Joseph Grant is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and four 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 advisory and brokerage services to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-focused approach combining fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes and offers services such as financial planning, tax-aware strategies, and automated investing platforms.

Amanda Berry is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses. She has four years of industry experience, including roles at First Citizens Bank. Outside of advising, she is an authorized signer involved in the financial management of an auto mechanic business. First Citizens Investor Services, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and businesses, offering advisory and brokerage services with a focus on portfolio management, financial planning, and tax-aware investment strategies. The firm employs a client-centered approach using fundamental, quantitative, and technical analysis to guide asset allocation.

Nia Murray is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Her career includes roles at Truist Investment Services and Truist Advisory Services since 2024, as well as various positions during her education at the University of Florida. 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 employs a combination of traditional research and AI-enabled tools for portfolio management and offers services through an extensive network of affiliated financial entities.

Robin Graves is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Merrill, PNC Investments, and multiple positions within Truist entities since 2017. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and partners with Envestnet to deliver tailored asset allocation and manager selection, providing ongoing client reviews and reporting.

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. He has worked at several firms, including Suntrust Advisory Services and Suntrust Investment Services since 2018, Wells Fargo Clearing from 2016 to 2018, and UBS Financial Services from 2001 to 2008. 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 uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection through the Envestnet platform, offering ongoing reviews and reporting.

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, Bank of America, and Edward Jones. Gregory is based in Charlotte, NC. 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 with AI-enabled tools and offers ongoing reviews and reporting to its clients.

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.

Jennifer Vaughan is a financial advisor at Bankers Life Advisory Services, Inc. in Charlotte, NC, with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2015. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to develop tailored asset allocations, offering both wrap and non-wrap programs and working with a range of securities within customized portfolios.

Michael Keen is a CFP® with 10 years of industry experience, currently serving clients at Mariner Wealth Advisors since 2023. Prior to joining Mariner, he worked at Byron Financial, LLC and The Vanguard Group, Inc. His background includes roles spanning wealth advisory and investment management. Mariner serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolios supported by both in-house research and third-party managers, with integrated tax and accounting services uncommon among large advisory enterprises.

Robert Johnson Jr. is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has held roles at First Citizens Investor Services and First Citizens Asset Management since 2020, and previously worked at PNC Bank and PNC Investments. Outside of his advisory work, he is involved in real estate rehabilitation and property management through his ownership of RATE Properties. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services with a range of portfolio management and financial planning solutions. The firm emphasizes IAR-led client assessments and applies multiple analytical approaches to investment allocation across equity, fixed income, mutual funds, and ETFs.

Andrew Tate is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services for 10 years prior to joining Rockefeller Financial in 2024. Outside of his advisory role, he serves on the Board of Governors and as Treasurer of the Quail Hollow Club, a golf club in Charlotte, NC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of investment services through its Private Advisor model and consolidated investment platform.

Susan Brown is a financial advisor at &PARTNERS in Charlotte, NC, holding Series 63 and Series 65 licenses with 37 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with accounts managed directly by advisors or third-party managers selected through a due-diligence process.

Martin Walker is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at First Citizens Investor Services, Cambridge Investment Research Advisors, and Edward Jones. He is also the president and owner of Spectrum Benefits, Inc., a health insurance brokerage and consulting firm. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of financial data collection, goal definition, asset allocation strategies, and manager selection on the Envestnet platform, supported by AI-enabled research tools and ongoing client reviews.

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 at First Citizens Investor Services, Inc. with 11 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at First Citizens Investor Services and First Citizens Bank since 2014. 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 a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios through various investment vehicles, including UMAs, SMAs, and a Guided Investing platform.

Christopher Grainger is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Truist Bank, Wells Fargo, and TIAA-CREF. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research and AI-enabled tools in its equity research and offers ongoing reviews, reporting, and client consultations.

Cynthia Piacentino is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, CETERA Advisor Networks LLC, and Carroll Financial Associates, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that blends passive and active management, overseen by an internal Investment Committee.

Alexander Houston is a financial advisor at Wells Fargo Investment Institute, Inc. He holds a Series 65 credential and has been with Wells Fargo Investment Institute since 2025. Prior to this role, he was associated with Sterling Investment Counsel and has experience with sports organizations including the Pueblo Bulls Hockey Club and Midwest Knights Sports Group. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and other financial institutions. The firm offers non-discretionary, non-customized model portfolios developed through specialist divisions and does not provide individualized financial planning or direct portfolio management.

Joseph Baumgartner is a financial advisor at RBC Rochdale, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at New York Life insurance company for 14 years before joining CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, and offers discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services.