Robyn Pegram is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with seven years of industry experience. She has worked continuously within the First Citizens organization since 2016, including roles at First Citizens Bank and First Citizens Investor Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and business entities. The firm uses fundamental, quantitative, and technical analysis to guide investment decisions across various asset classes and offers services such as portfolio management, financial planning, and tax-aware strategies.

Richard Page is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes prior roles at Wachovia Securities and a long tenure with TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs primarily to individuals connected to TIAA employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management, providing both model portfolios and customized portfolio options.

Chad Beaver is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, and acts as adviser to a donor-advised fund.

Marco Tejada is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining TIAA-CREF in 2021, he worked at Equitable Advisors from 2015 to 2020. Tejada serves as a board member and Treasurer of Centro Campesino Farmworker Center, a nonprofit focused on affordable housing and community support. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers a variety of advisory models and acts as adviser to the TIAA Donor Advised Fund.

Mario Mc Gee Jr. is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Florida Financial Advisors and Live Oak Bank. Outside of his financial career, he performs as a dancer and entertainer for the Charlotte Hornets during scheduled game days. TIAA-CREF’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 pre-existing employer retirement plan relationships. The firm provides both point-in-time planning services and ongoing portfolio management, operating under a fiduciary standard and utilizing model and customized portfolios.

William Leak Jr. is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2004. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory services include both point-in-time financial plans and ongoing portfolio management, utilizing model and customized portfolios within a fiduciary framework.

Michael Wayasamin is a financial advisor at Savant Wealth Management with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Exencial Wealth Advisors, TD Ameritrade, Cetera, INVEST Financial Corp, Investors Bank, and Fidelity Brokerage Services. He serves as a board member of 59 Pineapple Corporation, a non-investment related role. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated legal, accounting, and trust services.

Adrian Potts is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Vanguard Group, and Principal Securities. 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 utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Travis Steinacher is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with TIAA-CREF since 2016. 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 employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Chun Yin Lau is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has been with TIAA-CREF since 2015. Outside of advising, Lau is a rental property owner. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing management through model and customized portfolios, applying a fiduciary standard within a vertically integrated advisory model.

David Lieberman is a financial advisor with Ameritas Advisory Services, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he provides life and career coaching through his own business, Actualize You Life & Career Coaching. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm employs a platform approach combining in-house model portfolios, third-party managers, and integrated solutions with Ameritas affiliates.

Rodney Hager is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds a Series 66 designation and previously worked at Synergy Investment Group LLC and Sterne Agee Asset Management, Inc. in addition to his current role at TIAA-CREF since 2019. Outside of his advisory work, he is a licensed real estate broker in North Carolina. 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’s advisory model includes point-in-time planning and ongoing management through model and customized portfolios.

Samuel Madden is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Madden is involved in book publishing and food catering, serving as CEO of Yellow Bee Publishing, LLC and president of Yellow Bee, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, leveraging third-party platforms and manager relationships, and utilizes AI-enabled tools to supplement traditional research.

Astute Evans is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC. Prior to this, Evans worked at LPL Financial, Facet Wealth, and Vanguard. He provides investment advisory services through multiple independent firms associated with his current engagements. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to various analytical techniques and technology platforms.

Andrew Fisher is a Series 66 credentialed financial advisor with 25 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2023. Prior to that, he spent seven years each at Wells Fargo Clearing and Wells Fargo Advisors 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, participant advice, and a manager-selection program implemented through discretionary and non-discretionary approaches.

Jonathan Lutin is a financial advisor with TIAA-CREF based in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has been with TIAA-CREF since 2014. 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 existing ties to TIAA-administered retirement plans. The firm operates a fiduciary advisory model that separates one-time planning from ongoing portfolio management using model or customized portfolios and also advises a donor-advised fund sponsored by Charityvest.

Jonelle Allen is a financial advisor at Kestra Advisory with five years of industry experience. She holds a Series 66 designation and has worked previously at Commonwealth Financial Network and Beacon Dental Group. Outside of her advisory role, she is involved with the non-profit Rescuing Leftover Cuisine and works as an independent dog walker. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and access to multiple management platforms and third-party managed solutions.

Joseph Siarzynski is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with TIAA and its affiliate firms since 2003. 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 connected through TIAA-administered employer retirement plans. The firm uses a fiduciary standard for its registered investment advisory services and provides access to both model and customized portfolio management.

Jennifer Krizka is a financial advisor at Mariner, holding a Series 65 credential with experience beginning in 2024. Prior to joining Mariner, she was involved with ESPO Engineering Corporation and held various roles related to education. She volunteers as an assistant coach for the Oakland University softball team, focusing on coaching the catchers. Mariner serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by an internal management team and third-party managers, and it provides integrated tax and accounting services alongside operational CFO capabilities and a financial wellness platform.

Joseph Lopardi is a financial advisor with Fifth Third Securities, Inc. in Davidson, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Fifth Third Securities since 2015. Outside of his advisory role, he works part-time in media entertainment for Netflix. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.