Rebecca Sorohan is a CFP® with seven years of industry experience, currently affiliated with Truist Advisory Services in Charlotte, NC. She previously worked at The Vanguard Group and American Financial Advisors, and has experience with the University of Georgia Veterinary Teaching Hospital and Native America Gallery. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated broker-dealer and bank services.

Lashanda Manson is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. Her prior experience includes six years at Wells Fargo Advisors and additional roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she also works part-time as a package courier for Amazon Flex. 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 a manager-selection program, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Brady Hemmerle is a CFP® with eight years of industry experience currently with Guardian Life. His career includes roles at The Vanguard Group and Stash Wealth. He also maintains an outside insurance business. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party models.

Julia Dorer is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Truist, she worked at Wells Fargo Clearing Services and has additional experience in administrative roles and education. Outside of her advisory work, she assists in administrative functions for a residential real estate broker. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Katie Dunmire is a financial advisor at Janney Montgomery Scott with 18 years of industry experience holding a Series 66 designation. Her career includes previous roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Morgan Stanley. She serves as a board member of the Pennrose Park Country Club in Reidsville, NC. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities, delivering investment advice through in-house portfolio management and third-party managers across multiple advisory programs.

Holly Curtis is a financial advisor at Guardian Life with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has worked with Guardian Life, Park Avenue Securities, and LPL Financial. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals—including high-net-worth clients—retirement plans, charitable organizations, and corporate clients by providing brokerage, financial planning, retirement consulting, and investment advisory services through a variety of proprietary and third-party programs.

Todd Pierce is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC. He holds a Series 65 designation and has six years of industry experience, having worked at Brookstone since 2020 and at AmeriLife since 2001. In addition to his advisory role, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis via model portfolios and managed accounts.

William Dillon is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management across risk classes, supported by quantitative and fundamental research and an internal Investment Committee.

Kristin Koptyra is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds Series 66 and Series 63 licenses and has six years of industry experience, including prior roles at Banc of California and time spent as a full-time parent. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs strategic and tactical asset-allocation approaches using fundamental, quantitative, and technical analysis, offering clients discretionary and non-discretionary portfolio management options.

Richard Morrow is a CFP®-certified financial advisor at Janney Montgomery Scott with 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Janney in 2019. Outside of his advisory role, Morrow is actively involved in youth leadership development through BSA Scouting and holds multiple leadership positions at the Hound Ears Club in Boone, NC, including president and finance committee chair. 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, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Holly Dippert is a financial advisor with Sanctuary Advisors, LLC in Charlotte, NC, holding a Series 66 credential and bringing 20 years of industry experience. She previously worked at LPL Financial from 2013 to 2021. Outside of advisory work, she serves as Corporate Secretary for Ultimate Transport, Inc., a bulk water hauling company. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of independent advisors and sub-advisors to implement diverse investment strategies.

Felipe Soto Ramos is a CFP® certificant with four years of experience in the financial services industry. He is currently an advisor at Schwab Wealth Advisory, Inc. Prior to joining Schwab, he held roles at Truist Advisory Services and Credit Suisse, among others. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools to support investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Scott Anderson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 10 years of industry experience. He has worked at several related entities within the Truist organization since 2015, including Truist Investment Services, Inc. and BB&T Securities, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that blends discretionary and non-discretionary consulting, supported by inter-affiliate integration and AI-enabled research tools.

Brent Sampey is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with PNC in various capacities since 2015, including roles at PNC Bank and PNC Investments. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary digital model account offered as an invitation-only pilot for employees. The firm’s approach uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Ranjini Pathak is a financial advisor with PNC Wealth Management in Charlotte, NC. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining PNC Wealth Management, she worked at Fifth Third Securities and held roles at Fifth Third Bank and Woodforest National Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a discretionary digital portfolio solution available as an invitation-only pilot for employees with PNC Bank online credentials. Their approach uses algorithm-driven model recommendations with implementation via mutual funds and ETFs, featuring annual rebalancing and third-party portfolio management.

Frances Pumphrey is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials and with 18 years of industry experience. She has been with First Citizens Investor Services since 2016. Outside of finance, she is involved in a bluegrass gospel music group, where she performs as a singer and manages record-keeping. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of strategic and tactical asset allocation and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Brian Sherwood is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with First Citizens Bank and its affiliated investment services firm since 2013. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and businesses. The firm combines IAR-led client assessments with a range of portfolio management strategies, including wrap programs, automated investing platforms, and tax-aware services, benefiting from its affiliation with a bank holding company that provides integrated banking resources.

Brayden Curtis is a financial advisor with Guardian Life and holds a Series 66 license. He has been in the industry since 2026, previously working at Consolidated Planning Holdings, Inc. and Park Avenue Securities. Outside of finance, he has experience with Meowtel and the Best Friends Animal Society. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory solutions, including hybrid digital options, and integrates proprietary and third-party investment strategies.

Stephen Selby is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Truist Advisory Services and has held roles at several firms including Avantax and Cetera. Outside of his advisory work, he has a direct personal investment in whiskey barrels through Vinovest/Whiskeyvest. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment processes.

Brian Elms is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Freedom Street Partners and Raymond James Financial Services, and he spent 16 years at Edward Jones. Outside of his advisory work, he is a non-controlling owner of FSP Enterprise, LLC, a support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through a variety of Steward Partners-branded solutions and third-party money managers, supported by custodial and platform partnerships.