Christian Robinson is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior work includes 11 years with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Robinson serves as a trustee and committee member at Charlotte Latin School, focusing on governance and athletics program strategy. 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 and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to deliver customized investment solutions.

Cindy Mc Ginniss is a financial advisor at First Citizens Investor Services, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial, LLC and KPM Consulting, LLC. 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 business entities. The firm combines IAR-led client assessments with a range of portfolio management strategies, including discretionary and non-discretionary management, and utilizes fundamental, quantitative, and technical analysis alongside automated model portfolios and tax-aware services. As a wholly owned subsidiary of a banking institution, the firm integrates banking resources and referral relationships unique among independent RIAs.

Thomas Soriano is a financial advisor with Bankers Life Advisory Services, Inc. based in Charlotte, NC, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has worked with Bankers Life and its affiliated entities since 2004. Outside of his advisory role, Soriano serves as a board member of the Steele Creek Athletic Association, a volunteer-run youth athletic nonprofit. 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 employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.

Taylor Watts is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Charlotte, NC. His prior work includes roles at LPL Financial, LLC and CETERA Advisor Networks LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Christian Serock is a financial advisor at Principal Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Principal Financial Services since 2016. He also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships. Additionally, he works seasonally at Williams-Sonoma in a customer service role. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, and various business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both adviser and promoter arrangements.

Sean Orr is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked within multiple Wells Fargo entities since 2016, including Wells Fargo Investment Institute and Wells Fargo Clearing Services. Wells Fargo Investment Institute (WFII) is an SEC-registered, bank-affiliate advisory and research organization that provides due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm delivers impersonal, non-discretionary model portfolios and capital market assumptions to affiliated businesses for implementation.

Marshall Long is a CFP® with 17 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates Inc. Based in Charlotte, NC, he holds a Series 63 license. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

John Rhyne Jr. is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Truist and its predecessor firms since 2011. 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 third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Timothy Wickey Jr. is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Empower Financial Services, Wyndham Capital Mortgage, Meridian Technologies, and the Atlantic Coast Conference. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s administrative platforms that emphasize long-term portfolio returns and client savings rates over short-term forecasts.

Kimberly Russel Bowman is a financial advisor with First Citizens Investor Services, Inc. in High Point, NC. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Bowman has been with First Citizens Investor Services since 2006. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers portfolio management through wrap programs, an automated Guided Investing platform, tax-aware overlay and transition services, insurance product distribution, and financial planning, leveraging a combination of risk- and outcomes-based asset allocation and both discretionary and non-discretionary management strategies.

Jean Ruiz Guzman is a financial advisor at TD Private Client Wealth LLC in Charlotte, NC, holding a Series 66 designation with two years of industry experience. His work history includes multiple roles within TD Bank N.A. and TD Private Client Wealth LLC since 2023, as well as positions in the hospitality sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, offering portfolio management, financial planning, and access to various investment products through both affiliated and third-party sub-managers.

Cole Conner is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes ten years at LPL Financial before joining TD Private Client Wealth LLC and TD Bank N.A. in 2022. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and uses a technology platform provided by Envestnet.

Zachary Evans is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC serves individuals—often those connected through employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers financial planning, discretionary managed account programs, and separate broker-dealer services, operating a vertically integrated model that includes advising donor-advised funds and using affiliated funds within managed accounts.

Jarod Walker is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at Mass Mutual Investors Services and Tristate Financial Advisors. Outside of his advisory role, he operated an auto detailing business and has experience in property rental, providing bedrooms and bathrooms to tenants in Charlotte, NC. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, leveraging third-party platforms and AI-enabled research to support its investment approach.

Jose Giraldo is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robinhood Markets, Inc., Robinhood Financial, LLC, and Wells Fargo Advisors. His career includes roles spanning from 2010 to the present. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Dennis Lynch is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been associated with Carolina Financial Partners since 2016 and operated his own independent insurance business from 2013 to 2022. Lynch also serves as Associate Vice President for non-variable insurance at Carolina Financial Partners. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and employs a range of custodians and third-party managers, primarily managing assets on a non-discretionary basis.

Ciaran Murphy is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 credentials and 18 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2015. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a distinct advisory model separating one-time planning services from ongoing portfolio management, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Nathaniel Wineland is a CFP®-designated financial advisor with 10 years of industry experience. He currently works at Janney Montgomery Scott and previously spent four years at The Vanguard Group, Inc. His career has been focused in Charlotte, NC. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage services, financial planning, and advisory programs.

Matthew Kupreanik is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing. His background includes roles outside finance, such as at the Isabella Santos Foundation and Lowe's. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Scott Serfass is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 22 years of industry experience, including 16 years at Ameriprise Financial Services and ongoing roles at both Independent Advisor Alliance and LPL Financial since 2021. He is also an author based in Charlotte, NC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model combining independent advisory representatives with access to brokerage services through LPL Financial and leverages technology platforms to support portfolio management and estate planning.