Greg Warren is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Alight Financial Solutions, Aon Hewitt Financial Advisors, and Hewitt Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic questionnaires to recommend risk levels and implements investments via approved strategies using mutual funds and ETFs.

Matthew Savloff is a financial advisor at Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Wells Fargo Investment Institute, he worked with Wells Fargo, J.P. Morgan Chase, and held roles at the U.S. Department of Homeland Security, Rutgers University, and other organizations. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions. The firm offers non-discretionary model portfolios constructed from research-based recommendations, serving as a research and model provider rather than a direct portfolio manager or financial planner.

Benjamin Laubach is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation and experience in both advisory and other business roles, including work with Tastful Occasions and Phantom Fireworks. He began his industry career in 2025 and is based in Charlotte, NC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach centers on Modern Portfolio Theory, using diversified portfolios and various investment vehicles supported by comprehensive client education and specialized service lines.

Darren Parson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes roles at Wells Fargo Clearing, Merrill, and Banc of America Investment Services prior to joining Truist. He is based in Charlotte, NC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research and AI tools in its advisory process and leverages its affiliation with Truist Financial and various broker-dealer and banking entities.

Courtney Williams is a financial advisor at Steward Partners Investment Advisory, LLC with 16 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and Edward Jones. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Margaret Keith is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott and Wells Fargo Clearing. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Jerry Carpenter Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has over a decade of experience with Ameritas Investment Corp and Ameritas Life Insurance Corp. Carpenter is also the owner of a family timber farm, Carpenter Timber LLC, overseeing tree planting and future harvests. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a combination of model portfolios, mutual funds, ETFs, and individual securities, offering a range of program platforms and leveraging third-party technology and managers to customize investment solutions.

Kristen Gurney is a financial advisor with PNC Wealth Management in Clover, SC, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She has worked with PNC Investments since 2016, following three years at TIAA-CREF Individual & Institutional Services. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model portfolio that uses approved strategies implemented via mutual funds and ETFs with annual rebalancing.

Benjamin Beeson is a financial advisor at Rockefeller Financial LLC in Charlotte, NC, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Truist Investment Services, Principal Securities, Wells Fargo Clearing, and New York Life Insurance Company. 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, operating both as a registered broker-dealer and provider of placement and investment banking services within an integrated Private Advisor model and consolidated investment platform.

Charles Stegall is a financial advisor with Guardian Life in Charlotte, NC, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has worked at Guardian Life since 1990 and at CP Advisory Services, Inc. since 1991. Outside of his advisory role, he is involved in multiple business ventures including a financial advisory practice and a passive ownership interest in an HVAC installation company. Guardian Life’s Park Avenue Wealth Management offers brokerage and advisory services to individuals, retirement and corporate plan sponsors, and charitable organizations. The firm integrates advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment platforms, alongside various financial planning and consulting solutions.

Chason Trahan is a CFP®-certified financial advisor with nine years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He has worked with multiple firms including Carroll Financial, Cetera Advisor Networks LLC, Dixon Wells, and LPL Financial. Trahan serves as trustee, executor, and guardian for immediate family member estates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a network of hundreds of advisors. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Ernest Kiefer III is a CFP® with 18 years of industry experience, currently serving as an advisor at First Citizens Investor Services, Inc. in Charlotte, NC. He has been with First Citizens Investor Services since 2013. 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 entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing IAR-led assessments and a mix of fundamental, quantitative, and technical analysis to allocate assets.

Robert Holmes is a financial advisor with Guardian Life in Charlotte, NC, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2013, with prior roles at New England Securities, Woodbury Financial Services, and Mony Securities Corporation. Holmes serves as a general board member of the Society of Financial Services Professionals. Park Avenue Securities LLC, 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 a blend of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party investment solutions.

Harry Koutroumanis is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked within the Truist organization since 2022. Outside of his advisory role, he serves as a director of the Hellenic Performing Arts Foundation, an organization that supports authentic Hellenic and Cypriot performing arts. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research and AI-enabled tools to support asset allocation and manager selection, offering ongoing reviews and client consultations.

Michael Conerly is a CFA® charterholder with five years of industry experience. He is currently with Savant Wealth Management and previously worked at Exencial Wealth Advisors, Wells Fargo, and Columbia Threadneedle. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies across various asset classes, supported by in-house accounting, legal, and trust services.

Benjamin Dobson is a financial advisor with Kestra Advisory who holds the Series 66 designation and has 20 years of industry experience. He has been with Kestra Advisory since 2016 and has also worked with Kestra Investment Services, LLC and Corporate Benefit Advisors. Outside of his advisory work, Dobson serves as a board member for the ACC Championship/Belk Bowl, supporting the selling of corporate packages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services that include fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, serving clients such as large institutional investors and sovereign wealth funds.

Dean Diamond is a financial advisor at Equity Services, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group and Eagle Strategies (NY Life). Outside of his advisory role, he serves as chapter chair of the Wrestlers in Business Network in Charlotte, NC. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Jeanna Blair is a financial advisor at Truist Advisory Services with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with various Truist entities since 2000, including Truist Securities, Truist Investment Services, and formerly BB&T Investment Services. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enhanced tools and offers a range of fiduciary and advisory services through platforms such as Envestnet.

Gordon Mattocks III is a financial advisor at Janney Montgomery Scott in Charlotte, NC, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 20 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a large, dually registered 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, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Shawna Minervini is a financial advisor with Guardian Life in Charlotte, NC, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Her prior work includes roles at Park Avenue Securities, MassMutual Life Insurance Co., and MetLife Securities Inc. Outside of her advisory work, she is also a licensed real estate broker with Farms & Estates Realty. Guardian Life's subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.