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.

Stuart Vaughn is a CFP® with nine years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC. He has previously worked at Northwestern Mutual in various capacities from 2016 to 2023 and at LPL Financial LLC starting in 2023. Vaughn is also involved with The Cason Group, a non-variable insurance business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, using both discretionary and non-discretionary strategies supported by model portfolios and technology platforms.

Helene Moll is a CFP® certificant with 16 years of industry experience, currently serving at Truist Advisory Services. Her prior roles include positions at TIAA-CREF and multiple Truist-related entities. Truist Advisory Services delivers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse clientele, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional and AI-enabled research tools and offers a range of advisory services through its Envestnet platform and affiliated financial relationships.

Thomas Fitts is a financial advisor at Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life, as well as in healthcare technology and solutions firms including NRC Health and Allscripts Healthcare Solutions. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Derek Motto is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at firms including LPL Financial and Equitable Advisors. Motto provides investment advisory services through Independent Advisor Alliance, an independent firm distinct from LPL Financial. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance client service.

Jamie Kulik is a CFP® professional with 22 years of industry experience, currently affiliated with Private Advisor Group, LLC. He has previously worked at LPL Financial and Uvest Financial Services Inc. Jamie is also involved with Ship Happens, LLC, a business entity maintained for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management or selection of third-party managers, utilizing proprietary and external technology platforms.

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.

Stuart Singer is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Janney Montgomery Scott since 2003. Singer serves as a board member of Jewish Family Services of Greater Charlotte, a social work and counseling agency. Janney Montgomery Scott LLC is a large 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

James Matthews is a Certified Financial Planner® with 19 years of experience in the financial services industry. He has worked at Guardian Life since 2017 and previously held roles at Aon Hewitt Financial Advisors and Wells Fargo Clearing. Matthews engages in public speaking outside his advisory role and serves on the Peer Review Board for the Journal of Financial Planning. He is affiliated with Park Avenue Wealth Management, a subsidiary of Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investments.

Taylor Bryant is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has previously worked with Charlotte Wealth Management and LPL Financial. Bryant also provides administrative support to independent investment advisor firms in the Charlotte area. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting through a network of advisory representatives using a range of portfolio management strategies and technology platforms.