Brian Perkins is a CFA® charterholder with 18 years of industry experience. He is currently associated with Kestra Advisory and Kestra Investment Services, where he has worked since 2020, and also holds a role at CapFinancial Securities, LLC since 2015. Perkins serves as Chief Investment Officer at NFP Corporate Services, overseeing institutional investment programs and client pension plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse clients including sovereign wealth funds.

Deanna Moss is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and with 12 years of industry experience. Prior to joining TIAA-CREF in 2023, she worked at Bestow, Moss Agency, Freedom Financial Advantage, and LPL Financial. Outside of her advisory role, she is the president of Moss Chemical Company, LLC, a business serving individual consumers and restaurants, and she owns Just In Time Restoration, LLC, a residential construction and restoration company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model or customized portfolios managed under a fiduciary standard.

Lamar Johnson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked within the Truist organization since 2017, including time at Truist Investment Services. Prior to entering the financial services industry, he worked at McDonald's for one year. 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 employs a combination of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support investment selection and oversight.

Stephanie Niblack is a financial advisor with Eagle Strategies (NY Life) in Charlotte, NC, holding Series 66 and Series 63 licenses and five years of industry experience. She has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2021 and 2020, respectively. Her prior experience includes roles at the YMCA of Greater Charlotte and Napkin Ink, LLC. 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 offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Joanna Pappas is a CFP® professional with 13 years of experience in the financial industry. She currently works at First Citizens Investor Services, Inc. and First Citizens Bank and previously held roles at Northwestern Mutual Wealth Management Company and Wells Fargo. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process that integrates fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.

Cecilia Mavico is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at LPL Financial and Robinhood Markets. She also serves as an adjunct professor at UNC School of Law, co-teaching a course on Financial Services Compliance. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting while utilizing third-party platforms and AI-enabled research tools.

Jamison Holt is a financial advisor with TIAA-CREF in Harrisburg, NC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with TIAA-CREF and its predecessor TIAA since 2003. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a combination of model portfolio and customized portfolio management under a fiduciary standard within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

John Bruneau is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. He has worked with Ameritas since 2024 and is also involved with Boston 128 Companies, where he supports client service and financial product sales. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing a platform that integrates in-house model portfolios, third-party managers, and affiliations with related financial entities.

Amanda Black is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining First Citizens Asset Management. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, automated platforms, and tax-aware financial planning. The firm employs a client process based on risk tolerance and financial needs, utilizing fundamental, quantitative, and technical analysis.

Namaine Coombs is a CFA® charterholder with over two years of industry experience. He is currently an advisor at Truist Advisory Services and previously held roles at Bank of America and Wells Fargo, where he worked for 24 years. Outside of financial advising, Coombs is the CEO of Unleashed Success, LLC, a life-coaching and book publishing company focused on addressing limiting subconscious beliefs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a range of solutions including asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platform and manager relationships.

Boyd Cauble II is a financial advisor with Primerica Advisors, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities since 2010. Cauble also utilizes CBS brokerage as a resource for life insurance policies for clients. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Jacob Robak is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial and Dexian, a Wells Fargo contract firm. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm utilizes a network model combined with technology platforms and offers discretionary and non-discretionary portfolio management through a range of strategies and third-party resources.

Margaret Sattler is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at Truist Investment Services and Truist Advisory Services since 2022, along with prior positions at Capital City Financial Partners and other organizations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate resources.

Clacy Hysong is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates within a vertically integrated group and offers both model-based and customized portfolio management options.

Stephen Honea is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with 16 years of industry experience. He has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm also acts as adviser to a donor-advised fund and offers a range of advisory services within a vertically integrated structure.

Rhondale Haywood is a CFP® and CFA® with three years of industry experience, currently advising at Truist Advisory Services in Charlotte, NC. Prior to joining Truist, he worked at Bank of America for five years and PNC Bank for twelve years. He serves on the investment committee of the Foundation For The Carolinas, where he participates in asset allocation and strategy oversight. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Christopher Benitez is a financial advisor at Empower Advisory Group with one year of industry experience. He previously worked at The Vanguard Group and Angi, among other firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning services.

John Chidester is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Chidester has worked with Bankers Life and its affiliated entities since 2006, serving as an insurance agent and financial advisor. 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, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized asset allocations and ongoing portfolio management tailored to clients’ goals and risk tolerances.

Chancey Zifko is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Fifth Third Bank and Wells Fargo prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and research tools to assist with investment policy analysis and manager selection.

Tenley Desjardins is a financial advisor with Corient in Charlotte, NC, holding the CFP®, PFS™, and Series 66 designations. She has eight years of industry experience, including prior roles at Ernst & Young, Guardian Life Insurance Company, and Mcgill Advisors (now Brightworth). Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house management with third-party solutions and specialized offerings through affiliated entities.