William Mc Collum is a CFP®-designated advisor with 29 years of experience, currently with Janney Montgomery Scott since 2024. Before joining Janney, he worked at Robert W. Baird for 13 years. He serves as a board member for the Myers Park Trinity Little League Baseball and the Oceanside West Homeowners Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in discretionary and non-discretionary assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services with both in-house and third-party portfolio management.

Jeremiah John is a financial advisor at Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has four years of industry experience. Jeremiah has been with Wells Fargo Investment Institute since 2021 and has worked at Wells Fargo Bank since 2004. 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 offers non-discretionary, model-based investment guidance rather than individualized financial planning or direct portfolio management.

David Curry Jr. is a CFP® and Series 66 registered advisor with 23 years of industry experience. He has been with Independent Advisor Alliance, LLC and affiliated with LPL Financial since 2015. Outside of his advisory role, he manages Second Half Strategies, LLC and is involved with Bravo Charlie Aviation, LLC, a personal business entity. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines discretionary and non-discretionary portfolio management with access to a range of investment strategies and technology platforms, operating through a network model with ties to LPL Financial.

William Von Husen III is a financial advisor with Guardian Life in Charlotte, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes 15 years at CETERA Financial Specialists LLC and multiple roles at Guardian Life and Park Avenue Securities since 2020. Outside of his advisory work, he is involved with Doxa Retirement Services, LLC in a non-investment capacity. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and nonprofits. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Robert Moore is a financial advisor with Empower Advisory Group in Lowell, NC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at First Citizens Investor Services, JPMorgan Chase Bank, Wells Fargo, and New York Life Insurance Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Timothy Portelance is a financial advisor with Steward Partners Investment Advisory, LLC in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Raymond James Financial Services and Edward Jones. Outside of advising, he serves as president of the Peninsula at Lake James Property Owners Association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering advisory services that include discretionary and non-discretionary portfolio management, financial planning, and pension consulting.

Daniel Barry is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Principal Financial Services and Lockton Financial Advisors. Outside of advisory work, he serves as president of the Hornet's Nest Republican Men's Club and moderator of the Presbytery of the Central Carolinas, a regional body of the Evangelical Presbyterian Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including large institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, with access to multiple management platforms and third-party solutions.

Eugenio Rizzo is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior experience includes roles at Nine Bridge Financial Partners and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Rick Burger is a financial advisor with Guardian Life and Park Avenue Securities in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. His career includes roles at Eagle Strategies and over a decade with Park Avenue Securities and Guardian Life. Outside of advisory work, he acts as a successor executor for friends, managing related investment matters. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Brent Martin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 63 designation and 30 years of industry experience. His career includes long-term roles at BB&T and its successor entities prior to joining Truist. He serves on the board of Roof Above, an organization addressing homelessness through emergency shelter and housing solutions. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI tools to support asset allocation and manager selection, and maintains extensive affiliated financial relationships as part of its operational model.

Andrew Kulinski is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC. He holds Series 65 and Series 63 licenses and has four years of industry experience, including roles at Wells Fargo Securities, LLC and The Vanguard Group, Inc. Prior to his advisory career, he worked in the hospitality sector, including positions at Duckworth's Bar and Grill and Ghengis Grill. 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 delivers its offerings on a non-customized basis and does not manage client accounts directly, focusing instead on developing model portfolios based on rigorous internal research and ratings.

Kraig Jackson is a CFP® professional at Schwab Wealth Advisory with 11 years of experience in the financial services industry. He has worked at several prominent firms, including The Vanguard Group, PNC Investments, Bank of America, and Merrill. Jackson is based in Charlotte, NC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes proprietary asset allocation models and internal research tools to guide investment selection and offers tailored recommendations through annual reviews.

Nicholas Cerullo is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. His work history includes roles at RBMuha, Morgan Stanley, and E*Trade Securities LLC. Prior to his advisory career, he held positions in the hospitality industry and various educational institutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors and managing approximately $79.8 billion in assets.

Katharine Osborne is a CFP® and ChFC® credentialed advisor at Corient with 21 years of industry experience. She previously worked at RBC Capital Markets for 16 years before joining Corient in 2025. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Lisa Hund is a financial advisor with Guardian Life and holds the ChFC®, Series 63, and Series 65 designations. She has 16 years of industry experience, with a career spanning multiple roles at both Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory work, she serves on the Winthrop University Executive Alumni Board and the board of the Carolina Wind Orchestra, and she actively participates in community service through the Rock Hill Elks Lodge. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, tailoring client relationships to individual needs.

Robert Schwartz is a financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He holds a Series 65 license and previously worked at Federated Investment Counseling and First Commonwealth Advisors. Schwartz serves as a board member and MBA partner at 99 Tartans, a role involving investment-related duties. 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 other financial institutions. The firm acts as a research and model-provider without discretionary management or individualized financial planning.

Kenneth Poe Jr. is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Corient. He has held positions at several firms, including McGill Advisors, Ci Brightworth, and CIPW Service Company, LLC, before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses comprehensive risk management tools to align portfolios with client objectives.

Kathryn Hughes is a financial advisor at Guardian Life with seven years of industry experience and holds Series 63 and Series 66 licenses. She has worked at Park Avenue Securities and Pruco Securities, and also serves as a Certified Divorce Financial Analyst, consulting on divorce-related financial matters. Outside her advisory role, she is an independent contractor with Quest Relocation Group and consults through Smart Divorce Decisions, LLC. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment solutions.

Kaye Tahiliani is a financial advisor at Savant Wealth Management with 17 years of industry experience and holds a Series 66 designation. Before joining Savant in 2026, she worked at Exencial Wealth Advisors, LLC, Willingdon Wealth Management, and TIAA-CREF. She is also an equity partner of less than 5% at Exencial Wealth Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting. The firm uses an investment approach that combines evidence-based, model-driven asset allocation with a range of actively managed strategies and supports its services with affiliated accounting, legal, and trust entities.

Gavin Shuck is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Truist Advisory Services, Truist Investment Services, BB&T Securities, Scott & Stringfellow, and Wells Fargo Clearing. Outside of his advisory role, he serves as board chair for the nonprofit A Better World, Charlotte, and is an executive committee member of the Radford University Davis School of Business Advisory Board. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and investment banking services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.