Casey Fleisch is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with TIAA-CREF since 2006. 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 relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that includes affiliated funds.

Eric Stanwick is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at LPL Financial, Wells Fargo, Mass Mutual Investors Services, and MetLife Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

David Johnson is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked with Eagle Strategies and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, focusing largely on non-discretionary assets and tailored recommendations aligned with client objectives and plan sponsor criteria.

Robert Nimocks Jr. is a CFP®-designated financial advisor with First Citizens Investor Services, Inc. and has 14 years of industry experience. He has been with First Citizens Bank and First Citizens Investor Services since 2016. Nimocks is a passive partner in Rankin Investments LLC, a family-managed commercial real estate investment entity. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes a client-focused approach combining fundamental, quantitative, and technical analysis to manage portfolios consisting of equities, fixed income, mutual funds, and ETFs.

Joshua Helms is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA and related entities since 2008, with additional experience at Crump Life Insurance Services and P.J. Robb Variable Corporation. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and institutional clients, often those connected through TIAA-administered retirement plans. The firm offers a range of advisory services including life goals analysis and personalized portfolio management within a vertically integrated structure.

Ryan Ruff is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at First Citizens Bank and a year at Poplar Pointe Marine. First Citizens Investor Services serves a diverse client base including individuals, pension plans, charitable organizations, and businesses, providing advisory and brokerage services supported by fundamental, quantitative, and technical analysis across various investment strategies.

Victor Carbone is a financial advisor at TIAA-CREF with a Series 66 designation and two years of industry experience. Prior to joining TIAA-CREF, he held positions at Equitable Advisors LLC and the South Carolina Retirement System Investment Commission. He has also worked at the University of South Carolina’s Darla Moore School of Business and in educational roles at North Carolina School of Science and Mathematics and Bishop McGuinness High School. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Jannah Keyes is a financial advisor at Truist Advisory Services in Charlotte, NC, with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Truist Investment Services since 2018, including roles at BB&T Securities and BB&T Investment Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of client financial information, goal setting, asset allocation strategies, and manager recommendations on the Envestnet platform, supported by AI-enabled research tools and ongoing client reviews.

Eric Dade is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding the ChFC® designation along with Series 63 and 66 licenses. He has 23 years of industry experience and has been with Bankers Life and its affiliated entities since 2001. In addition to advising clients, he serves as a unit sales manager, overseeing other agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manage portfolios across a range of securities.

Marc Shepherd is a financial advisor with Principal Financial Services based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Union Financial, Optima Financial Services, Principal Securities Inc, Principal Life Insurance Company, MML Investors Services LLC, and Massachusetts Mutual Life Insurance Co. Outside of advising, he serves as treasurer for his homeowners association and provides Medicare Supplement and Medicare Advantage insurance products to clients aged 65 and older. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory services feature direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Wendy Anderson is a financial advisor at TIAA-CREF with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA-CREF since 1993. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, corporate entities, and small retirement plans. The firm also advises a donor-advised fund and operates within a vertically integrated structure employing affiliated funds.

Gayatri Ramesh is a financial advisor at TIAA-CREF with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments and as a freelance tennis coach prior to joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, using model portfolios or customized strategies managed under client-approved investment policies.

Stephen Kanode is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has eight years of industry experience. He has worked with various entities under the Bankers Life umbrella since 2016. In addition to his advisory role, Kanode is an insurance agent specializing in Medicare-related products, long-term care options, and final expense planning. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk tolerances.

Thi Le Tram Hoang is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 66 licenses and having four years of industry experience. She has worked at Eagle Strategies LLC and Sen Vang Wealth Strategies LLC, and previously operated a nail spa. Hoang is also engaged as an insurance broker for non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers a variety of advisory programs with a focus on tailored recommendations, managing a majority of its assets on a non-discretionary basis.

Thomas Sims is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Charlotte, NC. His prior experience includes positions at Vanguard Advisers, Inc. and MAI Capital Management, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, focusing on asset allocation and investment selection guided by proprietary research and standard asset-allocation models.

Townsend Williams is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and with 10 years of industry experience. He has been with TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. 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 with connections to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Jamie Lapish is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA since 2005, including its Individual and Institutional Services division. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs primarily to individuals with pre-existing employer retirement plan relationships, as well as trusts, estates, 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.

Charles Milian is a financial advisor at TIAA-CREF with 8 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Vanguard Advisers, Inc., Vanguard Marketing Corporation, and involvement with Elevation Church and Leatherman Golf and Learning Center. 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. The firm serves many clients with existing TIAA-administered retirement plans and offers tailored management through customized and model portfolios.

Blake Bishop is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Hamilton Henry Wealth Strategies, LLC, Eagle Strategies, NYLIFE Securities LLC, and New York Life since 2023. Prior to his financial career, he was employed at DuckWorth's Grill and Taphouse and has experience in education at Appalachian State University and Providence Highschool. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of programs tailored to client and plan sponsor needs, with a significant portion of assets managed on a non-discretionary basis.

Tony Montini is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Ameriprise, Merrill, and Morgan Stanley. He is also active in insurance sales, licensed with multiple carriers under competitive underwriting. Park Avenue Securities, a wholly owned subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory platforms.