Jin Mei is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. Mei has one year of industry experience, with previous roles at LPL Financial, Primerica, Robeco, Franklin Templeton, and Natixis. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing various portfolio management strategies and technology platforms to support clients’ financial goals.

Nicole Pilo is a financial advisor with Primerica Advisors in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Outside of her advisory role, she serves on the board of Freedom School Partners. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs and financial planning solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies, including discretionary and non-discretionary accounts.

Rebecca Warner is a financial advisor at HB Wealth with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2016 to 2025 before joining her current firm. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with clients’ objectives and risk tolerance, incorporating both quantitative and qualitative due diligence across public and private investment strategies.

Johnny Rabadan Juan is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Truist Investment Services Inc. and Truist Advisory Services Inc. since 2022, and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he serves as the head coach for a youth soccer club in Charlotte, focusing on developing high school-aged players. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Daniel Mullane is a financial advisor with Guardian Life in Charlotte, NC, holding a Series 66 credential and 11 years of industry experience. He has been with Guardian Life since 2013. Mullane is the majority owner of Talcott Group LLC and conducts insurance sales with carriers other than Guardian. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual, pension, charitable, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including discretionary and non-discretionary models as well as a digital advisory solution.

Gloria Dearcangelis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. She has worked at multiple firms including Wells Fargo Clearing and Ameriprise Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Amanda Davis is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and nearly a decade of combined industry experience. Her prior roles include positions at Bank of America Private Bank and Hawthorne Management Company. She is based in Charlotte, NC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.

John Kirwan is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His career includes roles at Carolina Motorsports MGT. LLC and Carolina Sports Officials. Outside the financial sector, he has worked part-time as a CDL driver for SFL Transportation. United Planners Financial Services is a national wealth-management firm serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through independent advisors. The firm utilizes a combination of custodians, third-party money managers, and platform programs, managing approximately $12.77 billion in assets with a predominantly non-discretionary approach.

Karla Lavin is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC for nine years. Outside of her advisory role, she is involved in managing personal real estate rental properties. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating as both a registered investment advisor and broker-dealer with a consolidated investment platform.

Brett Sneed is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019. His prior experience includes roles at Allegacy Federal Credit Union, CUSO Financial Services, LP, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The program uses algorithm-driven risk assessments and manages portfolios with mutual funds and ETFs, relying on third-party strategists and delegates for execution and oversight.

Terry Lineberger is a CFP® with 30 years of industry experience, currently with D.A. Davidson & Co. since 2020. Prior to joining D.A. Davidson, he worked at Robert W. Baird & Co. for 11 years. He is also a co-author involved in promoting and selling books outside of his advisory role. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers various advisory and planning services, distinguishing itself through municipal advising and affiliated custodial entities.

Kenneth Hollander is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. He holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at Morgan Stanley, Regions Bank, and Merrill. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services through IARs and third-party Portfolio Managers. The firm uses a client process centered on financial needs assessments and employs fundamental, quantitative, and technical analysis for portfolio allocation across various asset classes.

Michael Freeman is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at Truist Advisory Services since 2021, including prior roles at BB&T Investments and BB&T Securities. Outside of his advisory work, he manages Tiberius Acquisitions, LLC, an entity that supports his teenage children’s various small business ventures, including automotive restoration, landscaping, and e-commerce. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary management through third-party platforms and research tools.

Philip Polito is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has worked with Truist Advisory Services and its affiliated entities since 2011, including roles at Bb&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

Heru Asaramo is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC Investments since 2019, following five years at Wells Fargo. Outside of his advisory role, he is the author of a book available on Amazon. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio strategist available to PNC Bank employees. The firm utilizes algorithm-driven risk assessment and third-party management with a focus on mutual funds and ETFs.

Michelle Gonzalez Vigil is a CFP®-certified financial advisor with 26 years of industry experience, currently with Kestra Advisory where she has served since 2016. Her prior roles include positions at Kestra Investment Services, LLC and Corporate Benefit Advisors, spanning over 19 and 20 years respectively. Outside of her advisory work, she is a communications specialist at NFP Corporate Services, assisting clients with benefits communication, and serves in leadership roles at the Park Road Montessori School PTO, including a term as president. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering comprehensive services such as fiduciary consulting, plan design, and employee education. The firm serves a wide range of clients including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Ashley Gallion is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds a Series 66 designation and has 19 years of industry experience, including 16 years with her current firm. 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 IAR-led assessments combined with fundamental, quantitative, and technical analysis to manage client assets across various investment vehicles.

Kristin Thomas is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at BB&T Securities from 2015 to 2021. Thomas joined Truist Advisory Services and Truist Investment Services in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platform and manager arrangements, and integrates inter-affiliate services across Truist affiliates.

Philip Stacks is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to his current role, he owned and operated Clear Cut Investments, an e-commerce business specializing in health supplements sold on Amazon and eBay. Before entering the financial industry, he worked in the fitness retail sector. 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 wide range of clients, including individuals, families, trusts, and institutional investors, offering brokerage services, financial planning, and multiple advisory programs supported by both in-house and third-party portfolio management.

William Miller is a Chartered Financial Consultant (ChFC®) with 31 years of experience in the financial services industry. He is currently with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2008. Outside of his advisory role, he serves as a deacon at Westminster Presbyterian Church in Charlotte, NC. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, providing brokerage and advisory services along with financial and business consulting. The firm offers multiple proprietary and third-party investment programs and supports a range of account-level services such as lending solutions and donor-advised funds.