Scott Clark is a CFP® professional with 10 years of experience in financial advising. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2024. His prior roles include positions at SunTrust Advisory Services, SunTrust Investment Securities, LPL Financial, and BB&T. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charities, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Jessica Jones is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has three years of industry experience. In addition to her advisory role, she serves as a Unit Field Trainer at Bankers Life & Casualty, Inc., where she recruits and trains insurance agents and sells various insurance and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

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.

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.

Thomas Pfaff is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Bb&T Securities, LLC and BB&T Investments. He has been with Truist Advisory Services since 2021. 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 platforms and AI-enabled research tools, to deliver and oversee its investment strategies.

Bradford Brinkley is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding a Series 65 credential and 18 years with the firm. He has experience as an insurance agent selling life and health insurance, including Medicare Supplement and annuity products. Bankers Life Advisory Services provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Nicholas Miles is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has previously worked at Centennial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. His professional activities include providing investment advisory services through Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a network model with discretionary and non-discretionary portfolio management supported by various analytical strategies and technology platforms.

Eric Dade is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding the ChFC® designation along with Series 63 and 66 licenses. He has 23 years of industry experience and has been with Bankers Life and its affiliated entities since 2001. In addition to advising clients, he serves as a unit sales manager, overseeing other agents. 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 uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manage portfolios across a range of securities.

Stephen Kanode is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked with Bankers Life and its affiliated entities since 2016 and also serves as an insurance agent, assisting clients with Medicare options, long-term care planning, final expense insurance, and annuities. Bankers Life Advisory Services provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s approach emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio management.

Donald Smith Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has worked with affiliated Bankers Life entities since 2005. Outside of his advisory role, he manages an insurance sales practice serving client insurance needs. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Margaret Lane is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, bringing two years of industry experience. She has held multiple roles within the Bankers Life organization since 2020, including as an insurance agent specializing in Medicare supplement, long-term care, life insurance, and annuities. Outside of her advisory work, she serves as Executive Administrator and Chair of the Church Council at the Evangelical Lutheran Church of the Resurrection. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and ongoing portfolio management with a focus on individual clients.

Thomas Soriano is a financial advisor with Bankers Life Advisory Services, Inc. based in Charlotte, NC, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has worked with Bankers Life and its affiliated entities since 2004. Outside of his advisory role, Soriano serves as a board member of the Steele Creek Athletic Association, a volunteer-run youth athletic nonprofit. 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 aligned with clients’ goals and risk tolerances.

Melville Waithe is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at Truist Investment Services, Vanguard, and TIAA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Michael Arner is a financial advisor with TLG Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes roles at Securities America Advisors, Investacorp, and Highland Brokerage Capital. Additionally, he is involved with Modern Life as a brokerage manager and wholesaler of insurance products. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering services through independent advisors and a direct-to-consumer digital program called Starlight Portfolios.

Brett Oconnor is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2025, with prior roles at Fifth Third Bank, Woodforest National Bank, and Banfield Animal Hospital. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities. The firm offers investment advisory and brokerage services through various program types on the Passageway Managed Account platform, combining multiple portfolio management strategies and third-party offerings.

Karl Mount III is a Series 66-credentialed advisor with Bankers Life Advisory Services, Inc., bringing four years of industry experience. His background includes roles at Bankers Life Securities and BankersLife and Casualty Company, where he also serves as a unit field trainer recruiting and training insurance agents. Prior to his financial services career, he was involved with Backstreets Bar & Grill and held positions at Lenoir Rhyne University. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Johnny Rutledge is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. He has 18 years of industry experience, including roles at LPL Financial since 2014 and Independent Advisor Alliance since 2016. Outside of his advisory work, Rutledge is a part-owner of Red Key Ventures, an entertainment business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting, using both discretionary and non-discretionary portfolio management approaches along with various analytical techniques and technology platforms.

Jin Mei is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. Mei has one year of industry experience, with previous roles at LPL Financial, Primerica, Robeco, Franklin Templeton, and Natixis. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing various portfolio management strategies and technology platforms to support clients’ financial goals.

Shaun Foster is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds Series 65 and Series 63 registrations and has worked in various roles at Bankers Life and its affiliated entities since 2024. Prior to joining Bankers Life, he held positions at ADP Inc, Quasar Distributors, LLC, Horizon Investments LLC, Brighthouse Financial, Mariner Finance, and Autobell Carwash. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Jennifer Vaughan is a financial advisor with Bankers Life Advisory Services, Inc. based in Charlotte, NC. She holds Series 66 and Series 63 licenses and has eight years of industry experience. Vaughan has worked with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2015. 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 uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.