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.

Brandon Wright is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with 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 distinguishes between one-time planning services and ongoing discretionary management, operating under a fiduciary standard for its RIA services and managing portfolios through model-based or customized approaches.

Justin Stojetz is a financial advisor at TIAA-CREF with a Series 66 designation and five years of industry experience. Prior to joining TIAA-CREF, he worked at the University of South Carolina and was involved with the YMCA of Greater Charlotte. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to various trusts, estates, and institutional clients. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, utilizing a fiduciary standard in its advisory services.

Edward Kiss is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2011. 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 a range of model and customized portfolio management services within a fiduciary framework.

Benjamin White is a CFP® certificant with one year of experience as a financial advisor at Truist Advisory Services. He has worked within various divisions of Truist, including Truist Investment Service and Truist Bank, since 2013. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Richard Burke is a CFA® charterholder with nine years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2016. Wells Fargo Investment Institute is a bank-affiliate advisory and research organization that provides manager due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its research and strategy teams use both qualitative and quantitative analysis and proprietary forecasting tools to deliver impersonal, non-discretionary advice to affiliated entities.

Kandi Rudolph is a financial advisor at TIAA-CREF with 15 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2010. Outside of her advisory role, she is an owner of ELYSSE ROSE LLC, a business involved in hobbies and homemade crafts, and serves as a board member of the Stratford Richardson YMCA. Additionally, she volunteers as the Chapter Financial Secretary for Jack and Jill of America. TIAA-CREF’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing TIAA-administered retirement relationships. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, applying a fiduciary standard to its RIA services.

Aaron Emory is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing five years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and various positions within First Citizens Investor Services and First Citizens Bank. First Citizens Investor Services provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-focused process involving assessments of financial needs, risk tolerance, and time horizon, employing fundamental, quantitative, and technical analysis across a range of investment products.

Anthony Hui is a financial advisor at Wells Fargo Investment Institute, Inc. based in Charlotte, NC. He holds a Series 65 designation and has experience in both academic and financial sectors, including roles at the Institute for Private Capital, the UNC Department of Economics, and the Federal Reserve Bank of Richmond. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its research and strategy development are team-based and use both qualitative and quantitative analysis to support bank fiduciary and trust divisions as well as other investment-adviser clients.

Madeline Huffman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at LPL Financial LLC, FinTrust Capital Advisors, and Wells Fargo Bank. She provides administrative support to Wealth Enhancement Advisory Services in addition to her advisory duties. Wealth Enhancement Advisory Services offers 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 across a large advisor network, employing diversified, risk-class based investment strategies that combine passive and active management with quantitative, momentum, and fundamental analysis.

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.