Afi Douhadji is a financial advisor at TIAA-CREF with a Series 66 designation and two years of industry experience. Prior to joining TIAA in 2023, Douhadji held roles at several firms including Equitable Advisors and Peace of Mind Wealth Management, and has a background in home health care and medical transport services. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs, serving individuals with connections to TIAA employer retirement plans as well as trusts, estates, and small retirement plans. The firm’s advisory services include both one-time financial planning and ongoing portfolio management under a fiduciary standard, with access to model and customized portfolios.

Michael Mcglinsky is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with First Citizens Investor Services, Inc., having joined in 2025. His previous roles include positions at Thrivent Financial and Prudential. First Citizens Investor Services, Inc. serves individuals, pension plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs fundamental, quantitative, and technical analysis to construct diversified portfolios across various asset classes.

Thomas Wolf is a financial advisor with TIAA-CREF in Charlotte, NC, holding the Series 63, Series 65, and Series 66 designations and bringing 24 years of industry experience. He has been with TIAA-CREF since 2010. 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 to TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure and provides services under a fiduciary standard, including acting as adviser to a donor-advised fund.

Thomas Capul is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has been involved with C2x Wrestling Academy since 2020. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Beverly Caldwell is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management under a fiduciary standard, acting as adviser to a donor-advised fund and operating within a vertically integrated group that utilizes affiliated funds.

Genie Theimer is a financial advisor with Guardian Life and holds ChFC®, Series 63, and Series 65 designations. She has 44 years of industry experience, including 21 years at Park Avenue Securities and Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers tailored client relationships alongside access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

William Walker III is a financial advisor with D.A. Davidson & Co. in Charlotte, NC. He holds Series 63 and 66 licenses and has 20 years of industry experience, including 14 years at LPL Financial before joining D.A. Davidson in 2022. He serves as the Outreach Committee Chairman for St. John's Episcopal Church, organizing volunteer events for the congregation. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analysis.

Jacob Daubenmire is a financial advisor at TIAA-CREF with a Series 66 designation and two years of industry experience. Prior to joining TIAA in 2025, he worked at Equitable Advisors, LLC. His background includes roles outside finance, such as involvement with InFront Roofing and employment at Lowe’s and Olive Garden. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both one-time planning services and ongoing portfolio management under a fiduciary standard, with an advisory model that includes customized and model-based portfolios.

Justin Chapman is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining PNC Investments in 2021, he worked at Morgan Stanley and Wells Fargo Clearing. He also has a background at Chapman Funeral Home from 2007 to 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio platform that uses algorithm-driven risk assessments and third-party managed investment models.

Stuart Vaughn is a CFP® with nine years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC. He has previously worked at Northwestern Mutual in various capacities from 2016 to 2023 and at LPL Financial LLC starting in 2023. Vaughn is also involved with The Cason Group, a non-variable insurance business. 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 consulting, using both discretionary and non-discretionary strategies supported by model portfolios and technology platforms.

Helene Moll is a CFP® certificant with 16 years of industry experience, currently serving at Truist Advisory Services. Her prior roles include positions at TIAA-CREF and multiple Truist-related entities. Truist Advisory Services delivers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse clientele, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional and AI-enabled research tools and offers a range of advisory services through its Envestnet platform and affiliated financial relationships.

Erica Damato is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF and TIAA since 2017, following four years at The Prudential Insurance Company of America and Pruco Securities LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides separate broker-dealer services and acts as adviser to donor-advised funds, operating within a vertically integrated group that uses affiliated funds and applies a fiduciary standard to its RIA services.

Carla Sims is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 66 and Series 63 licenses and five years of industry experience. Her prior roles include positions at PNC Financial Services Group and JP Morgan Chase & Co. 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 both point-in-time planning and ongoing discretionary management through various managed account options, operating under a fiduciary standard and within a vertically integrated group that includes affiliated funds.

Thomas Fitts is a financial advisor at Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life, as well as in healthcare technology and solutions firms including NRC Health and Allscripts Healthcare Solutions. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Derek Motto is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at firms including LPL Financial and Equitable Advisors. Motto provides investment advisory services through Independent Advisor Alliance, an independent firm distinct from LPL Financial. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance client service.

Luke Piccione is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Bankers Life, he worked in various roles including as a driver for a ride-sharing service and in educational and fitness organizations. He is also appointed as an insurance agent with Bankers Life and Casualty Company, focusing on retirement services such as Medicare, life insurance, and long-term care insurance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals, risk tolerances, and time horizons.

Stuart Singer is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Janney Montgomery Scott since 2003. Singer serves as a board member of Jewish Family Services of Greater Charlotte, a social work and counseling agency. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

James Matthews is a Certified Financial Planner® with 19 years of experience in the financial services industry. He has worked at Guardian Life since 2017 and previously held roles at Aon Hewitt Financial Advisors and Wells Fargo Clearing. Matthews engages in public speaking outside his advisory role and serves on the Peer Review Board for the Journal of Financial Planning. He is affiliated with Park Avenue Wealth Management, a subsidiary of Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investments.

Taylor Bryant is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has previously worked with Charlotte Wealth Management and LPL Financial. Bryant also provides administrative support to independent investment advisor firms in the Charlotte area. 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 through a network of advisory representatives using a range of portfolio management strategies and technology platforms.

Thomas Cline is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Wells Fargo Clearing. He serves as a board member for the United Way of Roanoke Valley. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm’s approach involves IAR-led assessments and combines fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.