Robert Stewart is a CFP®-designated financial advisor with 15 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He has held roles at firms including LPL Financial, CETERA Advisor Networks, and Carroll Financial Associates. Stewart is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jamie Halbig is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining Janney in 2024, he worked for Robert W. Baird & Co from 2011 to 2024. 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 a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.

Mark Stutz is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including LPL Financial, E*TRADE Capital Management, Cadaret Grant & Co., and CUSO Financial Services. Outside of finance, he operates Mark Stutz Fitness, where he works as a fitness trainer coaching clients on workout and nutrition goals. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolios through discretionary authority granted by clients.

Andrew Schultz is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior experience includes roles at E*TRADE Capital Management and AXA Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Barbara Bridges is a financial advisor with First Citizens Investor Services, Inc. She holds Series 66 and Series 63 designations and has seven years of industry experience. Prior to joining First Citizens Investor Services in 2022, she worked at Bank of America, N.A. for 21 years. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, employing a client process centered on financial needs assessment and diversified portfolio allocation across multiple asset classes.

Iziar Moure is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2015 to 2024. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering access to a diversified investment platform and alternative investment opportunities.

Orlando Cruz Jr. is a financial advisor at Ameritas Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and 66 licenses and has worked at firms including ICMA-RC Services, PNC Investments, and MetLife Securities. He is based in Charlotte, NC. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charities, and businesses. The firm employs a range of investment strategies and platforms, incorporating both proprietary and third-party models, and offers services such as asset management, financial planning, and retirement plan advisory.

Nathaniel Chambers II is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial, LLC and Linsco/Private Ledger Corp. since 2007. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management and utilizes various investment strategies and technology platforms to deliver its services.

Robert Stroup is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously spent over two decades at Scott & Stringfellow, Inc., followed by eight years at Bb&T Securities, LLC. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, and incorporates AI-enabled tools in its equity research process.

Mitchell Hodgkiss is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Morgan Keegan & Company, LLC prior to joining Ameriprise. He serves on the Board of Directors for the Pi Kappa Alpha KK Alumni Association. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a structured, non-discretionary process incorporating proprietary research and third-party data.

Gregory Beck is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with 10 years of industry experience. He worked at TIAA and TIAA-CREF from 2014 to 2022 before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chandler King is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to this, he was employed at NTT Data Services for two years. King serves as a board member on the investment committee for the Christ Church Foundation in Charlotte, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by approved tools and portfolio modeling techniques.

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Brendan Cole is a financial advisor with Merrill based in Charlotte, NC. He holds the Series 66 designation and has one year of industry experience. Prior to joining Merrill, he held various positions including roles at Principal Financial Services and The Hanover Insurance Group. He also worked as a retirement consultant offering personalized investment advice to Principal retirement plan participants. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Harold Ballard Jr. is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at Charlotte Christian College and Theological Seminary, Cornwell Center, and PFS Investment Inc. Outside of his advisory work, he is involved with Yom Tov Enterprises, LLC, a non-investment-related business. Primerica Advisors is a large-scale institutional firm that sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm emphasizes model-driven investment strategies managed by unaffiliated asset managers and uses custodial support from Pershing, focusing on a diverse range of strategic and tactical portfolio models.

Jeffrey Vandiver is a financial advisor at LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked at Wells Fargo Clearing for seven years before joining LPL Financial in 2023. Outside of his advisory role, he is a partner in BRJK, LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Mary Grace Cardow is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her background includes roles at The Vanguard Group, Clemson University Academic Success Center, and Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice through a centralized team using proprietary research and tools.

Andrew King is a financial advisor with Osaic Wealth in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes roles at Metlife Securities, Mass Mutual, Sii, and Osaic since 2018. King serves as Vice President on the board of The Gary Hammond Scholarship Foundation, assisting with event coordination. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, and is notable for its scale, affiliate network, and recent consolidation activity.

Joshua Griffin is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, he worked at the Davis Center for Portfolio Management and has engaged in graphic design creation for Redbubble.com. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.