Mohamed Cherif is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked with Wells Fargo Clearing and People's Securities, Inc. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of financial data collection, goal setting, and manager selection via the Envestnet platform, offering ongoing client reviews and leveraging both traditional and AI-enabled research tools.

John Teeter Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Edward Jones and Truist Investment Services. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of client input, defined goals, and asset allocation strategies to recommend or onboard managers via the Envestnet platform, offering ongoing research, monitoring, and reporting.

Brian Heath is a financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Wells Fargo since 1999 in various roles. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions on a non-discretionary basis. The firm operates through specialist divisions to develop model portfolios, serving as a research and model-provider rather than a direct portfolio manager or financial planner.

Jonathan Camp is a financial advisor with Truist Advisory Services in Gastonia, North Carolina. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including roles at BB&T Securities, SunTrust Bank, and Truist Investment Services. Outside of his advisory work, he manages several rental properties. 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 range of research tools and partnerships, including the Envestnet platform, to support its clients’ investment and retirement planning needs.

Brandyn Shetler is a CFP® professional with eight years of industry experience, currently serving at Kestra Advisory. Prior to this, he spent six years at The Vanguard Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Matthew Vannelli is a CFA® charterholder and holds a Series 63 license. He is currently with Wells Fargo Investment Institute, Inc. and has over 12 years of experience, including a long tenure at Citadel from 2012 to 2024. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and other financial institutions. The firm delivers these services on a non-customized basis and does not exercise investment discretion over the end accounts using its models.

Nicole Brandon is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds a Series 65 designation and previously worked at Kingfisher Capital, LLC for six years and was self-employed for two years prior to that. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, supported by various specialized service lines and client education initiatives.

Cindy Ghattas is a financial advisor at Creative Planning with 19 years of industry experience. She holds the CFP® and Series 66 designations and has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term objectives while incorporating private market investments and other tailored solutions.

Rocco Testa Basi is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding a Series 65 designation with less than one year of industry experience. His prior roles include positions at General Dynamics Electric Boat, Soundwater Properties, and Connecticut College. Wells Fargo Investment Institute specializes in manager research, global investment strategy, securities research, and model-portfolio services for Wells Fargo affiliates and other financial institutions. The firm provides non-discretionary, non-customized investment models developed by specialist divisions, rather than individualized portfolio management or financial planning.

Laura Brown is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes tenures at LPL Financial, Mass Mutual Investors Services, and Centaurus Financial. Brown also manages an investment-related business within LPL Financial, dedicating significant time to it. 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 utilizes a network model combining discretionary and non-discretionary portfolio management with technology platforms and access to third-party managers and estate-planning resources.

Michael Proud is a CFP® with 27 years of industry experience, currently serving at Concurrent Investment Advisors, LLC. He has prior experience with Wells Fargo Advisors and Wells Fargo Clearing, and is also a co-owner of Nine Bridge Financial Partners LLC, an investment-related business. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by affiliated sub-advisory arrangements and integrated platform solutions.

Zachary Kelly is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with First Citizens Investor Services since 2019 and was previously employed at First Citizens Bank from 2012 to 2026. Kelly serves on the advisory board of the Kraft Family YMCA, contributing to program oversight and fundraising efforts. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, model portfolios, a Guided Investing platform, and financial planning, utilizing a client-centered process that incorporates fundamental, quantitative, and technical analysis.

Andrew Breasure is a CFP® professional with four years of industry experience, currently serving as an advisor at Truist Advisory Services. His background includes roles at North Carolina State University and Steward Wealth Strategies. Outside of his advisory work, he is president of Tau Properties, Inc., a nonprofit housing corporation affiliated with Pi Kappa Phi at NC State, where he oversees housing operations and alumni engagement. 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 integrates traditional research with AI tools and offers services through its affiliation with Truist Financial, combining extensive bank and broker-dealer relationships.

Thomas Harless is a CFP® professional with 22 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Fisher Investments, PNC Investments, and E*Trade Securities. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital account offering that uses algorithm-driven risk assessment and third-party managed strategies primarily implemented with mutual funds and ETFs.

David Landrum is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab & Co., Charles Schwab Bank SSB, and several other firms across different industries. 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 standard asset-allocation models and internal research tools, with investment selections executed only upon client authorization.

Ashley Schuster is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at Truist Advisory Services since 2021, as well as previous positions at Bb&T Securities and BB&T Investment Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing client reviews, leveraging its broad financial and operational affiliations.

David Nantau is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab, TD Ameritrade, E*Trade Securities, Wells Fargo Clearing Services, and Regions Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning process and serves a large participant base relative to its advisor headcount.

Robert Maloney is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Howard Hanna Mortgage Services and Allen Tate Mortgage. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and utilizes fundamental, quantitative, and technical analysis for portfolio allocation across various investment vehicles.

Thomas Roediger is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. He has worked at multiple firms including BB&T Securities, PNC Wealth Management, and National Planning Corporation. 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 research and AI-enabled tools to support its advisory process and offers services through multiple affiliated financial entities.

Gerard Nieters is a financial advisor with Principal Financial Services in Charlotte, NC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Sage Financial Partners since 2006 and has been affiliated with Principal Life Insurance Co. and Principal Securities Inc. since 2003. Outside of his advisory role, he is involved in selling group and individual health insurance as well as other insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.