Cole Conner is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes ten years at LPL Financial before joining TD Private Client Wealth LLC and TD Bank N.A. in 2022. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and uses a technology platform provided by Envestnet.

Zachary Evans is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC serves individuals—often those connected through employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers financial planning, discretionary managed account programs, and separate broker-dealer services, operating a vertically integrated model that includes advising donor-advised funds and using affiliated funds within managed accounts.

Jarod Walker is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at Mass Mutual Investors Services and Tristate Financial Advisors. Outside of his advisory role, he operated an auto detailing business and has experience in property rental, providing bedrooms and bathrooms to tenants in Charlotte, NC. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, leveraging third-party platforms and AI-enabled research to support its investment approach.

Jose Giraldo is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robinhood Markets, Inc., Robinhood Financial, LLC, and Wells Fargo Advisors. His career includes roles spanning from 2010 to the present. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Ciaran Murphy is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 credentials and 18 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2015. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary 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 a distinct advisory model separating one-time planning services from ongoing portfolio management, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Nathaniel Wineland is a CFP®-designated financial advisor with 10 years of industry experience. He currently works at Janney Montgomery Scott and previously spent four years at The Vanguard Group, Inc. His career has been focused in Charlotte, NC. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage services, financial planning, and advisory programs.

Matthew Kupreanik is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing. His background includes roles outside finance, such as at the Isabella Santos Foundation and Lowe's. 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 individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Scott Serfass is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 22 years of industry experience, including 16 years at Ameriprise Financial Services and ongoing roles at both Independent Advisor Alliance and LPL Financial since 2021. He is also an author based in Charlotte, NC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model combining independent advisory representatives with access to brokerage services through LPL Financial and leverages technology platforms to support portfolio management and estate planning.

Dennis Rooney is a financial advisor with Transamerica Retirement Advisors, LLC, based in Charlotte, NC. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. Rooney has worked with various Transamerica entities since 2014, including Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of managed advice programs and investment education services. The firm’s approach incorporates proprietary software and model portfolios provided by Morningstar Investment Management, focusing on asset allocation, contribution guidance, and retirement planning.

Kimia Steed is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a decade at The AYCO Company, L.P./Mercer Allied. Based in Charlotte, NC, she is part of a large team serving a diverse client base. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and a blend of discretionary and non-discretionary managers, providing tailored solutions such as executive wealth and private family office support.

Nadir Khalid is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, 65, and 66 credentials and 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and TIAA. Outside of his advisory work, he is co-owner of DOC & DOC LLC, a real estate entrepreneurship venture. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Arthur Goins is a CFP® with 20 years of industry experience, currently serving at Truist Advisory Services. He has been with SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment process.

Jennifer Lewis is a financial advisor at PNC Wealth Management with 22 years of industry experience. She holds a Series 66 designation and has worked at PNC Investments since 2018, following previous roles at LPL Financial and Merrill. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios.

Kristen Richards is a CFP® professional with 26 years of experience in the financial services industry. She currently works at Rockefeller Financial LLC and has held prior roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney. Richards is based in Charlotte, NC. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a range of in-house and third-party managers.

Woneita Burdno is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior roles include positions at Principal Life Insurance and Principal Securities. Outside of her advisory work, she has worked as a contractor for grocery delivery services. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated investing platform.

Robert Miles is a Series 66-licensed financial advisor with Truist Advisory Services, based in Charlotte, NC, and has five years of industry experience. Prior to joining Truist Advisory Services in 2022, he worked at Wells Fargo Clearing Services from 2007 to 2022. Outside of his advisory role, Miles is a faculty member for the American Bankers Association and provides individual communication and behavioral coaching through his private coaching business. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research and extensive inter-affiliate collaboration.

Emma Brandt is a financial advisor with Primerica Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Her prior work includes positions at Guardian Life Insurance Company and Equitable Advisors, as well as roles in academia and event management. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers a range of investment strategies through proprietary and third-party platforms, managing approximately $15 billion in regulatory assets under management.

Richard Fallin is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Independent Advisor Alliance since 2016. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

John Tierney is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining First Citizens in 2025, he worked at Wells Fargo Clearing and The Vanguard Group, Inc. among other positions. Outside of finance, he has experience in the catering industry. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm uses a combination of strategic and tactical asset allocation with fundamental, quantitative, and technical analysis, offering clients discretionary and non-discretionary management options along with complimentary financial planning and tax-aware services.

Autumn Williams is a financial advisor with Wells Fargo Investment Institute, Inc. in Charlotte, NC. She holds a Series 65 designation and has four years of industry experience. Williams has been with Wells Fargo Investment Institute since 2000. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm delivers specialized research and model guidance without exercising investment discretion or holding client assets.