James Schenck is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Truist Advisory Services and its affiliated entities since 2021, and previously spent over two decades at BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, with an integrated approach involving affiliated broker-dealer and banking services.

Ronald Carland is a CFP® with 20 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2022. He has also been associated with Altavista Wealth Management, Inc. since 2005 and is president of Carland & Andersen CPA, a CPA firm he has led since 1980. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using third-party independent managers and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

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.

Nicholas Orange is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Voya Financial Partners, Brighthouse Securities, and Alight Financial Solutions. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected through TIAA-administered employer retirement plans. The firm provides customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund.

Ronald Lindquist Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and consulting services through various program structures with an emphasis on recommendation-based, non-discretionary relationships.

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 with Truist Advisory Services in Charlotte, NC. He holds Series 63 and Series 65 credentials and has three years of industry experience. His prior roles include positions at Northwestern Mutual and Marslender-West Asset Management Firm. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, to deliver its investment solutions.

Lucy Cain is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 credential and has previously worked at Truist Bank and TRUIST Investment Services, Inc. Outside of finance, she has experience working at Pure Barre Charlotte, an exercise studio. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, leveraging third-party platforms and AI-enabled research tools to support its investment offerings.

Elaine Bennett is a financial advisor at Guardian Life with 25 years of industry experience. She holds a Series 66 designation and has worked with Park Avenue Securities since 2001. Her responsibilities include managing contingent roles related to estate and financial matters for family members. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships using model portfolios from in-house and third-party managers.

Jeffery Smith is a CFP® with 10 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His work history includes multiple roles at Guardian Life Insurance and Park Avenue Securities since 2016. 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 services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party model portfolios.

Andersen Crowder is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of finance, he has experience in the food service industry, having been involved with Jia Asian Fusion for several years. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios.

Paul Brown is a CFP® with 26 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. His career includes roles at LPL Financial, Bank of America, and Merrill. Outside of his advisory work, he is the owner of Streamline Productions, a business he has operated since 2008. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model of advisory representatives and employs various portfolio management strategies supported by technology platforms and third-party managers.

Jeremy Robinson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with TIAA-CREF since 2012. 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 distinct planning and management services and acts as adviser to a donor-advised fund, operating within a vertically integrated group that includes affiliated funds.

John Bogert is a financial advisor at TIAA-CREF with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA and its affiliated entities since 2007. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

David Srulevitch is a CFP® with four years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior work includes roles at The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, and Blair, Bohle & Whitsitt. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Justin Cook is a financial advisor with Eagle Strategies (New York Life) based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and he has a background that includes senior roles at T-Mobile and experience with Dragonfly Visual Productions. Outside of his advisory work, Cook is involved in local education initiatives, serving as a board member of the Cuthbertson High School Parent Teacher Student Organization and volunteering with the NTES WatchDOGS program. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and corporate clients. The firm offers multiple program types tailored to client objectives and is noted for managing a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Luke Luciano is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing three years of industry experience. His prior roles include positions at Alloy Investment Management, Foundations Investment Advisors LLC, and JPMorgan Chase Bank. Outside of his advisory work, he is involved with Alloy Wealth Management as an insurance agent, selling fixed annuities and life insurance. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, and integrates inter-affiliate resources in its approach.

William Kane is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds a Series 63 designation and has 43 years of industry experience. His career includes long-term roles with NY Life Insurance Company, Eagle Strategies, and Nylife Securities Inc. Kane is also licensed with various insurance companies for the sale of group insurance and non-New York Life insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Matthew Haman is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. His background includes roles at Coastal Carolina University and Carolina Trust Federal Credit Union. 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 TIAA employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through customized and model portfolio options.

John Frith is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He has worked at Wells Fargo Investment Institute, Inc. since 2021 and has been with Wells Fargo & Company since 2002. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm delivers research and model guidance without exercising investment discretion or holding custody of client assets.