Travis Aiken Jr. is a financial advisor at Truist Advisory Services with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Wells Fargo Clearing, Wells Fargo Bank, and First Citizens Bank. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional and AI-enabled research tools and offers client support through ongoing reviews, reporting, and consultations.

Gerard Nieters is a financial advisor with Principal Financial Services in Charlotte, NC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Sage Financial Partners since 2006 and has been affiliated with Principal Life Insurance Co. and Principal Securities Inc. since 2003. Outside of his advisory role, he is involved in selling group and individual health insurance as well as other insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kevin Renz is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at First Citizens since 2018 and previously held positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Credit Union Investment Services. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities with a range of advisory and brokerage services, including portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes advisor-led client assessments and employs fundamental, quantitative, and technical analysis to manage investments across various asset classes.

Jackey Webb is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 credential and 15 years of industry experience. Prior to joining First Citizens Investor Services in 2015, Webb worked at Wells Fargo Clearing from 2011 to 2015. Outside of advisory work, Webb serves as Vice President of the Pisgah High School Athletic Booster Club and is a volunteer PA announcer for Pisgah High School sports. Webb also holds a leadership position as 3rd Vice-President of the Canton Lions Club. First Citizens Investor Services, Inc. serves individual and institutional clients by providing advisory and brokerage services through a range of portfolio management solutions, including UMA and SMA programs, model portfolios, and automated investing platforms. The firm focuses on tailored client assessments and applies various investment analyses to construct diversified portfolios across equities, fixed income, mutual funds, and ETFs.

Joseph Vaughn is a financial advisor at Guardian Life with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Guardian Life in 2026, Vaughn worked at LPL Financial from 2023 to 2026. Guardian Life operates through Park Avenue® Wealth Management, serving individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, incorporating proprietary programs and third-party platforms, with tailored client relationships and access to insurance products and alternative investments.

Nicholas Todd is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. He previously worked at Park Avenue Securities and has a background that includes roles at Clemson University and involvement in marketing. Outside of his advisory work, he provides basketball lessons and serves on the board of the Charlotte Clemson Club Alumni Association and the Lake Norman Young Professionals networking group. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, and charitable organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies while providing access to proprietary programs, third-party advisory solutions, and integrated lending options.

Amanda West is a CFP® professional with 12 years of industry experience, currently affiliated with Janney Montgomery Scott. She previously worked at Wells Fargo Clearing for six years before joining Janney Montgomery Scott, where she has been since 2022. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Scott Warner is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. He holds the Series 66 designation and has worked previously at Nuveen Asset Management, LLC, Nuveen Securities, LLC, and Nuveen. 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 specializes in delivering non-discretionary, non-customized model portfolios based on research from its specialist divisions.

Megan Payton is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. before joining Rockefeller. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Patrick Bobbins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 66 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Carroll Financial Associates, Cetera Advisor Networks, LPL Financial, and various units within the Wealth Enhancement group since 2021. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that blends passive and active management, supported by an internal Investment Committee and a range of implementation tools and program options.

Irina Podmolska is a CFP® professional with eight years of experience in the financial services industry. She is currently with Schwab Wealth Advisory, Inc. and has prior experience at Charles Schwab, Bank of America, Merrill Lynch, and M&T Bank. Podmolska holds a Series 66 license. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment approach relies on Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Evan Haire is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at MML Investors Services, Mass Mutual Life Insurance, Merrill Lynch, and Western & Southern Life. Outside of finance, he has experience managing a wine room business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online credentials. The firm employs approved model strategies managed by PNC or third parties, using mutual funds and ETFs with annual rebalancing and no individual security trading or margin.

Benjamin Thomas is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Wells Fargo Clearing Services and has been with Truist since 2025. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, offering services through the Envestnet platform and maintaining extensive affiliated financial relationships.

Constance Kennedy is a financial advisor at T. Rowe Price Advisory Services, Inc. with eight years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at GWFS Equities, Inc. and BB&T. T. Rowe Price Advisory Services offers the Retirement Advisory Service, providing individual investors and households with goals-based financial planning, retirement income planning, and discretionary investment management primarily through T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations to develop financial plans and manages accounts on a discretionary basis.

Caroline Thomas is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 65 and Series 63 licenses with three years of industry experience. Her career includes roles at Truist Advisory Services and Truist Investment Services, as well as prior experience at WPS Health Solutions and FN America. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews, serving clients through a platform that includes third-party investment manager selection and fiduciary partnership services.

Christopher Garrett is a CFP® with 11 years of experience in the financial services industry. He is currently an advisor at Creative Planning and has previously worked at TMF Investments, Motley Fool Wealth Management, and The Vanguard Group. Garrett holds Series 63 and Series 65 licenses. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and a range of retirement plan services.

Michael Jones is a ChFC® with 15 years of industry experience, currently affiliated with Brookstone Capital Management LLC. He has worked at APR Financial LLC since 2011 and also operates an LLC that provides life and health insurance, including Medicare-related health insurance and long-term care insurance, as well as fixed and fixed indexed annuities for qualified accounts. Brookstone Capital Management offers fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm uses a mix of strategic asset-allocation models and investment products, including proprietary ETFs and mutual funds, to implement client portfolios through discretionary management and sub-advisory relationships.

Latonya Woodruff is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and having 14 years of industry experience. Her career includes roles at Truist Investment Services, Truist Advisory Services, SunTrust/Truist Bank, and Wells Fargo Clearing. 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 support its asset allocation strategies and ongoing client reviews.

Michael Dimitri is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing for nine years and B. Riley Wealth Advisors for several years. Dimitri also serves as a non-public arbitrator for FINRA dispute resolution. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI tools and offers ongoing client reviews and reporting, leveraging its affiliations within the Truist Financial network.

Thad Tucker is a CFP® with 28 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Charlotte, NC. He has been with the firm for 23 years and is also a partner in two real estate ventures, M&T Properties LLC and West Way LLC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, using a client-focused process that incorporates fundamental, quantitative, and technical analysis across various asset classes.