Samuel Madden is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Wells Fargo Clearing. Outside of his advisory role, he is involved in publishing children's books through Yellow Bee Publishing, LLC and operates a food catering company, Yellow Bee, LLC. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse range of clients including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing portfolio monitoring and client consultations.

Astute Evans is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC in Charlotte, NC. Prior to this, Evans worked at LPL Financial, Facet Wealth, and Vanguard. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and integrates technology platforms to support client needs.

Andrew Fisher is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and UBS Financial Services. 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 employs a combination of traditional research and AI tools to support its advisory services and offers tailored asset allocation strategies along with third-party investment manager selection through the Envestnet platform.

Jonelle Allen is a financial advisor at Kestra Advisory with five years of industry experience. She holds a Series 66 designation and has worked previously at Commonwealth Financial Network and Beacon Dental Group. Outside of her advisory role, she is involved with the non-profit Rescuing Leftover Cuisine and works as an independent dog walker. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and access to multiple management platforms and third-party managed solutions.

Katherine Doherty is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo for ten years before joining Suntrust Advisory Services in 2019. Truist Advisory Services offers 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 uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection on the Envestnet platform.

Jennifer Krizka is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, she worked at ESPO Engineering Corporation and held a volunteer assistant coaching position for the Oakland University softball team, where she coaches catchers. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, with capabilities spanning multiple asset classes and integrated tax and accounting services.

Gary Sugg is a CFP® professional with five years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His work history includes roles at LPL Financial LLC, Cetera Advisor Networks, and Carroll Financial Associates, among others. Outside of advisory services, he has provided administrative support to Wealth Enhancement Advisory Services since 2021. 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, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Diane Goldman is a Series 65-licensed financial advisor at TLG Advisors, Inc. with experience dating back to 2006, including roles at New Agency Partners and Creative Financial Services. She also works as an independent insurance agent focusing on retirement income planning and annuities. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental research and Modern Portfolio Theory in its investment approach and offers both traditional advisory services and a direct-to-consumer platform called Starlight Portfolios.

Marc Zeller is a CFP® professional with 27 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2009. He holds Series 63 and Series 66 licenses and is based in Charlotte, NC. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

James Hedstrom is a CFP® professional with 26 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has held prior roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Hedstrom provides investment advisory services through Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

John Morrill Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 34 years of industry experience. Prior to joining VOYA in 2014, he worked with Great American Life Insurance Co and TDA Associates, Inc., where he continues to serve as president and owner. Morrill also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement client investment strategies, primarily through non-discretionary accounts.

Troy Seiler is a financial advisor at Wells Fargo Investment Institute, Inc. with 12 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at AlphaStar Capital Management, Wells Fargo Bank, and UBS Financial Services. He is based in Charlotte, NC. 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 acts as a research and model provider, offering non-discretionary, non-customized investment models rather than individualized financial planning or direct portfolio management.

Cindy Mc Ginniss is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. She holds the Series 63 and Series 65 credentials and previously worked at LPL Financial, LLC for six years before joining her current firm. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, utilizing a client-centered process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Thomas Soriano is a financial advisor with Bankers Life Advisory Services, Inc. based in Charlotte, NC, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has worked with Bankers Life and its affiliated entities since 2004. Outside of his advisory role, Soriano serves as a board member of the Steele Creek Athletic Association, a volunteer-run youth athletic nonprofit. 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 aligned with clients’ goals and risk tolerances.

Taylor Watts is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Charlotte, NC. His prior work includes roles at LPL Financial, LLC and CETERA Advisor Networks LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Christian Serock is a financial advisor at Principal Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Principal Financial Services since 2016. He also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships. Additionally, he works seasonally at Williams-Sonoma in a customer service role. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, and various business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both adviser and promoter arrangements.

Sean Orr is a financial advisor with Wells Fargo Investment Institute, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked across several Wells Fargo entities since 2016, including Global Alternative Investment Services and Wells Fargo Clearing Services. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services primarily to Wells Fargo affiliates and unaffiliated financial institutions. The firm operates as a research and model-provider offering non-discretionary model portfolios rather than individualized financial planning or portfolio management.

Joseph Calhoun is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Concurrent and Nine Bridge Financial Partners in 2026, he worked for Wells Fargo Advisors Financial Network LLC from 2022 to 2026 and has held positions across various sectors including insurance and education. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management and financial planning services supported by a network of approximately 286 advisors.

Grant Emme is a financial advisor with Truist Advisory Services holding a Series 65 designation and commencing his industry experience in 2026. Prior to joining Truist Advisory Services, he worked at Truist Bank and GreerWalker LLP. 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 integrates traditional research with AI-enabled tools and leverages its extensive affiliated financial relationships to deliver ongoing monitoring and reporting.

Marshall Long is a CFP® with 17 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates Inc. Based in Charlotte, NC, he holds a Series 63 license. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.