Debra Jones McConnell is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Rockefeller Financial, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Priya Jagdeo is a financial advisor at TIAA-CREF in Charlotte, NC, with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill, Credit Union Investment Services, SECU Brokerage Services, and State Employees' Credit Union. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management, offering both model-based and customized investment strategies.

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. There are no additional notable outside activities reported. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.

Rebecca Sorohan is a CFP® with eight years of industry experience, currently advising at Truist Advisory Services in Charlotte, NC. She has worked at Truist Investment Services and Truist Advisory Services since 2022 and previously spent four years at The Vanguard Group. Prior to her financial services career, she was employed at the University of Georgia Veterinary Teaching Hospital and University of Georgia. 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 combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools to support its investment process.

Lashanda Manson is a financial advisor at Truist Advisory Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she also participates in Amazon Flex as a delivery driver. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a range of discretionary and non-discretionary investment management solutions supported by AI-enabled research tools and inter-affiliate integration.

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® and holds a Series 66 license, with eight years of industry experience. He is currently with Guardian Life and has previously worked at Stash Wealth, The Vanguard Group, and WPG Financial Group. Hemmerle is also engaged in an outside insurance business. He works within Guardian Life’s Park Avenue® Wealth Management, which serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses through a combination of advisor-led discretionary management and model-based strategies. The firm offers a range of financial planning, consulting, and investment services supported by proprietary and third-party platforms.

Julia Dorer is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services LLC and Realpage, Inc. Outside of her advisory work, she assists with administrative functions in a residential real estate business. Truist Advisory Services provides investment consulting and advisory services to a broad client base, including individuals, corporations, retirement plans, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate integrations.

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 at TIAA-CREF with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining TIAA-CREF in 2022, he held various roles including positions at Appalachian State University and the University Recreation Center, as well as entrepreneurial experience with Storie Street Grill/Silver Creeks LLC and Eseeola Lodge. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily serving individuals with existing employer retirement plan relationships, as well as trusts, estates, and corporate entities. The firm provides both point-in-time financial planning and ongoing portfolio management services, applying a fiduciary standard and operating within a vertically integrated structure that includes affiliated funds.

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 with Guardian Life based in Charlotte, NC, holding Series 63 and Series 66 registrations and bringing 15 years of industry experience. Her career includes 14 years at LPL Financial and multiple roles within Guardian Life and Park Avenue Securities. Park Avenue Securities LLC, 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 a variety of financial planning and consulting services, including access to alternative investments and integrated lending options.

William Dillon is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. 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 process that combines passive and active management across risk classes, supported by quantitative and fundamental research and an internal Investment Committee.

Julio Gaviria is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and previously worked at firms including WealthPoint Advisors, Dempsey Lord Smith, LLC, and Belmont Capital Advisors, Inc. Outside of his advisory role, he has full ownership of Gavi Wealth Management, LLC. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected through employer retirement plans. The firm provides tailored investment management alongside referrals to affiliated services and serves as adviser to donor-advised funds.

Christopher Senvisky is a CFP® with 32 years of industry experience. He is currently affiliated with &PARTNERS since 2024 and previously worked at Wells Fargo Clearing for eight years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Kristin Koptyra is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at Banc of California. Between 2018 and 2025, she focused on family responsibilities as a full-time mom. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage diversified portfolios.

Christopher Brown is a financial advisor at Savant Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Exencial Wealth Advisors, LLC and Willingdon Wealth Management LLC. Outside of his advisory role, Mr. Brown is a co-owner and property manager of a rental real estate business in Gastonia, NC. 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 combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Jacob Smith is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and previously worked at Principal Life Insurance Company, Principal Advised Services, and Principal Securities, Inc. before 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, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans administered by TIAA. The firm provides a range of advisory services including model portfolio management and customized portfolios under fiduciary standards.