Lindsey Adams is a financial advisor at TIAA-CREF in Concord, NC, holding a Series 66 credential with five years of industry experience. Prior to joining TIAA-CREF, Adams worked in animal health products and held various roles including teaching at Western Carolina University and Jay M. Robinson High School. 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, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time financial planning and ongoing portfolio management with model and customized portfolios under a fiduciary standard.

Madeline Huffman is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial LLC and FinTrust Capital Advisors, LLC. Her background also includes roles outside finance, such as employment at Wells Fargo Bank and Olympian Grill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active strategies, supported by an internal Investment Committee.

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 at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Heslep Tax & Retirement Planning since 2021, providing tax preparation and planning services alongside his advisory role. His career includes previous positions at several firms, including Retirement Wealth Advisors, Inc. and AlphaStar Capital Management, LLC. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a variety of strategic asset-allocation models and investment vehicles, including ETFs, mutual funds, and options-enhanced strategies, and provides services through both its own representatives and sub-advisory arrangements.

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 provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes its planning services from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated investment group.

Jacob Hedrick is a financial advisor at First Citizens Investor Services, Inc. based in Charlotte, NC, holding Series 63 and Series 65 registrations with 16 years of industry experience. Before joining First Citizens, he worked at Truist Investment Services for one year. Outside of his advisory role, he is a partner in Nellie T Properties LLC, where he is involved in managing rental properties and property flipping. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies including portfolio management and automated guided investing, with a client process that incorporates fundamental, quantitative, and technical analysis.

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.

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.

Mary Easterling is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with less than one year of industry experience. Her prior roles include positions at CMC Financial - RFG Advisory, FV Financial Solutions, and Supertone, as well as experience in educational and entrepreneurial settings. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm operates within a vertically integrated structure providing both model and customized portfolio management under a fiduciary standard.

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 with 13 years of industry experience. He is currently with Guardian Life and associated with Park Avenue Securities, where he has worked since 2021. Armstrong has held prior roles at Dempsey Lord Smith, LLC, Advisory Services Network, LLC, Regulus Advisors, LLC, Greater Media, and Avantax Advisory Services. Outside of advising, he serves as president of a local BNI chapter and participates in peer-to-peer car rental activities. 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, model-based strategies, and digital advisory solutions tailored to client needs, with access to insurance products, alternative investments, and integrated lending options.

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.

Kimberly Weber is a financial advisor at TIAA-CREF in Charlotte, NC, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with UBS Financial Services and MassMutual Life Insurance. TIAA-CREF Individual & Institutional Services, LLC offers 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’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, utilizing both model and customized portfolios.

Lisa Hensarling is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera Advisor Networks and LPL Financial. In addition to her advisory role, she is a commissioned Notary Public in North Carolina. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Samantha Becker is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and has worked with Truist Advisory Services and related entities since 2019, including BB&T prior to its merger. Becker serves as a board member for the Cultivating Success Fund at The Columbus Foundation, a donor-advised charitable giving vehicle. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI tools and provides ongoing reviews and client consultations through its affiliation with Truist Financial and its related entities.

Elizabeth Dawson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with TIAA and 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 provides both one-time planning services and ongoing portfolio management, including customized strategies under client-approved investment policies.

William Thompson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held roles at several firms including Merrill, E*Trade Securities, and Valor Wealth Partners. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of implementation options along with financial planning, retirement consulting, tax support, and estate-planning coordination.

Mathew Valentin is a financial advisor with TIAA-CREF, holding the Series 66 and Series 63 designations and three years of industry experience. Prior to joining TIAA-CREF in 2023, he worked at The Millennium Group for four years and spent six years at Papa Johns. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Scott Mc Curry is a Series 65-licensed financial advisor at Empower Advisory Group with over 15 years of experience, including 14 years at Wells Fargo. He joined Empower Advisory Group in 2026 and is based in Charlotte, NC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated platform that emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.