William Dotterer is a financial advisor at TIAA-CREF with 25 years of industry experience. He has held his current role since 2011. Dotterer holds Series 63 and Series 65 licenses. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Joseph Pantoja is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining MAI in 2024, he worked at WCG Wealth Advisors, LLC for eight years and has been associated with Massachusetts Mutual Life Insurance Co and Treloar & Heisel, LLC for 20 years. Outside of his advisory role, he is involved with Treloar & Heisel, LLC, which provides fixed insurance sales and health, accident, and property & casualty insurance products. MAI Capital Management offers investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides a broad range of customized portfolio strategies and integrated financial planning services.

John Stanton III is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Cuna Mutual Group. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessments and delegated portfolio implementation with a focus on mutual funds and ETFs.

Ryan Mathis is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC provides 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 offers a fiduciary standard across its advisory services and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that utilizes affiliated funds.

Josh Hederick is a financial advisor at Prime Capital Financial with 23 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Edelman Financial Engines Advisors, Financial Engines Advisors L.L.C., The Mutual Fund Store, and Merrill. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and provides tax planning through its affiliated accounting subsidiary.

Tyler Mills is a CFP® professional with eight years of experience in the financial services industry. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Personal Capital Advisors Corporation, T. Rowe Price, Bank of America, and Merrill Lynch. Mills is based in Durham, NC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Patrick Lane is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at First Citizens Investor Services since 2018, with prior roles at Pearl Staffing and Oyster Consulting. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through investment advisory representatives and third-party portfolio managers. The firm employs a client process focused on assessing financial needs, risk tolerance, and time horizon, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios.

Michael Krisko is a CFP® professional with 23 years of industry experience, currently advising clients at Commonwealth Financial Network since 2013. He also spent a year at Ameriprise in 2013. Outside of his advisory role, he owns Michael Krisko, Inc., which conducts securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a wide range of managed-account programs, third-party asset manager access, and custody services, supporting both individual and institutional clients.

Brandan Kot is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has worked with Truist Advisory Services since 2021 and previously held roles at Bb&T Securities and Bb&T Investments. 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, plan sponsor fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and consulting supported by AI-enabled research tools.

Amy Keating is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 66, Series 63, and Series 65 licenses, and has 13 years of industry experience. Her prior work includes nine years at Bangor Savings Bank before joining First Citizens in 2019. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, advisory, and brokerage services with a client process based on assessing financial needs and applying fundamental, quantitative, and technical analysis across various asset classes.

James Earle is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. He was previously associated with The Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory role, Earle serves as Vice President of the Creek Pointe Homeowners Association and is a board member of the Craven County Health Department. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led client assessments and employs fundamental, quantitative, and technical analysis to manage diversified portfolios, including UMAs, SMAs, and tax-aware strategies.

Michael Davies is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Before joining United Planners in 2023, he spent nine years at Cambridge Investment Research, Inc. In addition to his advisory work, he serves on the Springstone Homeowners Association board and owns a retail business, Graham D's Coffee Beans, in Raleigh, NC. United Planners Financial Services is a national wealth-management firm serving a diverse client base through approximately 359 advisors. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and supports its advisors through a limited-partnership ownership structure and formal transition assistance programs.

John Netherton is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Outside of his advisory role, he is involved in agricultural activities through his sole proprietorship, Netherton Outdoors, which includes farming mushrooms and harvesting honey. 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 and non-discretionary approaches, supported by third-party platforms and manager arrangements, with an emphasis on inter-affiliate integration.

Lance Dobler is a CFP®-certified financial advisor with TIAA-CREF, based in Durham, NC. He has six years of industry experience, including roles at TIAA since 2012 and TIAA-CREF since 2025. Outside of his advisory work, Dobler owns and operates Diamond Glove Care LLC, a local business providing baseball and softball glove relacing and break-in services for youth players. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management under a fiduciary standard.

Brian Anderson is a financial advisor at First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior experience includes roles at PNC Investments, TD Ameritrade, and The Prudential Insurance Company of America. Outside of finance, he is the lead guitarist in a band called Vertigo, performing several shows monthly. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial needs assessments and utilizes a range of investment strategies including portfolio management, wrap programs, and tax-aware services.

Ryan Cook is a CFP® and ChFC® with 15 years of industry experience. He has been with Valic Financial Advisors since 2010 and also works as an agent with Agia. Outside of his advisory role, he owns a home in Nebo, North Carolina, which he rents out seasonally. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Leigh St John is a financial advisor with Truist Advisory Services in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to his current role, he worked at BB&T Investment Services, Inc. and 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program for clients who appoint third-party managers.

Rameet Singh is a financial advisor at TIAA-CREF in Durham, NC, holding Series 63 and Series 66 licenses with 11 years of industry experience. Prior to joining TIAA-CREF, he worked at Edward Jones and JP Morgan Securities. Outside of finance, he operates a portrait and family photography business. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides a range of advisory services including customized portfolio management and acts as adviser to donor-advised funds.

Brian Futch is a financial advisor with Truist Advisory Services in Durham, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Truist Investment Services since 2005 and with Truist Advisory Services since 2016. Outside of his advisory role, he serves as president of a rental property management business where he oversees tax and insurance responsibilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements along with AI-supported research and inter-affiliate integration.

Chip Jurgensen is a CFP®-designated financial advisor with 23 years of industry experience, currently with Creative Planning since 2021. His previous roles include positions at SBSB Financial Advisors, Raymond James Financial Services Advisors, and Pinnacle Bank. Outside of his advisory work, he serves as President of the Brinleys Cove HOA Board. Creative Planning provides wealth management and financial planning services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside access to private market investments and sub-advisory arrangements.