Scott Anderson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 10 years of industry experience. He has worked at several related entities within the Truist organization since 2015, including Truist Investment Services, Inc. and BB&T Securities, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that blends discretionary and non-discretionary consulting, supported by inter-affiliate integration and AI-enabled research tools.

Brent Sampey is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with PNC in various capacities since 2015, including roles at PNC Bank and PNC Investments. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary digital model account offered as an invitation-only pilot for employees. The firm’s approach uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Ranjini Pathak is a financial advisor with PNC Wealth Management in Charlotte, NC. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining PNC Wealth Management, she worked at Fifth Third Securities and held roles at Fifth Third Bank and Woodforest National Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a discretionary digital portfolio solution available as an invitation-only pilot for employees with PNC Bank online credentials. Their approach uses algorithm-driven model recommendations with implementation via mutual funds and ETFs, featuring annual rebalancing and third-party portfolio management.

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 license. He has been in the industry since 2026, previously working at Consolidated Planning Holdings, Inc. and Park Avenue Securities. Outside of finance, he has experience with Meowtel and the Best Friends Animal Society. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory solutions, including hybrid digital options, and integrates proprietary and third-party investment strategies.

Stephen Selby is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Truist Advisory Services and has held roles at several firms including Avantax and Cetera. Outside of his advisory work, he has a direct personal investment in whiskey barrels through Vinovest/Whiskeyvest. 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 third-party platforms and AI-enabled research tools to support its investment processes.

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.

Amanda Durbiano is a CFP®-credentialed financial advisor with eight years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, and has previously worked at TIAA-CREF, Exencial Wealth Advisors, Hefren Tillotson, Inc., and PNC Investments. 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 assets and employs a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Christian Fields is a financial advisor at Schwab Wealth Advisory, Inc. in Charlotte, NC, holding a Series 66 designation with two years of industry experience. His prior work includes roles at T. Rowe Price, MassMutual, and Charles Schwab & Co., Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual financial reviews and offers investment recommendations while leaving final trading decisions to clients.

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.