Steven Boner is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. He is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a network of advisors and diverse program offerings. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.

Ramona Burris is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked with Truist Advisory Services and affiliated companies since 2019, including BB&T Investments and BB&T Securities. Outside of her advisory role, she owns a rental property in Charlotte. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, and charitable organizations, utilizing both traditional research and AI-enabled tools to support its investment offerings.

Thomas Schauder is a CFP®-certified financial advisor with six years of industry experience, currently with Truist Advisory Services. His prior experience includes roles at Truist Wealth and Poterack Capital Advisory. Outside of his advisory work, he is involved in leasing and maintaining rental property in Charlotte, NC. Truist Advisory Services offers 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 employs a combination of traditional research and AI-enabled tools to support investment decisions and provides ongoing client reviews and reporting.

Samuel Opoku Agyemang is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 designations and bringing eight years of industry experience. His prior roles include positions at PNC Investments and The Vanguard Group, Inc. Outside of finance, he is a part owner of an online clothing store, Amansie Strategic LLC. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its advisory services and leverages its affiliation with Truist Financial to provide integrated banking and brokerage solutions.

Mac Kowaleski is a financial advisor at Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. He has worked with firms including Hamilton Henry Wealth Strategies LLC, NYLIFE Securities LLC, and New York Life. Kowaleski previously owned a raw materials sales business, which is now dormant. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm employs multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Mitchell is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining Rockefeller Financial in 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Stephen Park is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with First Citizens Bank and its affiliated investment services firm since 2016. Outside of his advisory role, Park serves on the board of United Cerebral Palsy, a nonprofit organization providing care and support for individuals with disabilities. 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 businesses. The firm offers portfolio management, wrap programs, model portfolios, an automated investing platform, tax-aware services, and financial planning, employing a client-centered approach based on fundamental, quantitative, and technical analysis.

Dennis Riegraf is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and previously worked at Deutsche Bank for 11 years, followed by roles at J.P. Morgan Securities and JPMorgan Chase Bank. Truist Advisory Services offers 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 process and coordinates with Envestnet platforms for manager selection and retirement plan services.

Mark Capecci is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. His work history includes six years at LPL Financial and prior roles at the University of Alabama and ClubUp. Independent Advisor Alliance serves a broad client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management strategies, supported by technology platforms and a network model that integrates LPL Financial brokerage services and third-party estate-planning resources.

David Hampton is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. He holds Series 63 and Series 65 licenses and has four years of industry experience, including roles at Wells Fargo and JPMorgan Chase. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities with advisory and brokerage services. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis to portfolio management across various asset classes.

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 at Truist Advisory Services with 10 years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing for a decade. Outside of her advisory role, she co-owns farmland that is rented for crop harvesting. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse clientele, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI tools and offers ongoing client reviews and reporting, operating as part of the broader Truist Financial network.

Jason Wolff is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously spent four years with Wells Fargo Clearing. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Matthew Bradshaw is a financial advisor with GWN Securities Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Members Trust Company, SECU Brokerage Services, and FR Owen & Associates. He also serves as a Financial Advisory Services Specialist with State Employees' Credit Union and as a life insurance agent with SECU Life Insurance Company. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning services. The firm employs diversified portfolio management strategies incorporating asset allocation, Modern Portfolio Theory, and tactical trading approaches.

Julie Carter is a Series 66 licensed financial advisor with eight years of industry experience, currently with First Citizens Investor Services, Inc. in Charlotte, NC. Her prior roles include positions at Woodbury Financial Services, Waddell & Reed, and various insurance carriers. Carter serves as a board trustee for Tri-County Community College in North Carolina. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes IAR-led client assessments and applies fundamental, quantitative, and technical analysis in portfolio allocation.

Braxton Barber is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, Barber was associated with NYLife Securities LLC and New York Life Insurance Company. Outside of his financial career, he has been involved with the United States Golf Association (USGA). 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Richard Breen is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Bankers Life entities since 2001 in various roles, including managing a team of agents and overseeing hiring and training. Outside of advisory work, he serves as a unit sales manager at Bankers Life and Casualty and is involved in managing and investing in insurance products. 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, retirement plan consulting, and customized asset allocation strategies. The firm combines fundamental, technical, and cyclical analysis in its investment approach and operates within a group affiliated with mortgage and insurance businesses.

Jamie Dugo is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Comfort Keepers. Outside of his advisory role, Dugo serves as a member of the Catawba County Planning Board. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

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 with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His career includes prior roles at Merrill, Morgan Stanley, BB&T Securities, and SunTrust Advisory Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support client portfolio construction and ongoing monitoring, working closely with Envestnet platforms and affiliated financial entities.