Matthew Dellinger is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC. He holds the Series 66 designation and has experience working with Bankers Life entities since 2025. Prior to his financial services career, he served with the Navy Region Mid-Atlantic Fire Department and worked at Prime Coatings. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Alexander Smith is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equity Services since 1994 and has additional tenure at National Life dating back to 1990. Outside of his advisory role, Smith serves as Vice President of the North Carolina Association of Insurance and Financial Advisors and is involved in several business ventures, including real estate ownership and insurance sales. Equity Services, Inc. provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and discretionary or non-discretionary management.

William Baylog is a ChFC®-designated financial advisor with 26 years of industry experience. He has worked with Bankers Life Advisory Services, Inc. since 2016 and has been involved with Bankers Life & Casualty since 1996, where he manages agents, managers, and administrators in addition to providing insurance sales and services. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving 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 tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Patrick Golden is a financial advisor with \u0026PARTNERS in Charlotte, NC, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He previously worked at Wells Fargo Clearing for nine years. Outside of his advisory work, he holds a 50% ownership interest in an investment-related LLC with his spouse. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and financial planning services using both proprietary and third-party strategies, operating as a registered investment adviser and broker-dealer.

John Moore is a financial advisor at Eagle Strategies (NY Life) based in Charlotte, NC, with two years of industry experience. He holds the Series 63 and Series 66 licenses and has been affiliated with New York Life companies and Eagle Strategies since 2023. Outside of his advisory role, Moore is a freelance musician and serves as a board member for a local business referral group. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Neal Patel is a financial advisor with Guardian Life and holds the Series 66 designation. He has experience with both Guardian Life Insurance Company and Park Avenue Securities, where he has been since 2020 and 2026 respectively. Prior to his financial career, he worked in roles with Egenberg Trial Lawyers, the New Orleans Pelicans, and the New Orleans Saints. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of services including financial planning, ongoing consulting, and access to proprietary and third-party investment programs.

Christopher Sotardi is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with Bankers Life since 2007 and Bankers Life Securities, Inc. since 2016. In addition to his advisory role, he serves as a Unit Field Trainer at Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through 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 manages portfolios with a focus on clients’ goals and risk tolerances.

Robert Hoyla is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His career includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, Inc., and SunTrust Bank. Truist Advisory Services offers 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-enabled tools and provides ongoing client reviews and reporting, operating as part of the broader Truist Financial network with extensive affiliated financial and operational relationships.

Roberta Dawson is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials with 19 years of industry experience. She has been with First Citizens Investor Services since 2009. 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 uses a client-centered process involving financial needs and risk tolerance assessments, applying various analytical approaches to manage portfolios through multiple channels and offers optional tax-aware services.

Eric Cannon is a CFP® professional affiliated with First Citizens Investor Services, Inc. in Charlotte, NC, with 26 years of industry experience. He has been with First Citizens Investor Services since 2005. Outside of his advisory role, Cannon serves as a track and field coach for Enka High School's boys and girls teams in Buncombe County. First Citizens Investor Services, Inc. offers advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led assessments and combines fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Larry Parker is a financial advisor with Eagle Strategies (NY Life) in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2007 and also owns Parker Financial Group LLC and Parker Financial and Insurance Solutions. Outside of his advisory work, he volunteers as a youth sports coach with the Porter Ridge Athletic Association. Eagle Strategies serves a broad client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types designed to tailor advice to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Justin Krebs is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 credentials and six years of industry experience. He also owns Proactive Total Wealth, a business involved in insurance sales and services, and partners with a network of CPAs for tax advice. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing multiple investment strategies and serving a large client volume through standardized model and platform services.

John Natoli is a CFP® and ChFC® with 28 years of experience in the financial services industry. He has worked at Eagle Strategies (NY Life) since 2020 and has prior experience with Mutual of Omaha and Mass Mutual Life Insurance. Natoli is based in Charlotte, NC. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a significant portion of assets on a non-discretionary basis.

Louis Satryan is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ft. Washington Brokerage Services, Inc. since 2000. Outside of his advisory role, he serves as a college football on-field referee during the season and works as an insurance agent. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other advisers, sovereign wealth funds, and banking institutions, primarily delivering discretionary investment management via model portfolios and unified managed accounts.

John Patterson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial LLC, Cetera Advisor Networks, Carroll Financial Associates, and United Technologies Corporation. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Joseph Pagani is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Previously, he worked in the apparel industry and spent one year in retirement. 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 tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Tamila Miceli is a financial advisor with Rockefeller Financial LLC in Charlotte, NC, holding a Series 66 license and 10 years of industry experience. She previously worked at Summit Financial Group and Securian Financial Services Inc. prior to joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Carl Hedstrom is a financial advisor with Wealth Enhancement Advisory Services, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Wealth Enhancement Brokerage Services, LPL Financial, Cetera Advisor Networks, Carroll Financial Associates, and TRICAPITAL Wealth Management. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active strategies, with portfolio oversight by an internal Investment Committee.

John Osterberg is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with LPL Financial LLC and Independent Advisor Alliance since 2016. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes both discretionary and non-discretionary management strategies, employs a range of analytical techniques, and leverages technology platforms for comprehensive wealth and estate planning services.

Carol Mansour Ezzell is a financial advisor with Janney Montgomery Scott in Charlotte, NC. She holds Series 63 and Series 66 registrations and has 44 years of industry experience, including 22 years at Janney Montgomery Scott since 2004. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.