William Gibson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has previously worked at Bank of America and continues to hold a role at First Citizens Bank. Gibson serves on the boards of United Cerebral Palsy of South Carolina and the Town of Matthews Board of Adjustment. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, utilizing IAR-led assessments and diverse investment strategies across equities, fixed income, mutual funds, and ETFs.

Inna Collins is a Certified Financial Planner (CFP®) with 17 years of industry experience. She is currently an advisor at MAI Capital Management, LLC and has previously worked at Bank of America, Merrill, and The Vanguard Group. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies integrating equity, fixed income, ETFs, and private investments, with additional services such as trust administration and insurance.

Randy Farina is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked at Exencial Wealth Advisors, LLC for six years and had a one-year tenure at Westwood Global. Savant Wealth Management provides wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, families, corporate clients, and institutions. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Michael Hoffmann is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Truist Advisory Services, where he has worked since 2018 following previous roles at Suntrust Robinson Humphrey. Hoffmann holds the Series 63 license and 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 employs a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integrations, to deliver customized investment solutions.

Matthew Allen is a CFP® with four years of industry experience, currently serving as a financial advisor at Corient in Charlotte, NC. He has held roles at Corient Services LLC, Choreo, LLC, and The Vanguard Group, Inc., among others. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary and third-party strategies, employing risk management tools and continuously monitoring portfolios to align with client objectives.

William Mc Collum is a CFP®-designated advisor with 29 years of experience, currently with Janney Montgomery Scott since 2024. Before joining Janney, he worked at Robert W. Baird for 13 years. He serves as a board member for the Myers Park Trinity Little League Baseball and the Oceanside West Homeowners Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in discretionary and non-discretionary assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services with both in-house and third-party portfolio management.

Jeremiah John is a financial advisor with Wells Fargo Investment Institute, Inc., holding a Series 65 designation and four years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and has worked at Wells Fargo Bank since 2004. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm specializes in delivering research and model guidance without exercising investment discretion or holding custody of client assets.

Zachary Mc Donald is a CFP® with four years of industry experience, currently advising at Creative Planning in Charlotte, NC. His prior roles include positions at Hornor, Townsend & Kent, LLC and Equitable Distributors, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm emphasizes a financial-planning-led investment approach using low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by other specialized strategies and has more than 1,100 advisors managing approximately $295.6 billion in client assets.

David Curry Jr. is a CFP® and Series 66 registered advisor with 23 years of industry experience. He has been with Independent Advisor Alliance, LLC and affiliated with LPL Financial since 2015. Outside of his advisory role, he manages Second Half Strategies, LLC and is involved with Bravo Charlie Aviation, LLC, a personal business entity. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines discretionary and non-discretionary portfolio management with access to a range of investment strategies and technology platforms, operating through a network model with ties to LPL Financial.

William Von Husen III is a financial advisor with Guardian Life in Charlotte, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes 15 years at CETERA Financial Specialists LLC and multiple roles at Guardian Life and Park Avenue Securities since 2020. Outside of his advisory work, he is involved with Doxa Retirement Services, LLC in a non-investment capacity. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and nonprofits. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Robert Moore is a financial advisor with Empower Advisory Group in Lowell, NC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at First Citizens Investor Services, JPMorgan Chase Bank, Wells Fargo, and New York Life Insurance Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Timothy Portelance is a financial advisor with Steward Partners Investment Advisory, LLC in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Raymond James Financial Services and Edward Jones. Outside of advising, he serves as president of the Peninsula at Lake James Property Owners Association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering advisory services that include discretionary and non-discretionary portfolio management, financial planning, and pension consulting.

Daniel Barry is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Principal Financial Services and Lockton Financial Advisors. Outside of advisory work, he serves as president of the Hornet's Nest Republican Men's Club and moderator of the Presbytery of the Central Carolinas, a regional body of the Evangelical Presbyterian Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including large institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, with access to multiple management platforms and third-party solutions.

Jordan Hamilton is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC. He holds a Series 65 designation and has experience working at AmeriLife of North Carolina and FedEx Freight. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and a mix of ETFs, mutual funds, individual securities, and options-enhanced strategies.

Shamecia Carter is a Series 66-registered advisor with Truist Advisory Services, based in Charlotte, NC. She has four years of industry experience and has worked at Truist Advisory Services and Truist Investment Services since 2024, following prior roles at Bank of America, Merrill, and Wells Fargo Clearing. 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 employs both discretionary and non‑discretionary approaches supported by third-party platforms and AI-enabled research tools.

Eugenio Rizzo is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior experience includes roles at Nine Bridge Financial Partners and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Rick Burger is a financial advisor with Guardian Life and Park Avenue Securities in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. His career includes roles at Eagle Strategies and over a decade with Park Avenue Securities and Guardian Life. Outside of advisory work, he acts as a successor executor for friends, managing related investment matters. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Brent Martin is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds a Series 63 designation and has worked across various Truist and BB&T entities since 2009. Martin serves as a board member for Roof Above, a nonprofit addressing homelessness in Charlotte, NC, where he participates in general board oversight and monthly volunteering. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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, to deliver tailored investment solutions.

Andrew Kulinski is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with four years of industry experience. His background includes roles at Wells Fargo Securities, Wells Fargo Bank, and The Vanguard Group. Outside of finance, he has work experience in the hospitality sector. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. The institute’s research and strategy are team-based and delivered in an impersonal, non-discretionary format to support affiliated investment operations.

Kraig Jackson is a CFP® professional at Schwab Wealth Advisory with 11 years of experience in the financial services industry. He has worked at several prominent firms, including The Vanguard Group, PNC Investments, Bank of America, and Merrill. Jackson is based in Charlotte, NC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes proprietary asset allocation models and internal research tools to guide investment selection and offers tailored recommendations through annual reviews.