Travis Lecture is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and 11 years of industry experience. He worked at Fidelity Brokerage Services from 2014 to 2017 before joining TIAA-CREF. Outside of finance, Travis sells prints of his astrophotography through Artmill and an online Shopify store, and he assists with record-keeping for his wife's dance boutique, Grace and Pointe, LLC. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, using model portfolios or customized strategies under a fiduciary standard.

Kimberly Carpenter is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with First Citizens since 2005. Outside of her advisory role, she works as an aerobic instructor at a YMCA in Albemarle, NC. First Citizens Investor Services, Inc. provides advisory, brokerage, and insurance services to individuals, pension plans, corporations, and nonprofits, using a combination of strategic and tactical asset allocation approaches supported by fundamental, quantitative, and technical analysis.

James Bailey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. He previously worked at Exencial Wealth Advisors, LLC, where he was an equity partner, and at Willingdon Wealth Management LLC. Outside of his advisory role, Mr. Bailey is involved in managing rental properties with his wife. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, and institutional clients. The firm combines evidence-based asset allocation with actively managed strategies and benefits from extensive in-house capabilities supported by a large advisor base.

Aidan Mabunga is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Equitable Advisors. Mabunga has a varied background including roles outside finance, such as positions at restaurants and community organizations in Charlotte, NC. 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 trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through custom and model-based strategies within a vertically integrated structure.

Marisa Lindsey is a financial advisor with Empower Advisory Group in Charlotte, NC. She holds Series 66 and Series 63 licenses and has 21 years of industry experience. Her work history includes positions at GWFS Equities, Ascensus, BB&T Retirement & Institutional Services, and First Citizens. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Maria Luoni is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63, 65, and 66 licenses with 29 years of industry experience. She has previously worked at Morgan Stanley and Tru Independence Asset Management, LLC, among other firms. Luoni is also involved with YellowWood Wealth Solutions in an associate wealth solutions role. 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, frequently serving clients with existing TIAA-administered retirement plan relationships. The firm combines point-in-time planning with ongoing discretionary management, utilizing both model and customized portfolios, and acts as adviser to a donor-advised fund within a vertically integrated structure.

Jonathan Shumate is a CFP® professional with 16 years of experience in financial advising. He has worked at Beacon Pointe Advisors, LLC since 2022 and previously held roles at Altavista Wealth Management and GenSpring Family Offices, LLC. He is based in Charlotte, NC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by platforms such as Envestnet UMA.

Makeda Smith is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has worked at TIAA and TIAA-CREF since 2005. Outside of her advisory role, she is also a landlord. 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 with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios, applying a fiduciary standard across its RIA services.

Jeffrey Sawyers is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. since 2021. Prior to this role, he spent 20 years at Wells Fargo Bank. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm delivers research and model guidance through specialized divisions without exercising investment discretion or holding custody of client assets.

Jaime Myers is a financial advisor at TIAA-CREF with 17 years of industry experience. They hold a Series 66 credential and have previously worked at Nuveen Securities, LLC, MassMutual, and LPL Financial Corporation. Outside of their advisory role, Myers serves as President of the American Legion Auxiliary Unit 321, organizing fundraising and volunteer efforts to support veterans and active military and first responders, and as President of the Organized Chaos Dragon Boat Club in Charlotte, NC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm provides model and customized portfolios under a fiduciary standard and acts as an adviser to the TIAA Donor Advised Fund.

William Miller is a CFP® with 12 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. He has previously worked at Truist Advisory Services, Truist Investment Services, and Truist Bank/BBT. Outside of his advisory role, he owns a residential rental property managed through an external company. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model, combining third-party sub-managers and proprietary Private Bank models.

Marcus Royal is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 66 and Series 63 credentials and having three years of industry experience. He previously worked at OneMain Financial and Citigroup for nine years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs 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 both point-in-time planning and ongoing portfolio management within a vertically integrated model that includes affiliated funds and donor-advised fund advisory services.

Jasmine Martin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at VALIC Financial Advisors and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships and utilizing third-party platforms and manager arrangements to support client portfolios.

Michelene Taylor is a financial advisor at TIAA-CREF with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA and TIAA CREF Individual & Institutional Services LLC since 2001. TIAA‑CREF Individual & Institutional Services, LLC 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 one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund.

Alex Humphreville is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He worked at Neuberger Berman for three years before joining TIAA-CREF in 2019. 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 with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management under a fiduciary standard, operating within a vertically integrated structure that includes affiliated funds.

Marty Stamps is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo for 11 years and Gess Intl / Cyclum Renewables. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management approaches, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Lance Dunlap is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2018, following prior roles at Wells Fargo Advisors. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm separates point-in-time financial planning from ongoing discretionary portfolio management and acts as adviser to a donor-advised fund.

William Byron is a financial advisor at Corient with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at M HOLDINGS SECURITIES, Inc. and operated Byron Financial, LLC. Outside of his advisory work, he owns Byron Racing, LLC, an auto racing business. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that combines internal strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates, including private fund management and trust services.

Kevin South is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at BB&T Investment Services and BB&T Securities prior to joining Truist in 2018. He has been with Truist Advisory Services since 2021. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated service delivery across its affiliated entities.

Angela Thomas is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. Her career includes roles at Wells Fargo Bank NA and Wells Fargo Clearing Services before joining Truist Advisory Services in 2022. Outside of her advisory work, she is the owner of two ventures focused on developing organizational tools and wellness apps for women and families. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary manager relationships and third-party platform solutions.