Katie Dunmire is a financial advisor at Janney Montgomery Scott with 18 years of industry experience holding a Series 66 designation. Her career includes previous roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Morgan Stanley. She serves as a board member of the Pennrose Park Country Club in Reidsville, NC. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities, delivering investment advice through in-house portfolio management and third-party managers across multiple advisory programs.

Richard Morrow is a CFP®-certified financial advisor at Janney Montgomery Scott with 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Janney in 2019. Outside of his advisory role, Morrow is actively involved in youth leadership development through BSA Scouting and holds multiple leadership positions at the Hound Ears Club in Boone, NC, including president and finance committee chair. Janney Montgomery Scott 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, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Erin Carpenter is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Robert Baird & Co., Merrill, and Wells Fargo Advisors. Outside of advisory work, she owns rental properties in Charlotte, NC. 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 with services including brokerage, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Margaret Lane is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, bringing two years of industry experience. She has held multiple roles within the Bankers Life organization since 2020, including as an insurance agent specializing in Medicare supplement, long-term care, life insurance, and annuities. Outside of her advisory work, she serves as Executive Administrator and Chair of the Church Council at the Evangelical Lutheran Church of the Resurrection. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and ongoing portfolio management with a focus on individual clients.

John Morrill Jr. is a financial advisor at VOYA Financial Advisors, Inc. in Charlotte, NC, with 33 years of industry experience. He holds a Series 63 designation and has worked at VOYA since 2014. He also has longstanding roles with Great American Life Insurance Co and TDA Associates, Inc., where he serves as president and owner. Outside of his advisory work, Morrill operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a range of model portfolios and manager-driven strategies, offering both discretionary and predominantly non-discretionary investment programs.

Thomas Soriano is a financial advisor with Bankers Life Advisory Services, Inc. based in Charlotte, NC, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has worked with Bankers Life and its affiliated entities since 2004. Outside of his advisory role, Soriano serves as a board member of the Steele Creek Athletic Association, a volunteer-run youth athletic nonprofit. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.

Jose Giraldo is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robinhood Markets, Inc., Robinhood Financial, LLC, and Wells Fargo Advisors. His career includes roles spanning from 2010 to the present. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Dennis Lynch is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been associated with Carolina Financial Partners since 2016 and operated his own independent insurance business from 2013 to 2022. Lynch also serves as Associate Vice President for non-variable insurance at Carolina Financial Partners. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and employs a range of custodians and third-party managers, primarily managing assets on a non-discretionary basis.

Nathaniel Wineland is a CFP®-designated financial advisor with 10 years of industry experience. He currently works at Janney Montgomery Scott and previously spent four years at The Vanguard Group, Inc. His career has been focused in Charlotte, NC. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage services, financial planning, and advisory programs.

Matthew Kupreanik is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing. His background includes roles outside finance, such as at the Isabella Santos Foundation and Lowe's. 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 individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Melville Waithe is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at Truist Investment Services, Vanguard, and TIAA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Breanna Lawson is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fifth Third Bank, N.A. and The Children’s Place in prior roles. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform, providing clients access to mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Michael Smith is a CFP® with 19 years of industry experience, currently with Janney Montgomery Scott. His prior experience includes nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is a large 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 plans, and charitable organizations, providing brokerage services, financial planning, consulting, and various advisory programs.

Rolando Fernandez is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, RBC Capital Markets, and PNC Investments. Outside of finance, he is the managing member of Florence Mercantile LLC, an online and pop-up women's clothing business. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering multiple programs and third-party portfolio managers on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a broad range of account types, utilizing strategies such as tax-loss harvesting and direct indexing.

Michael Arner is a financial advisor with TLG Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes roles at Securities America Advisors, Investacorp, and Highland Brokerage Capital. Additionally, he is involved with Modern Life as a brokerage manager and wholesaler of insurance products. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering services through independent advisors and a direct-to-consumer digital program called Starlight Portfolios.

Brett Oconnor is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2025, with prior roles at Fifth Third Bank, Woodforest National Bank, and Banfield Animal Hospital. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities. The firm offers investment advisory and brokerage services through various program types on the Passageway Managed Account platform, combining multiple portfolio management strategies and third-party offerings.

Karl Mount III is a Series 66-credentialed advisor with Bankers Life Advisory Services, Inc., bringing four years of industry experience. His background includes roles at Bankers Life Securities and BankersLife and Casualty Company, where he also serves as a unit field trainer recruiting and training insurance agents. Prior to his financial services career, he was involved with Backstreets Bar & Grill and held positions at Lenoir Rhyne University. 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 approach focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Tonya McMahon is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Eugene Musselwhite III is a financial advisor at Transamerica Retirement Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Transamerica Investors Securities Corporation since 2017, as well as Transamerica Retirement Solutions since 2016. Prior to that, he was with Lincoln Financial Advisors and has operated a self-employed advisory practice since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that include implemented portfolios and non-discretionary recommendations. The firm leverages Morningstar Investment Management’s proprietary software and model portfolios to guide asset allocation, contribution rates, and retirement age decisions for a large client base.

Joshua Bartholomew is a financial advisor with Kestra Advisory in Matthews, NC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Fortune Financial Services, Quasar Distributors, LLC, and two decades with Horizon Investments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and supports complex investment solutions while managing approximately $79.8 billion in assets.