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 at PNC Wealth Management in Charlotte, NC, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Equitable Advisors and Axa Advisors, LLC. Outside of finance, he serves as a youth soccer coach for Independence Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to employees, which utilizes algorithm-driven risk assessments and invests via approved third-party strategies.

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.

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.

Alyssa Carrera is a financial advisor with Janney Montgomery Scott in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Janney, Alyssa held various roles outside of finance, including positions at Aritzia and the Center for Advanced Ortho and Sports Medicine. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

Shaun Foster is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 65 and Series 63 licenses and having four years of industry experience. His background includes roles at Bankers Life & Casualty, Bankers Life Securities Inc., and ADP Inc., among others. 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 and ongoing portfolio management based on clients’ goals and risk tolerances.

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.

Amanda Berry is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses. She has four years of industry experience, including roles at First Citizens Bank. Outside of advising, she is an authorized signer involved in the financial management of an auto mechanic business. First Citizens Investor Services, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and businesses, offering advisory and brokerage services with a focus on portfolio management, financial planning, and tax-aware investment strategies. The firm employs a client-centered approach using fundamental, quantitative, and technical analysis to guide asset allocation.

Nia Murray is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Her career includes roles at Truist Investment Services and Truist Advisory Services since 2024, as well as various positions during her education at the University of Florida. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools for portfolio management and offers services through an extensive network of affiliated financial entities.

Robin Graves is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Merrill, PNC Investments, and multiple positions within Truist entities since 2017. Truist Advisory Services offers 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 partners with Envestnet to deliver tailored asset allocation and manager selection, providing ongoing client reviews and reporting.

Walter Kennedy IV is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at several firms, including Suntrust Advisory Services and Suntrust Investment Services since 2018, Wells Fargo Clearing from 2016 to 2018, and UBS Financial Services from 2001 to 2008. 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 uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection through the Envestnet platform, offering ongoing reviews and reporting.

Gregory Hudson is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Edward Jones. Gregory is based in Charlotte, NC. 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 reviews and reporting to its clients.

Tyler Fiorenza is a financial advisor with Fifth Third Securities, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at Fifth Third Securities since 2022 and Fifth Third Bank since 2020, with prior experience in insurance and retail sectors. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jennifer Vaughan is a financial advisor at Bankers Life Advisory Services, Inc. in Charlotte, NC, with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2015. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to develop tailored asset allocations, offering both wrap and non-wrap programs and working with a range of securities within customized portfolios.

Michael Keen is a CFP® with 10 years of industry experience, currently serving clients at Mariner Wealth Advisors since 2023. Prior to joining Mariner, he worked at Byron Financial, LLC and The Vanguard Group, Inc. His background includes roles spanning wealth advisory and investment management. Mariner serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolios supported by both in-house research and third-party managers, with integrated tax and accounting services uncommon among large advisory enterprises.

Robert Johnson Jr. is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has held roles at First Citizens Investor Services and First Citizens Asset Management since 2020, and previously worked at PNC Bank and PNC Investments. Outside of his advisory work, he is involved in real estate rehabilitation and property management through his ownership of RATE Properties. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services with a range of portfolio management and financial planning solutions. The firm emphasizes IAR-led client assessments and applies multiple analytical approaches to investment allocation across equity, fixed income, mutual funds, and ETFs.