Scott Salisbury is a financial advisor with Eagle Strategies (NY Life) based in Mint Hill, NC. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Since 2016, he has operated under the DBA SWS Financial Group, Inc., focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Cousar Jr. is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2010. Outside of his advisory role, he serves as Secretary of the Board for the Charlotte Track Club, a nonprofit organization focused on promoting running and healthy living in Charlotte, NC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected through employer retirement plans. The firm offers a fiduciary standard for its RIA services and manages portfolios ranging from model-based to customized solutions under client-approved investment policies.

James Waters is a CFA® charterholder with 10 years of industry experience. He is currently with Rockefeller Financial LLC and has previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and several other financial firms. Waters is the sole proprietor of HighStreet Partners, an investment-related business based in Charlotte, North Carolina. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides clients with designated Private Advisors who implement strategies using a range of investment options, including alternative and private investments, supported by integrated wealth, trust, and insurance services under the Rockefeller Global Family Office platform.

Alexander Miles is a financial advisor at Mercer Global Advisors Inc. in Charlotte, NC, holding a Series 66 designation with 22 years of industry experience. He previously worked at Kingfisher Capital, LLC and Stonecrest Capital Markets Inc. Miles serves as a member of the Board of Visitors at Queens University of Charlotte, contributing to the academic and cultural life of the institution. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

William King is a CFP® professional with 27 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has a long tenure at Kestra Investment Services, LLC as well as Massachusetts Mutual Life Insurance Company. King serves as secretary of the Concord Downtown Development Corporation Foundation Board, a local community organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Ty Grogan is a financial advisor at TIAA-CREF with two years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and UBS Financial Services. Grogan served four years in the US Army and currently receives disability compensation from the Department of Defense. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and corporate entities. The firm operates a fiduciary advisory model that separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund through Charityvest.

Joseph Lynch IV is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, TD Ameritrade, and Vanguard. He also serves as an adjunct instructor at Rowan Cabarrus Community College, teaching accounting courses, and at Central Piedmont Community College, where he teaches within the Certified Financial Planner program. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to employer retirement plans administered by TIAA.

Corey Mcfadden is a financial advisor at PNC Wealth Management in Charlotte, NC, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James, Cadaret, Grant & Co., Inc., Merrill, and LPL Financial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessment and third-party portfolio implementation.

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.

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.

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.

Jonathon Hamilton is a financial advisor with Transamerica Retirement Advisors, LLC in Cornelius, NC, holding Series 63, Series 65, and Series 66 credentials and five years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Mortgage Right. He has also worked with Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2024. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary portfolio construction and oversight technology from Morningstar Investment Management and operates at scale with a high client-to-advisor ratio, focusing on non-discretionary asset management.

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.