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 current role, he worked with NYLIFE Securities LLC and New York Life Insurance Company for two years and was involved in real estate through Dantzler Properties for 11 years. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets 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 in Charlotte, NC, holding Series 63 and Series 65 licenses and 30 years of industry experience. She previously worked at Wells Fargo Clearing and Wachovia Bank, N.A. Fisher serves as a board member of the Charlotte Tennis Association, where she helps organize local youth and adult tennis tournaments. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research and AI-enabled tools to support asset allocation, manager selection, and ongoing client reviews.

Susan Imel is a Series 66 licensed financial advisor with 20 years of industry experience. She is currently with Truist Advisory Services, where she has worked since 2021, and previously held positions at Merrill, BB&T Securities, SunTrust Advisory Services, Waddell & Reed, and UBS Financial Services. In addition to her advisory role, she serves as an occasional notary public in Mecklenburg County. Truist Advisory Services offers 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 data, goal-setting, AI-enabled research, and manager selection via the Envestnet platform, supported by its affiliations with Truist Financial and related entities.

Brett Covert is a CFP®-certified financial advisor at Corient with 15 years of industry experience. His career background includes roles at Merrill, Bank of America, Wells Fargo Clearing, and Ci Brightworth, among others. He is based in Charlotte, NC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Timothy Jones is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Wells Fargo Clearing, Deutsche Bank Securities, RBC Capital Markets, and Morgan Stanley. Janney Montgomery Scott LLC manages approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers across various wrap programs and unified managed accounts.

Willie Stokes is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including TIAA-CREF, Innovation Partners LLC, and Mass Mutual Investors Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support its advisory services and partners with Envestnet for manager selection and retirement plan solutions.

Matthew Woods is a CFA® charterholder with four years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2021 and previously worked at Wells Fargo Bank from 2016 to 2021. He holds a Series 63 license and is based in Charlotte, NC. 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. The firm delivers non-customized model portfolios developed through specialist divisions and does not provide individualized financial planning or discretionary account management.

James Hooks is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked at LPL Financial since 2004, with his current role at Private Advisor Group beginning in 2019. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary advisory model and uses technology platforms alongside third-party managers and TAMPs to implement investment strategies.

Hernando Pulido is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower, he worked at Wells Fargo and NYLIFE Securities LLC, among other roles in financial services and nonprofit sectors. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Wendell Stallings is a financial advisor with Eagle Strategies (NY Life) in Charlotte, NC, holding the CFP® and ChFC® designations with 18 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp., Ameritas Investment Corp., and MetLife Investors Distribution Company. He also has experience with ride-sharing companies Raiser LLC (Uber) and Lyft. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jared Green is a financial advisor at HB Wealth with a Series 66 designation and two years of industry experience. Prior to joining HB Wealth in 2025, he held roles at J.P. Morgan Securities, JPMORGAN Chase Bank, and BDO USA, P.C. He attended Wake Forest University from 2020 to 2024. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies and offers outsourced chief investment officer and institutional advisory services.

Robert Lane is a CFP® professional with seven years of industry experience, currently affiliated with First Citizens Investor Services, Inc. in Charlotte, NC. His career includes multiple roles at E*TRADE Securities and E*TRADE Capital Management between 2018 and 2023. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, utilizing various portfolio management strategies, financial planning, and tax-aware services. The firm employs a client process focused on individualized financial assessments and diversified investment allocations.

Shalenee Yalla is a Series 66 credentialed advisor with Truist Advisory Services, bringing 10 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC from 2017 to 2021 before joining Truist Investment Services, Inc. in 2021. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support client portfolios and provides ongoing reviews and reporting through its affiliated platforms.

Donald Smith Jr. is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with Bankers Life entities since 2005, including roles at Bankers Life Advisory Services and Bankers Life Securities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk tolerances.

Kevin Reed is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch and Bank of America NA for 12 years. 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 through a Private Advisor model and consolidated investment platform, and operates as a registered broker-dealer that offers securities transactions, variable insurance products, placement, and investment banking services.

Jason Payne is a CFP® professional with seven years of industry experience, currently affiliated with Schwab Wealth Advisory. He previously worked at The Vanguard Group for five years and held roles at Morgan Stanley and State Farm. Outside of his advisory work, Payne is the owner of a rental property business in Charlotte, NC. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm offers guidance on asset allocation and investment selection based on Schwab’s internal research, with client authorization required for trades.

Keith Gregory is a CFP®-designated financial advisor with over 20 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has prior experience with LPL Financial and Edward Jones. Gregory also operates a wealth management DBA and maintains an active role with Altitude Wealth Management. Independent Advisor Alliance serves a diverse client base including individuals, businesses, retirees, and charitable organizations, providing a range of services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to third-party platforms and sub-advisors to deliver tailored investment and estate-planning solutions.

Kevin Runge is a CFA® charterholder with 14 years of experience in the financial industry. He currently works at MAI Capital Management, LLC and has previously been employed by Queens Oak Advisors and Sterling Capital Management LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.