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.

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 credentials and bringing 15 years of industry experience. He has been with First Citizens since 2013 and is also involved in real estate through Nellie T Properties, where he participates in investment and management activities. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services that include portfolio management, wrap programs, automated investing platforms, and financial planning, emphasizing a client process led by financial needs assessments and diversified investment strategies.

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.

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 with Truist Advisory Services in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, his background 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 and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers services such as asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate integration.

Kimberly Weber is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, MassMutual, Nationwide Securities, InvestaCorp, and Highland Capital Brokerage. She is based 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 serving clients connected through TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management and serves as adviser to the TIAA Donor Advised Fund.

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 six years of industry experience. She holds a Series 66 designation and previously worked at BB&T in various roles from 2014 to 2021 before joining Truist in 2021. Becker serves as a board member of the Cultivating Success Fund at the Columbus Foundation, a donor-advised charitable fund. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a blend of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

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 at TIAA-CREF with Series 66 and Series 63 designations and three years of industry experience. He previously worked at The Millennium Group for four years and spent six years at Papa Johns before joining TIAA-CREF. 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 connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Jazmin Williams is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Equitable Advisors and Axa Advisors. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering both point-in-time financial plans and optional managed account solutions through an integrated model linked to Empower’s administrative platforms.

James Freeman is a financial advisor at Rockefeller Financial LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley Private Bank and Citigroup Global Markets. 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, operating also as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

William Rhodes II is a financial advisor at Fifth Third Securities, Inc. based in Charlotte, NC, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Fifth Third. Outside of his advisory role, he is a rental property owner in Concord, NC. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.