John Natoli is a CFP® and ChFC® with 28 years of experience in the financial services industry. He has worked at Eagle Strategies (NY Life) since 2020 and has prior experience with Mutual of Omaha and Mass Mutual Life Insurance. Natoli is based in Charlotte, NC. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a significant portion of assets on a non-discretionary basis.

Louis Satryan is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ft. Washington Brokerage Services, Inc. since 2000. Outside of his advisory role, he serves as a college football on-field referee during the season and works as an insurance agent. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other advisers, sovereign wealth funds, and banking institutions, primarily delivering discretionary investment management via model portfolios and unified managed accounts.

John Patterson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial LLC, Cetera Advisor Networks, Carroll Financial Associates, and United Technologies Corporation. Wealth Enhancement Advisory Services provides comprehensive 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 using a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Mohamed Cherif is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked with Wells Fargo Clearing and People's Securities, 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 financial data collection, goal setting, and manager selection via the Envestnet platform, offering ongoing client reviews and leveraging both traditional and AI-enabled research tools.

Joseph Pagani is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Previously, he worked in the apparel industry and spent one year in retirement. 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 tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Tamila Miceli is a financial advisor with Rockefeller Financial LLC in Charlotte, NC, holding a Series 66 license and 10 years of industry experience. She previously worked at Summit Financial Group and Securian Financial Services Inc. prior to joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Carl Hedstrom is a financial advisor with Wealth Enhancement Advisory Services, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Wealth Enhancement Brokerage Services, LPL Financial, Cetera Advisor Networks, Carroll Financial Associates, and TRICAPITAL Wealth Management. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active strategies, with portfolio oversight by an internal Investment Committee.

John Osterberg is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with LPL Financial LLC and Independent Advisor Alliance since 2016. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes both discretionary and non-discretionary management strategies, employs a range of analytical techniques, and leverages technology platforms for comprehensive wealth and estate planning services.

John Teeter Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Edward Jones and Truist Investment Services. 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 client input, defined goals, and asset allocation strategies to recommend or onboard managers via the Envestnet platform, offering ongoing research, monitoring, and reporting.

Carol Mansour Ezzell is a financial advisor with Janney Montgomery Scott in Charlotte, NC. She holds Series 63 and Series 66 registrations and has 44 years of industry experience, including 22 years at Janney Montgomery Scott since 2004. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Kellen Taylor is a CFP® with 18 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Based in Charlotte, NC, he is also involved in fixed insurance advisory services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Brian Heath is a financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Wells Fargo since 1999 in various roles. 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 on a non-discretionary basis. The firm operates through specialist divisions to develop model portfolios, serving as a research and model-provider rather than a direct portfolio manager or financial planner.

Lawrence Schierl is a financial advisor at Hornor, Townsend & Kent, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and SII Investments. Outside of financial services, Schierl is a partner at the Appleton Beer Factory. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers a mix of discretionary and non-discretionary account options alongside brokerage services and manages over $8 billion in assets under management.

John Harrigan is a financial advisor at Citizens Securities, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing, and a variety of other financial firms. He has been with Citizens Securities since 2026. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program managed with proprietary algorithms and a Managed Account program, and operates as a broker-dealer and insurance agency.

Bradley Hauser is a CFP® professional with 11 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2014. He has worked at Fifth Third Bank since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.

Jeffrey Howard is a financial advisor with Guardian Life in Charlotte, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has been with Guardian Life since 1999. Outside of his advisory role, he is involved in managing multiple real estate investment entities and serves as trustee of a personal revocable trust. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside a digital advisory solution, delivering tailored client relationships with access to insurance products and alternative investments.

Brandyn Shetler is a CFP® professional with eight years of industry experience, currently serving at Kestra Advisory. Prior to this, he spent six years at The Vanguard Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Matthew Vannelli is a CFA® charterholder and holds a Series 63 license. He is currently with Wells Fargo Investment Institute, Inc. and has over 12 years of experience, including a long tenure at Citadel from 2012 to 2024. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and other financial institutions. The firm delivers these services on a non-customized basis and does not exercise investment discretion over the end accounts using its models.

Nicole Brandon is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds a Series 65 designation and previously worked at Kingfisher Capital, LLC for six years and was self-employed for two years prior to that. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, supported by various specialized service lines and client education initiatives.

Jennifer Daley is a financial advisor at Guardian Life with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she serves as President of a local Business Network International chapter and sits on the Board of Directors for Screven Christian Academy. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plans, and charitable organizations. The firm offers both discretionary management and model-based strategies, integrating proprietary and third-party platforms while also providing access to insurance products and alternative investments.