Inc., Cheney Brothers, Inc., and Liberty University. 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 uses a client-focused approach combining fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes and offers services such as financial planning, tax-aware strategies, and automated investing platforms.

Amanda Berry is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various entities affiliated with First Citizens since 2007. Outside of her advisory role, she is an authorized signer managing financials for an auto mechanic business. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm provides advisory and brokerage services, employing a client process focused on assessments of financial needs and risk tolerance, and uses a range of investment strategies including fundamental, quantitative, and technical analysis.

Nia Murray is a financial advisor at Truist Advisory Services with two years of industry experience. She holds a Series 66 designation. Her background includes multiple roles at the University of Florida and Truist firms. 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 AI-enabled research tools and inter-affiliate resources.

Robin Graves is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill, PNC Investments, and Bbtis before joining Truist. Graves 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled tools for investment research and manager oversight.

Walter Kennedy IV is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at SunTrust Advisory Services, SunTrust Investment Services, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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.

Gregory Hudson is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Bank of America. He has been with Truist Advisory Services and affiliated entities since 2021. 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 uses a manager‑selection program supported by third‑party platforms and AI-enabled research tools.

Tyler Fiorenza is a financial advisor with Fifth Third Securities, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at Fifth Third Securities since 2022 and Fifth Third Bank since 2020, with prior experience in insurance and retail sectors. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Michael Keen is a CFP® professional based in Charlotte, NC, with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2023, after a year at Byron Financial, LLC, and seven years at The Vanguard Group, Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Robert Johnson Jr. is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has held roles at First Citizens Investor Services and First Citizens Asset Management since 2020, and previously worked at PNC Bank and PNC Investments. Outside of his advisory work, he is involved in real estate rehabilitation and property management through his ownership of RATE Properties. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services with a range of portfolio management and financial planning solutions. The firm emphasizes IAR-led client assessments and applies multiple analytical approaches to investment allocation across equity, fixed income, mutual funds, and ETFs.

Andrew Tate is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He was previously with UBS Financial Services for 10 years before joining Rockefeller Financial in 2024. Outside of his advisory role, he serves on the Board of Governors and as Treasurer of the Quail Hollow Club, a golf club in Charlotte, NC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and brokerage services. The firm operates a Private Advisor model alongside a consolidated investment platform that provides a range of discretionary and non-discretionary investment solutions.

Joshua Hodge is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 17 years of industry experience. His prior roles include positions at Charles Schwab and PNC Investments. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Susan Brown is a financial advisor with \u0026PARTNERS in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining \u0026PARTNERS in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional entities, offering investment management and financial planning through both advisory and brokerage services. The firm employs a variety of analytical approaches and proprietary and third-party strategies, with advisors able to manage accounts directly or via selected third-party managers.

Martin Walker is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at First Citizens Investor Services, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of his advisory work, he is president and owner of Spectrum Benefits, Inc., a health insurance brokerage and consulting business. 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 implement investment advice.

Brandon Hatcher is a Series 66 credentialed financial advisor with five years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Serenity Investment Advisors, Edward Jones, and PNC. Outside of his advisory role, he manages a sports league as a league manager. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Candice Trantham is a financial advisor at First Citizens Investor Services, Inc. with 11 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at First Citizens Investor Services and First Citizens Bank since 2014. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios through various investment vehicles, including UMAs, SMAs, and a Guided Investing platform.

Christopher Grainger is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Truist Advisory Services in 2025, he worked at Truist Bank, Wells Fargo, and TIAA-CREF. Truist Advisory Services offers 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.

Cynthia Piacentino is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, CETERA Advisor Networks LLC, and Carroll Financial Associates, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that blends passive and active management, overseen by an internal Investment Committee.

Alexander Houston is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding a Series 65 designation. He has been in the industry since 2025, with prior experience at Sterling Investment Counsel in the same year. Outside of finance, he has been involved with sports organizations, including the Pueblo Bulls Hockey Club and Midwest Knights Sports Group, and has an affiliation with Canisius University. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses, along with select external clients. The firm’s work is divided among specialized divisions focused on manager research, securities analysis, asset allocation, and portfolio management, offering research and model guidance rather than direct investment management.

Scott Angel is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2003. He has also been affiliated with First-Citizens Bank & Trust Company since 2002. 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-centric process led by investment adviser representatives, applying multiple forms of analysis to portfolio allocation across various asset classes.