Matthew Savloff is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Wells Fargo, J.P. Morgan Chase, and the U.S. Department of Homeland Security. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides investment research, manager due diligence, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its advice is generally non-discretionary and focused on impersonal guidance delivered to affiliated entities for implementation.

Benjamin Laubach is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation and experience in both advisory and other business roles, including work with Tastful Occasions and Phantom Fireworks. He began his industry career in 2025 and is based in Charlotte, NC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach centers on Modern Portfolio Theory, using diversified portfolios and various investment vehicles supported by comprehensive client education and specialized service lines.

Austin Lewis is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Charlotte, NC. His prior roles include positions at AssetMark Brokerage, LLC and The Vanguard Group, Inc. Outside of advising, he is a managing partner and co-founder of SouthPark Family Tax, LLC, a seasonal income tax preparation firm. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment process that blends passive and active strategies overseen by an internal Investment Committee.

Darren Parson is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Truist in 2023, Parson worked at Wells Fargo Clearing and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary arrangements.

Courtney Williams is a financial advisor at Steward Partners Investment Advisory, LLC with 16 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and Edward Jones. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Margaret Keith is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Janney Montgomery Scott. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, and institutional clients. The firm offers a range of services including brokerage, financial planning, consulting, and advisory programs, supported by both in-house and third-party portfolio management.

Jerry Carpenter Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Ameritas Advisory Services since 2021 and maintains roles with Ameritas Investment Corp and Ameritas Life Insurance Corp since 2013. Carpenter is also the owner and president of Carpenter Group Inc/DBA CGI Benefits, which provides group health and dental benefits, and operates a timber farm growing Loblolly Pine trees. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management through various programs and emphasizes retirement plan advisory services with a range of fiduciary and consulting options.

Benjamin Beeson is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Principal Life Insurance Company, Wells Fargo Clearing, and New York Life Securities. 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 extensive inter-affiliate integration.

Charles Stegall is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors since 1999 and has longstanding affiliations with CP Advisory Services, Inc. and Guardian Life Insurance Company. Outside of his advisory work, he is a passive owner of an HVAC installation company and has invested in a resort development project in the Bahamas. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as securities-based lending and tax-harvesting.

Chason Trahan is a CFP®-certified financial advisor with nine years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He has worked with multiple firms including Carroll Financial, Cetera Advisor Networks LLC, Dixon Wells, and LPL Financial. Trahan serves as trustee, executor, and guardian for immediate family member estates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a network of hundreds of advisors. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Devin Stamp is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at The Vanguard Group, LPL Financial, and several non-financial firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting through a network model supported by technology platforms and a range of advisory services.

Frederic Kane is a financial advisor at First Citizens Investor Services, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial industry, he spent several years in educational roles at Coastal Carolina University, Campbell University, and Carolina Forest High School. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-focused process combining fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes and offers a variety of investment platforms and financial planning services.

Ernest Kiefer III is a CFP® with 18 years of industry experience, currently serving as an advisor at First Citizens Investor Services, Inc. in Charlotte, NC. He has been with First Citizens Investor Services since 2013. 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 offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing IAR-led assessments and a mix of fundamental, quantitative, and technical analysis to allocate assets.

Robert Holmes is a financial advisor with Primerica Advisors based in Charlotte, NC, holding the ChFC® and Series 63 designations and bringing 51 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance since 2013. Holmes serves as a board member of the Society of Financial Services Professionals. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of brokerage and advisory services along with financial and business consulting. The firm implements investment strategies through proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Harry Koutroumanis is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at CMI Packaging and Ruffalo Noel Levitz. Outside of his advisory work, he serves as a director for the Hellenic Performing Arts Foundation, which supports traditional Hellenic cultural arts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program through a combination of discretionary and non‑discretionary solutions.

Benjamin Dobson is a financial advisor with Kestra Advisory who holds the Series 66 designation and has 20 years of industry experience. He has been with Kestra Advisory since 2016 and has also worked with Kestra Investment Services, LLC and Corporate Benefit Advisors. Outside of his advisory work, Dobson serves as a board member for the ACC Championship/Belk Bowl, supporting the selling of corporate packages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services that include fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, serving clients such as large institutional investors and sovereign wealth funds.

Jessica Sexton is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has 17 years of industry experience and has worked at Independent Advisor Alliance and LPL Financial since 2014. She also contributes a few hours per month to various research firms outside of her primary roles. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm employs discretionary and non-discretionary portfolio management strategies, leveraging technology platforms and a network model supported by LPL Financial ownership.

Dean Diamond is a financial advisor at Equity Services, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group and Eagle Strategies (NY Life). Outside of his advisory role, he serves as chapter chair of the Wrestlers in Business Network in Charlotte, NC. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Emily Combs is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has held roles at Bankers Life Advisory Services since 2019 and has worked with various related entities, including Bankers Life Securities, Inc. and Bankers Life & Casualty. Outside of financial services, she owns Alluring Art Designs, a business creating handmade jewelry, hand-painted glass, and knit and crochet items. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies tailored to client goals and risk tolerances.

Jeanna Blair is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her career includes extensive tenure with Truist firms and their predecessors, spanning various roles in investment services and securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled research tools alongside traditional analysis to support its investment offerings.