Cole Conner is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes ten years at LPL Financial before joining TD Private Client Wealth LLC and TD Bank N.A. in 2022. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and uses a technology platform provided by Envestnet.

Zachary Evans is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC serves individuals—often those connected through employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers financial planning, discretionary managed account programs, and separate broker-dealer services, operating a vertically integrated model that includes advising donor-advised funds and using affiliated funds within managed accounts.

Jarod Walker is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and Tristate Financial Advisors. Outside of his advisory role, he has operated Walker Auto Detailing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate resources.

Jose Giraldo is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robinhood Markets, Inc., Robinhood Financial, LLC, and Wells Fargo Advisors. His career includes roles spanning from 2010 to the present. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Dennis Lynch is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been associated with Carolina Financial Partners since 2016 and operated his own independent insurance business from 2013 to 2022. Lynch also serves as Associate Vice President for non-variable insurance at Carolina Financial Partners. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and employs a range of custodians and third-party managers, primarily managing assets on a non-discretionary basis.

Ciaran Murphy is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 credentials and 18 years of industry experience. He has been with TIAA-CREF and its affiliated entities 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 with existing relationships through TIAA-administered employer retirement plans. The firm offers a distinct advisory model separating one-time planning services from ongoing portfolio management, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Johnny Mojica is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2020. Prior to that, he was with Wells Fargo Clearing and held public service roles with Mecklenburg County Sheriff's Office and the State of North Carolina. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves many clients with relationships through TIAA-administered employer retirement plans and offers both model-based and customized portfolio management.

Daniel Vinton is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF and The Vanguard Group. Based in Charlotte, NC, he has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing various model and customized portfolios.

Nathaniel Wineland is a CFP®-designated financial advisor with 10 years of industry experience. He currently works at Janney Montgomery Scott and previously spent four years at The Vanguard Group, Inc. His career has been focused in Charlotte, NC. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage services, financial planning, and advisory programs.

Jada Cardwell is a financial advisor at TIAA-CREF with four years of industry experience. She holds Series 63 and Series 66 registrations. Prior to joining TIAA-CREF, she worked at LPL Financial LLC and Principal Advised Services. Outside of her advisory role, she owns Cardwell Creative Concepts, a business unrelated to investing. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals often connected through employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes one-time planning services from ongoing discretionary management and operates within a vertically integrated group offering both model-based and customized portfolios.

Matthew Kupreanik is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing. His background includes roles outside finance, such as at the Isabella Santos Foundation and Lowe's. 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 individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Scott Serfass is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 22 years of industry experience, including 16 years at Ameriprise Financial Services and ongoing roles at both Independent Advisor Alliance and LPL Financial since 2021. He is also an author based in Charlotte, NC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model combining independent advisory representatives with access to brokerage services through LPL Financial and leverages technology platforms to support portfolio management and estate planning.

James Grindo is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Dennis Rooney is a financial advisor with Transamerica Retirement Advisors, LLC, based in Charlotte, NC. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. Rooney has worked with various Transamerica entities since 2014, including Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of managed advice programs and investment education services. The firm’s approach incorporates proprietary software and model portfolios provided by Morningstar Investment Management, focusing on asset allocation, contribution guidance, and retirement planning.

Kimia Steed is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a decade at The AYCO Company, L.P./Mercer Allied. Based in Charlotte, NC, she is part of a large team serving a diverse client base. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and a blend of discretionary and non-discretionary managers, providing tailored solutions such as executive wealth and private family office support.

Sage Murphy is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining TIAA-CREF, Sage worked in various roles including food delivery services. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often supporting clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management through model and customized portfolios.

Carolina Bentancort Moreira is an advisor with Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has been in the financial industry since 2024, with previous work experience spanning banking and retail. She also has experience working in the restaurant industry. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering various managed account programs and portfolio management options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services to a substantial client base across multiple affiliated entities.

Nadir Khalid is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, 65, and 66 credentials and 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and TIAA. Outside of his advisory work, he is co-owner of DOC & DOC LLC, a real estate entrepreneurship venture. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Arthur Goins is a CFP® with 20 years of industry experience, currently serving at Truist Advisory Services. He has been with SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment process.

Jennifer Lewis is a financial advisor at PNC Wealth Management with 22 years of industry experience. She holds a Series 66 designation and has worked at PNC Investments since 2018, following previous roles at LPL Financial and Merrill. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios.