Robert Stiles Jr. is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously spent 10 years at Robert W Baird before joining Janney Montgomery Scott in 2024. Outside of his advisory role, he serves as a general partner in two real estate investment ventures, where his responsibilities include filing taxes. Janney Montgomery Scott 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 with a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Michael Harris is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2013. Outside of his advisory role, he serves as a contingent executor and contingent power of attorney for family members. Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Hilary Daniel is a CFP® professional with 18 years of industry experience, currently advising at Mercer Global Advisors Inc. She has held roles at Motley Fool Wealth Management, Modera Wealth Management, Parsec Financial, and The Vanguard Group. Outside of her advisory work, she is co-owner and CEO of a private company specializing in ATM installation and maintenance. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory as well as financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach using low-cost ETFs, index funds, separate account managers, and other strategies, and supports clients through specialized services and educational initiatives.

Brian Perkins is a CFA® charterholder with 19 years of industry experience, currently serving with Kestra Advisory. His prior roles include positions at CapFinancial Securities, LLC and Lockton Investment Advisors, LLC. Outside of his advisory work, he holds the position of Chief Investment Officer at NFP Corporate Services, Inc., overseeing institutional investment programs for 401(k) and pension plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, including very large institutional investors. The firm offers services such as fiduciary consulting, plan design, and investment oversight, and supports a range of management platforms and third-party solutions.

Lamar Johnson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 and Series 63 designations and has been with Truist Investment Services since 2021, following roles within the Truist and SunTrust organizations. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews and reporting while operating as an affiliate of Truist Financial with extensive affiliated financial relationships.

Stephanie Niblack is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as work with the YMCA of Greater Charlotte and a brief period with Napkin Ink, LLC. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives across a broad range of investors and plan sponsors.

Joanna Pappas is a CFP® professional with 13 years of experience in the financial industry. She currently works at First Citizens Investor Services, Inc. and First Citizens Bank and previously held roles at Northwestern Mutual Wealth Management Company and Wells Fargo. 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-focused process that integrates fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.

Cecilia Mavico is a financial advisor at Truist Advisory Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Robinhood Markets. Cecilia also serves as an adjunct professor at the UNC School of Law, where she co-teaches a class on Financial Services Compliance. 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 emphasizes comprehensive asset allocation strategies and manager selection through the Envestnet platform, supported by a combination of traditional research and AI-enabled tools.

John Bruneau is a Series 66-credentialed financial advisor with two years of industry experience, currently with Ameritas Advisory Services, LLC. His prior work includes roles at Ameritas Investment Company, LLC, Boston 128 Companies, and The Ripken Experience. Outside of his advisory work, he is involved in investor relations at Boston 128 Companies. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Amanda Black is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. Her career includes roles at First Citizens Asset Management, Wells Fargo Clearing, and Ironstone Securities, Inc. First Citizens Investor Services, Inc. serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, emphasizing IAR-led financial assessments and diversified portfolio management across equities, fixed income, mutual funds, and ETFs.

Namaine Coombs is a CFA® charterholder with 28 years of industry experience. He is currently with Truist Advisory Services and previously worked at Bank of America and Wells Fargo. Outside of financial advising, he is the CEO of Unleashed Success, LLC, a life-coaching and book publishing company focused on overcoming limiting subconscious beliefs. 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 employs a combination of traditional research and AI-enabled tools to support its advisory services and offers partnerships with Envestnet Retirement Solutions for retirement plan management.

Boyd Cauble II is a financial advisor with Guardian Life and holds Series 65 and Series 66 designations. He has 24 years of industry experience, including roles at Park Avenue Securities, Evergreen Investment Management, Columbia Management Advisors, and Banc of America Investment Services. Cauble also utilizes CBS Brokerage as a resource for life insurance policies outside of his primary firm. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate clients, and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs as well as third-party advisory solutions.

Jacob Robak is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Financial and Dexian under a Wells Fargo contract. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a combination of discretionary and non-discretionary portfolio management strategies and leverages technology platforms to support comprehensive wealth management services.

Margaret Sattler 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 with various Truist entities since 2021. Prior to her current role, her background includes positions at Capital City Financial Partners, E.W. Scripps Company, and Barre3, among others. 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 and AI-enabled tools to support asset allocation and manager selection, offering ongoing reviews and client consultations through its comprehensive advisory platform.

Rhondale Haywood is a CFP®, CFA®, and Series 63-licensed financial advisor with three years of industry experience. He is currently with Truist Advisory Services and previously worked at Bank of America and PNC Bank. He serves on the investment committee for the Foundation for the Carolinas, assisting with asset allocation and strategy monitoring. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its advisory offerings and maintains extensive affiliated financial relationships.

Christopher Benitez is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked previously for The Vanguard Group and Angi. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers an integrated service model tied to Empower’s administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

Robert Flynn is a financial advisor with Empower Advisory Group who holds Series 63 and Series 65 designations and has 22 years of industry experience. He previously worked at TIAA-CREF and TIAA from 1997 to 2022 before joining Empower Financial Services in 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Chancey Zifko is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Fifth Third Bank, Wells Fargo, and BB&T. Outside of his advisory role, Zifko is involved in managing several rental properties in the Charlotte, NC area. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations, utilizing both traditional research and AI-enabled tools to support client portfolios.

Tenley Desjardins is a financial advisor with Corient in Charlotte, NC, holding the CFP®, PFS™, and Series 66 designations. She has eight years of industry experience, including prior roles at Ernst & Young, Guardian Life Insurance Company, and Mcgill Advisors (now Brightworth). Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house management with third-party solutions and specialized offerings through affiliated entities.

William Robbins is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with seven years of industry experience. His work history includes roles at First Citizens Bank and First Citizens Investor Services since 2019, as well as experience with the City of Rock Hill and Francis Marion University. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs a client process focused on assessing financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.