Jeffrey Davis is a CFP® with 18 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2020. Prior to this, he worked at TD Ameritrade, Inc. from 2014 to 2020. 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 multiple managed-account options with features like direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank.

Joshua Lindsteadt is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. in Charlotte, NC. He has been with Wells Fargo Investment Institute since 2019 and previously worked at Wells Fargo Private Bank from 2015 to 2021. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and other financial institutions on a non-discretionary basis. The firm operates through specialist divisions that develop model portfolios focused on recommended investment products without offering individualized financial planning or managing client accounts.

Kelli Little is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. She holds the ChFC® designation and Series 63 license, and has 14 years of industry experience. She has been with Eagle Strategies since 2018 and also has affiliations with Nylife Securities LLC and New York Life Insurance Co dating back to 2015. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program options and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Kellie Carroll is a CFP® with 23 years of industry experience, currently serving at Truist Advisory Services. Her career includes roles at BB&T Investment Services, BB&T Securities, and Wells Fargo Clearing. She holds Series 63 and Series 66 licenses and is based in Charlotte, NC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers a range of advisory services through its affiliation with Truist Financial and partnerships with platforms like Envestnet.

Alvin Riley II is a CFP® certificant with 13 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC in Charlotte, NC. He spent 10 years at LPL Financial prior to joining his current firm. Independent Advisor Alliance serves a diverse clientele, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and integrates technology platforms to support portfolio management and estate planning solutions.

Denise Johnson is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding a Series 66 credential and 21 years of industry experience. She has worked with Eagle Strategies since 2011 and maintains long-standing roles with Nylife Securities Inc and New York Life Insurance Company. Outside of advisory work, she serves as a Notary Public. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and benefit plans, and charitable and corporate clients, with a focus on tailored solutions and non-discretionary asset management.

Aaron Bouronich is a financial advisor with Creative Planning in Charlotte, NC, holding Series 66, Series 65, and Series 63 designations and 10 years of industry experience. His prior roles include positions at Nuveen Asset Management, Nuveen Securities, Global Alternative Investment Services, Wells Fargo, and Equitable Advisors. 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, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Derrick Dawkins is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked at various Truist entities since 2023. Prior to his advisory role, he has had diverse work experience including roles at the University of Florida and in the hospitality and delivery industries. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of client information gathering, goal setting, asset allocation strategies, and manager recommendations via the Envestnet platform, supported by traditional research and AI-enabled tools, to deliver ongoing portfolio monitoring and client consultations.

Michael Arner is a financial advisor with TLG Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes roles at Securities America Advisors, Investacorp, and Highland Brokerage Capital. Additionally, he is involved with Modern Life as a brokerage manager and wholesaler of insurance products. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering services through independent advisors and a direct-to-consumer digital program called Starlight Portfolios.

Leila Evans is a CFP® with 17 years of industry experience. She has worked at MAI Capital Management since 2021 and previously spent 12 years with Solamere Advisors and Capital Guardian, LLC. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and related private funds.

Benjamin White is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the CFP® certification and Series 63 license. Prior to joining Truist Advisory Services, he worked at Truist Bank from 2013 to 2025 in various roles. 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 utilizes both traditional research and AI-enabled tools in its investment approach and offers a range of advisory services, including manager selection and ongoing portfolio monitoring through partnerships with Envestnet.

Richard Burke is a CFA® charterholder based in Charlotte, NC, with nine years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2016. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions. The firm operates as a research and model-provider, delivering non-customized solutions without exercising investment discretion over end accounts.

Aaron Emory is a financial advisor with First Citizens Investor Services, Inc. based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, providing advisory and brokerage services with a client process focused on needs assessment and diversified investment allocation across equities, fixed income, mutual funds, and ETFs.

Anthony Hui is a financial advisor at Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has been in the industry since 2023. His prior experience includes roles at the Institute for Private Capital, the UNC Department of Economics, and the Federal Reserve Bank of Richmond. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and external financial institutions. The firm delivers non-discretionary, non-customized model portfolios developed through specialist divisions focused on research and strategy.

Madeline Huffman is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial LLC and FinTrust Capital Advisors, LLC. Her background also includes roles outside finance, such as employment at Wells Fargo Bank and Olympian Grill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active strategies, supported by an internal Investment Committee.

Brenton Simonson is a Certified Financial Planner® with 17 years of industry experience. He currently works at Creative Planning and previously held roles at LPL Financial and Fidelity Brokerage Services LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Willis Heslep is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Heslep Tax & Retirement Planning since 2021, providing tax preparation and planning services alongside his advisory role. His career includes previous positions at several firms, including Retirement Wealth Advisors, Inc. and AlphaStar Capital Management, LLC. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a variety of strategic asset-allocation models and investment vehicles, including ETFs, mutual funds, and options-enhanced strategies, and provides services through both its own representatives and sub-advisory arrangements.

Jacob Hedrick is a financial advisor at First Citizens Investor Services, Inc. based in Charlotte, NC, holding Series 63 and Series 65 registrations with 16 years of industry experience. Before joining First Citizens, he worked at Truist Investment Services for one year. Outside of his advisory role, he is a partner in Nellie T Properties LLC, where he is involved in managing rental properties and property flipping. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies including portfolio management and automated guided investing, with a client process that incorporates fundamental, quantitative, and technical analysis.

Chad Pannell is a financial advisor with Independent Advisor Alliance, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been affiliated with LPL Financial and Independent Advisor Alliance since 2016. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm utilizes a network model of independent advisory representatives and combines discretionary and non-discretionary portfolio management with technology platforms for account aggregation and estate planning.

Brett Oconnor is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2025, with prior roles at Fifth Third Bank, Woodforest National Bank, and Banfield Animal Hospital. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities. The firm offers investment advisory and brokerage services through various program types on the Passageway Managed Account platform, combining multiple portfolio management strategies and third-party offerings.