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.

Edward Danser is a CFP® with 26 years of industry experience and is currently an advisor at Truist Advisory Services. His prior experience includes roles at Merrill and SunTrust Investment Services. Outside of his advisory work, he is a partner in an LLC formed for investment purposes in a hotel opportunity with Beacon IMG, involving family members. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a combination of traditional research and AI tools and offers ongoing client reviews and customized asset allocation strategies.

Jaclyn Copeland is a financial advisor at TIAA-CREF with three years of industry experience. She holds a Series 66 designation and has previously worked at Vanguard Advisers, Vanguard Marketing Corporation, Williams & Fudge, Inc., and New York & Company. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory services separate point-in-time planning from ongoing discretionary management and offer model and customized portfolios under a fiduciary standard.

Thomas Dumas is a CFP® and ChFC® with 25 years of experience, currently affiliated with Guardian Life and Park Avenue Securities in Charlotte, NC. He has been with both firms since 2001. In addition to his advisory role, he serves as a trustee for his parents' estate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to both proprietary and third-party investment platforms.

Kristopher Hyland is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with TIAA-CREF and its predecessor entities since 2012, with a brief interval working outside the firm and at Digital Intelligence Systems, LLC in 2021. 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 connected through employer retirement plans. The firm offers a combination of point-in-time financial planning and ongoing portfolio management under a fiduciary standard, and acts as adviser to the TIAA Donor Advised Fund.

James Baker is a financial advisor at Fifth Third Securities, Inc. in Charlotte, NC, holding a Series 66 designation with 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of his advisory role, he is a co-owner of Three Eagle Ventures, LLC. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated banking and advisory functions.

James Martin II is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials with 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wachovia Bank. Outside of his advisory work, he is a co-owner involved in rental property maintenance. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Matthew Duffey is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Charlotte, NC. His prior experience includes roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. He was also involved with the Notre Dame Student Activities Organization during his university years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with trades executed only upon client authorization.

Rachel Ashman is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds Series 63 and Series 65 credentials and has 21 years of industry experience. Her prior work includes roles at SunTrust Bank and The Prudential Insurance Company of America. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional and AI-enabled research tools and offers ongoing reviews and reporting, working closely with clients to develop asset allocation strategies and select investment managers.

Bryce Blanton is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2021. Prior to joining TIAA-CREF, he held roles at Bonobos and the Office of Family and Community Engagement. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, employing a fiduciary standard across its RIA services.

Jonquil Funderburk is a financial advisor at TIAA-CREF with 22 years at the firm and 13 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is co-owner of Frazier and Co. Transport Services, LLC, a box truck transportation business in Charlotte, NC. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between standalone planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Michael Hitch is a financial advisor at TIAA-CREF with 24 years of industry experience. He has been with TIAA-CREF and TIAA since 2005 and holds Series 63 and Series 65 licenses. 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 with existing TIAA-administered retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios, and it acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Myla Cho is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 designation and has worked at Vanguard Advisers, JP Morgan Chase & Co, and several other firms prior to joining TIAA-CREF. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes itself by combining point-in-time planning with ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.

Brandon Bastuba is a CFP® professional with 16 years of industry experience, currently affiliated with NewEdge Advisors. His prior roles include positions at Assetmark, Inc., Brinker Capital Securities, and Intelliflo. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to third-party advisory programs, utilizing centralized due diligence, technology tools, and a variety of program structures.

Adam Snell is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Merrill and Merrill Lynch from 2011 to 2020 before joining PNC Investments in 2020. He is currently based in Charlotte, NC, and is affiliated with PNC Wealth Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, invitation-only Portfolio Solutions Strategist offering for employees. The program uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Hana Lee is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining PNC, she worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she works part-time as a sales associate at a beauty retail store. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party managers to implement investment strategies.

Mary Kane is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has worked with Truist in various capacities since 2024. Prior to joining Truist, she was employed at Pearson and involved with other business activities including Hermitage Country Club and Hampden Hill Custom Building. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research and due diligence with AI-enabled tools, offers ongoing portfolio monitoring, and utilizes a network of affiliated financial entities in its client solutions.

Scott Paul is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation. Prior to joining the financial services industry, he worked for the Carolina Panthers for 25 years. 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 serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund, offering a combination of model and customized portfolio management under a fiduciary standard.