Kimberly Myers Turner is a financial advisor at TD Private Client Wealth LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 17 years of industry experience. Her prior roles include positions at Dimensional Fund Advisors and Equitable Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Robin Griffin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Charlotte, NC, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, having worked at Equity Services since 1985 and previously at National Life of Vermont since 1982. In addition to his advisory work, Griffin operates Robin M. Griffin and Associates LLC, an insurance business, and owns a farm in Marshville, NC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes multiple third-party asset managers and model portfolios.

Craig Saurer is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 registrations and 23 years of industry experience. He has worked with PNC Investments since 2016 and joined First Citizens Investor Services in 2024. First Citizens Investor Services serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities, offering portfolio management, wrap programs, model portfolios, and financial planning. The firm’s investment process involves IAR-led assessments and uses fundamental, quantitative, and technical analysis to allocate among various asset classes.

Edwin Crisp Jr. is a CFP® professional with 24 years of experience in financial advising. He has worked at Independent Advisor Alliance, LLC since 2019 and previously spent nine years at Clearbrook Advisory Services, LLC. Crisp serves as an elected executive board member of the Montcross Chamber Board of Directors and is a board member of the Investment Committee of the Associated Reformed Presbyterian Church. He also prepares tax returns for clients and family on a limited basis. Independent Advisor Alliance, LLC provides asset management, financial planning, wealth coaching, and retirement plan consulting to a diverse client base that includes individuals, small businesses, charitable organizations, and retirement plans. The firm uses a network model of advisory representatives and integrates technology platforms alongside traditional planning to deliver investment and estate-planning services.

Kenneth Calhoun is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. Outside of advising, he owns and operates Basswood Creek Farms, an agricultural business in Gastonia, NC. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing a range of investment vehicles and offers wealth management, financial planning, and retirement advisory services through a network of approximately 286 advisors.

Michael Frendak is a financial advisor at PNC Wealth Management in Charlotte, NC, holding Series 66 and Series 63 licenses with 10 years of industry experience. His prior roles include positions at PNC Investments, The Vanguard Group, SCOTTRADE, and AXA Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available in an invitation-only pilot for employees. The firm’s approach integrates algorithmic risk assessment and invests via approved model strategies using mutual funds and ETFs, with annual rebalancing and limited direct client trading.

Jeffrey Collins is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience, including roles at Park Avenue Securities, Independent Advisor Alliance, LPL Financial, and Edward Jones. He is based in Charlotte, NC. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Dennis Myers III is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at both firms since 2004. In addition to his advisory role, he is involved in insurance activities beyond those offered by Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plans, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, integrating proprietary programs, third-party platforms, and a digital advisory solution.

Justin Popham is a CFP® credentialed advisor with 12 years of industry experience, currently with First Citizens Investor Services, Inc. in Charlotte, NC. His prior experience includes roles at Fisher Investments, Fidelity, Charles Schwab, and E*TRADE. First Citizens Investor Services serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and businesses. The firm offers a range of advisory and brokerage services, utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Jason Mertz is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Merrill, BB&T Securities, and Banc of America Investment Services. He has worked with Truist-affiliated firms since 2017. Truist Advisory Services offers 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 tools to support client portfolios and provides ongoing monitoring, reporting, and consultations.

James Ferguson is a CFP® with 17 years of experience in the financial services industry. He is currently an advisor at Schwab Wealth Advisory, where he has worked since 2026. His prior experience includes roles at Roan Capital Partners, Cetera Advisor Networks, and various other firms dating back to 2006. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Schwab’s asset-allocation models and internal research tools, with advice tailored to client goals and risk tolerance.

Mary Davis is a financial advisor at Truist Advisory Services with three years of industry experience. She holds a Series 66 designation. Her prior work includes roles at Tony Silvagni Surf School and Carrigan Farms. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools while offering services through the Envestnet platform and partnering with Envestnet Retirement Solutions for retirement plans.

Chad Kupreanik is a CFP® and Series 66 licensed financial advisor with 26 years of industry experience. He has been with Janney Montgomery Scott since 2003. Outside of his advisory role, he serves as a board member for Javesca Feeds, a nonprofit focused on addressing hunger. Janney Montgomery Scott LLC is a large enterprise firm 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 brokerage services, financial planning, and advisory programs.

Haley Brehm is a financial advisor with Rockefeller Financial LLC in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her background includes roles at Goldman Sachs & Co. LLC and Ayco. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

Joseph Norton is a CFP® with 22 years of experience in the financial services industry. He has worked at Creative Planning since 2021 and previously held roles at Alaris Acquisitions and The Vanguard Group. He is based in Charlotte, NC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

James Baugh is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Fargo and J.P. Morgan, spanning from 2013 to the present. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support asset allocation, manager selection, and ongoing client reviews.

Robert Russo is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been associated with LPL Financial since 2007. Outside of financial advising, he owns a restaurant called Philly's Phinest (Lee's Hoagie House) and operates a technology business, We Handle Tech, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, implementing portfolio strategies through discretionary and non-discretionary management supported by various analytical techniques and technology platforms.

Thomas Owens III is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. He has been with First Citizens Bank and First Citizens Investor Services since 2011. Owens serves as an officer and director and is a member of the Finance Committee at Deerfield Episcopal Retirement Community, a nonprofit organization. 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 fundamental, quantitative, and technical analysis to manage portfolios including equities, fixed income, mutual funds, and ETFs, offering a range of solutions such as model portfolios, wrap programs, and tax-aware services.

Jason Cross is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Corient. His prior work includes roles at Ci Brightworth and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party managers, employing risk management tools and alternative investments to align portfolios with client objectives.

Michelle Kuzma Kempf is a financial advisor with Hightower Advisors in Charlotte, NC, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes 15 years with Hightower Advisors and Hightower Securities, LLC, following earlier roles at Morgan Stanley from 2006 to 2011. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and diverse investment vehicles.