Daniel Storment is a CFP® professional with nine years of industry experience, currently working at T. Rowe Price Advisory Services, Inc. He has held roles at Ally Invest Advisors, Ally Invest Securities LLC, and The Vanguard Group. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households primarily through portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing strategies such as tax-aware rebalancing and Monte Carlo simulations for income projections.

Michael Barboza is a Series 66-credentialed financial advisor at Fifth Third Securities, Inc. with six years of industry experience. His work history includes roles at Fifth Third Securities since 2019 and Merrill from 2015 to 2021, alongside a tenure at Bank of America starting in 2015. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors such as corporations and trusts. The firm offers advisory and brokerage services across multiple programs and third-party portfolio managers via the Passageway Managed Account Platform.

Benjamin Kristoff is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His career includes multiple roles within Fifth Third Securities and Fifth Third Bank, as well as a position at Wells Fargo Clearing. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts, offering both advisory and brokerage services. The firm provides access to a range of investment programs through the Passageway Managed Account platform, supporting strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

William King is a CFP® professional with 27 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has a long tenure at Kestra Investment Services, LLC as well as Massachusetts Mutual Life Insurance Company. King serves as secretary of the Concord Downtown Development Corporation Foundation Board, a local community organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Ehrnest Ballagh III is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 22 years of industry experience, including roles at LPL Financial, LLC since 2004 and Private Advisor Group since 2015. In addition to his advisory work, he has experience as a CPA, bookkeeper, and tax preparer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes multiple investment strategies while offering both proprietary and third-party manager options.

Ian Tannehill is a financial advisor with OSAIC Institutions, Inc. holding a Series 66 designation and three years of industry experience. His prior roles include positions at Infinex Investments, First Bank Wealth Management, and Bankers Life. Outside of his financial career, he serves as head coach for the North Davidson Lacrosse team within Davidson County Schools. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a focus on client choice in discretionary authority.

Lindsey Adams is a financial advisor at TIAA-CREF in Concord, NC, holding a Series 66 credential with five years of industry experience. Prior to joining TIAA-CREF, Adams worked in animal health products and held various roles including teaching at Western Carolina University and Jay M. Robinson High School. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time financial planning and ongoing portfolio management with model and customized portfolios under a fiduciary standard.

Michael Fiumara is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Transamerica Life Insurance Company. Outside of finance, he was involved with Tony's Pizza from 2023 to 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and serves a large client base with both discretionary and non-discretionary asset management.

Bradley Whitley is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and seven years of industry experience. He has been with Dodson, Shelton & Nelson, P.A. since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, trading, compliance, and practice-management resources.

Michael Duggan is a financial advisor at &Partners with nine years of industry experience. He has previously worked at Wells Fargo Clearing and Indus Capital Partners. Outside of his advisory role, he is a partner at DWM Partners, LLC, involved in funding a new building project in Davidson, North Carolina. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through its Envestnet platform and NFS brokerage infrastructure.

Bradley Konawalik is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is involved in several life insurance brokerage ventures and serves as a managing partner in a partnership that includes Empire Wealth Strategies and Advisor Partner Group, focusing on insurance sales, recruiting, and advisor coaching. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Nicholas Androvich is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Clearing for eight years and Merrill for one year. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Elliott Ashe is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. His work history includes positions at Wells Fargo Bank, The Vanguard Group, and Wells Fargo Clearing prior to joining &PARTNERS. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis with model portfolios and third-party strategies, providing both discretionary and non-discretionary services.

Angela Jones Cable is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at A4 Wealth Advisors and Chuck Maness CPA. 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 integrated services emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jason Page is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MWA Financial Services Inc, Modern Woodmen of America, NYLIFE Securities LLC, and New York Life Insurance Co. In addition to his advisory role, he serves as a District Sales Director assisting clients with fixed insurance products such as final expense, Medicare Advantage, and long-term care insurance. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio strategies and custodial platforms.

Austin Smith is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has worked previously at American Express and MThree Consulting. Outside of his advisory role, he is involved with Smith Financial Corp., which focuses on sales and service of securities and fixed products. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.

David Kitterman is a CFP® with 23 years of industry experience, currently serving at Empower Advisory Group. His prior roles include positions at Dunster Rose, LPL Financial, Capital Guardian Wealth Management, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its financial planning approach.

Colby Clark is a financial advisor at Independent Advisor Alliance, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Aspire Private Capital and LPL Financial. Outside of his advisory role, he is involved as an independent insurance sales agent and has advisory-related activities through C SQUARED CAPITAL 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. The firm employs a network model combining independent advisory representatives with access to various portfolio management strategies and technology platforms.

Carlyle Sherrill is a financial advisor at Prime Capital Financial with three years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners Financial Services and Bradshaw Rogers Financial Partners. Outside of advisory roles, he is also an insurance producer specializing in non-variable insurance. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing discretionary and non-discretionary strategies across multiple platforms.

Brian Maners is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. since 2014, following a one-year tenure at Merrill. Outside of his advisory role, he contributes as a sports writer for Davidson Local, a local county news outlet. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser and broker-dealer model that emphasizes firm supervision and multiple service channels.