Lindie Rheeder is a financial advisor at MAI Capital Management, LLC with three years of industry experience. She holds a Series 65 credential and has held prior roles at firms including Financial Engines Advisors LLC and Park Avenue Securities. Outside of advising, she works as a bartender at a local brewery in Monroe, NC on weekends. MAI Capital Management provides investment management, wealth management, and retirement plan consulting services to individuals, families, institutional clients, and others. The firm customizes portfolio strategies across various asset classes and serves as both an adviser and product sponsor, managing assets including a registered mutual fund and multiple private funds.

Zachary Bolling is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with four years of industry experience. His work history includes multiple roles within First Citizens Investor Services and First Citizens Bank since 2019. First Citizens Investor Services, Inc. serves individuals, pension plans, corporations, and charitable organizations with investment advisory, brokerage, and licensed insurance services. The firm employs a mix of strategic and tactical asset-allocation approaches and offers both discretionary and non-discretionary management, with a notable emphasis on asset-based billing and tax-aware services.

Christopher Hassett is a financial advisor with Eagle Strategies (New York Life) based in Charlotte, NC. He holds the ChFC® designation and Series 63 license and has 31 years of industry experience. His prior roles include eight years with Dedicated Income Solutions and over two decades with Eagle Strategies and related New York Life entities. He serves as secretary on the Giverny Neighborhood HOA board, handling community communications. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a notable focus on non-discretionary asset management and relationships with a broad range of institutional sponsors.

Nicole Pilo is a financial advisor with Primerica Advisors in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Outside of her advisory role, she serves on the board of Freedom School Partners. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs and financial planning solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies, including discretionary and non-discretionary accounts.

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 financial advisor with Guardian Life in Charlotte, NC, holding a Series 66 credential and 11 years of industry experience. He has been with Guardian Life since 2013. Mullane is the majority owner of Talcott Group LLC and conducts insurance sales with carriers other than Guardian. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual, pension, charitable, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including discretionary and non-discretionary models as well as a digital advisory solution.

Gloria Dearcangelis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. She has worked at multiple firms including Wells Fargo Clearing and Ameriprise Financial Services. 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.

Amanda Davis is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and experience at Rockefeller Financial since 2024. She previously worked at Bank of America Private Bank from 2022 to 2024 and at Hawthorne Management Company from 2015 to 2022. 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 services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Karla Lavin is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC for nine years. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through integrated trust, insurance, and brokerage services. The firm offers access to alternative and private investments and distinguishes itself by its institutional ownership structure and combination of wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Brett Sneed is a financial advisor with PNC Wealth Management in Winston Salem, NC, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Allegacy Federal Credit Union, CUSO Financial Services, LP, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available via an employee-only pilot. The firm uses algorithmic questionnaires to guide risk assessment and implements investment strategies through mutual funds and ETFs with annual rebalancing.

Terry Lineberger is a CFP® with 29 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. Prior to this, he worked at Robert W. Baird & Co. for 11 years. He is also a co-author and spends time promoting and selling investment-related books. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory and equity research to comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Kenneth Hollander is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at First Citizens Bank, Regions Bank, Morgan Stanley, Merrill, and Bank of America. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and pension plans. The firm combines fundamental, quantitative, and technical analysis with technology-driven model portfolios and tax-aware strategies, supported by its affiliation with a bank holding company that offers integrated banking resources.

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.

Philip Polito is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has worked with Truist Advisory Services and its affiliated entities since 2011, including roles at Bb&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

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, holding a Series 66 designation and 19 years of industry experience. He has been with First Citizens Investor Services since 2010. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of strategic and tactical asset-allocation approaches with fundamental, quantitative, and technical analysis, offering portfolio management, automated Guided Investing, and financial planning services.

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.