Paul Goetz III is a financial advisor with Independent Advisor Alliance, LLC and holds Series 65 and Series 63 licenses. He has two years of industry experience, including roles at LPL Financial and R.J. Schrift Private Asset Management. Outside of finance, he owns a home-based detailing business called PGM Detailing. Independent Advisor Alliance serves a diverse clientele, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model with several hundred advisory representatives and integrates various portfolio management strategies alongside technology platforms for comprehensive client service.

Ashley Haisch is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and STIFEL. Outside of her advisory role, Haisch is an independent contractor for a retail online store on Poshmark. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, and brokerage services.

Keith Taylor is a financial advisor with Primerica Advisors based in Charlotte, NC. He holds the ChFC® designation and the Series 66 license, and has 25 years of industry experience. He has worked at Park Avenue Securities since 2000. Outside of his advisory work, he teaches pickleball part-time in Charlotte. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Robert Stewart is a CFP®-designated financial advisor with 15 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He has held roles at firms including LPL Financial, CETERA Advisor Networks, and Carroll Financial Associates. Stewart is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Mark Stutz is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including LPL Financial, E*TRADE Capital Management, Cadaret Grant & Co., and CUSO Financial Services. Outside of finance, he operates Mark Stutz Fitness, where he works as a fitness trainer coaching clients on workout and nutrition goals. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolios through discretionary authority granted by clients.

Barbara Bridges is a financial advisor at First Citizens Investor Services, Inc. with seven years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Bank of America, N.A. for 21 years. Bridges 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 emphasizes IAR-led financial assessments and employs a mix of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Jonathan Westbrook is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked in various roles within the Truist organization since 2019. Prior to joining Truist, he worked at Jimmy Johns and James Madison University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms, to deliver investment solutions and fiduciary support.

Iziar Moure is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2015 to 2024. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering access to a diversified investment platform and alternative investment opportunities.

Orlando Cruz Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and having 25 years of industry experience. His prior roles include positions at ICMA-RC Services, PNC Investments, MSI Financial Services, MetLife Securities, and Truist Investment Services. He is based in Charlotte, NC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs and fee-based management of variable products, supported by a network of Investment Adviser Representatives and an Investment Committee that collaborates with third-party partners to construct and monitor portfolios.

Devon Killian is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and bringing 18 years of industry experience. He has worked with firms including Raymond James Financial Services and Truist Investment Services. Killian serves as a board member for the American Red Cross in Union County and the Southern Piedmont Region. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model that integrates third-party sub-managers and proprietary private bank offerings to deliver a range of managed account strategies.

Robert Stroup is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously spent over two decades at Scott & Stringfellow, Inc., followed by eight years at Bb&T Securities, LLC. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, and incorporates AI-enabled tools in its equity research process.

Matthew Fortenberry is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Prudential-related firms, Wells Fargo Clearing Services, and AXA Advisors. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party asset managers and proprietary advisory models.

Mitchell Hodgkiss is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Pi Kappa Alpha KK Alumni Association. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Gregory Beck is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with 10 years of industry experience. He worked at TIAA and TIAA-CREF from 2014 to 2022 before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Brendan Cole is a financial advisor with Merrill based in Charlotte, NC. He holds the Series 66 designation and has one year of industry experience. Prior to joining Merrill, he held various positions including roles at Principal Financial Services and The Hanover Insurance Group. He also worked as a retirement consultant offering personalized investment advice to Principal retirement plan participants. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Harold Ballard Jr. is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Charlotte Christian College and Cornwell Center, alongside ongoing work with PFS Investment Inc. and Primerica Financial Services. Outside of finance, he is involved with Yom Tov Enterprises, LLC, a non-investment-related partnership. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm utilizes model-driven strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Jeffrey Vandiver is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Vandiver is a partner in BRJK, LLC, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.

Mary Grace Cardow is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her background includes roles at The Vanguard Group, Clemson University Academic Success Center, and Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice through a centralized team using proprietary research and tools.