Joshua Kenyon is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2016. 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 to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, offering both model and customized portfolio options under a fiduciary standard.

Travis Taylor is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and has 15 years of industry experience. He has worked at TIAA-CREF since 2013. Outside of his advisory role, he is involved in real estate investment activities, including co-managing an LLC focused on purchasing, renovating, and selling properties. TIAA-CREF provides financial planning and managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through various portfolio options.

Alysha Humbert is a financial advisor with Principal Financial Services based in Charlotte, NC. She holds Series 63 and Series 66 licenses and has 17 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Harrisdirect LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Alexander Talley is a financial advisor with First Citizens Investor Services, Inc. based in Charlotte, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes multiple roles within First Citizens Bank and First Citizens Investor Services, as well as experience at UNC Charlotte. First Citizens Investor Services, Inc. serves a diverse client base, including individuals, pension plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a focus on comprehensive client assessments and portfolio management that utilizes fundamental, quantitative, and technical analysis.

James Webster is a financial advisor at Wells Fargo Investment Institute, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked previously at Adhesion Wealth Advisor Solutions and LPL Financial. Based in Charlotte, NC, Webster has been with Wells Fargo Investment Institute since 2024. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and other financial institutions. The firm operates as a research and model-provider, delivering non-discretionary, non-customized investment solutions rather than individualized financial planning or portfolio management.

Karen Shane is a CFP® professional with 21 years of industry experience. She is currently an advisor at &PARTNERS and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Jonathan Ganzert is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 66 registrations and bringing 47 years of industry experience. He has been with Janney Montgomery Scott since 2005. Ganzert serves as a board member of the Village of Morrocroft Homeowners Association, contributing to community management on a volunteer basis. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing around $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Deidre Caldwell is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Robert W Baird for 10 years prior to joining Janney Montgomery Scott in 2024. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers across various investment platforms.

Thomas Murray is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Before joining TIAA-CREF, he worked at Principal Life Insurance Company and Principal Advised Services, where he provided one-on-one investment advice to retirement plan participants. TIAA-CREF’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Jacob Hackney is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 65 registrations and five years of industry experience. His career includes roles at Wells Fargo Clearing Services, P.J. Robb Variable Corp., and Crump Life Insurance Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

James Schenck is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the Truist organization and its predecessors since 2000, including BB&T Investment Services and BB&T Securities. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to provide ongoing monitoring and reporting, working through platforms such as Envestnet and partnering with Envestnet Retirement Solutions for retirement plan services.

Ronald Carland is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC since 2022. He previously worked at Altavista Wealth Management, Inc. for 17 years and has been president of Carland & Andersen CPA, a non-investment related CPA firm, since 1980. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Shawn Ford is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with TIAA-CREF since 2007. 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 provides both point-in-time planning services and ongoing management through various managed account programs, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

Trevor Sellers is a financial advisor with Empower Advisory Group in Gastonia, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Empower Financial Services, Inc and PHMG, as well as diverse experience outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Ronald Lindquist Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a comprehensive network using both affiliated and third-party investment products with a focus on client-approved, non-discretionary management.

Charles Campbell is a ChFC® with 34 years of industry experience, currently serving with Kestra Advisory. He has been with Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC since 2014. Based in Charlotte, NC, his background includes providing investment advisory and employee benefits sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm provides comprehensive services such as fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving a wide range of investors including sovereign wealth funds.

Leland Harrelson is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Northwestern Mutual and Marslender-West Asset Management Firm. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support ongoing client reviews and offers access to a range of third-party investment managers through the Envestnet platform.

Lucy Cain is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and previously worked at Truist Bank and Pure Barre Athens. Outside of finance, she has experience working at an exercise studio where she provided client support and member outreach. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and partners with Envestnet to provide tailored asset allocation strategies and ongoing client support.

Elaine Bennett is a financial advisor with Guardian Life and holds a Series 66 designation. She has 25 years of industry experience, having worked with Park Avenue Securities and The Guardian Life Insurance Company of America since 2000. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management solutions, combining proprietary programs with third-party platforms and access to insurance and alternative investment products.

Jeffery Smith is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. His tenure at these firms spans multiple roles since 2016. Outside of his advisory work, he serves as president of the Rotary Club of Troutman. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.