Christopher Mcclure is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA and TIAA-CREF since 2003. Outside of his advisory role, he is involved as an agent for an LLC focused on rental properties and has a small ownership stake in a local sports franchise, the Charlottetowne Hops FC. 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, partnerships, 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.

Lindsey Prokay is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both model and customized portfolio management and serves as adviser to a donor-advised fund.

Dionne Loney is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Her prior experience includes three years at Edward Jones and roles in health-related services before joining TIAA in 2026. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm operates a vertically integrated advisory model offering both point-in-time planning and ongoing portfolio management, including customized and model-based investment solutions.

Frances Pumphrey is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with First Citizens Investor Services since 2016. Outside of advising, she is a singer in a Bluegrass gospel group called Kay Family and Friends. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering a range of advisory and brokerage services including portfolio management, model portfolios, and financial planning. The firm’s client process involves assessments of financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to guide investments across multiple asset classes.

Brian Sherwood is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with First Citizens Bank and First Citizens Investor Services since 2013. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm offers portfolio management, wrap programs, model portfolios, and a Guided Investing automated platform, using a client process focused on financial needs, risk tolerance, and time horizon with fundamental, quantitative, and technical analysis.

Brayden Curtis is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life, Park Avenue Securities, and Consolidated Planning Holdings. Outside of finance, he has been involved with animal-related organizations such as Meowtel and Best Friends Animal Society. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and 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, along with access to proprietary programs and third-party solutions.

Stephen Selby is a financial advisor at Truist Advisory Services in Charlotte, NC, with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and Cetera Wealth Services. Outside of his advisory role, he has a personal investment in whiskey barrels through Vinovest. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm uses a combination of traditional research and AI tools to support its investment strategies and offers a range of advisory services through partnerships with Envestnet and other affiliated entities.

Jonathan Pickett is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and held roles at Linden Thomas Advisory Services LLC and Linden Thomas and Company Securities, LLC. Pickett joined TIAA-CREF in 2026. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and institutional clients, often serving those with existing TIAA retirement plan relationships. The firm’s advisory approach separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Christian Fields is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and two years of industry experience. His prior roles include positions at T. Rowe Price, MassMutual, and WMS Partners. He is based in Charlotte, NC. Schwab Wealth Advisory, Inc. provides fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm employs standard asset-allocation models and internal research tools to guide asset allocation and investment selection, with trades executed only upon client approval.

Brian Elms is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Freedom Street Partners and Raymond James Financial Services, and he spent 16 years at Edward Jones. Outside of his advisory work, he is a non-controlling owner of FSP Enterprise, LLC, a support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through a variety of Steward Partners-branded solutions and third-party money managers, supported by custodial and platform partnerships.

Robyn Pegram is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with seven years of industry experience. She has worked continuously within the First Citizens organization since 2016, including roles at First Citizens Bank and First Citizens Investor Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and business entities. The firm uses fundamental, quantitative, and technical analysis to guide investment decisions across various asset classes and offers services such as portfolio management, financial planning, and tax-aware strategies.

Richard Page is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes prior roles at Wachovia Securities and a long tenure with TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs primarily to individuals connected to TIAA employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management, providing both model portfolios and customized portfolio options.

Chad Beaver is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, and acts as adviser to a donor-advised fund.

Marco Tejada is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining TIAA-CREF in 2021, he worked at Equitable Advisors from 2015 to 2020. Tejada serves as a board member and Treasurer of Centro Campesino Farmworker Center, a nonprofit focused on affordable housing and community support. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers a variety of advisory models and acts as adviser to the TIAA Donor Advised Fund.

Mario Mc Gee Jr. is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Florida Financial Advisors and Live Oak Bank. Outside of his financial career, he performs as a dancer and entertainer for the Charlotte Hornets during scheduled game days. TIAA-CREF’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 pre-existing employer retirement plan relationships. The firm provides both point-in-time planning services and ongoing portfolio management, operating under a fiduciary standard and utilizing model and customized portfolios.

William Leak Jr. is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2004. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory services include both point-in-time financial plans and ongoing portfolio management, utilizing model and customized portfolios within a fiduciary framework.

Hunter Satcher is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory. His background includes roles at Charles Schwab & Co., Bank of America, Merrill, and The Vanguard Group. Outside of his advisory work, he serves as executor and successor trustee for a family trust. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co. referrals. The firm’s guidance is based on Schwab’s asset-allocation models and internal research, delivering tailored recommendations without exercising discretionary trading authority.

Adrian Potts is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Vanguard Group, and Principal Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Travis Steinacher is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with TIAA-CREF since 2016. 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, often serving clients connected through employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Chun Yin Lau is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 credentials and 12 years of industry experience. Prior to joining TIAA-CREF in 2015, Lau worked at Edward Jones for one year. Outside of advisory work, Lau owns rental property. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model-based and customized strategies under a fiduciary standard.