Ty Hensley is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Independent Advisor Alliance since 2015. Outside of his advisory roles, Hensley is involved in retirement planning and tax preparation activities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and provides both discretionary and non-discretionary portfolio management, utilizing various analytical techniques and technology platforms.

Dylan Mc Cullough is a CFP® professional at Schwab Wealth Advisory with 22 years of industry experience. He has been with Charles Schwab since 2004 and has served at Schwab Wealth Advisory for 14 years. He holds Series 63 and Series 66 licenses and is based in Charlotte, NC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Daniel Huth is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior work includes roles at UBS Financial Services and M&T Bank. Outside of his advisory work, he occasionally assists with a non-investment related collectibles business run by his spouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through both discretionary and non-discretionary arrangements.

Andrew Calder is a financial advisor with Creative Planning, holding the Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Lockton Investment Advisors, Lockton Investment Securities, Lockton Companies, Newport Group, and TriNet Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

La Terra Frechette is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has one year of industry experience. Prior to joining Truist Advisory Services, Frechette held roles at TIAA, Amazon, and has experience connected to the Darla Moore School of Business at the University of South Carolina. Outside of finance, Frechette was involved with Capital City Gymnastics for several years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program leveraging third-party platforms and AI-enabled research tools.

Justin Walker is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Based in Charlotte, NC, he has been with Rockefeller since 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated investment platform and access to alternative investments, trust, and insurance services.

Ee Yang is a financial advisor at TIAA-CREF with 11 years of industry experience. He has held roles at Members Trust Company, Credit Union Investment Services, SeCU Brokerage Services, SeCU Life Insurance Company, and the State Employees' Credit Union. Outside of his advisory work, Ee Yang owns a sole proprietorship, ProjectEM Co, which produces signs and laser goods. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients connected through TIAA-administered employer retirement plans. The firm combines one-time planning with ongoing portfolio management using both model and customized strategies.

Matthew Moore is a financial advisor at HB Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA for 10 years each, as well as serving as Manager and Partnership Representative of MAAN Holdings, LLC. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm typically manages discretionary accounts, employing a combined quantitative and qualitative investment process across public and private strategies and advises registered investment companies and affiliated private funds.

Elizabeth Mitchell is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Brittain Resort Management LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Diana Urichich is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 2016. Based in Charlotte, NC, she serves clients through these firms' financial planning and investment management services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities. The firm provides both model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Tamir Hornesby is a financial advisor at Citizens Securities, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include extended tenure at TIAA-CREF and positions at Ameriprise, Wells Fargo Clearing Services, and ABC Investment Management. Outside of finance, he maintains occasional hospitality and airline roles to accommodate family travel. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory platform includes a digital advisory program using proprietary algorithms for ETF portfolios, as well as a managed account program.

Cassie Dzubinski is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at RoseGose and Charles Schwab & Co., Inc. before joining Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice based on Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Jeffrey Channell is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. He is based in Charlotte, NC. TIAA-CREF Individual & Institutional Services 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 offers both point-in-time planning and ongoing portfolio management through model-based and customized strategies.

Marilyn Spencer is a CFP® professional with 11 years of industry experience, currently serving at Empower Advisory Group since 2024. Prior to joining Empower Advisory Group, she was not employed in the financial advisory industry for 10 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm employs an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Arturo Byrd is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at The Vanguard Group, Inc. for two years and has experience with several other firms including WPM Investments LLC and Charter Communications. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers its services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in its financial planning approach.

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 licenses and bringing 26 years of industry experience. She has been with First Citizens Investor Services since 2005. Outside of her advisory role, Kimberly works as an aerobic instructor at a YMCA in Albemarle, NC. First Citizens Investor Services, Inc. serves a diverse client base, including individuals, pension plans, charitable organizations, and corporate entities, offering advisory and brokerage services through a variety of portfolio management options and financial planning. The firm’s investment process involves comprehensive assessments of client needs and risk tolerance, utilizing fundamental, quantitative, and technical analyses to allocate assets across multiple investment types.

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 a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Equitable Advisors. Mabunga is also associated with various organizations including the Charlotte Country Club and Project Destined. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and entities, often serving clients with existing employer retirement plan relationships, and operates within a vertically integrated advisory model that includes customized portfolio management and donor-advised fund services.

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.