Paul Anderson is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2010. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and various small entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Leke Vala is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at Vanguard Group, Wells Fargo, and the University of North Carolina at Charlotte. 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 small retirement plans, often serving clients with existing TIAA employer retirement relationships. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while employing a fiduciary standard within its RIA services.

Michael Fiumara is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Transamerica Life Insurance Company. Outside of finance, he was involved with Tony's Pizza from 2023 to 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and serves a large client base with both discretionary and non-discretionary asset management.

Sean Bruce is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Sean has been with Fifth Third Securities since 2015 and has worked at Fifth Third Bank since 2009. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, combining its municipal-advisor registration with a corporate affiliation to a large bank.

Carolyn Menjivar is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill, Bank of America, UBS Financial Services, and Wells Fargo. Outside of her advisory work, she also works part-time delivering food through the DoorDash app. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement relationships. The firm separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Daniel Valverde is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Wells Fargo RELS. Outside of finance, he owns and operates Green Valley Photography, specializing in event and family photography. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and integrates third-party manager relationships and AI‑enabled research tools in its investment process.

Grace Pelino is a CFP®-certified financial advisor at Rockefeller Financial LLC with five years of industry experience. She previously worked at Morgan Stanley and has held multiple roles within Rockefeller Financial and Rockefeller Capital Management since 2022. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations through a Private Advisor model and a consolidated investment platform. The firm provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including alternative investment placements and integrated trust and insurance capabilities.

Daniel Barry Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at BrightHouse Securities, MetLife, Guardian Life Insurance, and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions, managing approximately $15 billion in regulatory assets under management.

Stacy Bortle is a financial advisor at Citizens Securities, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses with 14 years of industry experience. Her prior roles include positions at Sanford C. Bernstein & Co., LPL Financial, and BankPlus. Outside of her advisory work, she participates in online resale through Poshmark and is an independent distributor for Herbalife Nutrition. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program alongside managed account offerings and operates as a broker-dealer and insurance agency.

Stephen Campbell is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, Park Sterling Bank, and LPL. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and approved model strategies executed via mutual funds and ETFs.

George Warren is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with PNC Investments, LLC since 2017, with prior experience at Advisors Asset Management, Inc. from 2014 to 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account pilot available to employees with PNC Bank online-banking credentials. The firm uses approved model strategies executed by investment delegates with mutual funds and ETFs, focusing on algorithm-driven enrollment and risk assessment.

Brandon James is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining TIAA-CREF in 2026, he held roles at Bank of America, Merrill, and Vanguard Marketing Corporation. 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 TIAA-administered employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through various managed account programs.

Christopher Knight is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 credential and three years of industry experience. Prior to joining TIAA-CREF, he worked at Bank of America and Merrill for four years. Outside of finance, he performs part-time handyman work involving small construction and maintenance projects. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm employs a fiduciary standard and provides both model portfolio and customized portfolio options through its advice and planning services.

Casey Pond is a financial advisor with First Citizens Investor Services, Inc. in Hendersonville, NC, holding a Series 66 license and 12 years of industry experience. He has worked with First Citizens Investor Services since 2015, including a brief tenure at Fifth Third Securities in 2017, and is also co-owner of Round Table Investments, a real estate holding company. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and businesses. The firm employs a client-focused approach combining risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and tax-aware strategies, leveraging its affiliation with a bank holding company to offer integrated banking resources and operational advantages.

Raphael Tshikala is a financial advisor at TIAA‑CREF with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC. Outside of finance, Raphael owns a music production and performance company and is co-owner of a trucking business. 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 offers both point-in-time planning services and ongoing portfolio management within a vertically integrated advisory model.

Daniel Spainhour is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott for 14 years before joining Rockefeller Financial. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and distinguishes itself with its recapitalized ownership structure and its role as a distributor and placement agent for private funds within the Rockefeller Global Family Office platform.

Jennifer Kotzian is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and has 10 years of industry experience. She 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model portfolio management and customized portfolios, and acts as adviser to the TIAA Donor Advised Fund.

Robert Murdock is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed accounts, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates point-in-time financial planning from ongoing discretionary management and serves as adviser to a donor-advised fund within a vertically integrated group.

Kristopher Carroll is a CFP® professional with 25 years of industry experience based in Charlotte, NC. He currently serves as a financial advisor at Wealth Enhancement Advisory Services, LLC and has held roles at LPL Financial, Cetera Advisor Networks LLC, and Carroll Financial Associates. Outside of his advisory work, he is a board member of Bold Therapeutics and Enviro-Master International Franchise, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management with quantitative and fundamental research, offering a variety of financial planning, asset management, and specialized consulting services.

Brett Sexton is a financial advisor at TIAA-CREF with 18 years of experience. He holds the Series 66 designation and has been with TIAA-CREF since 2008. The firm provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with pre-existing retirement plan relationships through TIAA. TIAA-CREF’s advisory services include both point-in-time financial planning and ongoing portfolio management, utilizing model and customized investment strategies within a vertically integrated structure.