Emily Johnson is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and six years of industry experience. Prior to joining MAI Capital Management in 2026, she worked at Carousel Capital, BlackArch Partners, and Wells Fargo Bank NA. 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 offers customized portfolio management across various strategies and combines financial planning, tax, and bill-pay services within many client relationships.

Eileen Perrin is a CFP® professional with 10 years of experience currently serving at First Command Advisory Services in Charlotte, NC. She has worked with affiliated entities of First Command since 2016. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select model portfolios and third-party managers.

Cetera Wright is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of finance, Wright teaches ballet to girls aged 12 to 18 and choreographs dance competitions and shows. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and offers a consolidated investment platform combining discretionary and non-discretionary solutions across multiple asset classes.

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.

Joseph Grant is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 designations and three 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 investment advisory, brokerage, and licensed insurance services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset-allocation approaches and offers services on both discretionary and non-discretionary terms, with additional financial planning and tax-aware services.

Amanda Berry is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 65 and Series 63 licenses and bringing four years of industry experience. She has an extended career history with First Citizens-affiliated firms dating back to 2007. Outside of her advisory work, she is involved in an auto mechanic business as an authorized signer handling its financials. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs strategic and tactical asset-allocation approaches and offers services through model portfolios, separately managed accounts, an automated investing platform, and financial planning.

Nia Murray is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and is based in Charlotte, NC. Prior to joining Truist, her background includes roles outside the financial industry and academic affiliations with the University of Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its services.

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 prior roles include positions at SunTrust Advisory Services, SunTrust Investment Services, and Wells Fargo Advisors. 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 platforms and AI-enabled research tools.

Gregory Hudson is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Bank of America. He has been with Truist Advisory Services and affiliated entities since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and uses a manager‑selection program supported by third‑party platforms and AI-enabled research tools.

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® professional based in Charlotte, NC, with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2023, after a year at Byron Financial, LLC, and seven years at The Vanguard Group, Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Robert Johnson Jr. is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank, as well as supervisory responsibilities as a Regional Brokerage Manager at First Citizens Asset Management. Outside of his advisory work, he owns and manages real estate properties involving rehabilitation and rentals. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation and offers portfolio management, automated Guided Investing, and financial planning services to clients under both discretionary and non-discretionary arrangements.

Andrew Tate is a financial advisor with Rockefeller Financial LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at UBS Financial Services for ten years before joining Rockefeller Financial in 2024. Outside of his advisory role, he serves as Treasurer and a member of the Board of Governors at Quail Hollow Club, a golf club in Charlotte. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and is notable for its recapitalized ownership structure and role as a distributor and placement agent for private funds.

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 with 37 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a range of fundamental, technical, and quantitative strategies through proprietary models and third-party managers.

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 with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked within various divisions of First Citizens since 2014. First Citizens Investor Services, Inc. offers investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation using fundamental, quantitative, and technical analysis, serving clients through discretionary and non-discretionary arrangements.