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.

Bert May Jr. is a financial advisor with MAI Capital Management, LLC in Charlotte, NC, holding a Series 66 credential and 24 years of industry experience. He has worked at The Leaders Group since 2014 and maintains a long-term role with Learfield Communications, Inc. as a radio analyst for UNC football. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages multiple asset classes and investment strategies through in-house and third-party managers, and also serves as adviser to a registered mutual fund and several private investment vehicles.

Matthew Johnson is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds a Series 66 designation and has 12 years of industry experience. His prior work includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, participants, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools, partnering with Envestnet platforms, and provides ongoing monitoring and reporting supported by extensive affiliated financial relationships.

Brandon Phillips is a CFP® professional with 11 years of experience in the financial advisory industry. He has worked at MAI Capital Management, LLC since 2021 and previously spent 12 years at Solamere Advisors. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. MAI Capital Management, LLC provides discretionary and non‑discretionary investment management, integrated 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 a broad range of investment strategies and offers trust and insurance administration through affiliated entities.

Joel Gardner is a financial advisor at Guardian Life with eight years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance since 2017. Gardner also conducts outside insurance sales focused on fixed health, life, and annuities. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

Greg Warren is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Alight Financial Solutions, Aon Hewitt Financial Advisors, and Hewitt Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic questionnaires to recommend risk levels and implements investments via approved strategies using mutual funds and ETFs.

Matthew Savloff is a financial advisor at Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Wells Fargo Investment Institute, he worked with Wells Fargo, J.P. Morgan Chase, and held roles at the U.S. Department of Homeland Security, Rutgers University, and other organizations. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions. The firm offers non-discretionary model portfolios constructed from research-based recommendations, serving as a research and model provider rather than a direct portfolio manager or financial planner.

Benjamin Laubach is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation and experience in both advisory and other business roles, including work with Tastful Occasions and Phantom Fireworks. He began his industry career in 2025 and is based in Charlotte, NC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach centers on Modern Portfolio Theory, using diversified portfolios and various investment vehicles supported by comprehensive client education and specialized service lines.