Andrew Breasure is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2022. His prior roles include positions at North Carolina State University, The Ability Experience, and Steward Wealth Strategies. Outside the advisory field, he is president of Tau Properties, Inc., a nonprofit housing corporation supporting the Pi Kappa Phi fraternity at NC State, where he oversees budget and alumni events. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Thomas Harless is a CFP® professional affiliated with PNC Wealth Management in Charlotte, NC, with 22 years of industry experience. His prior roles include positions at Fisher Investments and E*Trade Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that employs algorithmic portfolio selection and uses mutual funds and ETFs with annual rebalancing.

David Landrum is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds a Series 66 designation and has been with Schwab Wealth Advisory since 2026, having prior roles at Charles Schwab & Co., Inc., Charles Schwab Bank SSB, and several other non-financial firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing it from many other enterprise wealth managers.

Ashley Schuster is a financial advisor at Truist Advisory Services with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Truist Advisory Services and its affiliates since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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.

Gerald Smith is a financial advisor with Commonwealth Financial Network in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He previously worked at FSC Securities for 12 years and has held roles at OSAIC, Kelly Ryan Financial, and Commonwealth since 2023. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by operations, technology, and compliance resources.

Robert Maloney is a financial advisor at First Citizens Investor Services, Inc. He holds a Series 66 designation and has 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 and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage diversified portfolios across various asset classes.

Thomas Roediger is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, 65, and 66 credentials and 28 years of industry experience. His prior work includes roles at BB&T Securities, BB&T Investments, and PNC Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and an integrated inter-affiliate operating model.

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.

Kevin Renz is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC. First Citizens Investor Services, Inc. serves individual and institutional clients, including high-net-worth individuals and charitable organizations, providing a range of advisory and brokerage services. The firm emphasizes IAR-led financial assessments and uses a combination of fundamental, quantitative, and technical analysis to manage diversified portfolios across multiple asset classes.

Jackey Webb is a Series 66-licensed financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, bringing 14 years of industry experience. Webb has worked with First Citizens since 2015 and has been involved with WPTL Radio and Pisgah High School, where they serve as a volunteer announcer and officer of the Athletic Booster Club. Additionally, Webb holds an officer position with the Canton Lions Club. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and businesses by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs a client-focused process incorporating fundamental, quantitative, and technical analysis across various asset classes.

Amanda West is a CFP® with 12 years of industry experience, currently advising clients at Janney Montgomery Scott. She has worked at Janney Montgomery Scott since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott LLC 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, offering brokerage, financial planning, consulting, and advisory programs, and integrates in-house and third-party portfolio management through various wrap programs and model portfolios.

Scott Warner is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Nuveen Asset Management and Nuveen Securities. Wells Fargo Investment Institute is a bank-affiliate research and advisory organization that provides model portfolios, asset allocation guidance, and securities research primarily to Wells Fargo wealth and fiduciary businesses. Its services are generally non-discretionary and team-based, combining qualitative and quantitative analysis to support affiliate investment decisions.

Irina Podmolska is a CFP®-certified financial advisor with Schwab Wealth Advisory in Charlotte, NC, bringing eight years of industry experience. She has held roles at Charles Schwab, KEY BANK, Bank of America, Merrill Lynch, and M&T Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations guided by Schwab’s research tools and asset allocation models. The firm acts as an internal advisory unit within the Schwab ecosystem, delivering advice without discretionary trading authority.

Evan Haire is a financial advisor at PNC Wealth Management in Charlotte, NC, with seven years of industry experience. His prior roles include positions at Merrill Lynch, MML Investors Services, and Mass Mutual Life Insurance. Outside of finance, he has experience managing a business named Wine Room @ Afton Village. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that utilizes algorithm-driven risk assessment and implements approved model strategies via mutual funds and ETFs.

Constance Kennedy is a financial advisor with T. Rowe Price Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 designations and bringing eight years of industry experience. She previously worked at Gwfs Equities, Inc. for seven years and BB&T for four years. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs.

Caroline Thomas is a financial advisor at Truist Advisory Services with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked within the Truist organization since 2023, including roles at Truist Investment Services and Truist Financial Corporation. Prior to her advisory career, she held positions in both health solutions and education sectors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver fiduciary support and customized investment management solutions.

Latonya Woodruff is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked within various divisions of Truist since 2014, including Truist Investment Services and SunTrust/Truist Bank. 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, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches supported by third‑party platform arrangements and AI-enabled research tools.

Michael Dimitri is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 designations and bringing 29 years of industry experience. Prior to joining Truist in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2025. He also serves as a FINRA arbitrator for industry disputes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Thad Tucker is a CFP® with 28 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Charlotte, NC. He has been with the firm for 23 years and is also a partner in two real estate ventures, M&T Properties LLC and West Way LLC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, using a client-focused process that incorporates fundamental, quantitative, and technical analysis across various asset classes.