Namaine Coombs is a CFA® charterholder with over two years of industry experience. He is currently an advisor at Truist Advisory Services and previously held roles at Bank of America and Wells Fargo, where he worked for 24 years. Outside of financial advising, Coombs is the CEO of Unleashed Success, LLC, a life-coaching and book publishing company focused on addressing limiting subconscious beliefs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a range of solutions including asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platform and manager relationships.

Boyd Cauble II is a financial advisor with Primerica Advisors, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities since 2010. Cauble also utilizes CBS brokerage as a resource for life insurance policies for clients. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Jacob Robak is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial and Dexian, a Wells Fargo contract firm. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm utilizes a network model combined with technology platforms and offers discretionary and non-discretionary portfolio management through a range of strategies and third-party resources.

Margaret Sattler is a financial advisor at Truist Advisory Services with three years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Capital City Financial Partners, E.W. Scripps Company, Barre3, and the University of South Carolina. Truist Advisory Services provides investment consulting and advisory services to individual and institutional clients, including retirement plan sponsors and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager arrangements and integrates AI-enabled tools in its research processes.

Rhondale Haywood is a CFP® and CFA® with three years of industry experience, currently advising at Truist Advisory Services in Charlotte, NC. Prior to joining Truist, he worked at Bank of America for five years and PNC Bank for twelve years. He serves on the investment committee of the Foundation For The Carolinas, where he participates in asset allocation and strategy oversight. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Christopher Benitez is a financial advisor at Empower Advisory Group with one year of industry experience. He previously worked at The Vanguard Group and Angi, among other firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning services.

John Chidester is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Chidester has worked with Bankers Life and its affiliated entities since 2006, serving as an insurance agent and financial advisor. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized asset allocations and ongoing portfolio management tailored to clients’ goals and risk tolerances.

Chancey Zifko is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Fifth Third Bank and Wells Fargo prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and research tools to assist with investment policy analysis and manager selection.

Tenley Desjardins is a financial advisor with Corient in Charlotte, NC, holding the CFP®, PFS™, and Series 66 designations. She has eight years of industry experience, including prior roles at Ernst & Young, Guardian Life Insurance Company, and Mcgill Advisors (now Brightworth). Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house management with third-party solutions and specialized offerings through affiliated entities.

William Robbins is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. He holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to his current role, he worked at First Citizens Bank and served in positions at the City of Rock Hill and Francis Marion University. First Citizens Investor Services provides investment advisory, brokerage, and insurance services to individuals, pension plans, corporations, and charitable organizations. The firm uses a combination of strategic and tactical asset allocation with fundamental, quantitative, and technical analysis, offering both discretionary and non-discretionary management options.

Harrison Paul is a financial advisor at Primerica Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Park Avenue Securities, Consolidated Planning, Guardian Life Insurance Company, and positions in education and local organizations in Charlotte, NC. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports a variety of account-level services, including lending solutions and donor-advised funds.

Ashley Johnston is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. She holds a Series 66 designation and has four years of industry experience. Her work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as involvement with Silver Hearth Lodge, LLC from 2018 to 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Patrick Long is a financial advisor with Truist Advisory Services based in Charlotte, NC, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with Suntrust Advisory Services and Suntrust Investment Services since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a co-trustee for family trusts for longstanding clients. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, utilizing a blend of discretionary manager relationships and non-discretionary consulting with oversight from dedicated research and advisory teams.

Bradley Cooke is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Prior to joining Truist, he worked at Wells Fargo Bank and Wells Fargo Clearing Services for a combined 16 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Daniel Jones is a Series 65-licensed financial advisor at Brookstone Capital Management LLC in Charlotte, NC, with six years of industry experience. He has been with Brookstone since 2019 and also has a background with APR Financial Group LLC dating back to 2012. Outside of advisory work, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Barry Lutfy is a financial advisor with GWN Securities Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with GWN Securities since 2004 and has also maintained roles as a self-employed financial professional and with F.R. Owen & Associates since 1989. Outside of his advisory work, he is involved in non-equity insurance product brokerage through the Financial Independence Group and serves as a registered representative at US Retirement Partners. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs both discretionary portfolio management and model-based allocations, utilizing affiliated and unaffiliated sub-advisers, and is noted for its use of market-timing and momentum-based trading strategies in certain legacy programs.

Katherine Jamil is a CFP® with 16 years of experience in the financial services industry. She is currently with Guardian Life and Park Avenue Securities, LLC, where she has worked since 2021. Her prior roles include positions at Mutual Securities, Cornerstone Wealth Group LLC, and LPL Financial. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Ramone Givens is a financial advisor at Eagle Strategies (NY Life) based in Charlotte, NC, holding a Series 66 designation with 12 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill Lynch. Outside of his advisory work, Givens owns and operates a handyman services business providing basic maintenance and home project assistance. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and maintains a primarily non-discretionary asset base, operating within the integrated New York Life affiliate structure.

Benjamin Osborne is a CFP® professional with five years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has worked at several firms including The Vanguard Group and Linden Thomas Advisory Services LLC. Osborne is based in Charlotte, NC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on personalized financial reviews, retirement planning, and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not provide discretionary portfolio management.

Aaron Cantley is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Brookstone Wealth Advisors since 2023. He is also involved in fixed insurance sales through Cantley Insurance & Financial Services, a business he has operated since 2008. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform, utilizing strategic and dynamic asset-allocation models, a mix of investment products, and a blend of internal and external sub-advisors.