Rebecca Warner is a financial advisor at HB Wealth with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2016 to 2025 before joining her current firm. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with clients’ objectives and risk tolerance, incorporating both quantitative and qualitative due diligence across public and private investment strategies.

Johnny Rabadan Juan is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Truist Investment Services Inc. and Truist Advisory Services Inc. since 2022, and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he serves as the head coach for a youth soccer club in Charlotte, focusing on developing high school-aged players. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Daniel Mullane is a Series 66-licensed financial advisor with Guardian Life in Charlotte, NC, where he has worked for 11 years. His career has been exclusively with Guardian Life and its affiliates. Outside of his advisory role, he is involved in life and disability insurance sales through outside carriers and is the majority owner of Talcott Group LLC. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies delivered via proprietary and third-party platforms.

Gloria Dearcangelis is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds the Series 66 designation and has nine years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Ameriprise Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Amanda Davis is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and nearly a decade of combined industry experience. Her prior roles include positions at Bank of America Private Bank and Hawthorne Management Company. She is based in Charlotte, NC. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.

Karla Lavin is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC for nine years. Outside of her advisory role, she is involved in managing personal real estate rental properties. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating as both a registered investment advisor and broker-dealer with a consolidated investment platform.

Jeffrey Hibbeler is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Savant Wealth Management, having joined the firm in 2026. Prior to this, he worked at Exencial Wealth Advisors, where he was also an equity partner, and has held positions at Willingdon Wealth Management and Columbia Threadneedle Investments. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains notable in-house capabilities across accounting, legal, and trust services.

Terry Lineberger is a CFP® with 30 years of industry experience, currently with D.A. Davidson & Co. since 2020. Prior to joining D.A. Davidson, he worked at Robert W. Baird & Co. for 11 years. He is also a co-author involved in promoting and selling books outside of his advisory role. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers various advisory and planning services, distinguishing itself through municipal advising and affiliated custodial entities.

Kenneth Hollander is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Merrill, Bank of America, and Regions Bank. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients through advisory and brokerage services, offering portfolio management, automated investing platforms, and financial planning. The firm combines fundamental, quantitative, and technical analysis to tailor investment strategies.

Michael Freeman is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at Truist Advisory Services since 2021, including prior roles at BB&T Investments and BB&T Securities. Outside of his advisory work, he manages Tiberius Acquisitions, LLC, an entity that supports his teenage children’s various small business ventures, including automotive restoration, landscaping, and e-commerce. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary management through third-party platforms and research tools.

Brian Apple is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include nine years at Wells Fargo Clearing. Outside of his advisory work, Apple performs as a bass player in two local bands, Side Effect Band and Apple Brothers Band. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategist available by invitation to employees. The firm focuses on algorithm-driven model selection and portfolio management using mutual funds and ETFs.

Heru Asaramo is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC Investments since 2019, following five years at Wells Fargo. Outside of his advisory role, he is the author of a book available on Amazon. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio strategist available to PNC Bank employees. The firm utilizes algorithm-driven risk assessment and third-party management with a focus on mutual funds and ETFs.

Michelle Gonzalez Vigil is a CFP®-certified financial advisor with 26 years of industry experience, currently with Kestra Advisory where she has served since 2016. Her prior roles include positions at Kestra Investment Services, LLC and Corporate Benefit Advisors, spanning over 19 and 20 years respectively. Outside of her advisory work, she is a communications specialist at NFP Corporate Services, assisting clients with benefits communication, and serves in leadership roles at the Park Road Montessori School PTO, including a term as president. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering comprehensive services such as fiduciary consulting, plan design, and employee education. The firm serves a wide range of clients including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Ashley Gallion is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds a Series 66 designation and has 19 years of industry experience, including 16 years with her current firm. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs IAR-led assessments combined with fundamental, quantitative, and technical analysis to manage client assets across various investment vehicles.

Daniel Schmitz is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Inc., Kingdom Building Holdings LLC, Grayley Co., and Lincoln Charter School. 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 a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Kristin Thomas is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at BB&T Securities from 2015 to 2021. Thomas joined Truist Advisory Services and Truist Investment Services in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platform and manager arrangements, and integrates inter-affiliate services across Truist affiliates.

Philip Stacks is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to his current role, he owned and operated Clear Cut Investments, an e-commerce business specializing in health supplements sold on Amazon and eBay. Before entering the financial industry, he worked in the fitness retail sector. 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 wide range of clients, including individuals, families, trusts, and institutional investors, offering brokerage services, financial planning, and multiple advisory programs supported by both in-house and third-party portfolio management.

William Miller is a financial advisor at Guardian Life with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Since 2008, he has worked with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he serves as a deacon at Westminster Presbyterian Church in Charlotte, NC. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Aaron Moore is a Series 66 licensed advisor with Truist Advisory Services in Gastonia, NC. He has three years of industry experience, including roles at Truist Advisory Services, Truist Investment Services, and Truist Bank. Prior to his financial services career, he worked at David's Detailing. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting. The firm integrates inter-affiliate resources and employs AI-enabled tools in its research and manager selection processes.

Emily Reidenouer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, LLC and LPL Financial, LLC. Outside of her advisory work, she serves as an election day poll worker in Mecklenburg County and is involved in farm and agriculture activities in Iowa. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.