Christopher Hance is a financial advisor with TIAA-CREF, holding a Series 66 credential and 23 years of industry experience. He has been with TIAA-CREF and its predecessor entities since 2006, with a brief period of unemployment in 2019. 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 with existing relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes planning services from ongoing discretionary management and advises a donor-advised fund while utilizing a vertically integrated investment approach.

Pete Trontis is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Savant Wealth Management and previously worked at Exencial Wealth Advisors, LLC, where he was also an equity partner. Prior to that, he held roles at Willingdon Wealth Management and Horizon Investments. Savant Wealth Management serves a broad client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a mixed investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

Jennifer Hamlin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at MassMutual, Park Avenue Securities, Guardian Life Insurance Company, and MetLife Securities. Outside of her advisory work, she has ownership in a real estate venture with her husband. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Andrew Dorrien is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 65 and Series 63 designations and has worked in various roles within Truist entities since 2022. Prior to his financial services career, he held positions at KW Beverage and Harrington Landscapes and was affiliated with the University of South Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing both discretionary manager relationships and non-discretionary consulting in its advisory approach.

Robyn Ducharme is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 designations. Prior to her advisory roles, she worked at CarMax Inc and Regal Entertainment Group, and spent several 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 to certain IRA and retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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 at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and has worked at various organizations including Truist Investment Services and the Society for Financial Education and Professional Development. Outside of finance, she is the owner of MB LUXE EVENTS, a business focused on event decorating. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a mix of discretionary manager relationships and non-discretionary consulting supplemented by AI-enabled research tools.

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.

Inna Collins is a Certified Financial Planner (CFP®) with 17 years of industry experience. She is currently an advisor at MAI Capital Management, LLC and has previously worked at Bank of America, Merrill, and The Vanguard Group. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies integrating equity, fixed income, ETFs, and private investments, with additional services such as trust administration and insurance.

Randy Farina is a CFA® charterholder based in Huntersville, NC, with six years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent six years at Exencial Wealth Advisors, LLC, along with prior roles at Westwood Global and Putnam Investments. Savant Wealth Management serves a broad client base including individuals, families, and institutions, offering comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and operates with significant scale and integrated legal and accounting affiliates.

Michael Hoffmann is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Truist Advisory Services, where he has worked since 2018 following previous roles at Suntrust Robinson Humphrey. Hoffmann holds the Series 63 license and is based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integrations, to deliver customized investment solutions.

Matthew Allen is a CFP® with four years of industry experience, currently serving as a financial advisor at Corient in Charlotte, NC. He has held roles at Corient Services LLC, Choreo, LLC, and The Vanguard Group, Inc., among others. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary and third-party strategies, employing risk management tools and continuously monitoring portfolios to align with client objectives.

Jeremiah John is a financial advisor with Wells Fargo Investment Institute, Inc., holding a Series 65 designation and four years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and has worked at Wells Fargo Bank since 2004. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm specializes in delivering research and model guidance without exercising investment discretion or holding custody of client assets.

David Curry Jr. is a CFP® and Series 66 registered advisor with 23 years of industry experience. He has been with Independent Advisor Alliance, LLC and affiliated with LPL Financial since 2015. Outside of his advisory role, he manages Second Half Strategies, LLC and is involved with Bravo Charlie Aviation, LLC, a personal business entity. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines discretionary and non-discretionary portfolio management with access to a range of investment strategies and technology platforms, operating through a network model with ties to LPL Financial.

William Von Husen III is a financial advisor with Primerica Advisors based in Indian Trail, NC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior work includes fifteen years at CETERA Financial Specialists LLC and multiple roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved with Doxa Retirement Services, LLC, a non-investment-related activity. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account-level services, including lending solutions and donor-advised funds.

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.

Timothy Portelance is a financial advisor with Steward Partners Investment Advisory, LLC in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Raymond James Financial Services and Edward Jones. Outside of advising, he serves as president of the Peninsula at Lake James Property Owners Association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering advisory services that include discretionary and non-discretionary portfolio management, financial planning, and pension consulting.

Anna Shepherd is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to her advisory role, she worked at Truist Investment Services and Truist Wealth, and she also has experience working with Vitality Bowls and the Episcopal School of Jacksonville. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its AMC Advantage manager-selection program and ongoing due diligence.

Eugenio Rizzo is a financial advisor with Concurrent Investment Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked with Nine Bridge Financial Partners and Wells Fargo Advisors in various capacities over a 12-year span. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Rick Burger is a financial advisor with Primerica Advisors based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Park Avenue Securities and Guardian since 2015. In addition to his advisory work, he serves as a successor executor for friends and holds power of attorney for his wife. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.