Zuzana Ambrova is a financial advisor with Eagle Strategies (NY Life) based in Matthews, NC. She holds the Series 66 designation and has 17 years of industry experience. Her prior work includes positions at Merrill and ongoing roles with Parker Financial Group and NYLIFE Securities. Ambrova operates under the DBA Parker Financial Group, servicing insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and delivers solutions via multiple program types, with most assets managed on a non-discretionary basis.

Andrew Dorrien 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 at various Truist entities since 2022. Prior to his advisory roles, he gained experience outside finance, including positions with KW Beverage and Harrington Landscapes. Truist Advisory Services provides 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-enabled tools for ongoing portfolio monitoring and client consultation, leveraging extensive affiliated financial relationships within the Truist Financial network.

Robyn Ducharme is a financial advisor at Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining Empower, Robyn worked at CarMax Inc for six years and spent seven years in full-time education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services leverage integrated recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.

Shawna Norris is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Williamson Wealth Group. 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, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management programs.

Magdy Mahmoud is an advisor at Fifth Third Securities, Inc. based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has experience working in the financial industry since 2014, including positions at Wells Fargo, First Horizon, and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both investment advisory and brokerage services. The firm provides access to multiple investment programs through the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Martiara Boyd is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Before joining Truist, Boyd held various roles in organizations including the Society for Financial Education and Professional Development and S3 Security. Outside of financial services, Boyd owns MB Luxe Events, a business specializing in event decorating. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional and AI-enabled research tools and provides ongoing monitoring and client consultations through its affiliation with Truist Financial.

Timothy Bailey is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at The Vanguard Group from 2013 to 2021 before joining PNC Investments LLC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and approved model strategies to manage investments primarily through mutual funds and ETFs.

William Gibson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has previously worked at Bank of America and continues to hold a role at First Citizens Bank. Gibson serves on the boards of United Cerebral Palsy of South Carolina and the Town of Matthews Board of Adjustment. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, utilizing IAR-led assessments and diverse investment strategies across equities, fixed income, mutual funds, and ETFs.

Frank Owen III is a ChFC® credentialed financial advisor with 45 years of industry experience, currently affiliated with GWN Securities Inc. since 2004. He has held roles at The Lincoln National Life Insurance Company, F.R. Owen & Associates, and Mutual of New York. Outside of his advisory work, he facilitates seasonal tax preparation and serves as president of US Retirement Partners, focusing on financial services in the 403(b) nonprofit sector. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 accounts, offering a range of investment programs including SMA, UMA, and fund-strategist options.

George Irby Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Independent Advisor Alliance and LPL Financial since 2016. 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, utilizing model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for asset aggregation and estate planning.

Inna Collins is a Certified Financial Planner (CFP®) with 17 years of industry experience. She is currently an advisor at MAI Capital Management, LLC and has previously worked at Bank of America, Merrill, and The Vanguard Group. MAI Capital Management, LLC provides investment management, 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 $72.3 billion in assets and offers customized portfolio strategies integrating equity, fixed income, ETFs, and private investments, with additional services such as trust administration and insurance.

Michael Hoffmann is a CFA® charterholder with 12 years of industry experience. He is currently with Truist Advisory Services and has been with the Truist organization since 2014, including prior roles at SunTrust Robinson Humphrey and SunTrust Investment Service, Inc. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to monitor investments and offers a range of advisory services including manager selection through the Envestnet platform.

Matthew Allen is a CFP® with four years of industry experience, currently serving as a financial advisor at Corient in Charlotte, NC. He has held roles at Corient Services LLC, Choreo, LLC, and The Vanguard Group, Inc., among others. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary and third-party strategies, employing risk management tools and continuously monitoring portfolios to align with client objectives.

Brian Kasbek is a Series 66-registered financial advisor with D.A. Davidson & Co., based in Fort Mill, SC. He has 18 years of industry experience, including 15 years at LPL Financial prior to joining D.A. Davidson in 2024. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and fiduciary investment management, with specialized services such as municipal advising and private wealth programs for high-net-worth clients.

William Mc Collum is a CFP®-designated advisor with 29 years of experience, currently with Janney Montgomery Scott since 2024. Before joining Janney, he worked at Robert W. Baird for 13 years. He serves as a board member for the Myers Park Trinity Little League Baseball and the Oceanside West Homeowners Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in discretionary and non-discretionary assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services with both in-house and third-party portfolio management.

Jeremiah John is a financial advisor at Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has four years of industry experience. Jeremiah has been with Wells Fargo Investment Institute since 2021 and has worked at Wells Fargo Bank since 2004. 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-based investment guidance rather than individualized financial planning or direct portfolio management.

Jonathan Mills is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with various affiliates of Bankers Life since 2008 and serves as a Unit Field Trainer, recruiting and training insurance agents in retirement planning products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across multiple security types with periodic rebalancing and performance reviews.

Catherine Sherer is a financial advisor with Eagle Strategies (NY Life) based in Rock Hill, SC, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Family Trust FCU and NYLIFE Securities, LLC. Outside of her advisory work, she is a notary public. Eagle Strategies serves both individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Zachary Mc Donald is a CFP® with four years of industry experience, currently advising at Creative Planning in Charlotte, NC. His prior roles include positions at Hornor, Townsend & Kent, LLC and Equitable Distributors, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm emphasizes a financial-planning-led investment approach using low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by other specialized strategies and has more than 1,100 advisors managing approximately $295.6 billion in client assets.

David Curry Jr. is a CFP® and Series 66 registered advisor with 23 years of industry experience. He has been with Independent Advisor Alliance, LLC and affiliated with LPL Financial since 2015. Outside of his advisory role, he manages Second Half Strategies, LLC and is involved with Bravo Charlie Aviation, LLC, a personal business entity. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines discretionary and non-discretionary portfolio management with access to a range of investment strategies and technology platforms, operating through a network model with ties to LPL Financial.