Daniel Lewis is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 licenses. He has one year of industry experience and has held roles at TIAA-CREF, TIAA, Bank of America, Merrill, and operated his own firm, Lewis Financial Management, LLC. He also has experience in education, having worked at North Carolina State University and internationally at the Walworth Barbour American International School in Israel. 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 connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios within a fiduciary framework.

Julian Armstrong is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include time at Vanguard Advisers and Vanguard Marketing Corporation. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time financial planning from ongoing discretionary management and acts as adviser to donor-advised funds within a vertically integrated structure.

Ashley Gallion is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds a Series 66 designation and has 19 years of industry experience, including 16 years with her current firm. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs IAR-led assessments combined with fundamental, quantitative, and technical analysis to manage client assets across various investment vehicles.

Daniel Schmitz is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Inc., Kingdom Building Holdings LLC, Grayley Co., and Lincoln Charter School. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Nicholas Androvich is a financial advisor at &Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services using both proprietary and third-party strategies, with options for discretionary and non-discretionary account management.

Kristin Thomas is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at BB&T Securities from 2015 to 2021. Thomas joined Truist Advisory Services and Truist Investment Services in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platform and manager arrangements, and integrates inter-affiliate services across Truist affiliates.

Elliott Ashe is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. His work history includes positions at Wells Fargo Bank, The Vanguard Group, and Wells Fargo Clearing prior to joining &PARTNERS. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis with model portfolios and third-party strategies, providing both discretionary and non-discretionary services.

Edith Wartner is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 65 and Series 66 credentials and 14 years of industry experience. She has worked at SunTrust Advisory Services LLC and SunTrust Bank since 2016 and previously at Private Client Services LLC and Strategic Investment Advisors from 2012 to 2016. Outside of advising, she is a partner in a family-owned Mexican restaurant. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches with third-party managers and AI-enabled research tools.

Brenda Seligmann is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior experience includes roles at BB&T Bank, BB&T Investments, and BB&T Securities. She serves as a board director for the Isle Vue Beach Homeowners Association. 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, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, implementing advice via discretionary and non-discretionary arrangements supported by integrated affiliate resources.

Christopher Travis is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, Bank of America, Merrill, and Robinhood Markets. 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 connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios under fiduciary standards.

Hugo Bartell is a financial advisor at Oppenheimer with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His work history includes multiple tenures at Oppenheimer, from 2013 to 2018 and again from 2021 to the present, as well as three years at Adhesion Wealth Advisor Solutions Inc. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and multiple investment strategies to meet client objectives.

Sophia Slomkowski is a financial advisor at Prime Capital Financial with a Series 65 credential and one year of industry experience. Her prior roles include positions at Nuveen and One Digital. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm employs a mix of core/satellite, thematic, and tactical strategies and supports held-away accounts through specialized platforms.

Shannon Burgett is a Certified Financial Planner® with 28 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2026. Prior to joining Mercer, she held roles at Smith Salley Wealth Management, PNC Investments LLC, Linden Thomas Advisory Services, and Fidelity in various advisory capacities. Mercer Global Advisors provides comprehensive investment advisory services to individuals, families, small business owners, and institutional clients, using a Modern Portfolio Theory-based approach that incorporates globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing. The firm offers a range of specialized financial, tax, retirement, and estate planning services alongside integrated platforms and educational initiatives.

Jonathan Landi is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing Services, and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support investment decisions.

Angela Jones Cable is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at A4 Wealth Advisors and Chuck Maness CPA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Arthur Lawrence is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Truist-affiliated firms since 2016. Outside of his advisory role, he is involved in buying and selling retail gear related to office, den, and garage items, including signed sports memorabilia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management through third-party platforms and manager arrangements.

Elyse Long is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation and has previously worked at Real Genius, First Bank/Consumer Direct, Matrix Brokerage, and TIAA Bank. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, 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 a donor-advised fund.

Michael Ryan is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with First Citizens Investor Services, Inc. and has previously worked at Truist Investment Services, Truist Advisory Services, BB&T Securities, and Wells Fargo Advisors. First Citizens Investor Services serves a range of clients including individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs a client process focused on financial needs assessment and diversified asset allocation using fundamental, quantitative, and technical analysis.

Robert Higgins is a financial advisor with Principal Financial Services in Cornelius, NC, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked with Principal Securities Inc. since 2016 and is also associated with Fulcrum Capital Partners and Principal Life Insurance Company. Outside of his advisory roles, Higgins serves on the leadership committee of a local networking group and acts as treasurer for a town commissioner's election campaign. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate entities. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Harry Thompson is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes 11 years at Wells Fargo Clearing. 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 both point-in-time planning and ongoing portfolio management, including customized portfolio options, and acts as adviser to a donor-advised fund.