Adam Aldrich is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and LPL Financial LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio management across various strategies and incorporates financial planning and tax services into many client relationships.

Lisa Mc Connell is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds a Series 66 designation and has been with Janney since 2010. Outside of her advisory role, she is involved with McConnell Ventures, a retail clothing business focused on children's apparel, where she contributes part-time in bookkeeping and administrative functions. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services with in-house and third-party portfolio management.

Mark Holton is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with Bankers Life Securities, Inc. since 2016 and has been involved with Bankers Life and Casualty since 2005, where he also serves as a unit supervisor managing insurance agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities, integrating rebalancing and performance reviews.

Tyler Odonnell is a CFP® with three years of industry experience currently affiliated with Guardian Life and Park Avenue Securities. His prior roles include positions at Consolidated Planning Inc. and Macmillan Holdings, LLC. Outside of finance, he has experience working with the YMCA of Greater Charlotte. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services and investment advisory programs that include both proprietary and third-party model portfolios.

Esther Park is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations and 28 years of industry experience. Her career includes roles at Guardian Life Insurance Company and Park Avenue Securities, with a noted sabbatical to start Maid Pretty. She also provides support to another advisor, Orrin Magill, in a non-investment capacity. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients through brokerage, financial planning, retirement consulting, and advisory programs that include both proprietary and third-party models.

Christopher Dillon is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Cetera Advisor Networks, Carroll Financial Associates, and Wells Fargo. He is based 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’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Donna Oxford Arrigo is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including SunTrust Advisory Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manages the AMC Advantage program through a combination of discretionary manager relationships and non-discretionary consulting.

Benedict Wong is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and has worked at Wells Fargo since 2003. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, along with select external clients. The firm’s work is divided among specialized divisions that deliver impersonal research and model guidance rather than exercising investment discretion or holding client assets.

Paul Irving is a CFP® professional with 28 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities, LLC and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program, utilizing a combination of discretionary and non‑discretionary strategies supported by third‑party platforms and AI-enabled research.

Lisa Hemby is a Certified Financial Planner® with seven years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Charlotte, NC. She previously worked at The Vanguard Group, Edward Jones, Principal Securities, and Lincoln Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations primarily using Schwab’s proprietary research tools and asset allocation models.

James Mc Grath is a financial advisor at Rockefeller Financial LLC in Charlotte, NC, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Rockefeller Financial, he worked at Bank of America N.A. for 17 years. Outside of his advisory role, he is a managing member of an investment-related LLC he owns with his wife. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments alongside traditional advisory solutions.

Jeffery Peschel is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Citizens Investor Services since 2014. First Citizens Investor Services, Inc. offers investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of strategic and tactical asset-allocation approaches and provides services through discretionary and non-discretionary management, including an automated Guided Investing platform and explicit tax-aware strategies.

Chad Lossie is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has been with PNC Investments LLC since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product for employees that uses algorithmic risk assessment and third-party managed investment models.

Gabrielle Baylog is an advisor at Bankers Life Advisory Services, Inc. with Series 66 credentials and one year of industry experience. Prior to her advisory role, she spent nine years in full-time education. She is also a licensed insurance agent for Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Rhonda Gilliam is a financial advisor at Fifth Third Securities, Inc. in Charlotte, NC, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2016. Outside of her advisory role, she works part-time as an Uber driver. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among its bank, platform sponsor, and clearing firm.

Robert Rose is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Janney, he worked at Bb&T Securities and Truist Advisory Services. Outside of his advisory role, he is a musician in the band The Good Nuffs and serves on the finance council of St Pius X Catholic Church as well as a committee member for Greensboro Urban Ministries Development. Janney Montgomery Scott LLC is a large 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, and charitable organizations, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Chance Williams is a financial advisor with Truist Advisory Services in Waxhaw, NC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Truist Investment Services, First Citizens Bank, and BB&T, spanning various investment and advisory capacities. Outside of his advisory work, Williams serves as a varsity basketball coach for Union County Public Schools. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients, utilizing both discretionary and non-discretionary approaches. The firm integrates third-party manager selections with internal oversight and employs AI-enabled equity research tools, operating within a closely affiliated financial services network.

Amy Johnson is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 65 and Series 63 credentials and eight years of industry experience. She has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Principal Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Rachel Bradsher is a financial advisor at Lincoln Investment with industry experience totaling two years. She holds Series 66 and Series 63 licenses and has previously worked at Poole Financial Services and Anthropologie. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, managing a mix of in-house and third-party investment strategies through both discretionary and non-discretionary programs.

Andrew Turner is a CFP®-credentialed financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He previously worked at Investure, LLC and held multiple roles within Wells Fargo, including Wells Fargo Securities and Wells Fargo Investment Portfolio - Reinsurance. Earlier in his career, he was employed by The Vanguard Group, Inc. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its research and strategy teams produce impersonal, non-discretionary advice used by affiliated entities for implementation.