Jordan Hamilton is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC. He holds a Series 65 designation and has experience working at AmeriLife of North Carolina and FedEx Freight. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and a mix of ETFs, mutual funds, individual securities, and options-enhanced strategies.

Shamecia Carter is a Series 66-registered advisor with Truist Advisory Services, based in Charlotte, NC. She has four years of industry experience and has worked at Truist Advisory Services and Truist Investment Services since 2024, following prior roles at Bank of America, Merrill, and Wells Fargo Clearing. 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, and a manager‑selection program that employs both discretionary and non‑discretionary approaches supported by third-party platforms and AI-enabled research tools.

Anna Shepherd is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to her advisory role, she worked at Truist Investment Services and Truist Wealth, and she also has experience working with Vitality Bowls and the Episcopal School of Jacksonville. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its AMC Advantage manager-selection program and ongoing due diligence.

Rick Burger is a financial advisor with Primerica Advisors based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Park Avenue Securities and Guardian since 2015. In addition to his advisory work, he serves as a successor executor for friends and holds power of attorney for his wife. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan 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.

Brent Martin is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds a Series 63 designation and has worked across various Truist and BB&T entities since 2009. Martin serves as a board member for Roof Above, a nonprofit addressing homelessness in Charlotte, NC, where he participates in general board oversight and monthly volunteering. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver tailored investment solutions.

William Killhour III is a Series 66-credentialed financial advisor with 18 years of experience, currently with TIAA-CREF in Charlotte, NC, where he has worked since 2011. His professional background is exclusively with TIAA-CREF and its related entities. Outside of his advisory role, he has worked as a delivery driver for DoorDash. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Andrew Kulinski is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding the Series 65 and Series 63 licenses with three years of industry experience. His career includes roles across several Wells Fargo entities as well as The Vanguard Group and Ally Invest Securities. Outside of finance, he has work experience in the hospitality industry including positions at Duckworth's Bar and Grill and Ghengis Grill. Wells Fargo Investment Institute is an SEC-registered, bank-affiliated advisory and research organization that provides due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its services are delivered through team-based research and analysis, supporting affiliates who implement investment strategies on a discretionary basis.

Kraig Jackson is a CFP® with 11 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2025. He previously held positions at The Vanguard Group, PNC Investments, Bank of America, Merrill, and Wells Fargo Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools to recommend investments while leaving final trading decisions to clients.

John Longtine is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His background includes roles at TIAA and Instacart, as well as work with Washington University in St. Louis. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides a range of advisory services, including point-in-time planning and ongoing portfolio management, while acting as adviser to a donor-advised fund within a vertically integrated business model.

Jacob Simon is a financial advisor at TIAA-CREF located in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Before joining TIAA-CREF, he worked in retail and service roles at Sun and Ski Sports and Little Big Burger. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides point-in-time planning and ongoing portfolio management under a fiduciary standard within a vertically integrated group.

Nicholas Cerullo is a Series 65-licensed advisor at Kestra Advisory with one year of industry experience. His prior roles include positions at RBMuha, Morgan Stanley, and E*Trade Securities. Before entering the financial sector, he held various roles in hospitality and education. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including large institutional investors such as sovereign wealth funds. The firm provides a range of services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms.

Katharine Osborne is a CFP® and ChFC® credentialed advisor at Corient with 21 years of industry experience. She previously worked at RBC Capital Markets for 16 years before joining Corient in 2025. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Lisa Hund is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 16 years of industry experience and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she serves on the Board of Trustees for the Rock Hill Elks Lodge 1318, co-chairs its Entertainment Committee, plays trumpet for her church and other congregations, and is a board member of the Carolina Wind Orchestra. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various asset classes and account types.

Robert Schwartz is a Series 65-licensed financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He previously worked at Federated Investment Counseling and Federated Hermes Inc. among other firms. Schwartz serves as a board member and MBA partner for 99 Tartans, an organization involved in investment-related activities. Wells Fargo Investment Institute is a bank-affiliated advisory and research organization that provides investment research, manager due diligence, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. Its model portfolios and allocation advice are delivered for implementation by affiliate entities, supported by team-based qualitative and quantitative research across multiple asset classes.

Paul Floriani is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with TIAA-CREF and TIAA since 2007. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and operates within a vertically integrated group that utilizes affiliated funds under a fiduciary standard for its registered investment adviser services.

Grant Booterbaugh is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Principal Advised Services and Wells Fargo Clearing Services. Outside of his primary role, he has provided one-on-one investment advice to retirement plan participants as a retirement consultant. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm serves clients often connected through employer retirement plans and provides customized portfolio management alongside model portfolio options.

Ernest Ross III is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Independent Advisor Alliance, LLC and LPL Financial, having previously worked at Fifth Third Securities, Bank of America, and Merrill Lynch. His experience spans various roles within financial services in the Charlotte, NC area. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary portfolio management, utilizes multiple investment strategies, and integrates technology platforms to support client asset aggregation and estate planning.

Kenneth Poe Jr. is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Corient. He has held positions at several firms, including McGill Advisors, Ci Brightworth, and CIPW Service Company, LLC, before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses comprehensive risk management tools to align portfolios with client objectives.

Kathryn Hughes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 66 and Series 63 licenses. She has seven years of industry experience and has worked for Park Avenue Securities since 2018. In addition to her advisory role, she serves as a Certified Divorce Financial Analyst and operates Smart Divorce Decisions, LLC, providing consulting services related to asset distribution during divorce proceedings. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm provides a mix of proprietary and third-party investment advisory programs and supports both discretionary and non-discretionary relationships.

Zahria Brown is a financial advisor at TIAA-CREF with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with TIAA since 2019. Her prior roles include positions at First Citizens Bank and Mattel American Girl. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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.