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.

David Kitterman is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Empower Advisory Group and has previously worked at firms including Dunster Rose, LPL Financial, Capital Guardian Wealth Management, Woodbury Financial Services, TIAA-CREF, and Banc of America Investment Services. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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 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.

Robin Graves is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill, PNC Investments, and Bbtis before joining Truist. Graves is based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled tools for investment research and manager oversight.

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. His work history includes roles at 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 and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Gregory Hudson is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at BB&T Securities, Bank of America, Merrill Lynch, and Edward Jones. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

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.

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.

Andrew Tate is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services for 10 years prior to joining Rockefeller Financial in 2024. Outside of his advisory role, he serves on the Board of Governors and as Treasurer of the Quail Hollow Club, a golf club in Charlotte, NC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of investment services through its Private Advisor model and consolidated investment platform.

Joshua Hodge is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 17 years of industry experience. His prior roles include positions at Charles Schwab and PNC Investments. 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.

Susan Brown is a financial advisor at &PARTNERS in Charlotte, NC, holding Series 63 and Series 65 licenses with 37 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with accounts managed directly by advisors or third-party managers selected through a due-diligence process.

Martin Walker is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at First Citizens Investor Services, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of his advisory work, he is president and owner of Spectrum Benefits, Inc., a health insurance brokerage and consulting business. 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 third-party platform and manager arrangements, to implement investment advice.

Craig Faile is a financial advisor with Independent Advisor Alliance, LLC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including over a decade each at Independent Advisor Alliance and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes various portfolio management strategies and technology platforms to support client services and maintains a network of advisory representatives with ties to LPL Financial.

Brandon Hatcher is a Series 66 credentialed financial advisor with five years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Serenity Investment Advisors, Edward Jones, and PNC. Outside of his advisory role, he manages a sports league as a league manager. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Candice Trantham is a financial advisor at First Citizens Investor Services, Inc. with 11 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at First Citizens Investor Services and First Citizens Bank since 2014. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios through various investment vehicles, including UMAs, SMAs, and a Guided Investing platform.

Christopher Grainger is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Truist Advisory Services in 2025, he worked at Truist Bank, Wells Fargo, and TIAA-CREF. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver tailored investment solutions.

Cynthia Piacentino is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, CETERA Advisor Networks LLC, and Carroll Financial Associates, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that blends passive and active management, overseen by an internal Investment Committee.