Jordan Jones is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial, Barings Asset Management, and Vanguard Marketing Corporation. Jones is based in Charlotte, NC. 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 TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing managed accounts and acts as adviser to a donor-advised fund.

Magdy Mahmoud is an advisor at Fifth Third Securities, Inc. based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has experience working in the financial industry since 2014, including positions at Wells Fargo, First Horizon, and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both investment advisory and brokerage services. The firm provides access to multiple investment programs through the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Martiara Boyd is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and has worked at various organizations including Truist Investment Services and the Society for Financial Education and Professional Development. Outside of finance, she is the owner of MB LUXE EVENTS, a business focused on event decorating. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a mix of discretionary manager relationships and non-discretionary consulting supplemented by AI-enabled research tools.

William Gibson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has previously worked at Bank of America and continues to hold a role at First Citizens Bank. Gibson serves on the boards of United Cerebral Palsy of South Carolina and the Town of Matthews Board of Adjustment. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, utilizing IAR-led assessments and diverse investment strategies across equities, fixed income, mutual funds, and ETFs.

Randy Farina is a CFA® charterholder based in Huntersville, NC, with six years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent six years at Exencial Wealth Advisors, LLC, along with prior roles at Westwood Global and Putnam Investments. Savant Wealth Management serves a broad client base including individuals, families, and institutions, offering comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and operates with significant scale and integrated legal and accounting affiliates.

Michael Hoffmann is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Truist Advisory Services, where he has worked since 2018 following previous roles at Suntrust Robinson Humphrey. Hoffmann holds the Series 63 license and is based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integrations, to deliver customized investment solutions.

Sarina Campbell is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Founders Federal Credit Union and PNC Bank. Outside of her advisory work, she is an Independent Business Owner with Amway Global, involved in retail, networking, and mentorship. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and other entities. The firm separates financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund within its vertically integrated structure.

Jeremiah John is a financial advisor with Wells Fargo Investment Institute, Inc., holding a Series 65 designation and four years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and has worked at Wells Fargo Bank since 2004. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm specializes in delivering research and model guidance without exercising investment discretion or holding custody of client assets.

Madhuri Bendale is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Wells Fargo Bank and Wells Fargo Clearing for 11 years. Bendale is based in Charlotte, NC. 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 separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Andrew Boone is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund operated with affiliated services.

Tiffany Gomez is a financial advisor at TIAA-CREF with a Series 66 designation and two years of industry experience. She previously worked at 131 Main and held roles at the University of South Carolina and Swim Club Management Group. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with employer retirement plan relationships through TIAA. The firm distinguishes between one-time planning services and ongoing discretionary management, providing customized and model portfolio options under a fiduciary standard.

Michelle Floris is a financial advisor at TIAA-CREF with 27 years of industry experience. She has been with TIAA and TIAA-CREF since 2000 and holds Series 63 and Series 66 licenses. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and 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 discretionary management using model portfolios or customized portfolios managed under client-approved investment policies and acts as adviser to a donor-advised fund.

Gregory Ryan is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at TIAA-CREF since 1997, with prior experience at Fidelity from 2021 to 2024. TIAA‑CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Jared Wall is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time financial planning services and ongoing discretionary management, utilizing model and customized portfolios managed under fiduciary standards.

Daniel Barry is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Kestra Advisory Services and Kestra Investment Services since 2019 and at Lockton Companies since 2015. Outside of his advisory roles, Barry serves in leadership positions on political committees and nonprofit boards, including as President of the Hornet's Nest Republican Men's Club and Moderator of the Presbytery of the Central Carolinas. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base, including very large institutional investors, and offers multiple management platforms and third-party solutions within a supervisory framework.

Ronnie Reed is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials with 11 years of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Fidelity and USAA in various advisory roles. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with employer retirement plan relationships, as well as trusts, estates, and small retirement plans. Their advisory model separates one-time financial planning from ongoing portfolio management, combining model and customized portfolios under a fiduciary standard.

Anna Shepherd is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to her advisory role, she worked at Truist Investment Services and Truist Wealth, and she also has experience working with Vitality Bowls and the Episcopal School of Jacksonville. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its AMC Advantage manager-selection program and ongoing due diligence.

Eugenio Rizzo is a financial advisor with Concurrent Investment Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked with Nine Bridge Financial Partners and Wells Fargo Advisors in various capacities over a 12-year span. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Brent Martin is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds a Series 63 designation and has worked across various Truist and BB&T entities since 2009. Martin serves as a board member for Roof Above, a nonprofit addressing homelessness in Charlotte, NC, where he participates in general board oversight and monthly volunteering. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver tailored investment solutions.

David Carrara is a CFP® with 26 years of experience in the financial services industry. He is currently an advisor at Citizens Securities, Inc., where he has worked since 2021. His prior experience includes 14 years at TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program featuring ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency under ownership by Citizens Bank, N.A.