Amanda Macaluso is a financial advisor at Truist Advisory Services with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Truist Advisory Services and Truist Investment Services since 2025. Her prior experience includes roles at Wells Fargo Bank, nA, Wells Fargo Clearing, First Horizon Bank, and Bluegreen Vacations. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers comprehensive ongoing client support.

Lena Poma is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and eight years of industry experience. She has previously worked at LPL Financial, Ally Invest Securities LLC, and Mass Mutual Investors Services. Outside of her advisory role, she works as a delivery driver for Amazon Flex. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse clientele including individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of fiduciary and discretionary services through its affiliation with Truist Financial and partnerships with Envestnet.

Candice Mason is a financial advisor at Fifth Third Securities, Inc. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines broker-dealer and SEC-registered investment adviser capabilities with a platform that includes discretionary managed accounts, direct indexing, and tax-overlay services.

Daneen Gimson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Securities America Advisors. First Citizens Investor Services serves a diverse client base including individuals, pension plans, and charitable organizations, providing a range of advisory and brokerage services such as portfolio management, model portfolios, and financial planning. The firm’s approach employs fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

Timothy Mann Jr. is a financial advisor with Truist Advisory Services based in Charlotte, NC, holding Series 63 and Series 65 credentials. He has 12 years of industry experience, including roles at BB&T Securities and Truist Investment Services. He serves as a volunteer Treasurer and Finance Committee member for the nonprofit Let Me Run, assisting with financial oversight and audits. 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 traditional research and AI tools to support asset allocation and manager selection, providing ongoing client reviews and reporting.

Kevin Loftin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes roles at Suntrust Investment Services, Morgan Stanley, Wells Fargo Advisors, and other firms. 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 comprehensive approach combining traditional research and AI-enabled tools, partnering with Envestnet platforms to provide tailored asset allocation, manager selection, and ongoing portfolio monitoring.

Michael Trotter is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at TIAA-CREF from 2014 to 2019 before joining PNC Investments, where he has been since 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital portfolio solution for employees with existing PNC Bank online banking credentials. The firm uses approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties and enrollment guided by an algorithmic questionnaire.

Deanna Strean is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience and a Series 66 designation. Her prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, Contrary Investment Advisors, and Strean Financial Services. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach that integrates active and passive strategies, third-party managers, and private funds, customizing portfolios to clients’ specific risk tolerance, liquidity, and tax circumstances.

Kristy Meeler is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Independent Advisor Alliance, LLC and has also worked at LPL Financial since 2013. Outside of her advisory role, she offers insurance to small groups and individuals through multiple carriers as needed. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and combines discretionary portfolio management with access to third-party managers and technology platforms for comprehensive client service.

Michael Dautel is a financial advisor at Truist Advisory Services in Charlotte, NC, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021, following previous roles at TRUIST INVESTMENT SERVICES, INC., BB&T Investment Services, Inc., Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm leverages a combination of traditional research and AI-enabled tools, offering comprehensive reviews and reporting while operating within a broad network of affiliated financial entities.

John Czura is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Truist, he worked at Wells Fargo Clearing Services LLC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation strategies and ongoing client reviews.

Michael Willard is a financial advisor with Equity Services, Inc. in Charlotte, NC, holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, Alloy Wealth Holdings, Alloy Wealth Management, and Edward Jones. Outside of his advisory work, he is listed as owner and president of Forged Financial LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments, managing both discretionary and non-discretionary assets.

William Semans is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Merrill, UBS Financial Services, Deutsche Bank Securities, and BB&T Securities prior to joining Truist. 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 with AI-enabled tools and offers ongoing client reviews, utilizing a range of affiliated financial relationships to support its advisory offerings.

Cathie Clontz is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including BB&T Securities, PNC Investments, and Edward Jones. She is based in Charlotte, NC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, and offers ongoing client reviews and reporting.

Samantha Allen is a CFP® professional with seven years of experience in the financial services industry. She is currently with VOYA Financial Advisors, Inc. and previously worked at The Vanguard Group, Inc. for six years. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm offers a mix of discretionary and non-discretionary account management, leveraging both in-house and third-party strategies supported by technology-enabled tools.

Mickey Howell is a CFP® professional at Rockefeller Financial LLC with three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. 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 services through a Private Advisor model and an integrated investment platform, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Jamie Smothers is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding the CFP® designation and Series 66 license. She has 20 years of industry experience, all with First Citizens Investor Services since 2006. Outside of her advisory role, Jamie is involved in property management through Peak Property Management LLC, where she participates in purchasing, repairing, and managing residential properties. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing a client process focused on financial needs and risk assessment with a combination of fundamental, quantitative, and technical analysis.

Kymona Thomas is a financial advisor at Creative Planning with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Pearson, GWFS Equities, LPL Financial, Wells Fargo Clearing, TIAA-CREF, and Vanguard Marketing Corporation. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting, managed accounts, and selective private market investments.

Harold Lockwood Jr. is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with First Citizens Investor Services, Inc. since 2021 and has prior experience at Truist and BB&T in various advisory and investment roles. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on assessing financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios.

Douglas Merrigan is a CFP® professional with 28 years of experience in the financial services industry. He currently works at Schwab Wealth Advisory and previously held positions at The Vanguard Group, LPL Financial, and Uvest Financial Services Group. Outside of his advisory role, he manages a rental property in Ocean Isle Beach. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach includes asset allocation guidance based on proprietary Schwab models and research, with trade execution requiring client authorization.