Jonathan Pickett is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and held roles at Linden Thomas Advisory Services LLC and Linden Thomas and Company Securities, LLC. Pickett joined TIAA-CREF in 2026. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and institutional clients, often serving those with existing TIAA retirement plan relationships. The firm’s advisory approach separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Amanda Durbiano is a CFP®-credentialed financial advisor with eight years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, and has previously worked at TIAA-CREF, Exencial Wealth Advisors, Hefren Tillotson, Inc., and PNC Investments. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Brian Elms is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Freedom Street Partners and Raymond James Financial Services, and he spent 16 years at Edward Jones. Outside of his advisory work, he is a non-controlling owner of FSP Enterprise, LLC, a support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through a variety of Steward Partners-branded solutions and third-party money managers, supported by custodial and platform partnerships.

Robyn Pegram is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with seven years of industry experience. She has worked at First Citizens Investor Services since 2019 and was previously employed by First Citizens Bank. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs both strategic and tactical asset-allocation approaches and serves clients through discretionary and non-discretionary arrangements, offering portfolio management, automated Guided Investing, and financial planning.

Richard Page is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes prior roles at Wachovia Securities and a long tenure with TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs primarily to individuals connected to TIAA employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management, providing both model portfolios and customized portfolio options.

Chad Beaver is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, and acts as adviser to a donor-advised fund.

Marco Tejada is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining TIAA-CREF in 2021, he worked at Equitable Advisors from 2015 to 2020. Tejada serves as a board member and Treasurer of Centro Campesino Farmworker Center, a nonprofit focused on affordable housing and community support. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers a variety of advisory models and acts as adviser to the TIAA Donor Advised Fund.

Mario Mc Gee Jr. is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Florida Financial Advisors and Live Oak Bank. Outside of his financial career, he performs as a dancer and entertainer for the Charlotte Hornets during scheduled game days. TIAA-CREF’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 with pre-existing employer retirement plan relationships. The firm provides both point-in-time planning services and ongoing portfolio management, operating under a fiduciary standard and utilizing model and customized portfolios.

William Leak Jr. is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2004. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory services include both point-in-time financial plans and ongoing portfolio management, utilizing model and customized portfolios within a fiduciary framework.

Michael Wayasamin is a financial advisor at Savant Wealth Management with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Exencial Wealth Advisors, TD Ameritrade, Cetera, INVEST Financial Corp, Investors Bank, and Fidelity Brokerage Services. He serves as a board member of 59 Pineapple Corporation, a non-investment related role. 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 employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated legal, accounting, and trust services.

Adrian Potts is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Vanguard Group, and Principal Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Travis Steinacher is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with TIAA-CREF since 2016. 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 connected through employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Chun Yin Lau is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has been with TIAA-CREF since 2015. Outside of advising, Lau is a rental property owner. 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 retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing management through model and customized portfolios, applying a fiduciary standard within a vertically integrated advisory model.

David Lieberman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Equitable Advisors, and New York Life. Outside of his advisory work, he provides life and career coaching through Actualize You Life & Career Coaching. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a combination of in-house model portfolios and third-party managers, delivering both discretionary and non-discretionary solutions, and integrates with Ameritas affiliates to provide a broad range of financial services.

Erin Carpenter is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Robert Baird & Co., Merrill, and Wells Fargo Advisors. Outside of advisory work, she owns rental properties in Charlotte, NC. 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 with services including brokerage, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Jason Coble is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services and Truist Investment Services since 2021, following previous roles at Bb&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its services.

Rodney Hager is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds a Series 66 designation and previously worked at Synergy Investment Group LLC and Sterne Agee Asset Management, Inc. in addition to his current role at TIAA-CREF since 2019. Outside of his advisory work, he is a licensed real estate broker in North Carolina. 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. The firm’s advisory model includes point-in-time planning and ongoing management through model and customized portfolios.

Samuel Madden is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Madden is involved in book publishing and food catering, serving as CEO of Yellow Bee Publishing, LLC and president of Yellow Bee, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, leveraging third-party platforms and manager relationships, and utilizes AI-enabled tools to supplement traditional research.

Astute Evans is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC. Prior to this, Evans worked at LPL Financial, Facet Wealth, and Vanguard. He provides investment advisory services through multiple independent firms associated with his current engagements. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to various analytical techniques and technology platforms.

Andrew Fisher is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 24 years of industry experience. His career includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Truist in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.