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.

Todd Pierce is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC. He holds a Series 65 designation and has six years of industry experience, having worked at Brookstone since 2020 and at AmeriLife since 2001. In addition to his advisory role, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis via model portfolios and managed accounts.

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.

Kristin Koptyra is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds Series 66 and Series 63 licenses and has six years of industry experience, including prior roles at Banc of California and time spent as a full-time parent. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs strategic and tactical asset-allocation approaches using fundamental, quantitative, and technical analysis, offering clients discretionary and non-discretionary portfolio management options.

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.

Richard Morrow is a CFP®-certified financial advisor at Janney Montgomery Scott with 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Janney in 2019. Outside of his advisory role, Morrow is actively involved in youth leadership development through BSA Scouting and holds multiple leadership positions at the Hound Ears Club in Boone, NC, including president and finance committee chair. 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 diverse client base, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Craig Officer is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining TIAA-CREF in 2026, he worked at Strategic Advisers LLC and Fidelity Investments in various capacities from 2022 to 2026. TIAA-CREF Individual & Institutional Services, LLC 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, and small retirement plans. The firm provides both one-time planning services and ongoing portfolio management, utilizing a fiduciary standard and a vertically integrated model that includes affiliated funds and donor-advised fund advisory.

Holly Dippert is a financial advisor with Sanctuary Advisors, LLC in Charlotte, NC, holding a Series 66 credential and bringing 20 years of industry experience. She previously worked at LPL Financial from 2013 to 2021. Outside of advisory work, she serves as Corporate Secretary for Ultimate Transport, Inc., a bulk water hauling company. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of independent advisors and sub-advisors to implement diverse investment strategies.