Suzanne Dean is a financial advisor at Truist Advisory Services with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Truist Advisory Services and affiliated firms since 2015, with prior experience at Wells Fargo Clearing. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing client reviews while leveraging a broad range of affiliated financial relationships.

Kendra Gray is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Hornor, Townsend and Kent, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm utilizes a multi-manager approach with discretionary and non-discretionary portfolio management, incorporating both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Edward Smyth is a financial advisor at Mercer Global Advisors Inc. with 18 years of industry experience. He holds the Series 65 designation and previously worked at Kingfisher Capital, LLC and Perennial Research LLC. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts, tax management, and a range of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Brett Miller is a financial advisor at Corient with 19 years of industry experience. He holds the CFP® designation and Series 65 license. His prior roles include positions at McGill Advisors, Inc. and Ci Brightworth. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that incorporates in-house and third-party strategies, risk management tools, and may include alternative investments and private fund allocations.

Joseph Dumser is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, and First Citizens Investor Services. Outside of his advisory work, he is a part owner of a Bojangles franchise. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of advisory services, including manager selection via the Envestnet platform and retirement plan fiduciary solutions.

James White is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation and bringing 11 years of industry experience. He has been with TIAA and TIAA-CREF since 2015. Outside of his advisory role, he owns multiple residential rental properties. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides a fiduciary standard through its RIA services and manages portfolios ranging from model-based to customized solutions under approved investment policy statements.

Ryan Prokay is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining TIAA-CREF and Tiaa in 2023, he owned and operated Carmel Lawn and Landscaping LLC for 11 years. He also serves as a board member of the Mt Isle Harbor Homeowners Association. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized and model portfolio options under a fiduciary standard.

Joseph Rebello is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Truist-affiliated firms since 2000. Outside of his advisory role, he is president of Rebello Home Building & Remodeling, a home construction and remodeling business in Charlotte, NC. 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 uses a combination of traditional and AI-enabled research tools to support client objectives and offers a range of affiliated financial services through its connections with Truist Financial.

Randy Johnson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at LPL Enterprise, Edward Jones, Bank of America, Merrill, and Wells Fargo Clearing. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected through employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Joshua Selvey is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining TIAA-CREF, he held various roles including involvement with Calibers Indoor Gun Range LLC and Breezy Moving Company LLC. He has also worked in non-financial sectors such as Wilmington Water Tours and the University of North Carolina Wilmington. 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, and small retirement plans. The firm operates a vertically integrated advisory model that includes point-in-time planning and ongoing portfolio management services.

Brandon Johnson is a Series 66-licensed financial advisor with 13 years of industry experience, currently with First Citizens Investor Services, Inc. in Charlotte, NC. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and PNC Wealth Management. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities through investment adviser representatives and third-party portfolio managers. The firm’s investment process incorporates fundamental, quantitative, and technical analysis to allocate across various asset classes, serving a mix of discretionary and predominantly non-discretionary accounts.

Deborah Mcwilliams is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Mariner since 2018. Her prior experience includes roles at Wells Fargo Clearing and Merrill. She is involved with local nonprofits, serving as Event Chair for the WINGS Scholarships and Mentoring Program and volunteering on the grant committee for the Women's Impact Fund. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm provides customized portfolio solutions supported by both in-house research and third-party managers, with a notable integration of tax and accounting services and specialized financial wellness and family office capabilities.

Ryan Czamara is a CFP® with four years of industry experience currently serving at Independent Advisor Alliance, LLC and LPL Financial since 2026. His previous roles include positions at Private Advisor Group, LLC, Securities America, Inc., and several other financial firms. Outside of advisory services, he operates under the business name Hamilton Wealth Management for investment advice through Private Advisor Group and holds a separate license to sell insurance products on a commission basis. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model of advisory representatives with access to various portfolio management strategies, technology platforms, and integrated estate-planning services.

Justin Chamberlin is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Advisory Services Network, LLC and Williams Wealth Management. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions. The firm focuses on delivering non-customized, research-driven model portfolios without providing individualized financial planning or discretionary account management.

Joseph Varamo is a financial advisor with Truist Advisory Services based in Charlotte, NC. He holds Series 63, Series 65, and Series 66 licenses and has 45 years of experience in the industry. His career includes roles at BB&T Investment Services, Inc., BB&T Securities, LLC, and Truist Investment Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base, including individuals, corporations, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection through the Envestnet platform, providing ongoing monitoring and client consultations.

Seth Wheeler is a CFP® with five years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. He previously worked at Northwestern Mutual in various capacities from 2020 to 2025 and has a decade of service in the Armed Forces. Wheeler is also a board member of Veteran's Bridge Home, a nonprofit organization based in Charlotte, NC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to alternative investment vehicles and integrated advisory offerings.

Kyle Greer is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. Prior to his current role, he has held various positions at Empower Financial Services, Inc., as well as experience in hospitality and country club management. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, delivering solutions through an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by plan sponsors.

William Conde is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. He has served in the US Army for 25 years before joining First Command in 2025. Prior to his advisory role, he worked at Amazon from 2021 to 2024. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

Miranda Shelp is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with B B & T Bank and First Citizens Bank. She also has experience at Pitt Community College. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s investment approach includes fundamental, quantitative, and technical analysis, offering a range of portfolio management options, automated platforms, and tax-aware services.

Richard Custer is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with Principal Financial Services since 2016, as well as Principal Life Insurance Company since 2006. He also holds a bank officer role at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.