Lance Dunlap is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and bringing 10 years of industry experience. His previous roles include eight years at TIAA-CREF and a year at Wells Fargo Advisors. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active strategies, supervised by an internal Investment Committee.

William Byron is a financial advisor at Corient with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at M HOLDINGS SECURITIES, Inc. and operated Byron Financial, LLC. Outside of his advisory work, he owns Byron Racing, LLC, an auto racing business. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that combines internal strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates, including private fund management and trust services.

Ricky Dukes is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His work history includes ten years at Allstate Insurance Company and ongoing roles at NYLIFE Securities LLC and The Legacy Financial Group, LLC. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailored recommendations, managing a majority of its assets on a non-discretionary basis.

Kevin South 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. He has worked with Truist Investment Services and Truist Advisory Services since 2018, following a long tenure at BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its investment strategies and offers comprehensive client service through ongoing reviews and consultations.

Trevor Whitson is a financial advisor at Truist Advisory Services with 26 years of industry experience. He has held positions at Truist Investment Services, Grove Point Advisors, Wells Fargo Clearing Services, and LPL Financial. He holds Series 63 and Series 65 licenses. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI tools and provides ongoing client reviews while leveraging its affiliation with Truist Financial and a range of related financial entities.

Edward Danser is a CFP® with 26 years of industry experience and is currently an advisor at Truist Advisory Services. His prior experience includes roles at Merrill and SunTrust Investment Services. Outside of his advisory work, he is a partner in an LLC formed for investment purposes in a hotel opportunity with Beacon IMG, involving family members. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a combination of traditional research and AI tools and offers ongoing client reviews and customized asset allocation strategies.

Thomas Dumas is a CFP® and ChFC® with 25 years of experience, currently affiliated with Guardian Life and Park Avenue Securities in Charlotte, NC. He has been with both firms since 2001. In addition to his advisory role, he serves as a trustee for his parents' estate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to both proprietary and third-party investment platforms.

James Baker is a financial advisor at Fifth Third Securities, Inc. in Charlotte, NC, holding a Series 66 designation with 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of his advisory role, he is a co-owner of Three Eagle Ventures, LLC. Fifth Third Securities 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 options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated banking and advisory functions.

James Martin II is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials with 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wachovia Bank. Outside of his advisory work, he is a co-owner involved in rental property maintenance. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Matthew Duffey is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Charlotte, NC. His prior experience includes roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. He was also involved with the Notre Dame Student Activities Organization during his university years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with trades executed only upon client authorization.

Rachel Ashman is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds Series 63 and Series 65 credentials and has 21 years of industry experience. Her prior work includes roles at SunTrust Bank and The Prudential Insurance Company of America. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional and AI-enabled research tools and offers ongoing reviews and reporting, working closely with clients to develop asset allocation strategies and select investment managers.

Jessica Jones is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC. She holds a Series 66 designation and has four years of industry experience. In addition to her advisory role, she serves as a Unit Field Trainer for Bankers Life & Casualty, Inc., where she recruits and trains insurance agents and sells various insurance products including Medicare-related health insurance, life insurance, long-term care plans, and annuities. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with 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 ongoing portfolio management aligned with clients’ goals and risk tolerances.

Adam Snell is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Merrill and Merrill Lynch from 2011 to 2020 before joining PNC Investments in 2020. He is currently based in Charlotte, NC, and is affiliated with PNC Wealth Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, invitation-only Portfolio Solutions Strategist offering for employees. The program uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Hana Lee is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining PNC, she worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she works part-time as a sales associate at a beauty retail store. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party managers to implement investment strategies.

Mary Kane is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has worked with Truist in various capacities since 2024. Prior to joining Truist, she was employed at Pearson and involved with other business activities including Hermitage Country Club and Hampden Hill Custom Building. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research and due diligence with AI-enabled tools, offers ongoing portfolio monitoring, and utilizes a network of affiliated financial entities in its client solutions.

Michael Mcglinsky is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with First Citizens Investor Services, Inc., having joined in 2025. His previous roles include positions at Thrivent Financial and Prudential. First Citizens Investor Services, Inc. serves individuals, pension plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs fundamental, quantitative, and technical analysis to construct diversified portfolios across various asset classes.

Thomas Capul is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has been involved with C2x Wrestling Academy since 2020. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Genie Theimer is a financial advisor with Guardian Life and holds ChFC®, Series 63, and Series 65 designations. She has 44 years of industry experience, including 21 years at Park Avenue Securities and Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers tailored client relationships alongside access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

William Walker III is a financial advisor with D.A. Davidson & Co. in Charlotte, NC. He holds Series 63 and 66 licenses and has 20 years of industry experience, including 14 years at LPL Financial before joining D.A. Davidson in 2022. He serves as the Outreach Committee Chairman for St. John's Episcopal Church, organizing volunteer events for the congregation. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analysis.

Justin Chapman is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining PNC Investments in 2021, he worked at Morgan Stanley and Wells Fargo Clearing. He also has a background at Chapman Funeral Home from 2007 to 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio platform that uses algorithm-driven risk assessments and third-party managed investment models.