Joel Glasco is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 42 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services. He serves as a FINRA arbitrator outside of his advisory work. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis, along with proprietary and third-party model portfolios.

Hanna Yesuf is a Series 65-licensed financial advisor with three years of industry experience. She is currently with Mercer Global Advisors Inc. and previously worked at Kingfisher Capital and Bank of America Private Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, low-cost index vehicles, and tax management strategies.

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 the Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked with PNC Investments for 10 years and joined First Citizens Investor Services in 2024. First Citizens Investor Services provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset-allocation approaches and offers services including portfolio management, an automated Guided Investing platform, and financial planning.

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.

Michael Frendak is a financial advisor at PNC Wealth Management in Charlotte, NC, holding Series 66 and Series 63 licenses with nine years of industry experience. His prior work includes positions at The Vanguard Group, SCOTTRADE, and AXA Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs managed by PNC or third-party strategists.

Jeffrey Collins is a financial advisor with Primerica Advisors based in Charlotte, NC, holding a Series 66 license and 15 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Independent Advisor Alliance, LLC, and LPL Financial, LLC. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary and third-party manager platforms and supports accounts with features such as securities-based lending and tax harvesting.

Dennis Myers III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company of America since 2004. Myers also engages in insurance activities outside of Guardian-fixed annuities. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages assets through a combination of model portfolios and external strategists, supporting both discretionary and non-discretionary accounts.

Justin Popham is a CFP® professional with 12 years of industry experience, currently with First Citizens Investor Services, Inc. He has previously worked at firms including Fisher Investments, Fidelity Brokerage Services, Charles Schwab, and E*TRADE. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Jason Mertz is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities 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 advice, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Meghan Mclain is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a decade at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals, corporations, and institutions. The firm combines centralized investment resources with tailored client solutions and operates within a large integrated financial group providing diverse services and products.

Mary Davis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. Prior to joining Truist, she worked in several roles including at Tony Silvagni Surf School and Carrigan Farms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment strategies.

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 at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC, Ayco, and Charles Schwab. 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 as both an investment adviser and registered broker-dealer with a broad range of investment and placement services.

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 career includes prior roles at Wells Fargo Bank, Wells Fargo Clearing, J.P. Morgan Securities, and JPMorgan Chase Bank. Baugh is currently based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Clay Thompson is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His previous roles include positions at GWFS Equities, Inc. and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.

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 Hendersonville, NC, holding a Series 66 designation and 18 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 on the Finance Committee of the Deerfield Episcopal Retirement Community, a nonprofit organization. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers portfolio management through various programs, an automated Guided Investing platform, tax-aware services, and financial planning, leveraging its affiliation with a bank holding company to provide integrated banking resources and operational advantages.