Edith Wartner is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 65 and Series 66 licenses and 14 years of industry experience. She has worked at SunTrust Advisory Services LLC and SunTrust Bank since 2016 and was previously with Uwharrie Investment Advisors, Inc. from 2012 to 2016. Outside of her advisory work, she is a partner in a family-owned Mexican restaurant. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary manager solutions, supported by AI-enabled research tools and integrated inter-affiliate services.

Christina Sculley is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. Her background includes roles at FactSet Research Systems and Goldman Sachs prior to joining Wells Fargo. Wells Fargo Investment Institute is a bank-affiliate advisory and research organization that delivers manager due diligence, securities research, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm’s services are generally impersonal and non-discretionary, providing model portfolios and market assumptions for affiliates to implement.

Brenda Seligmann is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior experience includes roles at BB&T Bank, BB&T Investments, and BB&T Securities. She serves as a board director for the Isle Vue Beach Homeowners Association. 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 offers asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, implementing advice via discretionary and non-discretionary arrangements supported by integrated affiliate resources.

Hugo Bartell is a financial advisor at Oppenheimer with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer across two periods totaling 10 years, with an intervening three-year tenure at Adhesion Wealth Advisor Solutions Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of investment programs and financial planning services delivered on both discretionary and non-discretionary bases, with a notable portion of advisory assets managed non-discretionarily.

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 in Charlotte, NC. He holds Series 66 and Series 63 designations and has two years of industry experience. His prior work includes roles 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a third-party manager selection program administered through discretionary and non-discretionary approaches.

Robert Mckearin Jr is a Senior Financial Advisor at Merrill Lynch Wealth Management, partnered with The Erdmann Group in Greenwich, CT. He advises a diverse clientele including executives, business owners, private equity, hedge fund and real estate partners, entertainment professionals, athletes, and affluent families across multiple regions nationwide. His practice focuses on providing personalized wealth management strategies that address the complexities of clients' full financial picture, daily cash flow needs, and short- and long-term goals. Rob leverages the comprehensive services of Merrill and Bank of America to streamline and elevate every facet of his clients' financial lives. His expertise includes cash-flow modeling, navigating liquidity events, managing concentrated stock positions, credit opportunities, investment strategies, and wealth transfer and trust planning. He works closely with clients to develop tailored financial strategies that reflect their unique goals, helping them pursue their long-term objectives with confidence. Rob holds a bachelor's degree in Leadership Studies and Economics from the University of Richmond, where he played men's lacrosse and club ice hockey and founded the Richmond Surf Club. He is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Rob is actively involved in his community as a founding member of The AmeriCares Young Leaders Board and Friends of New Canaan Hockey Association. He has coached youth lacrosse and ice hockey for several years and participates in organizations such as AmeriCares, Cycle For Survival, and the New Canaan Lacrosse Association. He resides in New Canaan, CT with his wife and son.

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.

Michael Ryan is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation with 11 years of industry experience. He has previously worked at Truist Investment Services, Truist Advisory Services, BB&T Securities, and Wells Fargo Clearing. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm’s investment approach combines fundamental, quantitative, and technical analysis to manage portfolios across various asset classes, supporting both discretionary and non-discretionary client accounts.

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.

Kathryn Bunn is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Morgan Stanley Smith Barney LLC and Truist Advisory Services. Outside of her advisory role, she volunteers with Animal Resource Friends in Mebane, NC, assisting with pet food donations and distribution. 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, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

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.

Emily Johnson is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and six years of industry experience. Prior to joining MAI Capital Management in 2026, she worked at Carousel Capital, BlackArch Partners, and Wells Fargo Bank NA. 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 offers customized portfolio management across various strategies and combines financial planning, tax, and bill-pay services within many client relationships.

Eileen Perrin is a CFP® professional with 10 years of experience currently serving at First Command Advisory Services in Charlotte, NC. She has worked with affiliated entities of First Command since 2016. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select model portfolios and third-party managers.

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.

Cetera Wright is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of finance, she teaches ballet to girls aged 12 to 18 and choreographs dance competitions and shows. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.