David Curry is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes six years at Second Half Strategies and three years at HoneyBaked Ham. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes a network model with over 300 advisors and employs various portfolio management strategies supported by technology platforms and third-party managers.

Kevin Hill is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining TIAA-CREF, he worked at The University of North Carolina at Charlotte and held positions at Papa John's Pizza and Ashville High School. 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 distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolio solutions.

Lauren Grames is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior work includes roles at LPL Financial, Mutual of Omaha, and National Life Group. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model of advisory representatives and combines discretionary and non-discretionary portfolio management with access to third-party platforms and services.

Robert Armstrong is a Series 66-licensed financial advisor at Primerica Advisors with 12 years of industry experience. He has worked at Guardian Life Insurance Company, Park Avenue Securities, and other firms throughout his career. Outside of his advisory role, Armstrong serves as president of a local BNI chapter and participates in peer-to-peer car rental through Turo. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporations, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a range of proprietary and third-party investment strategies delivered through various platforms and supports both discretionary and non-discretionary account management.

Matthew Long is a financial advisor with TIAA-CREF based in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His career includes positions at Truist, Kovar Wealth Management, A4 Wealth Advisors, and several other firms. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management, offers customized and model-based investment strategies, and acts as adviser to a donor-advised fund.

Tonya McMahon is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. 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 a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Eugene Musselwhite III is a financial advisor at Transamerica Retirement Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Transamerica Investors Securities Corporation since 2017, as well as Transamerica Retirement Solutions since 2016. Prior to that, he was with Lincoln Financial Advisors and has operated a self-employed advisory practice since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that include implemented portfolios and non-discretionary recommendations. The firm leverages Morningstar Investment Management’s proprietary software and model portfolios to guide asset allocation, contribution rates, and retirement age decisions for a large client base.

Benjamin Russo is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Arizona State University, Lehigh Valley Health Network, and the University of South Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, participant advice, and a manager‑selection program delivered through a combination of discretionary and non‑discretionary strategies supported by third‑party platforms and AI-enabled research tools.

Kimberly Weber is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, MassMutual, Nationwide Securities, InvestaCorp, and Highland Capital Brokerage. She is based in Charlotte, NC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management and serves as adviser to the TIAA Donor Advised Fund.

Lisa Hensarling is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera Advisor Networks and LPL Financial. In addition to her advisory role, she is a commissioned Notary Public in North Carolina. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Samantha Becker is a financial advisor at Truist Advisory Services with six years of industry experience. She holds a Series 66 designation and previously worked at BB&T in various roles from 2014 to 2021 before joining Truist in 2021. Becker serves as a board member of the Cultivating Success Fund at the Columbus Foundation, a donor-advised charitable fund. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a blend of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

Elizabeth Dawson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with TIAA and 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 provides both one-time planning services and ongoing portfolio management, including customized strategies under client-approved investment policies.

William Thompson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held roles at several firms including Merrill, E*Trade Securities, and Valor Wealth Partners. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of implementation options along with financial planning, retirement consulting, tax support, and estate-planning coordination.

Mathew Valentin is a financial advisor at TIAA-CREF with Series 66 and Series 63 designations and three years of industry experience. He previously worked at The Millennium Group for four years and spent six years at Papa Johns before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC 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 and ongoing portfolio management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Joshua Bartholomew is a financial advisor with Kestra Advisory in Matthews, NC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Fortune Financial Services, Quasar Distributors, LLC, and two decades with Horizon Investments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and supports complex investment solutions while managing approximately $79.8 billion in assets.

Jazmin Williams is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors and Axa Advisors, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders through an integrated model connected to Empower’s recordkeeping and administrative platforms.

James Freeman is a financial advisor at Rockefeller Financial LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes long tenures at Morgan Stanley Private Bank and Citigroup Global Markets. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, access to alternative and private investments, and a designated Private Advisor model.

Cara Lindner is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has 19 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and several other firms. She was also involved with the Charlotte YMCA from 2016 to 2020. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Benjamin Cheaney is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Ernst & Young and Morningstar. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Todd Davis is a Series 66-licensed advisor with 10 years of industry experience, currently with PNC Wealth Management in Charlotte, NC. His work history includes roles at PNC Investments since 2016 and brief positions at Kalos Management and Kalos Capital in 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic recommendations and implements investments via approved model strategies.