Poojit Ravikumar is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at firms including Vanguard Advisers and MassMutual. Ravikumar is also involved in managing a rental property in Charlotte, NC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a large network of representatives, combining in-house and external strategists with technology-enabled tools to implement client-focused recommendations.

Kevin Bowyer is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, Cetera Advisor Networks, Carroll Financial Associates, and Equitable Advisors. He is based in Charlotte, NC and holds the Series 66 designation. 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 regulatory assets under management and employs a diversified investment approach blending passive and active strategies, overseen by an internal Investment Committee.

Joseph Anderson is a financial advisor with TD Private Client Wealth LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and with 11 years of industry experience. His previous work includes roles at TD Bank N.A., The Vanguard Group, Regions Bank, Cetera Investment Services, and Wells Fargo Clearing. He is also a landlord for residential rental properties in Charlotte, NC, and Saint Petersburg, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation through portfolios that include affiliated and third-party sub-managers.

Adam Curette is a CFP® with 18 years of industry experience, currently with Empower Advisory Group since 2025. Prior to joining Empower, he spent 17 years at The Vanguard Group, Inc. He holds a Series 63 license and is based in Belmont, NC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

Andrew McDonald is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with TIAA-CREF in Charlotte, NC, where he has worked since 2026. His prior experience includes roles at Truist Advisory Services, BB&T Securities, and Wells Fargo Clearing. TIAA-CREF 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 both point-in-time planning and ongoing portfolio management services, including customized portfolios managed under client-approved investment policies.

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 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, holding Series 63 and Series 65 licenses with eight 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 provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated model that includes affiliated funds and offers both point-in-time financial planning and ongoing portfolio management under a fiduciary standard.

John Demere Jr. is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Southern Financial Consultants, and other firms across various roles. 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 utilizes a combination of traditional research and AI-enabled tools to support its advisory services and maintains extensive financial affiliations as part of the Truist Financial network.

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® certificant with eight years of experience in financial advisory roles. She currently works at Truist Advisory Services and has prior experience at The Vanguard Group, Inc. and American Financial Advisors, LLC. Her background also includes roles at the University of Georgia and its Veterinary Teaching Hospital. 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 combines traditional and AI-enabled research tools, providing ongoing reviews and support through its affiliation with Truist Financial and a range of banking and broker-dealer relationships.

Lashanda Manson is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Truist in 2025. Outside of her advisory work, she is engaged as a delivery driver for Amazon Flex. Truist Advisory Services provides 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 utilizes a combination of traditional research and AI tools to support its advisory process and offers a range of services through its partnerships and proprietary programs.

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. She holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Truist, she worked at Wells Fargo Clearing Services LLC and has held various roles in education and administrative support. Outside of her advisory work, she assists with administrative functions in residential real estate under a licensed broker. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI tools and offers a range of fiduciary services and ongoing client reviews.

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 licenses and four years of industry experience. His prior roles include positions at Storie Street Grill and Eseeola Lodge, as well as roles in university recreation and food service. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm uses a fiduciary standard in its advisory services and offers customized portfolio management alongside model portfolio options.

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 63 and Series 66 licenses and has worked extensively within Guardian Life and Park Avenue Securities, as well as previously at LPL Financial. Park Avenue Securities, a wholly owned 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 offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, and includes access to insurance products and alternative investments through its connection with Guardian Life.