James Baumann is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes ten years with National Life Group and a year with Phit Performance. Baumann also works as an independent contractor in race management through a side business called START 2 FINISH. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading, and utilizes third-party asset managers and model portfolios.

Robert Stiles Jr. is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously spent 10 years at Robert W Baird before joining Janney Montgomery Scott in 2024. Outside of his advisory role, he serves as a general partner in two real estate investment ventures, where his responsibilities include filing taxes. 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 with a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Kristie Jackson is a CFP® professional with 21 years of industry experience, currently affiliated with Principal Financial Services. Her career includes roles at Principal Life Insurance Co., Creative Planning, LLC, and Lockton Financial Advisors, LLC. She serves as a board member for Girls on the Run, Tri-County SC, participating in board meetings and community events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Michael Harris is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been affiliated with Guardian Life Insurance Co. and Park Avenue Securities, LLC since 2013. Outside of his advisory role, he serves as a contingent executor and contingent power of attorney for family members. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory relationships, providing a range of financial planning, retirement-plan consulting, and business consulting services through proprietary and third-party investment platforms.

Hilary Daniel is a CFP® professional with 18 years of industry experience, currently advising at Mercer Global Advisors Inc. She has held roles at Motley Fool Wealth Management, Modera Wealth Management, Parsec Financial, and The Vanguard Group. Outside of her advisory work, she is co-owner and CEO of a private company specializing in ATM installation and maintenance. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory as well as financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach using low-cost ETFs, index funds, separate account managers, and other strategies, and supports clients through specialized services and educational initiatives.

Brian Perkins is a CFA® charterholder with 18 years of industry experience. He is currently associated with Kestra Advisory and Kestra Investment Services, where he has worked since 2020, and also holds a role at CapFinancial Securities, LLC since 2015. Perkins serves as Chief Investment Officer at NFP Corporate Services, overseeing institutional investment programs and client pension plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse clients including sovereign wealth funds.

Lamar Johnson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked within the Truist organization since 2017, including time at Truist Investment Services. Prior to entering the financial services industry, he worked at McDonald's for one year. 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 employs a combination of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support investment selection and oversight.

Stephanie Niblack is a financial advisor with Eagle Strategies (NY Life) in Charlotte, NC, holding Series 66 and Series 63 licenses and five years of industry experience. She has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2021 and 2020, respectively. Her prior experience includes roles at the YMCA of Greater Charlotte and Napkin Ink, LLC. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Joanna Pappas is a CFP® professional with 13 years of experience in the financial industry. She currently works at First Citizens Investor Services, Inc. and First Citizens Bank and previously held roles at Northwestern Mutual Wealth Management Company and Wells Fargo. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process that integrates fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.

Cecilia Mavico is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at LPL Financial and Robinhood Markets. She also serves as an adjunct professor at UNC School of Law, co-teaching a course on Financial Services Compliance. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting while utilizing third-party platforms and AI-enabled research tools.

John Bruneau is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. He has worked with Ameritas since 2024 and is also involved with Boston 128 Companies, where he supports client service and financial product sales. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing a platform that integrates in-house model portfolios, third-party managers, and affiliations with related financial entities.

Amanda Black is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining First Citizens Asset Management. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, automated platforms, and tax-aware financial planning. The firm employs a client process based on risk tolerance and financial needs, utilizing fundamental, quantitative, and technical analysis.

Namaine Coombs is a CFA® charterholder with over two years of industry experience. He is currently an advisor at Truist Advisory Services and previously held roles at Bank of America and Wells Fargo, where he worked for 24 years. Outside of financial advising, Coombs is the CEO of Unleashed Success, LLC, a life-coaching and book publishing company focused on addressing limiting subconscious beliefs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a range of solutions including asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platform and manager relationships.

Boyd Cauble II is a financial advisor with Primerica Advisors, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities since 2010. Cauble also utilizes CBS brokerage as a resource for life insurance policies for clients. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Jacob Robak is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial and Dexian, a Wells Fargo contract firm. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm utilizes a network model combined with technology platforms and offers discretionary and non-discretionary portfolio management through a range of strategies and third-party resources.

Margaret Sattler is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at Truist Investment Services and Truist Advisory Services since 2022, along with prior positions at Capital City Financial Partners and other organizations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate resources.

Rhondale Haywood is a CFP® and CFA® with three years of industry experience, currently advising at Truist Advisory Services in Charlotte, NC. Prior to joining Truist, he worked at Bank of America for five years and PNC Bank for twelve years. He serves on the investment committee of the Foundation For The Carolinas, where he participates in asset allocation and strategy oversight. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Christopher Benitez is a financial advisor at Empower Advisory Group with one year of industry experience. He previously worked at The Vanguard Group and Angi, among other firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning services.

John Chidester is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Chidester has worked with Bankers Life and its affiliated entities since 2006, serving as an insurance agent and financial advisor. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized asset allocations and ongoing portfolio management tailored to clients’ goals and risk tolerances.

Chancey Zifko is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Fifth Third Bank and Wells Fargo prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and research tools to assist with investment policy analysis and manager selection.