Matthew Stork is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 licenses with four years of industry experience. His prior roles include positions at First Citizens Bank, Wells Fargo, and Principal Securities. Before entering finance, he worked for American Airlines for six years. TIAA-CREF Individual & Institutional Services provides 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 offers both point-in-time planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Christopher Prevette is a CFA® charterholder with four years of industry experience. He is currently with Independent Advisor Alliance, LLC, where he has worked for five years. Prior to that, he spent eighteen years at Wells Fargo Bank and one year at Principal Financial Group. Outside of his advisory work, he serves as the treasurer on the board of the Charlotte Carolinas Rugby Club, a nonprofit focused on youth and community outreach. 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 through discretionary and non-discretionary management, utilizing various portfolio strategies and technology platforms.

Robert Keith is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations with 12 years of industry experience. He has been with TIAA and TIAA-CREF continuously since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model differentiates between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolios.

Natasha Allen is a financial advisor with CWM, LLC based in Charlotte, NC. She holds a Series 66 designation and has three years of industry experience. Prior to joining CWM, she worked at Edward Jones for three years and has founded Natasha N. Allen, LLC, a consulting business focused on coaching women who struggle with emotional eating and weight loss. She is also a skills development coach at the Life Purpose Institute. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary account management using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular emphasis on retirement plan services and fiduciary processes.

Brett Schmidt is a CFP® with 14 years of experience in the financial services industry. He currently works at Truist Advisory Services and has held roles within related Truist entities and BB&T since 2012. Schmidt serves as the Charlotte Chapter President for the Foundation Fighting Blindness, where he organizes events and leads community efforts to raise awareness and funds for inherited retinal diseases. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships supported by third-party platforms and enhanced by AI-enabled research tools.

Gary Spencer is a financial advisor at Truist Advisory Services with a Series 66 credential and two years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2023 and previously was associated with Baldwin Risk Partners. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager‑selection program through third‑party managers, utilizing a combination of discretionary and non‑discretionary approaches supported by AI-enabled research tools.

Vincenzo Atkinson is a CFA® charterholder based in Charlotte, NC, with nine years of industry experience. He has been with SunTrust Advisory Services LLC and SunTrust Bank since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jordan Mc Elmurry is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with TIAA‑CREF and its affiliated entities since 2016. 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 employer retirement plan relationships. The firm operates a fiduciary advisory model that separates one-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund.

Eric Robbins is a financial advisor at PNC Wealth Management in Charlotte, NC, holding Series 65 and Series 66 licenses with six years of industry experience. His career includes roles within various PNC Investments entities since 2018 and prior experience at Marriott Vacation Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithm-driven risk assessments and delegated portfolio management.

William Crocker is a financial advisor at Creative Planning with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lockton Investment Advisors, Lockton Companies, and Lockton Financial Advisors from 2014 to 2021. Crocker is based in Indian Land, South Carolina. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies, supported by a large advisory team and integrated investment infrastructure.

Matthew Orf is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63, 65, and 66 credentials and bringing 27 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with connections to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

Matthew Kalajian is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2006. He is based in Charlotte, NC, and holds a Series 63 license. Outside of his advisory role, Kalajian is involved in community organizations, serving on the boards of the Charlotte Economics Club and Camp Rockmont. 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 a diverse client base, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Frank Braswell III is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with TIAA since 2011. Outside of his advisory work, Braswell serves as a soccer referee. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model or customized portfolios.

Eduardo Gelpi is a financial advisor with T. Rowe Price Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Edelman Financial Engines, LPL Financial LLC, Ameriprise Financial Services, and Wells Fargo Advisors. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning and discretionary investment management, primarily using proprietary mutual funds and ETFs for individual investors and households with retirement goals.

Lara Ferguson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. since 2022. Her prior roles include positions at LPL Financial, LLC and DaVinci Financial Designs. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and managed account services while operating as a broker-dealer and insurance agency.

Abel Rizzo is a financial advisor at Empower Advisory Group in Charlotte, NC, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Empower Advisory Group, he worked at various hospitality firms including Wurst Haus and Union Kitchen. 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 certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Bradford Brinkley is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding a Series 65 credential and 18 years with the firm. He has experience as an insurance agent selling life and health insurance, including Medicare Supplement and annuity products. Bankers Life Advisory Services provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Kelly West is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. She holds a Series 66 designation and has worked exclusively within the First Citizens organization since 2016. Outside of her advisory role, Kelly owns an online resale shop selling clothing and other items and is involved in direct/network marketing ventures. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and insurance services to individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation, offering portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Andrea Smith is a financial advisor at HB Wealth with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Lucie Mcgowan is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with TIAA and TIAA-CREF since 2010, based in Charlotte, NC. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing connections to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary management, utilizing both model and customized portfolios.