Andrew Dorrien is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various Truist entities since 2022. Prior to his advisory roles, he gained experience outside finance, including positions with KW Beverage and Harrington Landscapes. 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 research and AI-enabled tools for ongoing portfolio monitoring and client consultation, leveraging extensive affiliated financial relationships within the Truist Financial network.

Robyn Ducharme is a financial advisor at Empower Advisory Group in Charlotte, NC, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining Empower, Robyn worked at CarMax Inc for six years and spent seven years in full-time education. 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 retail brokerage clients. The firm’s services leverage integrated recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.

Kaitlin Hord is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and approximately two years of industry experience. Prior to joining TIAA-CREF, she held roles at Ulta Beauty, Pour64, and the University of North Carolina at Charlotte. TIAA-CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients linked to TIAA-administered employer retirement plans. The firm provides financial planning, discretionary managed account programs, and separate broker-dealer services, operating within a vertically integrated structure that includes donor-advised fund advisory and model-based as well as customized portfolio management.

Angela Bellamy is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, Bellamy teaches a financial planning fundamentals course at Central Piedmont Community College, involving lectures and practical instruction on financial calculators. 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 linked to employer retirement plans administered by TIAA. The firm offers a range of advisory services, including planning and ongoing portfolio management, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Jordan Jones is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial, Barings Asset Management, and Vanguard Marketing Corporation. Jones is based in Charlotte, NC. 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 relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing managed accounts and acts as adviser to a donor-advised fund.

Magdy Mahmoud is an advisor at Fifth Third Securities, Inc. based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has experience working in the financial industry since 2014, including positions at Wells Fargo, First Horizon, and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both investment advisory and brokerage services. The firm provides access to multiple investment programs through the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Martiara Boyd is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Before joining Truist, Boyd held various roles in organizations including the Society for Financial Education and Professional Development and S3 Security. Outside of financial services, Boyd owns MB Luxe Events, a business specializing in event decorating. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional and AI-enabled research tools and provides ongoing monitoring and client consultations through its affiliation with Truist Financial.

William Gibson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has previously worked at Bank of America and continues to hold a role at First Citizens Bank. Gibson serves on the boards of United Cerebral Palsy of South Carolina and the Town of Matthews Board of Adjustment. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, utilizing IAR-led assessments and diverse investment strategies across equities, fixed income, mutual funds, and ETFs.

Randy Farina is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked at Exencial Wealth Advisors, LLC for six years and had a one-year tenure at Westwood Global. Savant Wealth Management provides wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, families, corporate clients, and institutions. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Michael Hoffmann is a CFA® charterholder with 12 years of industry experience. He is currently with Truist Advisory Services and has been with the Truist organization since 2014, including prior roles at SunTrust Robinson Humphrey and SunTrust Investment Service, Inc. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to monitor investments and offers a range of advisory services including manager selection through the Envestnet platform.

Sarina Campbell is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Founders Federal Credit Union and Chester County Schools. Outside of her advisory role, she is an independent business owner with Amway Global, involved in retail sales and mentorship. TIAA-CREF’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 retirement relationships. The firm separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated investment platform.

Madhuri Bendale is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Bank and Wells Fargo Clearing from 2014 to 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, along with trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time planning with ongoing discretionary management using model or customized portfolios and acts as adviser to a donor-advised fund sponsored by Charityvest.

Andrew Boone is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund operated with affiliated services.

Tiffany Gomez is a financial advisor with TIAA-CREF, holding a Series 66 designation and three years of industry experience. She previously worked with 131 Main and has held roles at the University of South Carolina in both the payroll department and other capacities. 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 to trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, operating under a fiduciary standard and advising a donor-advised fund.

Robert Moore is a financial advisor with Empower Advisory Group in Lowell, NC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at First Citizens Investor Services, JPMorgan Chase Bank, Wells Fargo, and New York Life Insurance Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Michelle Floris is a financial advisor at TIAA-CREF with 27 years of industry experience. She has been with TIAA and TIAA-CREF since 2000 and holds Series 63 and Series 66 licenses. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and 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 discretionary management using model portfolios or customized portfolios managed under client-approved investment policies and acts as adviser to a donor-advised fund.

Gregory Ryan is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes over three years at Fidelity Personal and Workplace Advisors and a combined 25 years at TIAA and TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers a range of advisory services under a fiduciary standard, including use of model and customized portfolios, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Jared Wall is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time financial planning services and ongoing discretionary management, utilizing model and customized portfolios managed under fiduciary standards.

Ronnie Reed is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials with 11 years of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Fidelity and USAA in various advisory roles. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with employer retirement plan relationships, as well as trusts, estates, and small retirement plans. Their advisory model separates one-time financial planning from ongoing portfolio management, combining model and customized portfolios under a fiduciary standard.

Brent Martin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 63 designation and 30 years of industry experience. His career includes long-term roles at BB&T and its successor entities prior to joining Truist. He serves on the board of Roof Above, an organization addressing homelessness through emergency shelter and housing solutions. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI tools to support asset allocation and manager selection, and maintains extensive affiliated financial relationships as part of its operational model.