Marisa Lindsey is a financial advisor with Empower Advisory Group based in Charlotte, NC. She holds Series 66 and Series 63 designations and has 21 years of industry experience. Her prior work includes roles at GWFS Equities, Ascensus, BB&T Retirement & Institutional Services, First Citizens Investor Services, Newport Group Securities, and Principal Financial Services. 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 certain retail brokerage clients. The firm’s integrated approach leverages proprietary planning methodologies focused on long-term portfolio returns and savings rates within the framework of Empower’s recordkeeping and administrative platforms.

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® certificant with 17 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2022. His prior roles include positions at Altavista Wealth Management, Genspring Charleston, LLC, and GFO Advisory Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs both active and passive investment strategies across public and private asset classes and combines asset-allocation modeling with third-party Independent Managers selected through ongoing due diligence.

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 as an advisor at Wells Fargo Investment Institute, Inc. He previously worked at Wells Fargo Bank for 20 years before joining the Investment Institute in 2021. 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 operates as a research and model-provider without managing client accounts or offering individualized financial planning.

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.

Marcus Royal is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at One Main Financial / Citigroup for nine years before joining TIAA in 2022. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing ties to TIAA employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Jasmine Martin is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Truist Advisory Services and Truist Investment Services since 2022, following prior roles at VALIC Financial Advisors and Wells Fargo Clearing. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools to support its advisory offerings and leverages its affiliation with Truist Financial to deliver a range of integrated financial services.

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 bringing 15 years of industry experience. He has worked at TIAA-CREF since 2019 and was previously with Neuberger Berman for three years. TIAA-CREF’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.

Marty Stamps is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo and its affiliates for 16 years prior to joining Truist. He also held a position at GESS INTL / CYCLUM RENEWABLES in 2022. Truist Advisory Services offers 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 combines traditional research with AI-enabled tools and leverages multiple affiliated financial relationships to provide comprehensive advisory solutions.

Lance Dunlap is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and bringing 10 years of industry experience. His previous roles include eight years at TIAA-CREF and a year at Wells Fargo Advisors. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active strategies, supervised by an internal Investment Committee.

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 bringing 27 years of industry experience. He has worked with Truist Investment Services and Truist Advisory Services since 2018, following a long tenure at BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its investment strategies and offers comprehensive client service through ongoing reviews and consultations.

Stephen Watson is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm provides point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Jonathan Strong is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at TIAA and its affiliated entities since 2017 and previously spent time at Wells Fargo Clearing Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services including model portfolio-based and customized portfolio management.

Zachary Goreczny is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services and several other firms. Outside of his advisory role, he owns a home computer and electronic repair business and serves as an independent AI evaluator for an artificial intelligence service provider. 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 relationships. The firm’s advisory model separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Trevor Whitson is a financial advisor at Truist Advisory Services with 26 years of industry experience. He has held positions at Truist Investment Services, Grove Point Advisors, Wells Fargo Clearing Services, and LPL Financial. He holds Series 63 and Series 65 licenses. 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 tools and provides ongoing client reviews while leveraging its affiliation with Truist Financial and a range of related financial entities.

Camille Lubic is a financial advisor at TIAA-CREF with three years of industry experience. She holds the Series 66 designation and previously worked at JP Morgan Securities, LLC, and JP Morgan Chase & Co. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans.

Mitchell Juda is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Raymond James Financial Services, Wells Fargo Clearing Services, Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, he owns Norm's Closet, an online business selling officially licensed UNC Charlotte merchandise and apparel. TIAA-CREF’s Advice & Planning Services division 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, and small retirement plans. The firm offers a range of investment management services that include both model and customized portfolios and acts as adviser to a donor-advised fund.