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.

Austin Lewis is a CFP® with 12 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC in Charlotte, NC. His prior roles include positions at The Vanguard Group and AssetMark Financial Holdings. Outside of his advisory work, he is a managing partner and co-founder of Southpark Family Tax, a firm specializing in seasonal income tax preparation for individuals and families. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies, supported by an internal Investment Committee and a suite of implementation tools.

Darren Parson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes roles at Wells Fargo Clearing, Merrill, and Banc of America Investment Services prior to joining Truist. He is based in Charlotte, NC. 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 and AI tools in its advisory process and leverages its affiliation with Truist Financial and various broker-dealer and banking entities.

Courtney Williams is a financial advisor at Steward Partners Investment Advisory, LLC with 16 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and Edward Jones. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Margaret Keith is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott and Wells Fargo Clearing. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Jerry Carpenter Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has over a decade of experience with Ameritas Investment Corp and Ameritas Life Insurance Corp. Carpenter is also the owner of a family timber farm, Carpenter Timber LLC, overseeing tree planting and future harvests. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a combination of model portfolios, mutual funds, ETFs, and individual securities, offering a range of program platforms and leveraging third-party technology and managers to customize investment solutions.

Kristen Gurney is a financial advisor with PNC Wealth Management in Clover, SC, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She has worked with PNC Investments since 2016, following three years at TIAA-CREF Individual & Institutional Services. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model portfolio that uses approved strategies implemented via mutual funds and ETFs with annual rebalancing.

Benjamin Beeson is a financial advisor at Rockefeller Financial LLC in Charlotte, NC, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Truist Investment Services, Principal Securities, Wells Fargo Clearing, and New York Life Insurance Company. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating both as a registered broker-dealer and provider of placement and investment banking services within an integrated Private Advisor model and consolidated investment platform.

Charles Stegall is a financial advisor with Guardian Life in Charlotte, NC, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has worked at Guardian Life since 1990 and at CP Advisory Services, Inc. since 1991. Outside of his advisory role, he is involved in multiple business ventures including a financial advisory practice and a passive ownership interest in an HVAC installation company. Guardian Life’s Park Avenue Wealth Management offers brokerage and advisory services to individuals, retirement and corporate plan sponsors, and charitable organizations. The firm integrates advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment platforms, alongside various financial planning and consulting solutions.

Chason Trahan is a CFP®-certified financial advisor with nine years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He has worked with multiple firms including Carroll Financial, Cetera Advisor Networks LLC, Dixon Wells, and LPL Financial. Trahan serves as trustee, executor, and guardian for immediate family member estates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a network of hundreds of advisors. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Devin Stamp is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at The Vanguard Group, LPL Financial, and several non-financial firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting through a network model supported by technology platforms and a range of advisory services.

Ernest Kiefer III is a CFP® with 18 years of industry experience, currently serving as an advisor at First Citizens Investor Services, Inc. in Charlotte, NC. He has been with First Citizens Investor Services since 2013. 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 offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing IAR-led assessments and a mix of fundamental, quantitative, and technical analysis to allocate assets.

Robert Holmes is a financial advisor with Guardian Life in Charlotte, NC, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2013, with prior roles at New England Securities, Woodbury Financial Services, and Mony Securities Corporation. Holmes serves as a general board member of the Society of Financial Services Professionals. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party investment solutions.

Harry Koutroumanis 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 within the Truist organization since 2022. Outside of his advisory role, he serves as a director of the Hellenic Performing Arts Foundation, an organization that supports authentic Hellenic and Cypriot performing arts. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research and AI-enabled tools to support asset allocation and manager selection, offering ongoing reviews and client consultations.