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 with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and bringing 10 years of industry experience. Her prior work includes a decade at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory activities, she co-owns farmland in Amelia, Virginia, which is leased for crop harvesting. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Jason Wolff is a Series 66-licensed financial advisor with 26 years of industry experience, currently with Janney Montgomery Scott since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Charlotte, NC. 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 with brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

Julie Carter is a financial advisor at First Citizens Investor Services, Inc. with seven years of industry experience. She holds the Series 66 designation and has worked at several firms including Woodbury Financial Services and Waddell & Reed. Outside of her advisory role, she serves as a trustee and Clay County representative on the Tri-County Community College Board of Trustees. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, and business entities. The firm offers portfolio management through various wrap programs and an automated Guided Investing platform, combining fundamental, quantitative, and technical analysis with tax-aware services and access to integrated banking resources through its bank holding company affiliation.

Braxton Barber is a financial advisor at Eagle Strategies (NY Life) in Charlotte, NC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his advisory career, he was involved with the United States Golf Association and worked in various roles including at Davidson College and Pine Needles Golf and Lodge. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Jamie Dugo is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2017 to 2022 and Comfort Keepers from 2016 to 2017. Outside of his advisory role, he serves as a member of the Catawba County Planning Board in North Carolina. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers portfolio management through various platforms, including separately managed accounts and an automated Guided Investing service.

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 at Truist Advisory Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Conor Cetola is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and three years of industry experience. He previously worked at Fidelity Investments and has a diverse background that includes roles outside finance, such as at Pizza Hut and Starbucks. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice without discretionary trading authority and serving primarily individual clients.

Drew Harshaw is a financial advisor at Hornor, Townsend & Kent, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services and BB&T Securities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Kevin Phinney is a CFP® professional with 12 years of industry experience, currently serving with Principal Financial Services. His prior roles include positions at Fulcrum Capital Partners and Foresters Financial Services. He is active as the president of a local BNI chapter, where he oversees meetings and the executive team. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes financial planning and access to third-party money manager asset allocation and separately managed account solutions through advisory and promoter arrangements.

Edward Tyree III is a financial advisor at NewEdge Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors since 2023. His prior experience includes roles at Eudaimonia Partners and RBC Capital Markets Corporation. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing various investment strategies and regular portfolio reviews.

Paul Goetz III is a financial advisor with Independent Advisor Alliance, LLC and holds Series 65 and Series 63 licenses. He has two years of industry experience, including roles at LPL Financial and R.J. Schrift Private Asset Management. Outside of finance, he owns a home-based detailing business called PGM Detailing. Independent Advisor Alliance serves a diverse clientele, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model with several hundred advisory representatives and integrates various portfolio management strategies alongside technology platforms for comprehensive client service.

Ashley Haisch is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Stifel. Outside of her advisory role, she is an independent contractor for Poshmark, an online retail platform. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with access to alternative and private investments and a range of manager options.

Keith Taylor is a financial advisor with Primerica Advisors based in Charlotte, NC. He holds the ChFC® designation and the Series 66 license, and has 25 years of industry experience. He has worked at Park Avenue Securities since 2000. Outside of his advisory work, he teaches pickleball part-time in Charlotte. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a variety of investment strategies through proprietary models, third-party managers, and digital advice 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.

Andrew Schultz is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at E*TRADE Capital Management LLC and AXA Advisors, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements portfolios with mutual funds and ETFs.

Barbara Bridges is a financial advisor at First Citizens Investor Services, Inc. with seven years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Bank of America, N.A. for 21 years before joining First Citizens in 2022. First Citizens Investor Services, Inc. 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 using fundamental, quantitative, and technical analysis, offering both discretionary and non-discretionary management options.