John Shaw III is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. Prior to his current role at TIAA-CREF, he worked briefly at LPL Financial and has been a writer of children's books published by Simon & Schuster since 2017. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and other entities. The firm offers customized portfolio management alongside model portfolio services and acts as adviser to the TIAA Donor Advised Fund.

Holly Camp is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Truist and its predecessor firms since 2005, including Bb&T Investment Services and Bb&T Securities. Outside of her advisory role, she is involved in managing multiple short-term rental properties alongside her husband. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation analysis, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary strategies supported by third‑party platform partnerships and AI-enabled research tools.

Michael Specht is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2010 in various roles. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model-based and customized strategies.

Hayden Askea is a CFP® and Series 65 credentialed advisor with Wealth Enhancement Advisory Services, LLC, based in Charlotte, NC. He has been with Wealth Enhancement Advisory Services since 2026 and has prior experience at The Home Depot and the University of North Carolina at Charlotte. 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 utilizes a diversified investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis.

Austin Nelms is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at First Citizens Investor Services, Inc. in Charlotte, NC, where he has been employed since 2021. His prior experience includes roles at Bankers Life and Merrill. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and insurance services to a range of clients, including individuals, pension plans, corporations, and charities. The firm utilizes a blend of strategic and tactical asset-allocation approaches and offers portfolio management through various platforms and third-party managers.

Rebecca Kishbaugh is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and BB&T Securities. Outside of her advisory role, she manages a vacation rental property in Boone, North Carolina. 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 strategies.

Harper Hicks is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. Prior to this, Harper worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley from 2018 to 2024. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Jeffrey Davis is a CFP® with 18 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2020. Prior to this, he worked at TD Ameritrade, Inc. from 2014 to 2020. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines multiple managed-account options with features like direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank.

Peter Kohn is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily with TIAA and affiliated entities since 1997, including most recently at P.J. Robb Variable Corp. Outside of his advisory role, he is involved in residential property rental. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Katherine Holmes is a CFP®-certified financial advisor with 11 years of experience at First Command Advisory Services. She is also a partner in NovoNail, LLC, a non-investment-related business. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, including active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Joshua Lindsteadt is a CFA® charterholder with four years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2021 and previously worked at Wells Fargo Private Bank from 2015 to 2021. He is based in Charlotte, NC. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm’s work spans specialized research divisions and focuses on delivering impersonal research and model guidance rather than exercising investment discretion or holding custody of client assets.

Kellie Carroll is a CFP® professional with 22 years of experience in the financial services industry. She is currently with Truist Advisory Services and has previously worked at BB&T Securities and Wells Fargo Advisors. Carroll holds Series 63 and Series 66 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and manager relationships to support its clients.

Jack Mason is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, West Gate Bank, and TROC Global, among other organizations. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, offering both model portfolios and customized portfolio management under a fiduciary standard.

Aaron Bouronich is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior experience includes roles at Nuveen Asset Management and Nuveen Securities, Global Alternative Investment Services, and Wells Fargo. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

Derrick Dawkins is a financial advisor at Truist Advisory Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His background includes multiple roles within Truist affiliates since 2023 and prior employment at Harry's Seafood Bar & Grille and DoorDash. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Tammie Mceachin is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm acts as investment adviser to the TIAA Donor Advised Fund and operates a vertically integrated model that includes discretionary management and the use of affiliated funds.

Leila Evans is a CFP® with 17 years of industry experience. She has worked at MAI Capital Management since 2021 and previously spent 12 years with Solamere Advisors and Capital Guardian, LLC. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and related private funds.

Brandon Wright is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with TIAA-CREF since 2012. 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 retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, operating under a fiduciary standard for its RIA services and managing portfolios through model-based or customized approaches.

Justin Stojetz is a financial advisor at TIAA-CREF with a Series 66 designation and five years of industry experience. Prior to joining TIAA-CREF, he worked at the University of South Carolina and was involved with the YMCA of Greater Charlotte. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to various trusts, estates, and institutional clients. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, utilizing a fiduciary standard in its advisory services.

Edward Kiss is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2011. 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. The firm serves clients often connected through TIAA-administered employer retirement plans and offers a range of model and customized portfolio management services within a fiduciary framework.