Brittney Ruth Johnson is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with TIAA-CREF 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, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm combines point-in-time financial planning with ongoing portfolio management through model-based and customized strategies, operating within a vertically integrated structure that includes advisory services for donor-advised funds.

Anthony Gummo is a financial advisor at PNC Wealth Management in Charlotte, NC, holding a Series 66 designation with 19 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only employee pilot that uses algorithmically selected risk bands and discretionary model accounts managed by PNC or third-party strategists.

Kevin Battle is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with TIAA-CREF since 2011. 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 TIAA-administered employer retirement plan relationships. The firm operates a fiduciary advisory model and manages portfolios through both model-based and customized strategies.

Cory Meckler is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he owns a vacation rental property managed by a rental company. 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. The firm offers both point-in-time planning and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated group that uses affiliated funds.

William Mcclanahan is a CFP® with seven years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His prior roles include positions at Valic Financial Advisors and TIAA. Mcclanahan also engages in an insurance-related business outside of Guardian Life. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

John Welch Sr. is a CFP®, ChFC®, and Series 63 credentialed advisor with 44 years of industry experience. He is currently with Equity Services, Inc. and National Life Group, having also worked at SagePoint Financial from 2014 to 2020. Welch participates in community activities as a volunteer finance committee member for Mt. Tabor United Methodist Church. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad clientele including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Stuart Hansen is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at TIAA and TIAA-CREF since 2004. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers a fiduciary standard in its RIA services and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Kate Lawson is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Nuveen Asset Management and Nuveen Securities from 2020 to 2023. Lawson serves as a board member of the Virginia Tech Alumni Association Charlotte Chapter, helping to promote alumni events and raise funds for scholarships. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm separates one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Lura Walton is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has been with TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm features a fiduciary advisory model that differentiates between one-time planning services and ongoing portfolio management, offering both model and customized investment options.

Richard Fiest is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Courtney Huge is a CFP®-designated financial advisor with nine years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at LPL Financial LLC and Cetera Advisor Networks, LLC. She is based in Charlotte, NC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a diversified investment approach that blends passive and active managers and is supported by an internal Investment Committee.

Matthew Jarrett is a CFP® with 26 years of industry experience. He has worked at Charles Schwab and related entities since 2009 and has been with Schwab Wealth Advisory since 2026. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with clients making final trading decisions.

Marcus Richbourg is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior firms include UBS Financial Services, The Vanguard Group, and Wells Fargo Advisors. Outside of financial services, he works in radio broadcasting with roles at Dick Broadcasting Company and Radio One, focusing on promotions and technical operations. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Gregory Marks is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 2012. Prior to joining TIAA-CREF, he worked at Pride Mobility Products for 12 years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

Michael Jones is a CFP® with 29 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp. He previously worked at GWN Securities Inc. for nine years and holds Series 63 and Series 65 licenses. Jones is based in Charlotte, NC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs utilizing a mix of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Anthony Farrar is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds the ChFC® designation and Series 63 license. Farrar also operates Farrar Financial Group and serves as a benefit counselor for Willis Towers Watson. Additionally, he is a board member and secretary of the AJF Scholarship, participating in the selection of scholarship recipients. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and uses third-party asset managers and model portfolios.

Alexis Quen is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding a Series 65 designation. Alexis has been with Wells Fargo Investment Institute since 2025 and has prior experience at Wells Fargo and in various roles outside the financial industry, including work with Voodoo Donuts. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses, as well as select external clients. The firm’s work is divided across specialized research and portfolio management divisions and focuses on delivering research and model guidance rather than direct investment management.

Kevin Iobbi is a financial advisor with TIAA-CREF based in Charlotte, NC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Third Bridge and academic appointments at Hamilton College and Greenwich High School. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals, trusts, estates, and small retirement plans, offering financial planning and discretionary managed account programs through a fiduciary model that includes both model and customized portfolios.

Dawn Wilson is a financial advisor at &PARTNERS with 8 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes positions at Neuberger Berman LLC and Wells Fargo Clearing Services, LLC. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary and third-party strategies through the Envestnet platform and NFS clearing arrangements.

Rahul Kashyap is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Merrill, LPL Financial, Fortune Investment Advisory, and the United Postal Service. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and smaller retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and donor-advised fund services.