Joshua Howard is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and has prior work experience at Truist Investment Services, Neiman Marcus Group, Burberry, and Bank of America. Outside of finance, he worked briefly in the entertainment sector at High Seas Miniature Golf. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and fiduciary support.

Gregory Snoor is a financial advisor with Eagle Strategies (New York Life) in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He is also the owner of Main View Wealth, LLC, which brokers non-registered insurance products and sells New York Life products and services. Snoor's prior experience includes roles at South State Bank and LPL Financial. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Austin Dantzler is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his advisory roles, he spent 11 years working with Dantzler Properties in collaboration with Real Broker, JPAR, and Allen Tate. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with a substantial portion of assets managed on a non-discretionary basis.

Anita Lynch is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 credential and 22 years of industry experience. She has worked at First Citizens Investor Services since 2017, following roles at Publix and Lowe's Home Improvement. Anita is also a co-owner of AJ Property Partners, LLC, a family business involved in real estate investments. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a client-centered process using fundamental, quantitative, and technical analysis for portfolio allocation and offers various investment solutions including managed accounts, wrap programs, and tax-aware services.

Janet Fisher is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and Wachovia Bank. Fisher serves as a board member for the Charlotte Tennis Association, where she helps organize local youth and adult tennis tournaments. 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 manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Susan Imel is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Merrill and BB&T Securities prior to joining Truist. Outside of advising, she occasionally serves as a notary public in Mecklenburg County. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary manager relationships and consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Brett Covert is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Corient. His work history includes roles at Ci Brightworth, Bank of America, Merrill, and Wells Fargo Advisors. He is located in Charlotte, NC. Corient provides investment advisory and financial planning services to a broad client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies and third-party manager solutions, with continuous portfolio monitoring and risk management tools.

Timothy Jones is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo and Janney Montgomery Scott in various roles since 2014. Janney Montgomery Scott is a large, dually registered 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, corporate and retirement plans, and offers brokerage, financial planning, and advisory services with both in-house and third-party portfolio management.

Willie Stokes is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at TIAA, Innovation Partners LLC, and Mass Mutual Investors Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program through a mix of discretionary and non-discretionary strategies, relying on third-party platforms and AI-enabled research tools.

Matthew Woods is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has worked at Wells Fargo Investment Institute, Inc. since 2021 and previously spent five years with Wells Fargo Bank. Wells Fargo Investment Institute is a bank-affiliated advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm’s model portfolios and strategic advice support affiliated entities, with a formal integration into banking operations that includes serving fiduciary and trust clients.

Hernando Pulido is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior roles include positions at Wells Fargo and New York Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans focused on long-term portfolio returns and savings rates, offering both standalone plans and optional managed account solutions.

Wendell Stallings is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Eagle Strategies (New York Life) and has prior experience at Ameritas Advisory Services, Ameritas Life Insurance Corp., Ameritas Investment Corp., and MetLife Investors Distribution Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers a range of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Jared Green is a financial advisor at HB Wealth with one year of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies and offers services including outsourced chief investment officer (OCIO) solutions and advisory support to registered investment companies.

Robert Lane is a CFP® professional with seven years of industry experience, currently affiliated with First Citizens Investor Services, Inc. in Charlotte, NC. His career includes multiple roles at E*TRADE Securities and E*TRADE Capital Management between 2018 and 2023. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, utilizing various portfolio management strategies, financial planning, and tax-aware services. The firm employs a client process focused on individualized financial assessments and diversified investment allocations.

Shalenee Yalla is a Series 66-credentialed financial advisor with Truist Advisory Services in Charlotte, NC, and has 10 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC from 2017 to 2021. Outside of her advisory role, she co-owns a rental property in Kirkland, Washington, with her husband. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting supported by third-party platforms and research tools to implement its investment strategies.

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.

Kevin Reed is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch and Bank of America NA for 12 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and consolidated investment platform, and operates as a registered broker-dealer that offers securities transactions, variable insurance products, placement, and investment banking services.

Duncan Wilson is a CFP® with 14 years of industry experience, currently affiliated with Commonwealth Financial Network and Sterling Financial Group. He has held prior roles at Lincoln Investment and Capital Analysts Incorporated. In addition to his financial advisory work, he practices law through his own firm, the Law Office of Duncan G. Wilson. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing a range of advisory programs, investment management, and operational support. The firm offers diverse portfolio construction options and proprietary model portfolios while serving both retail and institutional clients.

Jason Payne is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Charlotte, NC. He previously worked at The Vanguard Group and Morgan Stanley. Outside of his advisory role, he is the owner of Payne Rental Properties, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations while leaving trading decisions to clients.

Kevin Runge is a CFA® charterholder with 14 years of experience in the financial industry. He currently works at MAI Capital Management, LLC and has previously been employed by Queens Oak Advisors and Sterling Capital Management LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.