Christopher Dillon is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Cetera Advisor Networks, Carroll Financial Associates, and Wells Fargo. He is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Donna Oxford Arrigo is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including SunTrust Advisory Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manages the AMC Advantage program through a combination of discretionary manager relationships and non-discretionary consulting.

Benedict Wong is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and has worked at Wells Fargo since 2003. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, along with select external clients. The firm’s work is divided among specialized divisions that deliver impersonal research and model guidance rather than exercising investment discretion or holding client assets.

William Ozburn is a CFP® and ChFC® with 42 years of industry experience. He has been with Kestra Advisory since 2017 and also maintains a longstanding affiliation with National Planning Corp since 2000. Ozburn is the owner of Ozburn Financial Services Inc., through which he provides consulting and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Paul Irving is a CFP® professional with 28 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities, LLC and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program, utilizing a combination of discretionary and non‑discretionary strategies supported by third‑party platforms and AI-enabled research.

Lisa Hemby is a Certified Financial Planner® with seven years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Charlotte, NC. She previously worked at The Vanguard Group, Edward Jones, Principal Securities, and Lincoln Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations primarily using Schwab’s proprietary research tools and asset allocation models.

James McGrath is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America N.A. for 17 years. Outside of his advisory role, he is a managing member of a commercial real estate investment LLC that he owns with his wife. 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 provides both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Jeffery Peschel is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with 20 years of industry experience. He has worked at First Citizens Investor Services since 2014. 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/business entities. The firm offers portfolio management, wrap programs, model portfolios, a Guided Investing platform, and tax-aware financial planning, utilizing a client process focused on assessing financial needs, risk tolerance, and time horizon.

Chad Lossie is a financial advisor at PNC Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC since 2015. Outside of his advisory role, he is the owner of a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party strategists for portfolio management.

Gabrielle Baylog is an advisor at Bankers Life Advisory Services, Inc. with Series 66 credentials and one year of industry experience. Prior to her advisory role, she spent nine years in full-time education. She is also a licensed insurance agent for Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Rhonda Gilliam is a financial advisor at Fifth Third Securities, Inc. in Charlotte, NC, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2016. Outside of her advisory role, she works part-time as an Uber driver. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among its bank, platform sponsor, and clearing firm.

Robert Rose is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Janney, he worked at Bb&T Securities and Truist Advisory Services. Outside of his advisory role, he is a musician in the band The Good Nuffs and serves on the finance council of St Pius X Catholic Church as well as a committee member for Greensboro Urban Ministries Development. Janney Montgomery Scott LLC is a large 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, estates, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Chance Williams is a financial advisor with Truist Advisory Services in Waxhaw, NC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Truist Investment Services, First Citizens Bank, and BB&T, spanning various investment and advisory capacities. Outside of his advisory work, Williams serves as a varsity basketball coach for Union County Public Schools. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients, utilizing both discretionary and non-discretionary approaches. The firm integrates third-party manager selections with internal oversight and employs AI-enabled equity research tools, operating within a closely affiliated financial services network.

Amy Johnson is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 65 and Series 63 credentials and eight years of industry experience. She has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Principal Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Rachel Bradsher is a financial advisor at Lincoln Investment with industry experience totaling two years. She holds Series 66 and Series 63 licenses and has previously worked at Poole Financial Services and Anthropologie. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, managing a mix of in-house and third-party investment strategies through both discretionary and non-discretionary programs.

Andrew Turner is a CFP®-credentialed financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He previously worked at Investure, LLC and held multiple roles within Wells Fargo, including Wells Fargo Securities and Wells Fargo Investment Portfolio - Reinsurance. Earlier in his career, he was employed by The Vanguard Group, Inc. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its research and strategy teams produce impersonal, non-discretionary advice used by affiliated entities for implementation.

Claude Ives III is a CFP® professional with over 32 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and has previously held roles at Morgan Stanley Private Bank and Citigroup Global Markets. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates a Private Advisor model and a consolidated investment platform, providing a range of discretionary and non-discretionary solutions across multiple asset classes.

Tania Cabrera is a financial advisor at Principal Financial Services with 21 years of industry experience. She holds a Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2022, following prior roles at LPL Financial and SunTrust-affiliated firms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jon Peterson is a CFP® and holds a Series 65 license with 4 years of industry experience. He is currently an advisor at Corient and previously worked at RKL Wealth Management LLC and Fulton Financial Corporation. Outside of finance, he was involved with Spooky Nook Sports for four years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and alternative investments as appropriate.

Lansen Pan is a CFP® professional with 12 years of industry experience, currently serving at Schwab Wealth Advisory. His prior experience includes roles at The Vanguard Group and Ally Invest, where he supported both advisory and self-directed clients. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering annual financial reviews and investment recommendations based on Schwab’s proprietary research and asset allocation models. The firm operates as an internal advisory unit and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.