Alexander Houston is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding a Series 65 designation. He has been in the industry since 2025, with prior experience at Sterling Investment Counsel in the same year. Outside of finance, he has been involved with sports organizations, including the Pueblo Bulls Hockey Club and Midwest Knights Sports Group, and has an affiliation with Canisius University. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses, along with select external clients. The firm’s work is divided among specialized divisions focused on manager research, securities analysis, asset allocation, and portfolio management, offering research and model guidance rather than direct investment management.

Scott Angel is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2003. He has also been affiliated with First-Citizens Bank & Trust Company since 2002. 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 utilizes a client-centric process led by investment adviser representatives, applying multiple forms of analysis to portfolio allocation across various asset classes.

Herman Freitag III is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Corient in Charlotte, NC. His prior roles include positions at The Vanguard Group and Ci Brightworth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines internal security selection and fixed-income strategies with third-party manager solutions and customized asset allocation.

Laron Glenn is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Wells Fargo Learning Services and Wells Fargo, as well as experience outside finance with Amazon, Papa John’s, and Bojangles. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its AMC Advantage manager-selection program and other investment solutions.

Anderson Stockard is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and other financial and non-financial organizations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and the AMC Advantage manager‑selection program, implementing advice through discretionary and non‑discretionary approaches supported by AI-enabled research tools and inter-affiliate resources.

Nathan Morgan is a CFP® professional with nine years of industry experience, currently affiliated with Schwab Wealth Advisory, Inc. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2026, following prior roles at Fidelity Investments and Deutsche Bank. He also served in the United States Navy Reserve from 2011 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab’s asset allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Linda Mander is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. She is a board member of a local Boy Scout troop in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting through a mix of passive and active investment strategies overseen by an internal Investment Committee.

Steven Majoris is a financial advisor at Wells Fargo Investment Institute, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked for Advisors Asset Management, Inc. for 11 years. He is based in Charlotte, NC. Wells Fargo Investment Institute (WFII) provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm delivers research and model guidance without exercising investment discretion or holding custody of client assets.

Charles Widener is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Truist Advisory Services and has previously worked at firms including PNC Investments, Mass Mutual Financial Group, and Oppenheimer. Widener serves on the Board of Directors for Opera Carolina, a local nonprofit arts organization. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate resources.

Stanley Dyl is a Series 65-licensed financial advisor with 16 years of industry experience. He is currently with Prime Capital Financial and has previously worked at United Capital Financial Advisers, LLC and Davidson Capital. He is involved as a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office solutions, employing a variety of investment strategies and tax-efficient techniques.

Kathleen Hayes is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services and its affiliated firms since 2013. Outside of her financial advisory role, she is the principal of Katie Hayes Photography LLC, where she photographs events, people, sports, and landscapes. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches with third-party platform and manager arrangements.

Denis Curcio is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial, Cetera Advisor Networks LLC, and Carroll Financial Associates, Inc. Curcio also holds licenses for Series 63 and Series 66. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

John Kamel is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2023, he worked at UBS Financial Services for two years and spent seven years at Movado Company Store. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management supported by various investment strategies and technology platforms.

Aubrey Elam is a financial advisor with TLG Advisors, Inc. and holds a Series 66 credential. He has three years of industry experience, including roles at The Leaders Group Inc., Vanbridge, and Dixon Wells. Outside of advisory work, Elam serves as an Associate Vice President involved in the sale of fixed insurance products at EPICVanbridge LLC. TLG Advisors serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors and retirement plans. The firm employs a manager selection and monitoring approach grounded in fundamental analysis and Modern Portfolio Theory, and offers both sub-advised portfolios and a direct-to-consumer digital platform called Starlight Portfolios.

Joel Berry II is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and previously worked at Truist Investment Services and Truist Bank. Outside of finance, he serves as a basketball analyst for ESPN/ACC Network, covering college basketball. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, providing equity, balanced, and fixed-income portfolios with strategic asset allocation and customized consulting services.

Roslyn Ervin is a financial advisor with Truist Advisory Services in Mount Holly, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously worked at Bb&T Securities LLC for eight years before joining Truist in 2013. Outside the financial industry, Ervin serves as a Disabled Support Person, providing assistance with hygiene, cooking, transportation, and light housekeeping. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches, utilizing third-party platforms and AI-enabled research tools, and features a manager-selection program integrated with its affiliated broker-dealer and bank services.

Andrew Brincefield is a financial advisor at Guardian Life with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Guardian Life since 2004, also working at Park Avenue Securities since 2023. Outside of his advisory role, he is the owner and CEO of Consolidated Planning Holdings, Inc., a financial planning firm focusing on insurance and wealth management solutions. Guardian Life, through its subsidiary Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

John Callaway Jr. is a financial advisor with OSAIC Institutions, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at HomeTrust Bank, Truist Advisory Services, Park Avenue Securities, Guardian Life Insurance Company, Wells Fargo Clearing, and PNC Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, consulting, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary management.

Michele Stutts is a CFP® with 16 years of industry experience and is currently with MAI Capital Management, LLC, where she has worked since 2021. Prior to that, she spent eight years at Solamere Advisors. 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 manages $72.3 billion in assets and offers customized portfolio strategies implemented through a mix of in-house and third-party managers, integrating financial planning and tax services into many client relationships.

Marshall Stuckey is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. since 2021. He has been with Wells Fargo since 2006, based in Charlotte, NC. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm’s specialized divisions deliver equity and fixed-income analysis, manager research, and model portfolio solutions without exercising investment discretion or holding custody of client assets.