Jon Nee is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Eastover Capital Management and FTB Advisors. He is also involved in investment-related sales of insurance and annuities through his affiliated entities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and leverages technology platforms to support comprehensive client services.

Chessada Laney is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC, holding Series 63 and Series 65 registrations and nine years of industry experience. Laney has worked at Brookstone since 2022 and previously at FormulaFolio Investments, Inc. and JPFG Wealth Management. Outside of Brookstone, Laney is involved in managing JPFG Wealth Management, an RIA firm, and sells insurance products through Millennium Financial Group. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses strategic and dynamic asset-allocation models and integrates proprietary funds, external sub-advisors, and a range of investment strategies to implement client portfolios.

Amanda Mounts is a financial advisor at Truist Advisory Services with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank, Wells Fargo Clearing, First Horizon Bank, and Bluegreen Vacations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Lena Poma is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at LPL Financial, Ally Invest Securities LLC, and Mass Mutual Investors Services. Outside of her advisory work, she has engaged in independent delivery services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform integrations and AI-enhanced equity research.

Candice Mason is a financial advisor at Fifth Third Securities, Inc. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines broker-dealer and SEC-registered investment adviser capabilities with a platform that includes discretionary managed accounts, direct indexing, and tax-overlay services.

Julia Roberts is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, and Wells Fargo Clearing Services. She is based in Charlotte, NC. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a client process focused on assessing financial needs, risk tolerance, and time horizon, employing multiple analytical methods to allocate assets across various investment vehicles.

Timothy Mann Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at BB&T Securities and Truist Investment Services. He volunteers as treasurer and finance committee member for the nonprofit Let Me Run. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a blend of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate integration.

Kevin Loftin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Bank since 2018 and previously at Pj Robb Variable Corp and Crump Life Insurance 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, investment policy analysis, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches supported by AI-enhanced equity research and inter-affiliate integration.

Michael Trotter is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior work includes five years at TIAA-CREF before joining PNC Investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering for employees that uses approved model strategies executed via mutual funds and ETFs with annual rebalancing.

Deanna Strean is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, and Carolina Capital Consulting. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kristy Meeler is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Independent Advisor Alliance, LLC and has also worked at LPL Financial since 2013. Outside of her advisory role, she offers insurance to small groups and individuals through multiple carriers as needed. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and combines discretionary portfolio management with access to third-party managers and technology platforms for comprehensive client service.

Michael Dautel is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist Advisory Services since 2021, including prior roles at Truist Investment Services and BB&T Investment Services dating back to 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting with oversight from its Equity Research team and Investment Advisory Group.

John Czura is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 65 and Series 63 licenses and four years of industry experience. Before joining Truist Advisory Services and Truist Investment Services in 2025, he worked at Wells Fargo Clearing Services LLC from 2021 to 2025. 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, and a manager-selection program utilizing both discretionary and non-discretionary approaches with oversight from an Equity Research team and Investment Advisory Group.

Michael Willard is a financial advisor with Equity Services, Inc. in Charlotte, NC, holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, Alloy Wealth Holdings, Alloy Wealth Management, and Edward Jones. Outside of his advisory work, he is listed as owner and president of Forged Financial LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments, managing both discretionary and non-discretionary assets.

William Semans is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Truist Advisory Services and Truist Investment Services since 2021, following six years at BB&T Securities. 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 AI-enabled research tools and inter-affiliate integration across its services.

Cathie Clontz is a financial advisor with Truist Advisory Services, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked at Truist Advisory Services and affiliated firms since 2018, including BB&T Securities and PNC Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Samantha Allen is a CFP® with seven years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. in Charlotte, NC. She previously worked at The Vanguard Group for six years and has experience across both financial services and hospitality sectors. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers a variety of financial planning and investment management services through multiple program structures, emphasizing recommendation-based advice alongside non-discretionary management.

Mickey Howell is a CFP® professional at Rockefeller Financial LLC with three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. 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 services through a Private Advisor model and an integrated investment platform, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Jamie Smothers is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding the CFP® designation and Series 66 license. She has 20 years of industry experience, all with First Citizens Investor Services since 2006. Outside of her advisory role, Jamie is involved in property management through Peak Property Management LLC, where she participates in purchasing, repairing, and managing residential properties. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing a client process focused on financial needs and risk assessment with a combination of fundamental, quantitative, and technical analysis.

Kymona Thomas is a financial advisor at Creative Planning with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Wells Fargo Clearing, LPL Financial, and Vanguard Marketing Corporation. She is currently based in Huntersville, NC. 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 goals, supplemented by direct indexing, tax-loss harvesting, and selective private market investments.