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.

Hunter Satcher is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory. His background includes roles at Charles Schwab & Co., Bank of America, Merrill, and The Vanguard Group. Outside of his advisory work, he serves as executor and successor trustee for a family trust. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co. referrals. The firm’s guidance is based on Schwab’s asset-allocation models and internal research, delivering tailored recommendations without exercising discretionary trading authority.

Adrian Potts is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Vanguard Group, and Principal Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Travis Steinacher is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with TIAA-CREF since 2016. 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 through employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Chun Yin Lau is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 credentials and 12 years of industry experience. Prior to joining TIAA-CREF in 2015, Lau worked at Edward Jones for one year. Outside of advisory work, Lau owns rental property. 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 pre-existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model-based and customized strategies under a fiduciary standard.

David Lieberman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, Equitable Advisors, and New York Life Insurance, among others. Outside of his advisory work, he is involved with Actualize You Life & Career Coaching, providing life and career coaching services. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, and retirement plan advisory, utilizing a combination of model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Erin Carpenter is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior employers include Robert W. Baird, Merrill, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory role, she owns rental properties in Charlotte, NC. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Margaret Lane is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, bringing two years of industry experience. She has held multiple roles within the Bankers Life organization since 2020, including as an insurance agent specializing in Medicare supplement, long-term care, life insurance, and annuities. Outside of her advisory work, she serves as Executive Administrator and Chair of the Church Council at the Evangelical Lutheran Church of the Resurrection. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and ongoing portfolio management with a focus on individual clients.

Jason Coble is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Truist Advisory Services since 2021, following roles at Bb&T Securities and Scott & Stringfellow. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its recommendations and provides ongoing client reviews and reporting.

Rodney Hager is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds a Series 66 designation and previously worked at Synergy Investment Group LLC and Sterne Agee Asset Management, Inc. in addition to his current role at TIAA-CREF since 2019. Outside of his advisory work, he is a licensed real estate broker in North Carolina. 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. The firm’s advisory model includes point-in-time planning and ongoing management through model and customized portfolios.

Samuel Madden is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Wells Fargo Clearing. Outside of his advisory role, he is involved in publishing children's books through Yellow Bee Publishing, LLC and operates a food catering company, Yellow Bee, LLC. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse range of clients including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing portfolio monitoring and client consultations.

Astute Evans is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC in Charlotte, NC. Prior to this, Evans worked at LPL Financial, Facet Wealth, and Vanguard. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and integrates technology platforms to support client needs.

Andrew Fisher is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and UBS Financial Services. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI tools to support its advisory services and offers tailored asset allocation strategies along with third-party investment manager selection through the Envestnet platform.

Jonathan Lutin is a financial advisor at TIAA-CREF with 18 years of industry experience. He has held roles at TIAA-CREF since 2014 and previously worked at UBS Financial Services from 2008 to 2014. Lutin holds Series 65 and Series 66 licenses. 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 provides personalized portfolio management and acts as adviser to donor-advised funds, operating within a vertically integrated structure that includes affiliated funds.

Jonelle Allen is a financial advisor at Kestra Advisory with five years of industry experience. She holds a Series 66 designation and has worked previously at Commonwealth Financial Network and Beacon Dental Group. Outside of her advisory role, she is involved with the non-profit Rescuing Leftover Cuisine and works as an independent dog walker. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and access to multiple management platforms and third-party managed solutions.

Joseph Siarzynski is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with TIAA and its affiliate firms since 2003. 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, often serving clients connected through TIAA-administered employer retirement plans. The firm uses a fiduciary standard for its registered investment advisory services and provides access to both model and customized portfolio management.

Katherine Doherty is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo for ten years before joining Suntrust Advisory Services in 2019. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection on the Envestnet platform.

Jennifer Krizka is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, she worked at ESPO Engineering Corporation and held a volunteer assistant coaching position for the Oakland University softball team, where she coaches catchers. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, with capabilities spanning multiple asset classes and integrated tax and accounting services.

Elliot Otelsberg is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with TIAA-CREF and its predecessors since 2010. Outside of his advisory role, he manages several rental properties. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as various institutional clients. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.