Joel Glasco is a financial advisor with &Partners, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services. Glasco serves as a FINRA arbitrator, a role he has held since 2004. &Partners serves a diverse client base that includes individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm combines discretionary and non-discretionary management using multiple analytical strategies and third-party managers, supported by a dual registration as a registered investment adviser and broker-dealer.

Hanna Yesuf is a financial advisor at Mercer Global Advisors Inc. with four years of industry experience. She holds a Series 65 designation and has previously worked at Kingfisher Capital and Bank of America Private Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm uses a globally diversified investment approach based on Modern Portfolio Theory, employing low-cost ETFs, index funds, separate account managers, and private funds, while also offering specialized services and client education programs.

Kimberly Myers Turner is a financial advisor at TD Private Client Wealth LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 17 years of industry experience. Her prior roles include positions at Dimensional Fund Advisors and Equitable Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Robin Griffin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Charlotte, NC, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, having worked at Equity Services since 1985 and previously at National Life of Vermont since 1982. In addition to his advisory work, Griffin operates Robin M. Griffin and Associates LLC, an insurance business, and owns a farm in Marshville, NC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes multiple third-party asset managers and model portfolios.

Craig Saurer is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 registrations and 23 years of industry experience. He has worked with PNC Investments since 2016 and joined First Citizens Investor Services in 2024. First Citizens Investor Services serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities, offering portfolio management, wrap programs, model portfolios, and financial planning. The firm’s investment process involves IAR-led assessments and uses fundamental, quantitative, and technical analysis to allocate among various asset classes.

Edwin Crisp Jr. is a CFP® professional with 24 years of experience in financial advising. He has worked at Independent Advisor Alliance, LLC since 2019 and previously spent nine years at Clearbrook Advisory Services, LLC. Crisp serves as an elected executive board member of the Montcross Chamber Board of Directors and is a board member of the Investment Committee of the Associated Reformed Presbyterian Church. He also prepares tax returns for clients and family on a limited basis. Independent Advisor Alliance, LLC provides asset management, financial planning, wealth coaching, and retirement plan consulting to a diverse client base that includes individuals, small businesses, charitable organizations, and retirement plans. The firm uses a network model of advisory representatives and integrates technology platforms alongside traditional planning to deliver investment and estate-planning services.

Kenneth Calhoun is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors Financial Network, Nine Bridge Financial Partners, and Wells Fargo Clearing Services. Outside of his advisory work, he owns and operates Basswood Creek Farms, an agricultural business in Gastonia, NC. 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 focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Jeffrey Collins is a financial advisor with Primerica Advisors based in Charlotte, NC, holding a Series 66 license and 15 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Independent Advisor Alliance, LLC, and LPL Financial, LLC. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary and third-party manager platforms and supports accounts with features such as securities-based lending and tax harvesting.

Dennis Myers III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company of America since 2004. Myers also engages in insurance activities outside of Guardian-fixed annuities. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages assets through a combination of model portfolios and external strategists, supporting both discretionary and non-discretionary accounts.

Justin Popham is a Certified Financial Planner® at First Citizens Investor Services, Inc. with 12 years of industry experience. His previous roles include positions at Fisher Investments, Fidelity Brokerage Services, Charles Schwab, and E*TRADE. He is based in Charlotte, NC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process incorporating fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Jason Mertz is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation advice, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Mary Davis is a financial advisor at Truist Advisory Services in Charlotte, NC, holding a Series 66 designation with three years of industry experience. Her prior work includes roles outside finance, such as at Tony Silvagni Surf School and Mecklenburg Park & Rec. 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 non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration that includes affiliated broker-dealer and bank sweep features.

Haley Brehm is a financial advisor with Rockefeller Financial LLC in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her background includes roles at Goldman Sachs & Co. LLC and Ayco. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

Joseph Norton is a CFP® with 22 years of experience in the financial services industry. He has worked at Creative Planning since 2021 and previously held roles at Alaris Acquisitions and The Vanguard Group. He is based in Charlotte, NC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

James Baugh is a financial advisor with Truist Advisory Services holding a Series 66 designation and eight years of industry experience. His career includes prior roles at Wells Fargo Bank, Wells Fargo Clearing, J.P. Morgan Securities, and JPMorgan Chase Bank. Baugh is currently based in Charlotte, NC. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Thomas Owens III is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. He has been with First Citizens Bank and First Citizens Investor Services since 2011. Owens serves as an officer and director and is a member of the Finance Committee at Deerfield Episcopal Retirement Community, a nonprofit organization. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses fundamental, quantitative, and technical analysis to manage portfolios including equities, fixed income, mutual funds, and ETFs, offering a range of solutions such as model portfolios, wrap programs, and tax-aware services.

Jason Cross is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Corient. His prior work includes roles at Ci Brightworth and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party managers, employing risk management tools and alternative investments to align portfolios with client objectives.

Tonya Guffey is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022, as well as at Fifth Third Bank since 2018. Prior to that, she was employed at PNC Bank from 2015 to 2018. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Michelle Kuzma Kempf is a financial advisor with Hightower Advisors in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer since 2011. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions that include affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to pooled and private investment vehicles.

Bert May Jr. is a financial advisor with MAI Capital Management, LLC in Charlotte, NC, holding a Series 66 credential and 24 years of industry experience. He has worked at The Leaders Group since 2014 and maintains a long-term role with Learfield Communications, Inc. as a radio analyst for UNC football. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages multiple asset classes and investment strategies through in-house and third-party managers, and also serves as adviser to a registered mutual fund and several private investment vehicles.