Jack Heil is a financial advisor with PlanMember Securities Corporation in Charlotte, NC, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has worked at Lombard Advisers Incorporated, Lombard Securities Incorporated, and H.D. Vest Advisory and Investment Services, and has been self-employed since 2013. Heil is also a CPA and provides tax preparation and accounting services through his own practice. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and provides education, support services, and personalized retirement planning.

Sarah Mcmillian is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing for a decade. Outside of her advisory role, she co-owns farmland that is rented for crop harvesting. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse clientele, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI tools and offers ongoing client reviews and reporting, operating as part of the broader Truist Financial network.

Jason Wolff is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously spent four years with Wells Fargo Clearing. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Matthew Bradshaw is a financial advisor with GWN Securities Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Members Trust Company, SECU Brokerage Services, and FR Owen & Associates. He also serves as a Financial Advisory Services Specialist with State Employees' Credit Union and as a life insurance agent with SECU Life Insurance Company. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning services. The firm employs diversified portfolio management strategies incorporating asset allocation, Modern Portfolio Theory, and tactical trading approaches.

Julie Carter is a Series 66 licensed financial advisor with eight years of industry experience, currently with First Citizens Investor Services, Inc. in Charlotte, NC. Her prior roles include positions at Woodbury Financial Services, Waddell & Reed, and various insurance carriers. Carter serves as a board trustee for Tri-County Community College in North Carolina. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes IAR-led client assessments and applies fundamental, quantitative, and technical analysis in portfolio allocation.

Braxton Barber is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, Barber was associated with NYLife Securities LLC and New York Life Insurance Company. Outside of his financial career, he has been involved with the United States Golf Association (USGA). Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Richard Breen is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Bankers Life entities since 2001 in various roles, including managing a team of agents and overseeing hiring and training. Outside of advisory work, he serves as a unit sales manager at Bankers Life and Casualty and is involved in managing and investing in insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, retirement plan consulting, and customized asset allocation strategies. The firm combines fundamental, technical, and cyclical analysis in its investment approach and operates within a group affiliated with mortgage and insurance businesses.

Jamie Dugo is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Comfort Keepers. Outside of his advisory role, Dugo serves as a member of the Catawba County Planning Board. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Tyler Johnson is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC in Charlotte, NC. He previously worked for THE Vanguard Group, Inc. for 11 years and has been affiliated with LPL Financial since 2023. Johnson is also involved with FreshWater Financial LLC, an independent registered investment advisory firm he founded in 2023. 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 employs a network model of advisory representatives and utilizes various portfolio management strategies and technology platforms to deliver its services.

Edmond Henley Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His career includes prior roles at Merrill, Morgan Stanley, BB&T Securities, and SunTrust Advisory Services. Truist Advisory Services offers 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 to support client portfolio construction and ongoing monitoring, working closely with Envestnet platforms and affiliated financial entities.

Anthony Valerio is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Valerio previously worked at Wells Fargo Clearing and The Prudential Insurance Company of America. 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 entities. The firm utilizes IAR-led assessments and combines fundamental, quantitative, and technical analysis to construct portfolios across equities, fixed income, mutual funds, and ETFs.

Conor Cetola is a financial advisor at Schwab Wealth Advisory, Inc. in Charlotte, NC, holding a Series 66 designation with three years of industry experience. His background includes roles at Fidelity Investments and Charles Schwab & Co., Inc. prior to joining Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co., focusing on asset allocation and investment selection guided by internal research tools and standardized models.

Drew Harshaw is a financial advisor at Hornor, Townsend & Kent, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist Advisory Services, TRUIST Investment Services, and BB&T Securities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and offers both discretionary and non-discretionary account options supported by third-party asset manager relationships.

Kevin Phinney is a financial advisor with Principal Financial Services in Charlotte, NC, holding a CFP® designation and securities licenses Series 63 and Series 65. He has 12 years of industry experience, including roles at Fulcrum Capital Partners and Principal Life Insurance Company. Outside of advising, he serves as president of a local BNI chapter and owns an LLC involved in mobile home property management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Edward Tyree III is a financial advisor at NewEdge Advisors with 34 years of industry experience. He has held positions at RBC Capital Markets Corporation and Citigroup Global Markets before joining NewEdge Advisors in 2023. Tyree holds Series 63 and Series 65 credentials. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, consulting services, and access to various advisory programs, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party investment strategies.

Ashley Haisch is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. She holds a Series 66 license and previously worked at Morgan Stanley and Stifel. Outside of her advisory role, she works as an independent contractor for Poshmark. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and investment services through a Private Advisor model and a consolidated investment platform.

Keith Taylor is a ChFC® and holds a Series 66 license, with 26 years of industry experience. He has worked at Park Avenue Securities since 2000 and previously was with C.P. Advisory Services from 2000 to 2004. Outside of his advisory work, he teaches pickleball part time in Charlotte, NC. 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 relationships through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

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.