Andrew McDonald is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with TIAA-CREF in Charlotte, NC, where he has worked since 2026. His prior experience includes roles at Truist Advisory Services, BB&T Securities, and Wells Fargo Clearing. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management services, including customized portfolios managed under client-approved investment policies.

Douglas Juda is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Ameriprise and the London Stock Exchange Group. 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, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Debra Jones McConnell is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Rockefeller Financial, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Priya Jagdeo is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with eight years of industry experience. Her prior roles include positions at Merrill and Credit Union Investment Services, as well as SECU Brokerage Services and State Employees' Credit Union. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated model that includes affiliated funds and offers both point-in-time financial planning and ongoing portfolio management under a fiduciary standard.

John Demere Jr. is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Southern Financial Consultants, and other firms across various roles. 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 utilizes a combination of traditional research and AI-enabled tools to support its advisory services and maintains extensive financial affiliations as part of the Truist Financial network.

Emanuel Zalants is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and The Vanguard Group, Inc. There are no additional notable outside activities reported. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.

Rebecca Sorohan is a CFP® certificant with eight years of experience in financial advisory roles. She currently works at Truist Advisory Services and has prior experience at The Vanguard Group, Inc. and American Financial Advisors, LLC. Her background also includes roles at the University of Georgia and its Veterinary Teaching Hospital. 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 and AI-enabled research tools, providing ongoing reviews and support through its affiliation with Truist Financial and a range of banking and broker-dealer relationships.

Lashanda Manson is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Truist in 2025. Outside of her advisory work, she is engaged as a delivery driver for Amazon Flex. Truist Advisory Services provides 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 utilizes a combination of traditional research and AI tools to support its advisory process and offers a range of services through its partnerships and proprietary programs.

Sean Able is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and has previously worked at Vanguard Advisers, New York Life Insurance Company, and Enterprise Rent-A-Car. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Julia Dorer is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Truist, she worked at Wells Fargo Clearing Services LLC and has held various roles in education and administrative support. Outside of her advisory work, she assists with administrative functions in residential real estate under a licensed broker. Truist Advisory Services provides 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 offers a range of fiduciary services and ongoing client reviews.

Darlene Young is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with TIAA and its affiliated entities since 2002. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients connected through employer retirement plans. The firm provides model-based and customized portfolio management within a vertically integrated structure and acts as adviser to a donor-advised fund.

Wilson Mc Kinney is a financial advisor at TIAA-CREF with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Storie Street Grill and Eseeola Lodge, as well as roles in university recreation and food service. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm uses a fiduciary standard in its advisory services and offers customized portfolio management alongside model portfolio options.

Katie Dunmire is a financial advisor at Janney Montgomery Scott with 18 years of industry experience holding a Series 66 designation. Her career includes previous roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Morgan Stanley. She serves as a board member of the Pennrose Park Country Club in Reidsville, NC. Janney Montgomery Scott 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 municipal entities, delivering investment advice through in-house portfolio management and third-party managers across multiple advisory programs.

Alec Strause is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual and the Ballantyne Country Club, among other positions prior to joining TIAA-CREF. 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 connected to TIAA-administered employer retirement plans. The firm provides model-based and customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

William Dillon is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management across risk classes, supported by quantitative and fundamental research and an internal Investment Committee.

Julio Gaviria is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and previously worked at firms including WealthPoint Advisors, Dempsey Lord Smith, LLC, and Belmont Capital Advisors, Inc. Outside of his advisory role, he has full ownership of Gavi Wealth Management, LLC. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected through employer retirement plans. The firm provides tailored investment management alongside referrals to affiliated services and serves as adviser to donor-advised funds.

Christopher Senvisky is a CFP® with 32 years of industry experience. He is currently affiliated with &PARTNERS since 2024 and previously worked at Wells Fargo Clearing for eight years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Kristin Koptyra is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at Banc of California. Kristin took time away from the industry to focus on full-time parenting before returning to advisory services. First Citizens Investor Services serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers a broad range of advisory and brokerage services supported by a client-focused process involving fundamental, quantitative, and technical analysis.

Christopher Brown is a financial advisor at Savant Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Exencial Wealth Advisors, LLC and Willingdon Wealth Management LLC. Outside of his advisory role, Mr. Brown is a co-owner and property manager of a rental real estate business in Gastonia, NC. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Jacob Smith is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and previously worked at Principal Life Insurance Company, Principal Advised Services, and Principal Securities, Inc. before joining TIAA-CREF. 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 connected through employer retirement plans administered by TIAA. The firm provides a range of advisory services including model portfolio management and customized portfolios under fiduciary standards.