Benjamin White is a CFP® certificant with one year of experience as a financial advisor at Truist Advisory Services. He has worked within various divisions of Truist, including Truist Investment Service and Truist Bank, since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Richard Burke is a CFA® charterholder with nine years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2016. Wells Fargo Investment Institute is a bank-affiliate advisory and research organization that provides manager due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its research and strategy teams use both qualitative and quantitative analysis and proprietary forecasting tools to deliver impersonal, non-discretionary advice to affiliated entities.

Kandi Rudolph is a financial advisor at TIAA-CREF with 15 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2010. Outside of her advisory role, she is an owner of ELYSSE ROSE LLC, a business involved in hobbies and homemade crafts, and serves as a board member of the Stratford Richardson YMCA. Additionally, she volunteers as the Chapter Financial Secretary for Jack and Jill of America. TIAA-CREF’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing TIAA-administered retirement relationships. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, applying a fiduciary standard to its RIA services.

Aaron Emory is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing and First Citizens Bank. First Citizens Investor Services provides investment advisory and brokerage services to a broad client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm uses a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by technology including a Guided Investing platform and tax-aware services.

Anthony Hui is a financial advisor at Wells Fargo Investment Institute, Inc. based in Charlotte, NC. He holds a Series 65 designation and has experience in both academic and financial sectors, including roles at the Institute for Private Capital, the UNC Department of Economics, and the Federal Reserve Bank of Richmond. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its research and strategy development are team-based and use both qualitative and quantitative analysis to support bank fiduciary and trust divisions as well as other investment-adviser clients.

Aimee Blinder is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds the Series 66 designation and has worked previously at Charles Schwab in various roles from 2019 to 2024 and at National Planning Corporation/Holdings for 20 years. She has also contributed freelance writing to industry publications and personal essays without compensation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements supported by AI-enabled research tools and integrated inter-affiliate operating structures.

Madeline Huffman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at LPL Financial LLC, FinTrust Capital Advisors, and Wells Fargo Bank. She provides administrative support to Wealth Enhancement Advisory Services in addition to her advisory duties. Wealth Enhancement Advisory Services offers 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 across a large advisor network, employing diversified, risk-class based investment strategies that combine passive and active management with quantitative, momentum, and fundamental analysis.

Benjamin Perego is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with TIAA-CREF since 2004. 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. The firm serves clients often connected through TIAA‑administered employer retirement plans and manages portfolios using a range of model and customized approaches within a vertically integrated structure.

Willis Heslep is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has operated his own tax and retirement planning business since 2021 and has managed Heslep Wealth Advisors, an insurance and investment advisory firm, since 2014. His background includes roles at several advisory and investment firms dating back to 1997. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, and trusts. The firm utilizes a range of investment strategies, including strategic asset allocation models and options-enhanced strategies, and offers portfolio management through a turnkey platform and wrap-fee programs.

Rashund Green is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds the Series 66 and Series 63 designations 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 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 both model-based and customized portfolio management within a vertically integrated structure.

Jacob Hedrick is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with First Citizens since 2013 and is also involved with Nellie T Properties, a business focused on purchasing, holding, and flipping rental properties. First Citizens Investor Services offers investment advisory, brokerage, and insurance services to individual and institutional clients, employing a mix of strategic and tactical asset-allocation approaches through portfolio management, automated investing, and financial planning.

Rama Elasmar is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. Prior to joining TIAA-CREF, she worked at the University of North Carolina at Charlotte and was involved in the hospitality industry managing Layaly Cafe & Hookah Lounge. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing employer retirement plan relationships. The firm distinguishes between one-time planning services and ongoing portfolio management, providing customized investment solutions within a vertically integrated structure.

Hugh Renwick is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and its predecessor firms since 1996. Renwick is based in Gastonia, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver customized investment solutions.

Jessica Flynn is a financial advisor with TIAA-CREF, holding a Series 66 designation and two years of industry experience. Prior to joining TIAA-CREF and Tiaa in 2023, she held various roles including positions at New York University and Alison Brod Marketing and Communications. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and other entities. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

David Curry is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes six years at Second Half Strategies and three years at HoneyBaked Ham. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes a network model with over 300 advisors and employs various portfolio management strategies supported by technology platforms and third-party managers.

Kevin Hill is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining TIAA-CREF, he worked at The University of North Carolina at Charlotte and held positions at Papa John's Pizza and Ashville High School. TIAA-CREF Individual & Institutional Services provides 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 distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolio solutions.

Robert Armstrong is a Series 66-licensed financial advisor at Primerica Advisors with 12 years of industry experience. He has worked at Guardian Life Insurance Company, Park Avenue Securities, and other firms throughout his career. Outside of his advisory role, Armstrong serves as president of a local BNI chapter and participates in peer-to-peer car rental through Turo. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporations, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a range of proprietary and third-party investment strategies delivered through various platforms and supports both discretionary and non-discretionary account management.

Matthew Long is a financial advisor with TIAA-CREF based in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His career includes positions at Truist, Kovar Wealth Management, A4 Wealth Advisors, and several other firms. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management, offers customized and model-based investment strategies, and acts as adviser to a donor-advised fund.

Tonya McMahon is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Janney Montgomery Scott LLC 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, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Benjamin Russo is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Arizona State University, Lehigh Valley Health Network, and the University of South Carolina. 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, investment policy analysis, fiduciary support, participant advice, and a manager‑selection program delivered through a combination of discretionary and non‑discretionary strategies supported by third‑party platforms and AI-enabled research tools.