Jared Green is a financial advisor at HB Wealth with one year of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies and offers services including outsourced chief investment officer (OCIO) solutions and advisory support to registered investment companies.

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 financial advisor with Truist Advisory Services in Charlotte, NC, and has 10 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC from 2017 to 2021. Outside of her advisory role, she co-owns a rental property in Kirkland, Washington, with her husband. 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 third-party platforms and research tools to implement its investment strategies.

Donald Smith Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has worked with affiliated Bankers Life entities since 2005. Outside of his advisory role, he manages an insurance sales practice serving client insurance needs. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies aligned with 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.

Duncan Wilson is a CFP® with 14 years of industry experience, currently affiliated with Commonwealth Financial Network and Sterling Financial Group. He has held prior roles at Lincoln Investment and Capital Analysts Incorporated. In addition to his financial advisory work, he practices law through his own firm, the Law Office of Duncan G. Wilson. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing a range of advisory programs, investment management, and operational support. The firm offers diverse portfolio construction options and proprietary model portfolios while serving both retail and institutional clients.

Jason Payne is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Charlotte, NC. He previously worked at The Vanguard Group and Morgan Stanley. Outside of his advisory role, he is the owner of Payne Rental Properties, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations while leaving trading decisions to clients.

Keith Gregory is a CFP® certified financial advisor with 19 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has worked with Independent Advisor Alliance since 2014 and has been associated with LPL Financial since 2011. Independent Advisor Alliance works with a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm employs a network model that combines independent advisory representatives with brokerage services through LPL Financial and utilizes multiple investment strategies and technology platforms to support client portfolios.

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.

Poojit Ravikumar is a financial advisor with Voya Financial Advisors, Inc. in Charlotte, NC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Vanguard and MassMutual. Outside his advisory work, he is involved in managing a rental property. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a range of financial planning and portfolio management services through various program structures, often providing non-discretionary recommendations requiring client approval.

Kevin Bowyer is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Brokerage Services, where he has worked since 2021. His prior experience includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Bowyer also holds a senior position related to fixed insurance within the Wealth Enhancement Group. 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 approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Joseph Anderson is a financial advisor with TD Private Client Wealth LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at The Vanguard Group, Regions Bank, Cetera, and Wells Fargo Advisors. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a range of portfolios that combine strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Adam Curette is a CFP® with 17 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at The Vanguard Group, Inc. from 2008 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach includes “point-in-time” financial plans and optional managed account solutions, delivered through integrated recordkeeping and administrative platforms.

Andrew Mcdonald is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Mcdonald has been with Truist Advisory Services and its affiliated entities since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches with oversight from specialized research and advisory teams.

Debra Jones McConnell is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Rockefeller Financial, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

John Demere Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at OSAIC and Southern Financial Consultants. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Emanuel Zalants is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and The Vanguard Group, Inc. There are no additional notable outside activities reported. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.

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.