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 career includes roles at HomeTrust Bank, Truist Advisory Services, Park Avenue Securities, Guardian Life Insurance Company, Wells Fargo Clearing, and PNC Investments. OSAIC Institutions serves individuals, trusts, estates, charitable organizations, and corporate clients through a broad network of investment adviser representatives, offering customized advisory services, financial planning, ERISA plan support, and brokerage and insurance products across discretionary and non-discretionary account types.

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 based in Charlotte, NC, with four years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2021 and has worked with Wells Fargo since 2006. Wells Fargo Investment Institute provides research, strategy, and model-portfolio services to Wells Fargo affiliates and other financial institutions. The firm focuses on delivering non-customized investment models based on rigorous internal research and ratings.

William Griesser is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds the Series 65 and Series 63 designations. His prior work experience includes roles at Edward Jones and TIAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jon Nee is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and over 24 years of industry experience. His prior roles include positions at Eastover Capital Management, FTB Advisors, Wells Fargo Clearing, and several other firms dating back to 2003. He is also involved with JN Wealth Strategies, an investment advisory representative role under a related RIA. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, employing a network model of advisory representatives who provide discretionary and non-discretionary portfolio management using a variety of strategies and technology platforms.

Chessada Laney is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC, holding Series 63 and Series 65 registrations and nine years of industry experience. Laney has worked at Brookstone since 2022 and previously at FormulaFolio Investments, Inc. and JPFG Wealth Management. Outside of Brookstone, Laney is involved in managing JPFG Wealth Management, an RIA firm, and sells insurance products through Millennium Financial Group. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses strategic and dynamic asset-allocation models and integrates proprietary funds, external sub-advisors, and a range of investment strategies to implement client portfolios.

Amanda Macaluso is a financial advisor at Truist Advisory Services with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Truist Advisory Services and Truist Investment Services since 2025. Her prior experience includes roles at Wells Fargo Bank, nA, Wells Fargo Clearing, First Horizon Bank, and Bluegreen Vacations. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers comprehensive ongoing client support.

Lena Poma is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and eight years of industry experience. She has previously worked at LPL Financial, Ally Invest Securities LLC, and Mass Mutual Investors Services. Outside of her advisory role, she works as a delivery driver for Amazon Flex. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse clientele including individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of fiduciary and discretionary services through its affiliation with Truist Financial and partnerships with Envestnet.

Candice Mason is a financial advisor at Fifth Third Securities, Inc. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2009. 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 broker-dealer and SEC-registered investment adviser capabilities with a platform that includes discretionary managed accounts, direct indexing, and tax-overlay services.

Daneen Gimson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Securities America Advisors. First Citizens Investor Services serves a diverse client base including individuals, pension plans, and charitable organizations, providing a range of advisory and brokerage services such as portfolio management, model portfolios, and financial planning. The firm’s approach employs fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

Timothy Mann Jr. is a financial advisor with Truist Advisory Services based in Charlotte, NC, holding Series 63 and Series 65 credentials. He has 12 years of industry experience, including roles at BB&T Securities and Truist Investment Services. He serves as a volunteer Treasurer and Finance Committee member for the nonprofit Let Me Run, assisting with financial oversight and audits. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI tools to support asset allocation and manager selection, providing ongoing client reviews and reporting.

Kevin Loftin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes roles at Suntrust Investment Services, Morgan Stanley, Wells Fargo Advisors, and other firms. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a comprehensive approach combining traditional research and AI-enabled tools, partnering with Envestnet platforms to provide tailored asset allocation, manager selection, and ongoing portfolio monitoring.

Michael Trotter is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at TIAA-CREF from 2014 to 2019 before joining PNC Investments, where he has been since 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital portfolio solution for employees with existing PNC Bank online banking credentials. The firm uses approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties and enrollment guided by an algorithmic questionnaire.

Deanna Strean is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience and a Series 66 designation. Her prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, Contrary Investment Advisors, and Strean Financial Services. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach that integrates active and passive strategies, third-party managers, and private funds, customizing portfolios to clients’ specific risk tolerance, liquidity, and tax circumstances.

Kristy Meeler is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Independent Advisor Alliance, LLC and has also worked at LPL Financial since 2013. Outside of her advisory role, she offers insurance to small groups and individuals through multiple carriers as needed. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and combines discretionary portfolio management with access to third-party managers and technology platforms for comprehensive client service.

Michael Dautel is a financial advisor at Truist Advisory Services in Charlotte, NC, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021, following previous roles at TRUIST INVESTMENT SERVICES, INC., BB&T Investment Services, Inc., Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. 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 leverages a combination of traditional research and AI-enabled tools, offering comprehensive reviews and reporting while operating within a broad network of affiliated financial entities.

John Czura is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Truist, he worked at Wells Fargo Clearing Services LLC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation strategies and ongoing client reviews.

Michael Willard is a financial advisor with Equity Services, Inc. in Charlotte, NC, holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, Alloy Wealth Holdings, Alloy Wealth Management, and Edward Jones. Outside of his advisory work, he is listed as owner and president of Forged Financial LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments, managing both discretionary and non-discretionary assets.

William Semans is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Merrill, UBS Financial Services, Deutsche Bank Securities, and BB&T Securities prior to joining Truist. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews, utilizing a range of affiliated financial relationships to support its advisory offerings.

Cathie Clontz is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including BB&T Securities, PNC Investments, and Edward Jones. She is based in Charlotte, NC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including 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, and offers ongoing client reviews and reporting.