Sophia Slomkowski is a financial advisor at Prime Capital Financial with a Series 65 credential and one year of industry experience. Her prior roles include positions at Nuveen and One Digital. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm employs a mix of core/satellite, thematic, and tactical strategies and supports held-away accounts through specialized platforms.

Shannon Burgett is a Certified Financial Planner® with 28 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2026. Prior to joining Mercer, she held roles at Smith Salley Wealth Management, PNC Investments LLC, Linden Thomas Advisory Services, and Fidelity in various advisory capacities. Mercer Global Advisors provides comprehensive investment advisory services to individuals, families, small business owners, and institutional clients, using a Modern Portfolio Theory-based approach that incorporates globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing. The firm offers a range of specialized financial, tax, retirement, and estate planning services alongside integrated platforms and educational initiatives.

Kristian Hunter is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at PNC Investments, TIAA-CREF, Prudential Insurance, and Merrill, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available to select employees. The firm utilizes algorithm-driven risk assessments and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Jonathan Landi is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing Services, and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support investment decisions.

Angela Jones Cable is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at A4 Wealth Advisors and Chuck Maness CPA. 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 certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Arthur Lawrence is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Truist-affiliated firms since 2016. Outside of his advisory role, he is involved in buying and selling retail gear related to office, den, and garage items, including signed sports memorabilia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management through third-party platforms and manager arrangements.

Elyse Long is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation and has previously worked at Real Genius, First Bank/Consumer Direct, Matrix Brokerage, and TIAA Bank. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides a range of advisory services, including customized portfolio management and acts as adviser to a donor-advised fund.

Michael Ryan is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with First Citizens Investor Services, Inc. and has previously worked at Truist Investment Services, Truist Advisory Services, BB&T Securities, and Wells Fargo Advisors. First Citizens Investor Services serves a range of clients including individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs a client process focused on financial needs assessment and diversified asset allocation using fundamental, quantitative, and technical analysis.

Edgar Roberts Jr. is a ChFC®-designated financial advisor with over 41 years of experience, currently serving at Equity Services, Inc. since 1984. His career also includes a longstanding role with National Life of Vermont. Outside of advisory work, he is involved in legal consulting and insurance services through his own businesses. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management for a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combining long-term strategies with options for shorter-term trading.

Leonard Hajrullahu is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors. Outside of his advisory work, he serves as a youth soccer coach with Independence Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and implements investments via approved models managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

Robert Higgins is a financial advisor with Principal Financial Services in Cornelius, NC, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked with Principal Securities Inc. since 2016 and is also associated with Fulcrum Capital Partners and Principal Life Insurance Company. Outside of his advisory roles, Higgins serves on the leadership committee of a local networking group and acts as treasurer for a town commissioner's election campaign. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate entities. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Harry Thompson is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes 11 years at Wells Fargo Clearing. 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 connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolio options, and acts as adviser to a donor-advised fund.

Edwina Gowan is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has been with First Citizens Investor Services since 2006. Outside of her advisory role, Edwina works part-time providing care for individuals with developmental disabilities through NC Outreach Group Homes. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a client process focused on assessing financial needs and risk tolerance to guide portfolio allocation across various asset classes.

Jason Page is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MWA Financial Services Inc, Modern Woodmen of America, NYLIFE Securities LLC, and New York Life Insurance Co. In addition to his advisory role, he serves as a District Sales Director assisting clients with fixed insurance products such as final expense, Medicare Advantage, and long-term care insurance. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio strategies and custodial platforms.

Christopher Eller is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to a range of clients, including individuals with employer retirement plan relationships, trusts, estates, partnerships, and small retirement plans. The firm also acts as adviser to a donor-advised fund and utilizes a vertically integrated approach with affiliated funds.

David Kitterman is a CFP® professional with 23 years of experience in financial advisory roles. He currently works at Empower Advisory Group and Empower Financial Services, Inc., having joined in 2026. His previous roles include positions at Dunster Rose, LPL Financial, Capital Guardian Wealth Management, Woodbury Financial Services, TIAA-CREF, and Banc of America Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Joseph Grant is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at The Vanguard Group, Inc., Cheney Brothers, Inc., and Liberty University. 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 uses a client-focused approach combining fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes and offers services such as financial planning, tax-aware strategies, and automated investing platforms.

Niki Mumpower is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including New York Life Insurance Company and Park Avenue Securities. Outside of finance, she co-owns Climate Care of the Carolinas, a company focused on HVAC home repairs, and operates a flower farm called Fields of Blossoms, specializing in native North Carolina flowers and herbs. 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. The firm offers a range of advisory services including model portfolio management and customized portfolios, and serves as adviser to the TIAA Donor Advised Fund.

Amanda Berry is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various entities affiliated with First Citizens since 2007. Outside of her advisory role, she is an authorized signer managing financials for an auto mechanic business. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm provides advisory and brokerage services, employing a client process focused on assessments of financial needs and risk tolerance, and uses a range of investment strategies including fundamental, quantitative, and technical analysis.

Nia Murray is a financial advisor at Truist Advisory Services with two years of industry experience. She holds a Series 66 designation. Her background includes multiple roles at the University of Florida and Truist firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.