Michael Acosta is a CFP® and ChFC® with nine years of experience in financial advisory roles at Guardian Life and Park Avenue Securities. His career also includes four years at Diamonds Direct and Adhesion Wealth Advisor Solutions. He serves on the NexGen Board of the Charlotte chapter of the Financial Planning Association and is a member of the Wingate University Alumni Advisory Board as well as The American College of Financial Services NextGen Advisory Task Force. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management, model-based strategies, and a digital advisory solution, combining proprietary programs with third-party platforms to tailor client relationships.

Adam Aldrich is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and LPL Financial LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio management across various strategies and incorporates financial planning and tax services into many client relationships.

Lisa Mc Connell is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds a Series 66 designation and has been with Janney since 2010. Outside of her advisory role, she is involved with McConnell Ventures, a retail clothing business focused on children's apparel, where she contributes part-time in bookkeeping and administrative functions. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services with in-house and third-party portfolio management.

Tyler Odonnell is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Consolidated Planning Inc. and Macmillan Holdings, LLC. Outside of finance, he has experience with the YMCA of Greater Charlotte. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and digital advisory platforms.

Esther Park is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. She has 28 years of industry experience and has worked at Guardian Life Insurance Company and Park Avenue Securities, LLC. Outside of her advisory role, she has been involved as a support person for another securities representative. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with a broad range of financial planning and consulting solutions.

Christopher Dillon is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Cetera Advisor Networks, Carroll Financial Associates, and Wells Fargo. He is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Donna Oxford Arrigo is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including SunTrust Advisory Services, Bank of America, 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, investment policy analysis, fiduciary support, and manages the AMC Advantage program through a combination of discretionary manager relationships and non-discretionary consulting.

Benedict Wong is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and has worked at Wells Fargo since 2003. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, along with select external clients. The firm’s work is divided among specialized divisions that deliver impersonal research and model guidance rather than exercising investment discretion or holding client assets.

Paul Irving is a CFP® credentialed financial advisor with 28 years of industry experience. He currently works at Rockefeller Financial LLC and previously held roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, Scott & Stringfellow, and Wells Fargo Clearing. 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 combines discretionary and non-discretionary portfolio management with brokerage, placement, and investment banking services, operating through a Private Advisor model supported by a consolidated investment platform.

Lisa Hemby is a CFP® professional with eight years of industry experience, currently with Schwab Wealth Advisory Inc. She previously worked at The Vanguard Group, Inc. and Edward Jones among other firms. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co., providing fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset allocation models and internal research, with client authorization required for all trades.

James McGrath is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America N.A. for 17 years. Outside of his advisory role, he is a managing member of a commercial real estate investment LLC that he owns with his wife. 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 provides both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Jeffery Peschel is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with 20 years of industry experience. He has worked at First Citizens Investor Services since 2014. 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/business entities. The firm offers portfolio management, wrap programs, model portfolios, a Guided Investing platform, and tax-aware financial planning, utilizing a client process focused on assessing financial needs, risk tolerance, and time horizon.

Chad Lossie is a financial advisor at PNC Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC since 2015. Outside of his advisory role, he is the owner of a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party strategists for portfolio management.

Rhonda Gilliam is a financial advisor at Fifth Third Securities, Inc. in Charlotte, NC, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2016. Outside of her advisory role, she works part-time as an Uber driver. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business 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 subsidiary of Fifth Third Bank with integrated relationships among its bank, platform sponsor, and clearing firm.

Robert Rose is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Janney, he worked at Bb&T Securities and Truist Advisory Services. Outside of his advisory role, he is a musician in the band The Good Nuffs and serves on the finance council of St Pius X Catholic Church as well as a committee member for Greensboro Urban Ministries Development. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Amy Johnson is a financial advisor at Empower Advisory Group with 8 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank, and Principal Securities. 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 uses a model integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Andrew Turner is a CFP®-credentialed financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He previously worked at Investure, LLC and held multiple roles within Wells Fargo, including Wells Fargo Securities and Wells Fargo Investment Portfolio - Reinsurance. Earlier in his career, he was employed by The Vanguard Group, Inc. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its research and strategy teams produce impersonal, non-discretionary advice used by affiliated entities for implementation.

Claude Ives III is a CFP® professional with over 32 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and has previously held roles at Morgan Stanley Private Bank and Citigroup Global Markets. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates a Private Advisor model and a consolidated investment platform, providing a range of discretionary and non-discretionary solutions across multiple asset classes.

Jon Peterson is a CFP® and holds a Series 65 license with 4 years of industry experience. He is currently an advisor at Corient and previously worked at RKL Wealth Management LLC and Fulton Financial Corporation. Outside of finance, he was involved with Spooky Nook Sports for four years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and alternative investments as appropriate.

Lansen Pan is a CFP® with 12 years of industry experience, currently advising at Schwab Wealth Advisory in Charlotte, NC. His prior roles include positions at The Vanguard Group, Inc. and Ally Invest, where he supported both self-directed and advisory accounts. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, utilizing Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.