Janet Dukes is a CFP® professional affiliated with Transamerica Financial Advisors with 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2022 and previously spent five years at Avantax Advisory Services. She is also the owner of Herdman Dukes LLC, an investment-related business. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and offers multiple program platforms, including Transamerica ONE and the TFA365 Advisory Program.

John Shaw III is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. Prior to his current role at TIAA-CREF, he worked briefly at LPL Financial and has been a writer of children's books published by Simon & Schuster since 2017. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and other entities. The firm offers customized portfolio management alongside model portfolio services and acts as adviser to the TIAA Donor Advised Fund.

Michael Specht is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2010 in various roles. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model-based and customized strategies.

Hayden Askea is a CFP® and Series 65 credentialed advisor with Wealth Enhancement Advisory Services, LLC, based in Charlotte, NC. He has been with Wealth Enhancement Advisory Services since 2026 and has prior experience at The Home Depot and the University of North Carolina at Charlotte. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis.

Austin Nelms is a Series 66-credentialed financial advisor with seven years of industry experience, currently with First Citizens Investor Services, Inc. in Charlotte, NC. His prior work includes positions at Bankers Life, Bank of America, Merrill, and First Citizens Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs fundamental, quantitative, and technical analysis to guide portfolio allocation across various asset classes and offers a range of investment programs and financial planning solutions.

Rolando Fernandez is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, RBC Capital Markets, and PNC Investments. Outside of finance, he is the managing member of Florence Mercantile LLC, an online and pop-up women's clothing business. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering multiple programs and third-party portfolio managers on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a broad range of account types, utilizing strategies such as tax-loss harvesting and direct indexing.

Rebecca Kishbaugh is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and BB&T Securities. Outside of her advisory role, she manages a vacation rental property in Boone, North Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary strategies.

Harper Hicks is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and has previously worked at Morgan Stanley Private Bank, N.A., among other firms. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Jeffrey Davis is a CFP® with 18 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2020. Prior to this, he worked at TD Ameritrade, Inc. from 2014 to 2020. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines multiple managed-account options with features like direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank.

Peter Kohn is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily with TIAA and affiliated entities since 1997, including most recently at P.J. Robb Variable Corp. Outside of his advisory role, he is involved in residential property rental. 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, often serving clients connected to TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Joshua Lindsteadt is a CFA® charterholder with four years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2021 and previously worked at Wells Fargo Private Bank from 2015 to 2021. He is based in Charlotte, NC. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm’s work spans specialized research divisions and focuses on delivering impersonal research and model guidance rather than exercising investment discretion or holding custody of client assets.

Kelli Little is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. She holds the ChFC® designation and Series 63 license, and has 14 years of industry experience. She has been with Eagle Strategies since 2018 and also has affiliations with Nylife Securities LLC and New York Life Insurance Co dating back to 2015. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program options and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Kellie Carroll is a CFP® professional with 22 years of experience in the financial services industry. She is currently with Truist Advisory Services and has previously worked at BB&T Securities and Wells Fargo Advisors. Carroll holds Series 63 and Series 66 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and manager relationships to support its clients.

Alvin Riley II is a CFP® with 13 years of experience in the financial industry. He is currently affiliated with Independent Advisor Alliance, LLC and has spent the past decade working at LPL Financial. Independent Advisor Alliance serves a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, leveraging model portfolios, sub-advisors, and advanced technology platforms to deliver its services.

Jack Mason is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, West Gate Bank, and TROC Global, among other organizations. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, offering both model portfolios and customized portfolio management under a fiduciary standard.

Denise Johnson is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding a Series 66 credential and 21 years of industry experience. She has worked with Eagle Strategies since 2011 and maintains long-standing roles with Nylife Securities Inc and New York Life Insurance Company. Outside of advisory work, she serves as a Notary Public. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and benefit plans, and charitable and corporate clients, with a focus on tailored solutions and non-discretionary asset management.

Aaron Bouronich is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior experience includes roles at Nuveen Asset Management and Nuveen Securities, Global Alternative Investment Services, and Wells Fargo. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

Derrick Dawkins is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has two years of industry experience, including prior roles at Truist Investment Services and Truist Advisory Services. His background also includes work in various service and recreational roles prior to entering the financial industry. 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 third-party platforms and AI-enabled research tools.

Tammie Mceachin is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm acts as investment adviser to the TIAA Donor Advised Fund and operates a vertically integrated model that includes discretionary management and the use of affiliated funds.

Leila Evans is a CFP® with 17 years of industry experience. She has worked at MAI Capital Management since 2021 and previously spent 12 years with Solamere Advisors and Capital Guardian, LLC. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and related private funds.