Garland Neal is a financial advisor with Rockefeller Financial LLC, holding Series 66 and Series 65 licenses and bringing 11 years of industry experience. His work history includes positions at Goldman Sachs & Co. and Morgan Stanley Smith Barney LLC prior to joining Rockefeller Financial. Neal is also involved with ATN Properties LLC, a real estate construction lending venture. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm operates through a Private Advisor model and offers a consolidated investment platform with discretionary and non-discretionary portfolio management, financial planning, and integrated broker-dealer services.

Leslie Ortiz Quiroz is a CFP® with seven years of industry experience currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2026, Leslie worked at Wealth Enhancement Group, Carroll Financial Associates, Vertex Capital Advisors, and Charanda of Fort Mill. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, as well as employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture that integrates active and passive strategies, third-party managers, and private funds tailored to clients’ specific risk, liquidity, and tax circumstances.

James Holland is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He previously worked seven years at the Private Bank of Bank of America. He holds Series 63 and Series 66 licenses. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Lyndon Clark is a financial advisor at Equity Services, Inc. with 40 years of industry experience. He holds the CFP® and ChFC® designations and has been with Equity Services since 2001. Clark also works as an insurance agent, selling life, disability, and health insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Jay Wilderman is a financial advisor with First Citizens Investor Services, Inc. based in Charlotte, NC. He holds the Series 63 and Series 65 designations and has 18 years of industry experience. He has been with First Citizens Investor Services and First Citizens Bank since 2011. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Christian Mijares is a CFP® and Series 66-licensed advisor with 11 years of industry experience. He has worked at Creative Planning, LLC since 2021, following prior roles at Sullivan, Bruyette, Speros & Blayney, SBK Financial, Inc., and Morgan Stanley. He is based in Charlotte, NC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across a large team of advisors.

Anna Giampietro is a financial advisor at Truist Advisory Services with four years of industry experience. She holds a Series 66 designation and has worked at Truist Investment Services since 2019. Prior to her current role, she held various positions including roles in academia at West Virginia University and experience in insurance. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals—including high-net-worth clients—as well as corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and provides ongoing client reviews through its partnership with Envestnet and other affiliated financial entities.

Charles Bevan is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Schwab Wealth Advisory Inc. in Charlotte, NC, having previously worked at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Wells Fargo Bank. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with reviews tailored to clients’ goals and risk tolerance.

Mark Nesbitt is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the First Citizens organization since 2019, with prior experience at Avena Homes. 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 utilizes a client process led by investment advisor representatives to assess financial needs and applies fundamental, quantitative, and technical analysis across a range of investment products.

James Paradise is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Janney Montgomery Scott, having joined in 2026 after a decade at Wells Fargo Clearing and Wells Fargo Bank NA. 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 a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Jennifer Hamlin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has previously worked at MassMutual, Park Avenue Securities, Guardian Life Insurance Company, and MetLife Securities. 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 combines traditional research with AI-enabled tools and offers services through multiple affiliated financial entities.

Andrew Dorrien is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various Truist entities since 2022. Prior to his advisory roles, he gained experience outside finance, including positions with KW Beverage and Harrington Landscapes. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools for ongoing portfolio monitoring and client consultation, leveraging extensive affiliated financial relationships within the Truist Financial network.

Robyn Ducharme is a financial advisor at Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining Empower, Robyn worked at CarMax Inc for six years and spent seven years in full-time education. 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. The firm’s services leverage integrated recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.

Shawna Norris is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Williamson Wealth Group. 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, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management programs.

Martiara Boyd is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Before joining Truist, Boyd held various roles in organizations including the Society for Financial Education and Professional Development and S3 Security. Outside of financial services, Boyd owns MB Luxe Events, a business specializing in event decorating. 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 and AI-enabled research tools and provides ongoing monitoring and client consultations through its affiliation with Truist Financial.

Timothy Bailey is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at The Vanguard Group from 2013 to 2021 before joining PNC Investments LLC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and approved model strategies to manage investments primarily through mutual funds and ETFs.

William Gibson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has previously worked at Bank of America and continues to hold a role at First Citizens Bank. Gibson serves on the boards of United Cerebral Palsy of South Carolina and the Town of Matthews Board of Adjustment. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, utilizing IAR-led assessments and diverse investment strategies across equities, fixed income, mutual funds, and ETFs.

Frank Owen III is a ChFC® credentialed financial advisor with 45 years of industry experience, currently affiliated with GWN Securities Inc. since 2004. He has held roles at The Lincoln National Life Insurance Company, F.R. Owen & Associates, and Mutual of New York. Outside of his advisory work, he facilitates seasonal tax preparation and serves as president of US Retirement Partners, focusing on financial services in the 403(b) nonprofit sector. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 accounts, offering a range of investment programs including SMA, UMA, and fund-strategist options.

Inna Collins is a Certified Financial Planner (CFP®) with 17 years of industry experience. She is currently an advisor at MAI Capital Management, LLC and has previously worked at Bank of America, Merrill, and The Vanguard Group. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies integrating equity, fixed income, ETFs, and private investments, with additional services such as trust administration and insurance.

Michael Hoffmann is a CFA® charterholder with 12 years of industry experience. He is currently with Truist Advisory Services and has been with the Truist organization since 2014, including prior roles at SunTrust Robinson Humphrey and SunTrust Investment Service, Inc. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to monitor investments and offers a range of advisory services including manager selection through the Envestnet platform.