Jeffrey Gagne II is a financial advisor at Truist Advisory Services with Series 66 credentials and a background that includes roles at Truist Investment Services and Truist Bank. Prior to entering the financial industry, he worked at Alice Jules Coffee House. 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 integrates traditional research with AI-enabled tools and offers a range of services including outsourced asset management and fiduciary support.

Joseph Baumgartner is a financial advisor at RBC Rochdale, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at New York Life insurance company for 14 years before joining CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, and offers discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services.

Robert Hopkins is a CFP® and ChFC® credentialed advisor with 21 years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at Northwestern Mutual, Brighthouse Financial, Allstate Life Insurance, and MetLife Investors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses proprietary asset-allocation models and research tools to deliver tailored recommendations with client authorization required for trades.

Katherine Eaker is a financial advisor with Lincoln Investment in Indian Trail, NC, holding a Series 66 designation and two years of industry experience. She has previously worked at Capital Analysts and has experience in education through her time with Charlotte-Mecklenburg Schools. Outside of her advisory role, she is involved with FFG Companies, Inc. as a sales assistant while studying for the SIE and Series 7 exams. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular history of working with educators and participants in 403(b) and 457(b) programs. The firm provides financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that creates strategic model portfolios and adaptive investment strategies.

Brian Guild is a financial advisor with Bankers Life Advisory Services, Inc. based in Charlotte, NC, holding a Series 66 designation and bringing 11 years of industry experience. He has been associated with Bankers Life entities since 2008 and serves as president of BGUILD Financial, an LLC he oversees. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a broad range of securities aligned with clients’ goals and risk tolerances.

Terry Estes is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Steward Partners Investment Advisory, LLC, with 26 years of industry experience. He previously worked at Edward Jones for over two decades and has held roles at Freedom Street Partners and Raymond James Financial Services. Outside of his advisory work, he serves as a board member for the Union County Community Shelter, where he organizes fundraising events. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering diverse investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Charles Dixon is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at firms including LPL Financial, Ameriprise, and Wells Fargo Clearing. Dixon is also involved in an investment company, KDX Partners LLC. 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 uses a network model with numerous advisory representatives and incorporates both discretionary and non-discretionary management supported by various investment strategies and technology platforms.

Christopher Tietsort is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been with Bankers Life Advisory Services and affiliated entities since 2014. Outside of his advisory role, he sells Medicare, extended care, life insurance, and fixed insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Shawn Weber is a financial advisor at Bankers Life Advisory Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has been associated with Bankers Life entities since 2001. In addition to his advisory role, he recruits and trains insurance agents for Bankers Life & Casualty, Inc. 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 uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals and risk tolerances.

Brooke Humphrey is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 registrations and possessing 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Morgan Stanley Smith Barney, Ameriprise, and Citigroup Global Markets. Outside the financial industry, she has been involved with companies such as DOORDASH, Crunchi, and Pure Haven Essentials. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors and over 13,000 clients.

Colton Clevenger is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. He has been associated with East Carolina University since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

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.

Barry Lutfy is a financial advisor with GWN Securities Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with GWN Securities since 2004 and has also maintained roles as a self-employed financial professional and with F.R. Owen & Associates since 1989. Outside of his advisory work, he is involved in non-equity insurance product brokerage through the Financial Independence Group and serves as a registered representative at US Retirement Partners. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs both discretionary portfolio management and model-based allocations, utilizing affiliated and unaffiliated sub-advisers, and is noted for its use of market-timing and momentum-based trading strategies in certain legacy programs.

Aaron Cantley is a financial advisor at Brookstone Capital Management LLC in Charlotte, NC, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Brookstone Wealth Advisors since 2023. In addition to his advisory role, Cantley has operated Cantley Insurance & Financial Services since 2008, where he serves as a sales advisor in fixed insurance. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm offers a turnkey asset management platform with strategic and dynamic asset-allocation models, incorporating various investment strategies and serving as a sub-advisor to other advisory programs.

Gabrielle Baylog is an advisor at Bankers Life Advisory Services, Inc. with Series 66 credentials and one year of industry experience. Prior to her advisory role, she spent nine years in full-time education. She is also a licensed insurance agent for Bankers Life and Casualty Company, authorized to write 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 consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Chance Williams is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at TRUIST Investment Services, First Citizens Bank, and BB&T. In addition to his advisory work, he serves as a varsity basketball coach for Union County Public Schools. 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 employs a comprehensive approach combining client goal-setting, asset allocation strategies, and manager selection through the Envestnet platform, supported by traditional research and AI-enabled tools.

Rachel Bradsher is a financial advisor with Lincoln Investment in Matthews, NC, holding Series 66 and Series 63 credentials and two years of industry experience. She has worked at Lincoln Investment since 2023 and has prior experience at Poole Financial Services and Anthropologie. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that creates strategic model portfolios and adaptive strategies.

Austin Cowles is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Northwestern Mutual and Lincoln Financial Group. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs that focus on asset allocation, contribution guidance, and retirement planning, utilizing proprietary software and model portfolios provided by Morningstar Investment Management.

Zuzana Ambrova is a financial advisor with Eagle Strategies (NY Life) based in Matthews, NC. She holds the Series 66 designation and has 17 years of industry experience. Her prior work includes positions at Merrill and ongoing roles with Parker Financial Group and NYLIFE Securities. Ambrova operates under the DBA Parker Financial Group, servicing insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and delivers solutions via multiple program types, with most assets managed on a non-discretionary basis.

Frank Owen III is a ChFC® credentialed financial advisor with 45 years of industry experience, currently affiliated with GWN Securities Inc. since 2004. He has held roles at The Lincoln National Life Insurance Company, F.R. Owen & Associates, and Mutual of New York. Outside of his advisory work, he facilitates seasonal tax preparation and serves as president of US Retirement Partners, focusing on financial services in the 403(b) nonprofit sector. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 accounts, offering a range of investment programs including SMA, UMA, and fund-strategist options.