Roberta Dawson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 17 years with her current firm. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, utilizing fundamental, quantitative, and technical analysis alongside automated model portfolios and tax-aware strategies.

Eric Cannon is a CFP® with 25 years of industry experience, currently serving as a financial advisor at First Citizens Investor Services, Inc. since 2005. He is based in Hendersonville, NC, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he coaches track and field for the boys and girls teams at Enka High School in Buncombe County. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies, combining risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis. As a subsidiary of a bank holding company, the firm integrates banking resources and provides access to bank products alongside its advisory services.

Larry Parker is a financial advisor with Eagle Strategies (NY Life) based in Matthews, NC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been affiliated with Eagle Strategies since 2007 and operates his own firms, Parker Financial Group LLC and Parker Financial and Insurance Solutions. Outside of his advisory work, Parker volunteers as a sports coach with the Porter Ridge Athletic Association. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized solutions through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Bryan Stevenson is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2012. Outside of his advisory role, he serves as COO and Sales Manager of Cardinal Trading Group, an e-commerce business specializing in sporting dog products. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals with ties to employer retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm offers model and customized portfolio management within a vertically integrated structure that includes affiliated funds and advisory services for donor-advised funds.

Peter Velissarios is a financial advisor with Truist Advisory Services, holding the Series 63 and Series 66 designations and possessing 24 years of industry experience. His prior work includes positions at Wells Fargo Clearing Services and CITIGROUP. He is based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Justin Krebs is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked in investment-related roles at AE Wealth Management since 2020 and owns Proactive Total Wealth, a business involved in insurance sales and services since 2007. Krebs also partners with a network of CPAs to provide tax advice and services. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to individual and institutional clients. The firm emphasizes discretionary model portfolios and integrates multiple investment strategies while managing approximately $49.8 billion for over 127,000 clients.

John Natoli is a CFP® and ChFC® with 28 years of experience in the financial services industry. He has worked at Eagle Strategies (NY Life) since 2020 and has prior experience with Mutual of Omaha and Mass Mutual Life Insurance. Natoli is based in Charlotte, NC. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a significant portion of assets on a non-discretionary basis.

Louis Satryan is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ft. Washington Brokerage Services, Inc. since 2000. Outside of his advisory role, he serves as a college football on-field referee during the season and works as an insurance agent. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other advisers, sovereign wealth funds, and banking institutions, primarily delivering discretionary investment management via model portfolios and unified managed accounts.

John Patterson is a CFP® and Series 66 credentialed financial advisor with seven years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC in Charlotte, NC, where he has worked since 2021. His prior experience includes roles at LPL Financial LLC, Cetera Advisor Networks, Carroll Financial Associates, and United Technologies Corporation. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment approach combines passive and active management through diversified, risk-class based allocations, overseen by an internal Investment Committee.

Joseph Valenti is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has been with TIAA-CREF since 2012. 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. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Mohamed Cherif is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes eight years at Wells Fargo Clearing and three years at People's Securities, Inc. Outside of advisory work, he owns a rental property in Lowell, MA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a range of third-party platform arrangements.

Angelica Trumer is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63, 65, and 66 licenses and seven years of industry experience. Her prior roles include positions at Bank of America and Northwestern Mutual. Outside of her advisory work, she is an owner of a rental property business. 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, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

Joseph Pagani is a financial advisor at Guardian Life and Park Avenue Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Bermuda Sands Apparel. He is also involved in other insurance-related business activities in Charlotte, NC. Park Avenue Securities LLC, a subsidiary of Guardian Life, serves individuals, retirement plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party strategies.

Mathew Morgan is a financial advisor at TIAA-CREF with 13 years of industry experience and holds a Series 66 designation. He has been with TIAA-CREF since 2014. Outside of his advisory role, he co-owns rental property with his spouse in Charlotte, NC. 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. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Tamila Miceli is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience and a Series 66 designation. She previously worked at Summit Financial Group and Securian Financial Services Inc for eight years. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides an integrated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Carl Hedstrom is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Hedstrom is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

John Osterberg is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with LPL Financial LLC and Independent Advisor Alliance since 2016. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes both discretionary and non-discretionary management strategies, employs a range of analytical techniques, and leverages technology platforms for comprehensive wealth and estate planning services.

Thomas Donahue is a financial advisor with Commonwealth Financial Network in Charlotte, NC, holding CFP® and ChFC® designations and over 33 years of industry experience. He has been with Commonwealth and The Pinnacle Financial Group since 2006. Donahue is also co-owner and president of PFGNC, Inc., and serves as treasurer and part-owner of Elite Benefits Group, Inc., both involved in insurance and securities-related activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support, while offering a range of investment solutions including discretionary model portfolios and personalized indexing options.

John Teeter Jr. is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2018 to 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled tools to support its equity research and manager selection processes.

William Brantley is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding Series 63 and Series 65 credentials. He has 30 years of industry experience, including over a decade with his current firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm employs a network model with numerous advisory representatives and integrates technology-driven solutions alongside discretionary and non-discretionary portfolio management.