Cole Conner is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior work includes ten years at LPL Financial and two years at Wells Fargo Clearing. He is based in Charlotte, NC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, delivering portfolio management, financial planning, and custody services through established advisory and technology platforms.

Charis Jones is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 credentials and over 27 years of industry experience. Prior to joining Truist, Jones worked at firms including Stratos Wealth Partners, LPL Financial, Hightower Advisors, and Morgan Stanley. Jones also provides investment advisory services through Stratos Wealth Partners, an independent registered investment advisor. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI-assisted tools and leverages affiliated financial relationships within the Truist Financial network to support its advisory and operational services.

Zachary Evans is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC serves individuals—often those connected through employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers financial planning, discretionary managed account programs, and separate broker-dealer services, operating a vertically integrated model that includes advising donor-advised funds and using affiliated funds within managed accounts.

Jarod Walker is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Truist, he worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and Tristate Financial Advisors. Outside of his advisory role, Jarod has operated a small business renting private bedrooms in a personal property. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI-enabled tools and partners with Envestnet platforms to deliver tailored investment management and ongoing client support.

Jose Giraldo is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Robinhood Financial and Wells Fargo Clearing. He is based in Charlotte, NC. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and multiple advisory programs, with a mix of in-house and third-party portfolio management.

Dennis Lynch is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been associated with Carolina Financial Partners since 2016 and operated his own independent insurance business from 2013 to 2022. Lynch also serves as Associate Vice President for non-variable insurance at Carolina Financial Partners. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and employs a range of custodians and third-party managers, primarily managing assets on a non-discretionary basis.

Ciaran Murphy is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 65 and Series 66 designations. His prior experience includes roles at Neuberger Berman BD LLC and Sanderson & Stocker, Inc. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm provides both one-time planning and ongoing portfolio management through model and customized portfolios and serves as adviser to a donor-advised fund.

Nathaniel Wineland is a CFP®-designated financial advisor with 10 years of industry experience. He currently works at Janney Montgomery Scott and previously spent four years at The Vanguard Group, Inc. His career has been focused in Charlotte, NC. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage services, financial planning, and advisory programs.

Matthew Kupreanik is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Consolidated Planning Inc. His background includes roles outside the financial sector, such as working with the Isabella Santos Foundation and Lowe's. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal organizations, offering a range of brokerage, financial planning, and advisory services.

Scott Serfass is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 22 years of industry experience, including 16 years at Ameriprise Financial Services and ongoing roles at both Independent Advisor Alliance and LPL Financial since 2021. He is also an author based in Charlotte, NC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model combining independent advisory representatives with access to brokerage services through LPL Financial and leverages technology platforms to support portfolio management and estate planning.

Dennis Rooney is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked within various Transamerica entities since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolio advice and investment education through programs supported by Morningstar Investment Management’s proprietary technology and model portfolios.

Kimia Steed is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a decade at The AYCO Company, L.P./Mercer Allied. Based in Charlotte, NC, she is part of a large team serving a diverse client base. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and a blend of discretionary and non-discretionary managers, providing tailored solutions such as executive wealth and private family office support.

Nadir Khalid is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, TIAA, and UBS Financial Services. Outside of his advisory work, he is a co-owner of a real estate entrepreneurship business involved in reviewing and approving potential property purchases. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm offers a range of advisory services, including asset allocation, fund monitoring, and assistance in selecting third-party investment managers through its AMC Advantage program.

Arthur Goins is a CFP® and holds a Series 63 license with 20 years of industry experience. He currently works at Truist Advisory Services and has been affiliated with SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services since 2016. 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 employs a combination of traditional research and AI-enabled tools, and provides ongoing client reviews, reporting, and consultations.

Jennifer Lewis is a financial advisor at PNC Wealth Management with 22 years of industry experience. She holds a Series 66 designation and has worked at PNC Investments since 2018, following previous roles at LPL Financial and Merrill. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios.

Kristen Richards is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds the CFP® certification and Series 63 and 65 licenses. Her prior experience includes roles at Morgan Stanley Private Bank and Citigroup Global Markets. 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 provides a range of portfolio management and financial planning services, operating uniquely as both an advisory firm and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Woneita Burdno is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Principal Life Insurance and Principal Securities, among other positions outside the financial sector. She has also worked as a contractor for Instacart, providing grocery shopping and delivery services. 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 portfolio management, wrap programs, model portfolios, guided investing platforms, and financial planning, focusing on advisor-led assessments and employing fundamental, quantitative, and technical analysis in its investment approach.

Robert Miles is a financial advisor at Truist Advisory Services in Charlotte, NC, holding a Series 66 designation with five years of industry experience. Prior to joining Truist in 2022, he worked at Wells Fargo Clearing Services from 2007 to 2022. Outside of advising, he provides individual coaching focused on communication and behavioral skills and serves as a faculty member for the American Bankers Association. Truist Advisory Services offers 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 combines traditional research and AI-enabled tools to support asset allocation and manager selection through the Envestnet platform, providing ongoing reviews and client consultations.

Emma Brandt is a financial advisor at Guardian Life with two years of industry experience. She holds a Series 66 designation and has worked at Guardian Life since 2024, including a prior role at Equitable Advisors. Outside of finance, she has experience working in academic and event settings, including roles at Furman University and The Rutherford Event Venue. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Richard Fallin is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Independent Advisor Alliance since 2016. 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 plan consulting, utilizing both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.