Eileen Perrin is a CFP® professional with 10 years of experience currently serving at First Command Advisory Services in Charlotte, NC. She has worked with affiliated entities of First Command since 2016. First Command Advisory Services is an SEC-registered investment adviser that serves 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 select model portfolios and third-party managers.

Cetera Wright is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of finance, she teaches ballet to girls aged 12 to 18 and choreographs dance competitions and shows. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Alyssa Carrera is a financial advisor with Janney Montgomery Scott in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Janney, Alyssa held various roles outside of finance, including positions at Aritzia and the Center for Advanced Ortho and Sports Medicine. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

Shaun Foster is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds Series 65 and Series 63 registrations and has worked in various roles at Bankers Life and its affiliated entities since 2024. Prior to joining Bankers Life, he held positions at ADP Inc, Quasar Distributors, LLC, Horizon Investments LLC, Brighthouse Financial, Mariner Finance, and Autobell Carwash. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Joseph Grant is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at The Vanguard Group, Inc. and held various positions associated with Liberty University and Liberty Christian Academy. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes advisor-led financial assessments and employs a range of investment strategies, including fundamental, quantitative, and technical analysis, to manage portfolios across asset classes.

Amanda Berry is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various entities affiliated with First Citizens since 2007. Outside of her advisory role, she is an authorized signer managing financials for an auto mechanic business. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm provides advisory and brokerage services, employing a client process focused on assessments of financial needs and risk tolerance, and uses a range of investment strategies including fundamental, quantitative, and technical analysis.

Nia Murray is a financial advisor at Truist Advisory Services with two years of industry experience. She holds a Series 66 designation. Her background includes multiple roles at the University of Florida and Truist firms. 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 AI-enabled research tools and inter-affiliate resources.

Robin Graves is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill, PNC Investments, and Bbtis before joining Truist. Graves is based in Charlotte, NC. 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 platform arrangements and AI-enabled tools for investment research and manager oversight.

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. His prior roles include positions at SunTrust Advisory Services, SunTrust Investment Services, and Wells Fargo Advisors. 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 and AI-enabled research tools.

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 and Bank of America. He has been with Truist Advisory Services and affiliated entities since 2021. 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 uses a manager‑selection program supported by third‑party platforms and AI-enabled research tools.

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 with Bankers Life Advisory Services, Inc. based in Charlotte, NC. She holds Series 66 and Series 63 licenses and has eight years of industry experience. Vaughan has worked with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2015. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

Michael Keen is a CFP® professional based in Charlotte, NC, with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2023, after a year at Byron Financial, LLC, and seven years at The Vanguard Group, Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

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 possessing 25 years of industry experience. He was previously with UBS Financial Services for 10 years before 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 individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and brokerage services. The firm operates a Private Advisor model alongside a consolidated investment platform that provides a range of discretionary and non-discretionary investment solutions.

Joshua Hodge is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 17 years of industry experience. His prior roles include positions at Charles Schwab and PNC Investments. 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.

Susan Brown is a financial advisor with \u0026PARTNERS in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining \u0026PARTNERS in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional entities, offering investment management and financial planning through both advisory and brokerage services. The firm employs a variety of analytical approaches and proprietary and third-party strategies, with advisors able to manage accounts directly or via selected third-party managers.

Martin Walker is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at First Citizens Investor Services, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of his advisory work, he is president and owner of Spectrum Benefits, Inc., a health insurance brokerage and consulting business. 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, to implement investment advice.

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.