Khalil Morgan is a financial advisor at TIAA-CREF with six years of industry experience. He holds the Series 66 designation and previously worked at Vanguard Advisers and The Vanguard Group, Inc. Outside of advisory work, Morgan is employed as a sales associate at a Nike outlet. TIAA-CREF Individual & Institutional Services, LLC serves individuals with pre-existing TIAA-administered retirement plans, trusts, estates, and small retirement plans. The firm offers financial planning, discretionary managed accounts, and related services, including management of a donor-advised fund and access to model and customized portfolios.

Adam Sailers is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 65 and Series 63 licenses and has six years of industry experience. Adam has been with Fifth Third Securities since 2020 and has been associated with Fifth Third Bank since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining advisor-directed models, SMA strategies, and direct-indexing options.

Poojit Ravikumar is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at firms including Vanguard Advisers and MassMutual Life Insurance Company. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model.

Kevin Bowyer is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Brokerage Services, where he has worked since 2021. His prior experience includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Bowyer also holds a senior position related to fixed insurance within the Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Andrew Mcdonald is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Mcdonald has been with Truist Advisory Services and its affiliated entities since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches with oversight from specialized research and advisory teams.

Douglas Juda is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Ameriprise and the London Stock Exchange Group. 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 TIAA retirement plan relationships. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Debra Jones McConnell is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and consulting services and operates as a registered broker-dealer, providing an integrated investment platform and personalized advisory solutions.

Priya Jagdeo is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Merrill and Credit Union Investment Services, as well as SECU Brokerage Services and State Employees' Credit Union. 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 TIAA-administered employer retirement plan relationships. The firm’s advisory model separates one-time planning services from ongoing discretionary management, utilizing both model and customized portfolios.

John Demere Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at OSAIC and Southern Financial Consultants. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Emanuel Zalants is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and The Vanguard Group, Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Rebecca Sorohan is a CFP® with seven years of industry experience, currently affiliated with Truist Advisory Services in Charlotte, NC. She previously worked at The Vanguard Group and American Financial Advisors, and has experience with the University of Georgia Veterinary Teaching Hospital and Native America Gallery. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated broker-dealer and bank services.

Lashanda Manson is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. Her prior experience includes six years at Wells Fargo Advisors and additional roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she also works part-time as a package courier for Amazon Flex. 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, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Sean Able is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and has previously worked at Vanguard Advisers, New York Life Insurance Company, and Enterprise Rent-A-Car. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Brady Hemmerle is a CFP® with eight years of industry experience currently with Guardian Life. His career includes roles at The Vanguard Group and Stash Wealth. He also maintains an outside insurance business. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party models.

Julia Dorer is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Truist, she worked at Wells Fargo Clearing Services and has additional experience in administrative roles and education. Outside of her advisory work, she assists in administrative functions for a residential real estate broker. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Darlene Young is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with TIAA and its affiliated entities since 2002. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients connected through employer retirement plans. The firm provides model-based and customized portfolio management within a vertically integrated structure and acts as adviser to a donor-advised fund.

Wilson Mc Kinney is a financial advisor with TIAA-CREF, holding Series 66 and Series 63 licenses and four years of industry experience. He has been with TIAA-CREF since 2022. Outside of finance, he has experience working in the hospitality sector, including roles at Storie Street Grill and Eseeola Lodge. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing retirement plan relationships through TIAA. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.

Katie Dunmire is a financial advisor at Janney Montgomery Scott with 18 years of industry experience holding a Series 66 designation. Her career includes previous roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Morgan Stanley. She serves as a board member of the Pennrose Park Country Club in Reidsville, NC. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities, delivering investment advice through in-house portfolio management and third-party managers across multiple advisory programs.

Alec Strause is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual and the Ballantyne Country Club, among other positions prior to joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides model-based and customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Holly Curtis is a financial advisor at Guardian Life with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has worked with Guardian Life, Park Avenue Securities, and LPL Financial. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals—including high-net-worth clients—retirement plans, charitable organizations, and corporate clients by providing brokerage, financial planning, retirement consulting, and investment advisory services through a variety of proprietary and third-party programs.