Christina Sculley is a financial advisor at Wells Fargo Investment Institute, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has previous work experience at FactSet Research Systems and Goldman Sachs. Wells Fargo Investment Institute is a bank-affiliate research and advisory organization that provides manager due diligence, securities research, asset allocation guidance, and model portfolios primarily for Wells Fargo’s wealth and fiduciary businesses. Its team-based approach uses qualitative and quantitative analysis along with proprietary forecasting tools to support non-discretionary investment recommendations.

Brenda Seligmann is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior experience includes roles at BB&T Bank, BB&T Investments, and BB&T Securities. She serves as a board director for the Isle Vue Beach Homeowners Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, implementing advice via discretionary and non-discretionary arrangements supported by integrated affiliate resources.

Christopher Travis is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, Bank of America, Merrill, and Robinhood Markets. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios under fiduciary standards.

Hugo Bartell is a financial advisor at Oppenheimer with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His work history includes multiple tenures at Oppenheimer, from 2013 to 2018 and again from 2021 to the present, as well as three years at Adhesion Wealth Advisor Solutions Inc. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and multiple investment strategies to meet client objectives.

Sophia Slomkowski is a financial advisor at Prime Capital Financial with a Series 65 credential and one year of industry experience. Her prior roles include positions at Nuveen and One Digital. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm employs a mix of core/satellite, thematic, and tactical strategies and supports held-away accounts through specialized platforms.

Shannon Burgett is a Certified Financial Planner® with 28 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2026. Prior to joining Mercer, she held roles at Smith Salley Wealth Management, PNC Investments LLC, Linden Thomas Advisory Services, and Fidelity in various advisory capacities. Mercer Global Advisors provides comprehensive investment advisory services to individuals, families, small business owners, and institutional clients, using a Modern Portfolio Theory-based approach that incorporates globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing. The firm offers a range of specialized financial, tax, retirement, and estate planning services alongside integrated platforms and educational initiatives.

Kristian Hunter is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at PNC Investments, TIAA-CREF, Prudential Insurance, and Merrill, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available to select employees. The firm utilizes algorithm-driven risk assessments and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Jonathan Landi is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing Services, and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support investment decisions.

Robert Mckearin Jr is a Senior Financial Advisor at Merrill Lynch Wealth Management, partnered with The Erdmann Group in Greenwich, CT. He advises a diverse clientele including executives, business owners, private equity, hedge fund and real estate partners, entertainment professionals, athletes, and affluent families across multiple regions nationwide. His practice focuses on providing personalized wealth management strategies that address the complexities of clients' full financial picture, daily cash flow needs, and short- and long-term goals. Rob leverages the comprehensive services of Merrill and Bank of America to streamline and elevate every facet of his clients' financial lives. His expertise includes cash-flow modeling, navigating liquidity events, managing concentrated stock positions, credit opportunities, investment strategies, and wealth transfer and trust planning. He works closely with clients to develop tailored financial strategies that reflect their unique goals, helping them pursue their long-term objectives with confidence. Rob holds a bachelor's degree in Leadership Studies and Economics from the University of Richmond, where he played men's lacrosse and club ice hockey and founded the Richmond Surf Club. He is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Rob is actively involved in his community as a founding member of The AmeriCares Young Leaders Board and Friends of New Canaan Hockey Association. He has coached youth lacrosse and ice hockey for several years and participates in organizations such as AmeriCares, Cycle For Survival, and the New Canaan Lacrosse Association. He resides in New Canaan, CT with his wife and son.

Angela Jones Cable is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at A4 Wealth Advisors and Chuck Maness CPA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Arthur Lawrence is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Truist-affiliated firms since 2016. Outside of his advisory role, he is involved in buying and selling retail gear related to office, den, and garage items, including signed sports memorabilia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management through third-party platforms and manager arrangements.

Elyse Long is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation and has previously worked at Real Genius, First Bank/Consumer Direct, Matrix Brokerage, and TIAA Bank. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides a range of advisory services, including customized portfolio management and acts as adviser to a donor-advised fund.

Michael Ryan is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Truist Investment Services, Truist Advisory Services, BB&T Securities, and Wells Fargo Advisors. First Citizens Investor Services, Inc. offers investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset-allocation approaches and provides portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Edgar Roberts Jr. is a ChFC®-designated financial advisor with over 41 years of experience, currently serving at Equity Services, Inc. since 1984. His career also includes a longstanding role with National Life of Vermont. Outside of advisory work, he is involved in legal consulting and insurance services through his own businesses. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management for a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combining long-term strategies with options for shorter-term trading.

Leonard Hajrullahu is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors. Outside of his advisory work, he serves as a youth soccer coach with Independence Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and implements investments via approved models managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

Robert Higgins is a financial advisor with Principal Financial Services in Cornelius, NC, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked with Principal Securities Inc. since 2016 and is also associated with Fulcrum Capital Partners and Principal Life Insurance Company. Outside of his advisory roles, Higgins serves on the leadership committee of a local networking group and acts as treasurer for a town commissioner's election campaign. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate entities. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Kathryn Bunn is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Morgan Stanley Smith Barney LLC and Truist Advisory Services. Outside of her advisory role, she volunteers with Animal Resource Friends in Mebane, NC, assisting with pet food donations and distribution. 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, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Harry Thompson is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes 11 years at Wells Fargo Clearing. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolio options, and acts as adviser to a donor-advised fund.

Edwina Gowan is a financial advisor with First Citizens Investor Services, Inc. in Morganton, NC, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with First Citizens Investor Services since 2006. Outside of her advisory role, she works part-time providing care for individuals with developmental disabilities through NC Outreach Group Homes. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse clientele, including individuals, trusts, estates, charitable organizations, pension plans, and businesses. The firm employs a comprehensive approach to portfolio management, combining risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis, as well as technology-driven model portfolios and tax-aware services.

Emily Johnson is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and six years of industry experience. Prior to joining MAI Capital Management in 2026, she worked at Carousel Capital, BlackArch Partners, and Wells Fargo Bank NA. 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 offers customized portfolio management across various strategies and combines financial planning, tax, and bill-pay services within many client relationships.