Jamie Halbig is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining Janney in 2024, he worked for Robert W. Baird & Co from 2011 to 2024. 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 brokerage services, financial planning, consulting, and advisory programs.

Mark Stutz is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including LPL Financial, E*TRADE Capital Management, Cadaret Grant & Co., and CUSO Financial Services. Outside of finance, he operates Mark Stutz Fitness, where he works as a fitness trainer coaching clients on workout and nutrition goals. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolios through discretionary authority granted by clients.

Andrew Schultz is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at E*TRADE Capital Management LLC and AXA Advisors, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements portfolios with mutual funds and ETFs.

Tod Wells is a CFP® professional with 33 years of industry experience. He has worked at \u0026Partners since 2024 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells is a partner in DWM, LLC, a pass-through entity related to an equity buyout and office build-out. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing both proprietary and third-party strategies, and operates as both a registered investment adviser and broker-dealer.

Barbara Bridges is a financial advisor at First Citizens Investor Services, Inc. with seven years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Bank of America, N.A. for 21 years before joining First Citizens in 2022. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation using fundamental, quantitative, and technical analysis, offering both discretionary and non-discretionary management options.

Jonathan Westbrook is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked in various roles within the Truist organization since 2019. Prior to joining Truist, he worked at Jimmy Johns and James Madison University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms, to deliver investment solutions and fiduciary support.

Iziar Moure is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Rockefeller Financial in 2024. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and distinguishes itself with its recapitalized ownership structure, active role as a placement agent for private funds, and integration of wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Max Bozymski is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining TIAA-CREF, he worked at Vanguard Marketing Corporation and has a diverse professional background including roles in education and corporate settings. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a fiduciary advisory model with varied service scopes and offers both model-based and customized portfolio management.

Stephen Marshall Jr. is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with four years of industry experience. His prior work includes positions at Wells Fargo Clearing Services, Wells Fargo Bank, and AT&T. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering customized portfolio management alongside model portfolio options.

Orlando Cruz Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles at ICMA-RC Services, PNC Investments, MSI Financial Services, and METLIFE Securities. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs, combining in-house models, third-party managers, and co-advisory relationships to serve a diverse client base.

Devon Killian is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and bringing 18 years of industry experience. He has worked with firms including Raymond James Financial Services and Truist Investment Services. Killian serves as a board member for the American Red Cross in Union County and the Southern Piedmont Region. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model that integrates third-party sub-managers and proprietary private bank offerings to deliver a range of managed account strategies.

Christopher Connor is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Scottrade. Connor is based in Charlotte, NC. 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 connections to TIAA-administered employer retirement plans. The firm separates standalone planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while providing a range of managed account programs.

Robert Stroup is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously spent over two decades at Scott & Stringfellow, Inc., followed by eight years at Bb&T Securities, LLC. 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, and incorporates AI-enabled tools in its equity research process.

Mitchell Hodgkiss is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Pi Kappa Alpha KK Alumni Association. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Gregory Beck is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with 10 years of industry experience. He worked at TIAA and TIAA-CREF from 2014 to 2022 before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Knolhoff is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has 19 years of industry experience, including 15 years with The Vanguard Group. Knolhoff serves as an agent on family members' investment accounts. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs, supported by a large-scale digital platform and a team servicing model.

Chandler King is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to this, he was employed at NTT Data Services for two years. King serves as a board member on the investment committee for the Christ Church Foundation in Charlotte, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by approved tools and portfolio modeling techniques.

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Brendan Cole is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. He previously held roles at Principal Life Insurance and The Hanover Insurance Group. Cole also served as a Retirement Consultant for Principal Advised Services, providing investment advice to retirement plan participants. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, delivering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.