David Johnson is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked with Eagle Strategies and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, focusing largely on non-discretionary assets and tailored recommendations aligned with client objectives and plan sponsor criteria.

Robert Nimocks Jr. is a CFP® professional with 13 years of industry experience, currently affiliated with First Citizens Investor Services, Inc. in Charlotte, NC. He has worked with First Citizens Bank and First Citizens Investor Services since 2016. Outside of his advisory role, he is a passive partner in a family-owned commercial real estate investment LLC in Fayetteville, NC. First Citizens Investor Services serves a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers advisory and brokerage services encompassing portfolio management, model portfolios, automated investing platforms, and tax-aware strategies, with a client approach focused on tailored financial assessments and multi-asset allocation.

Ryan Ruff is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 65 and Series 63 credentials and two years of industry experience. His work history includes roles at First Citizens Bank and First Citizens Investor Services, as well as prior employment at Poplar Pointe Marine and self-employment. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering advisory and brokerage services through IARs and third-party portfolio managers. The firm employs a client process focused on financial needs and risk assessments and uses fundamental, quantitative, and technical analysis to inform investment allocations.

Jannah Keyes is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 66 and Series 63 licenses and 11 years of industry experience. Her career includes roles at Truist Investment Services, Bb&T Securities, LLC, and BB&T Investment Services, Inc. Truist Advisory Services offers 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 utilizes AI-enabled tools alongside traditional research to support investment decisions.

Eric Dade is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding the ChFC® designation along with Series 63 and 66 licenses. He has 23 years of industry experience and has been with Bankers Life and its affiliated entities since 2001. In addition to advising clients, he serves as a unit sales manager, overseeing other agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manage portfolios across a range of securities.

Stephen Kanode is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked with Bankers Life and its affiliated entities since 2016 and also serves as an insurance agent, assisting clients with Medicare options, long-term care planning, final expense insurance, and annuities. Bankers Life Advisory Services provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s approach emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio management.

Thi Le Tram Hoang is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 66 licenses and having four years of industry experience. She has worked at Eagle Strategies LLC and Sen Vang Wealth Strategies LLC, and previously operated a nail spa. Hoang is also engaged as an insurance broker for non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers a variety of advisory programs with a focus on tailored recommendations, managing a majority of its assets on a non-discretionary basis.

Thomas Sims is a CFP® with nine years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has held prior roles at Vanguard Advisers, Inc. and MAI Capital Management, LLC. Thomas is based in Charlotte, NC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., with a distinctive fee and management structure compared to many enterprise wealth managers.

Blake Bishop is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Hamilton Henry Wealth Strategies, LLC, Eagle Strategies, NYLIFE Securities LLC, and New York Life since 2023. Prior to his financial career, he was employed at DuckWorth's Grill and Taphouse and has experience in education at Appalachian State University and Providence Highschool. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of programs tailored to client and plan sponsor needs, with a significant portion of assets managed on a non-discretionary basis.

Tony Montini is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2011. Montini is also licensed for insurance sales with multiple carriers. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a range of investment strategies through proprietary and third-party managers, supporting various account types and lending solutions.

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.