Casey Gray is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans administered by TIAA. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to a donor-advised fund.

William Griesser is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds the Series 65 and Series 63 designations. His prior work experience includes roles at Edward Jones and TIAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Dasha Coleman is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and three years of industry experience. She previously worked at First Citizens Investor Services, Vanguard Marketing Corporation, and Gaston County Government. Outside of her advisory role, she is contracted with Uber Eats and DoorDash for delivery services. 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 existing relationships through employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Jon Nee is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and over 24 years of industry experience. His prior roles include positions at Eastover Capital Management, FTB Advisors, Wells Fargo Clearing, and several other firms dating back to 2003. He is also involved with JN Wealth Strategies, an investment advisory representative role under a related RIA. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, employing a network model of advisory representatives who provide discretionary and non-discretionary portfolio management using a variety of strategies and technology platforms.

Lena Poma is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and eight years of industry experience. She has previously worked at LPL Financial, Ally Invest Securities LLC, and Mass Mutual Investors Services. Outside of her advisory role, she works as a delivery driver for Amazon Flex. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse clientele including individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of fiduciary and discretionary services through its affiliation with Truist Financial and partnerships with Envestnet.

Candice Mason is a financial advisor at Fifth Third Securities, Inc. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2009. 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 combines broker-dealer and SEC-registered investment adviser capabilities with a platform that includes discretionary managed accounts, direct indexing, and tax-overlay services.

Patrick Kilcoyne is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with TIAA-CREF, where he has worked since 2024. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Timothy Mann Jr. is a financial advisor with Truist Advisory Services based in Charlotte, NC, holding Series 63 and Series 65 credentials. He has 12 years of industry experience, including roles at BB&T Securities and Truist Investment Services. He serves as a volunteer Treasurer and Finance Committee member for the nonprofit Let Me Run, assisting with financial oversight and audits. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI tools to support asset allocation and manager selection, providing ongoing client reviews and reporting.

Kevin Loftin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes roles at Suntrust Investment Services, Morgan Stanley, Wells Fargo Advisors, and other firms. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a comprehensive approach combining traditional research and AI-enabled tools, partnering with Envestnet platforms to provide tailored asset allocation, manager selection, and ongoing portfolio monitoring.

Kristy Meeler is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Independent Advisor Alliance, LLC and has also worked at LPL Financial since 2013. Outside of her advisory role, she offers insurance to small groups and individuals through multiple carriers as needed. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and combines discretionary portfolio management with access to third-party managers and technology platforms for comprehensive client service.

Michael Dautel is a financial advisor at Truist Advisory Services in Charlotte, NC, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021, following previous roles at TRUIST INVESTMENT SERVICES, INC., BB&T Investment Services, Inc., Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. 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 leverages a combination of traditional research and AI-enabled tools, offering comprehensive reviews and reporting while operating within a broad network of affiliated financial entities.

Joseph Tieber Jr. is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes prior roles at Morgan Stanley, E*TRADE Capital Management, and Alight Financial Advisors, as well as previous tenure at TIAA-CREF and TIAA. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals—often those with existing employer retirement plan relationships—as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management under a fiduciary standard, utilizing model portfolios and customized management options.

John Czura is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Truist, he worked at Wells Fargo Clearing Services LLC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation strategies and ongoing client reviews.

Andrew Gradus II is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at Adhesion Wealth, Nuveen Securities, and Teachers Personal Investors Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, frequently serving clients with pre-existing relationships through employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, with customized portfolio options under a fiduciary standard.

Samantha Allen is a CFP® professional with seven years of experience in the financial services industry. She is currently with VOYA Financial Advisors, Inc. and previously worked at The Vanguard Group, Inc. for six years. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm offers a mix of discretionary and non-discretionary account management, leveraging both in-house and third-party strategies supported by technology-enabled tools.

Gregory Morris is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with TIAA-CREF and TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides 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 plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Jamie Smothers is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding the CFP® designation and Series 66 license. She has 20 years of industry experience, all with First Citizens Investor Services since 2006. Outside of her advisory role, Jamie is involved in property management through Peak Property Management LLC, where she participates in purchasing, repairing, and managing residential properties. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing a client process focused on financial needs and risk assessment with a combination of fundamental, quantitative, and technical analysis.

Kymona Thomas is a financial advisor at Creative Planning with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Pearson, GWFS Equities, LPL Financial, Wells Fargo Clearing, TIAA-CREF, and Vanguard Marketing Corporation. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting, managed accounts, and selective private market investments.

Harold Lockwood Jr. is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with First Citizens Investor Services, Inc. since 2021 and has prior experience at Truist and BB&T in various advisory and investment roles. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on assessing financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios.

Nicole Jackson is a financial advisor with TIAA-CREF and holds Series 63 and Series 66 licenses. She has nine years of industry experience, having worked previously at Vanguard and Metlife. Nicole has also worked outside the financial sector, including a role at DoorDash. 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 existing relationships through TIAA-administered employer retirement plans. The firm offers model portfolio and customized portfolio management under a fiduciary standard within a vertically integrated structure.