Brian Perkins is a CFA® charterholder with 19 years of industry experience, currently serving with Kestra Advisory. His prior roles include positions at CapFinancial Securities, LLC and Lockton Investment Advisors, LLC. Outside of his advisory work, he holds the position of Chief Investment Officer at NFP Corporate Services, Inc., overseeing institutional investment programs for 401(k) and pension plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, including very large institutional investors. The firm offers services such as fiduciary consulting, plan design, and investment oversight, and supports a range of management platforms and third-party solutions.

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 the Series 66 and Series 63 designations and has been with Truist Investment Services since 2021, following roles within the Truist and SunTrust organizations. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews and reporting while operating as an affiliate of Truist Financial with extensive affiliated financial relationships.

Stephanie Niblack is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as work with the YMCA of Greater Charlotte and a brief period with Napkin Ink, LLC. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives across a broad range of investors and plan sponsors.

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 at Truist Advisory Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Robinhood Markets. Cecilia also serves as an adjunct professor at the UNC School of Law, where she co-teaches a class on Financial Services Compliance. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm emphasizes comprehensive asset allocation strategies and manager selection through the Envestnet platform, supported by a combination of traditional research and AI-enabled 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 Series 66-credentialed financial advisor with two years of industry experience, currently with Ameritas Advisory Services, LLC. His prior work includes roles at Ameritas Investment Company, LLC, Boston 128 Companies, and The Ripken Experience. Outside of his advisory work, he is involved in investor relations at Boston 128 Companies. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Amanda Black is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. Her career includes roles at First Citizens Asset Management, Wells Fargo Clearing, and Ironstone Securities, Inc. First Citizens Investor Services, Inc. serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, emphasizing IAR-led financial assessments and diversified portfolio management across equities, fixed income, mutual funds, and ETFs.

Namaine Coombs is a CFA® charterholder with 28 years of industry experience. He is currently with Truist Advisory Services and previously worked at Bank of America and Wells Fargo. Outside of financial advising, he is the CEO of Unleashed Success, LLC, a life-coaching and book publishing company focused on overcoming limiting subconscious beliefs. 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 employs a combination of traditional research and AI-enabled tools to support its advisory services and offers partnerships with Envestnet Retirement Solutions for retirement plan management.

Boyd Cauble II is a financial advisor with Guardian Life and holds Series 65 and Series 66 designations. He has 24 years of industry experience, including roles at Park Avenue Securities, Evergreen Investment Management, Columbia Management Advisors, and Banc of America Investment Services. Cauble also utilizes CBS Brokerage as a resource for life insurance policies outside of his primary firm. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate clients, and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs as well as third-party advisory solutions.

Jacob Robak is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Financial and Dexian under a Wells Fargo contract. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a combination of discretionary and non-discretionary portfolio management strategies and leverages technology platforms to support comprehensive wealth management services.

Margaret Sattler is a financial advisor at Truist Advisory Services with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked with various Truist entities since 2021. Prior to her current role, her background includes positions at Capital City Financial Partners, E.W. Scripps Company, and Barre3, among others. 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 and AI-enabled tools to support asset allocation and manager selection, offering ongoing reviews and client consultations through its comprehensive advisory platform.

Judy Poole is a financial advisor with Lincoln Investment who holds a Series 66 credential and has eight years of industry experience. She has worked at Lincoln Investment since 2017 and previously at Robinson & Associates beginning in 2005. Outside of advising, she serves as an officer and 50% owner of Poole Financial Services Inc. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth clients, trusts, charities, and retirement plans, including educators in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by a dedicated Investment Management & Research team and access to third-party managers.

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®, CFA®, and Series 63-licensed financial advisor with three years of industry experience. He is currently with Truist Advisory Services and previously worked at Bank of America and PNC Bank. He serves on the investment committee for the Foundation for the Carolinas, assisting with asset allocation and strategy monitoring. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its advisory offerings and maintains extensive affiliated financial relationships.

Christopher Benitez is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked previously for The Vanguard Group and Angi. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers an integrated service model tied to Empower’s administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

John Chidester is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has 15 years of industry experience. His career includes roles at Bankers Life Advisory Services since 2018 and Bankers Life Securities, Inc. since 2016. He is also an insurance agent with Bankers Life & Casualty, appointed to offer Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies 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 firms including Fifth Third Bank, Wells Fargo, and BB&T. Outside of his advisory role, Zifko is involved in managing several rental properties in the Charlotte, NC area. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations, utilizing both traditional research and AI-enabled tools to support client portfolios.