Nathan Morgan is a CFP® professional with nine years of industry experience, currently affiliated with Schwab Wealth Advisory, Inc. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2026, following prior roles at Fidelity Investments and Deutsche Bank. He also served in the United States Navy Reserve from 2011 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab’s asset allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Linda Mander is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. She is a board member of a local Boy Scout troop in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting through a mix of passive and active investment strategies overseen by an internal Investment Committee.

Dung Nguyen is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist and Wells Fargo firms since 2016. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a range of tools including AI-enabled research and collaborates with Envestnet platforms to deliver tailored asset allocation and manager selection.

Steven Majoris is a financial advisor at Wells Fargo Investment Institute, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Advisors Asset Management, Inc. and IC Advisory Services, Inc. before joining Wells Fargo in 2025. 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 delivers non-discretionary model portfolios based on internal research and ratings rather than individualized financial planning or direct portfolio management.

Charles Widener is a CFP® with 26 years of industry experience, currently affiliated with Truist Advisory Services. His career includes roles at PNC Investments, Mass Mutual Financial Group, Oppenheimer, and Banc of America Investment Services. Widener serves on the Board of Directors for Opera Carolina, a local nonprofit arts organization. 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 utilizes a combination of traditional research and AI-enabled tools to support asset allocation strategies and manager selection through the Envestnet platform.

Stanley Dyl is a Series 65-licensed financial advisor with 16 years of industry experience. He is currently with Prime Capital Financial and has previously worked at United Capital Financial Advisers, LLC and Davidson Capital. He is involved as a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office solutions, employing a variety of investment strategies and tax-efficient techniques.

Kathleen Hayes is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds the Series 66 designation and has worked at Truist and its predecessor firms since 2013. Outside of her advisory role, she is the principal of Katie Hayes Photography LLC, which specializes in event, sports, and landscape photography. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing client reviews and reporting through its platform and affiliated financial relationships.

Denis Curcio is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial, Cetera Advisor Networks LLC, and Carroll Financial Associates, Inc. Curcio also holds licenses for Series 63 and Series 66. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

John Kamel is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2023, he worked at UBS Financial Services for two years and spent seven years at Movado Company Store. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management supported by various investment strategies and technology platforms.

Aubrey Elam is a financial advisor with TLG Advisors, Inc. and holds a Series 66 credential. He has three years of industry experience, including roles at The Leaders Group Inc., Vanbridge, and Dixon Wells. Outside of advisory work, Elam serves as an Associate Vice President involved in the sale of fixed insurance products at EPICVanbridge LLC. TLG Advisors serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors and retirement plans. The firm employs a manager selection and monitoring approach grounded in fundamental analysis and Modern Portfolio Theory, and offers both sub-advised portfolios and a direct-to-consumer digital platform called Starlight Portfolios.

Roslyn Ervin is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Bb&T Securities, LLC for eight years. Outside of her advisory role, she provides assistance to disabled persons, including support with hygiene, cooking, transportation, and light housekeeping. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and collaborates with Envestnet to deliver tailored asset allocation strategies and manager recommendations.

Andrew Brincefield is a financial advisor at Guardian Life with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Guardian Life since 2004, also working at Park Avenue Securities since 2023. Outside of his advisory role, he is the owner and CEO of Consolidated Planning Holdings, Inc., a financial planning firm focusing on insurance and wealth management solutions. Guardian Life, through its subsidiary Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

John Callaway Jr. is a financial advisor with OSAIC Institutions, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at HomeTrust Bank, Truist Advisory Services, Park Avenue Securities, Guardian Life Insurance Company, Wells Fargo Clearing, and PNC Investments. OSAIC Institutions serves individuals, trusts, estates, charitable organizations, and corporate clients through a broad network of investment adviser representatives, offering customized advisory services, financial planning, ERISA plan support, and brokerage and insurance products across discretionary and non-discretionary account types.

Michele Stutts is a CFP® with 16 years of industry experience and is currently with MAI Capital Management, LLC, where she has worked since 2021. Prior to that, she spent eight years at Solamere Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies implemented through a mix of in-house and third-party managers, integrating financial planning and tax services into many client relationships.

Marshall Stuckey is a CFA® charterholder based in Charlotte, NC, with four years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2021 and has worked with Wells Fargo since 2006. Wells Fargo Investment Institute provides research, strategy, and model-portfolio services to Wells Fargo affiliates and other financial institutions. The firm focuses on delivering non-customized investment models based on rigorous internal research and ratings.

William Griesser is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds the Series 65 and Series 63 designations. His prior work experience includes roles at Edward Jones and TIAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jon Nee is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and over 24 years of industry experience. His prior roles include positions at Eastover Capital Management, FTB Advisors, Wells Fargo Clearing, and several other firms dating back to 2003. He is also involved with JN Wealth Strategies, an investment advisory representative role under a related RIA. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, employing a network model of advisory representatives who provide discretionary and non-discretionary portfolio management using a variety of strategies and technology platforms.

Chessada Laney is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC, holding Series 63 and Series 65 registrations and nine years of industry experience. Laney has worked at Brookstone since 2022 and previously at FormulaFolio Investments, Inc. and JPFG Wealth Management. Outside of Brookstone, Laney is involved in managing JPFG Wealth Management, an RIA firm, and sells insurance products through Millennium Financial Group. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses strategic and dynamic asset-allocation models and integrates proprietary funds, external sub-advisors, and a range of investment strategies to implement client portfolios.

Amanda Macaluso 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 at Truist Advisory Services and Truist Investment Services since 2025. Her prior experience includes roles at Wells Fargo Bank, nA, Wells Fargo Clearing, First Horizon Bank, and Bluegreen Vacations. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers comprehensive ongoing client support.

Lena Poma is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and eight years of industry experience. She has previously worked at LPL Financial, Ally Invest Securities LLC, and Mass Mutual Investors Services. Outside of her advisory role, she works as a delivery driver for Amazon Flex. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse clientele including individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of fiduciary and discretionary services through its affiliation with Truist Financial and partnerships with Envestnet.