Ernest Glass Jr. is a financial advisor with Guardian Life in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Guardian Life since 1997 and has additional experience selling life and health insurance. Glass also serves as Secretary and Treasurer for the Orient Point Homeowners Association. Guardian Life, through its wholly owned subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, offering proprietary and third-party advisory solutions alongside access to insurance products and alternative investments.

James Baumann is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes ten years with National Life Group and a year with Phit Performance. Baumann also works as an independent contractor in race management through a side business called START 2 FINISH. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading, and utilizes third-party asset managers and model portfolios.

Brooke Humphrey is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 registrations and possessing 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Morgan Stanley Smith Barney, Ameriprise, and Citigroup Global Markets. Outside the financial industry, she has been involved with companies such as DOORDASH, Crunchi, and Pure Haven Essentials. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors and over 13,000 clients.

Robert Stiles Jr. is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously spent 10 years at Robert W Baird before joining Janney Montgomery Scott in 2024. Outside of his advisory role, he serves as a general partner in two real estate investment ventures, where his responsibilities include filing taxes. 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 with a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Kristie Jackson is a CFP® professional with 21 years of industry experience, currently affiliated with Principal Financial Services. Her career includes roles at Principal Life Insurance Co., Creative Planning, LLC, and Lockton Financial Advisors, LLC. She serves as a board member for Girls on the Run, Tri-County SC, participating in board meetings and community events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Michael Harris is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2013. Outside of his advisory role, he serves as a contingent executor and contingent power of attorney for family members. Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Hilary Daniel is a CFP® professional with 18 years of industry experience, currently advising at Mercer Global Advisors Inc. She has held roles at Motley Fool Wealth Management, Modera Wealth Management, Parsec Financial, and The Vanguard Group. Outside of her advisory work, she is co-owner and CEO of a private company specializing in ATM installation and maintenance. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory as well as financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach using low-cost ETFs, index funds, separate account managers, and other strategies, and supports clients through specialized services and educational initiatives.

Brian Perkins is a CFA® charterholder with 19 years of industry experience, currently serving with Kestra Advisory. His prior roles include positions at CapFinancial Securities, LLC and Lockton Investment Advisors, LLC. Outside of his advisory work, he holds the position of Chief Investment Officer at NFP Corporate Services, Inc., overseeing institutional investment programs for 401(k) and pension plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, including very large institutional investors. The firm offers services such as fiduciary consulting, plan design, and investment oversight, and supports a range of management platforms and third-party solutions.

Lamar Johnson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 and Series 63 designations and has been with Truist Investment Services since 2021, following roles within the Truist and SunTrust organizations. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews and reporting while operating as an affiliate of Truist Financial with extensive affiliated financial relationships.

Stephanie Niblack is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as work with the YMCA of Greater Charlotte and a brief period with Napkin Ink, LLC. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives across a broad range of investors and plan sponsors.

Joanna Pappas is a CFP® professional with 13 years of experience in the financial industry. She currently works at First Citizens Investor Services, Inc. and First Citizens Bank and previously held roles at Northwestern Mutual Wealth Management Company and Wells Fargo. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process that integrates fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.

Cecilia Mavico is a financial advisor at Truist Advisory Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Robinhood Markets. Cecilia also serves as an adjunct professor at the UNC School of Law, where she co-teaches a class on Financial Services Compliance. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm emphasizes comprehensive asset allocation strategies and manager selection through the Envestnet platform, supported by a combination of traditional research and AI-enabled tools.

John Bruneau is a Series 66-credentialed financial advisor with two years of industry experience, currently with Ameritas Advisory Services, LLC. His prior work includes roles at Ameritas Investment Company, LLC, Boston 128 Companies, and The Ripken Experience. Outside of his advisory work, he is involved in investor relations at Boston 128 Companies. 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 employs a range of investment strategies incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Amanda Black is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. Her career includes roles at First Citizens Asset Management, Wells Fargo Clearing, and Ironstone Securities, Inc. First Citizens Investor Services, Inc. serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, emphasizing IAR-led financial assessments and diversified portfolio management across equities, fixed income, mutual funds, and ETFs.

Namaine Coombs is a CFA® charterholder with 28 years of industry experience. He is currently with Truist Advisory Services and previously worked at Bank of America and Wells Fargo. Outside of financial advising, he is the CEO of Unleashed Success, LLC, a life-coaching and book publishing company focused on overcoming limiting subconscious beliefs. 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 employs a combination of traditional research and AI-enabled tools to support its advisory services and offers partnerships with Envestnet Retirement Solutions for retirement plan management.

Boyd Cauble II is a financial advisor with Guardian Life and holds Series 65 and Series 66 designations. He has 24 years of industry experience, including roles at Park Avenue Securities, Evergreen Investment Management, Columbia Management Advisors, and Banc of America Investment Services. Cauble also utilizes CBS Brokerage as a resource for life insurance policies outside of his primary firm. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate clients, and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs as well as third-party advisory solutions.

Jacob Robak is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Financial and Dexian under a Wells Fargo contract. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a combination of discretionary and non-discretionary portfolio management strategies and leverages technology platforms to support comprehensive wealth management services.

Margaret Sattler is a financial advisor at Truist Advisory Services with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked with various Truist entities since 2021. Prior to her current role, her background includes positions at Capital City Financial Partners, E.W. Scripps Company, and Barre3, among others. 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 and AI-enabled tools to support asset allocation and manager selection, offering ongoing reviews and client consultations through its comprehensive advisory platform.

Judy Poole is a financial advisor with Lincoln Investment who holds a Series 66 credential and has eight years of industry experience. She has worked at Lincoln Investment since 2017 and previously at Robinson & Associates beginning in 2005. Outside of advising, she serves as an officer and 50% owner of Poole Financial Services Inc. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth clients, trusts, charities, and retirement plans, including educators in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by a dedicated Investment Management & Research team and access to third-party managers.

Rhondale Haywood is a CFP®, CFA®, and Series 63-licensed financial advisor with three years of industry experience. He is currently with Truist Advisory Services and previously worked at Bank of America and PNC Bank. He serves on the investment committee for the Foundation for the Carolinas, assisting with asset allocation and strategy monitoring. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its advisory offerings and maintains extensive affiliated financial relationships.