Amanda Davis is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and experience at Rockefeller Financial since 2024. She previously worked at Bank of America Private Bank from 2022 to 2024 and at Hawthorne Management Company from 2015 to 2022. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Karla Lavin is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC for nine years. 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 through integrated trust, insurance, and brokerage services. The firm offers access to alternative and private investments and distinguishes itself by its institutional ownership structure and combination of wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Khadijah Randall is a financial advisor at TIAA-CREF with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with TIAA-CREF since 2003. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA‑administered retirement plans, as well as trusts, estates, and corporate entities. The firm’s advisory model separates one-time financial planning from ongoing discretionary management and includes acting as adviser to a donor-advised fund.

Jeffrey Hibbeler is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Savant Wealth Management, having joined the firm in 2026. Prior to this, he worked at Exencial Wealth Advisors, where he was also an equity partner, and has held positions at Willingdon Wealth Management and Columbia Threadneedle Investments. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains notable in-house capabilities across accounting, legal, and trust services.

Terrence Teele is a financial advisor at TIAA-CREF with 19 years of industry experience and holds a Series 66 designation. His career includes long-term tenure at TIAA-CREF as well as positions at Fidelity Investments, Wells Fargo, and LPL Financial. Outside of advising, he is involved in several activities including owning a men's grooming cosmetics business, working as a DJ, consulting in business operations and leadership development, and personal food delivery services. 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 those with existing employer retirement plan relationships. The firm separates point-in-time financial planning from ongoing discretionary account management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Kenneth Hollander is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at First Citizens Bank, Regions Bank, Morgan Stanley, Merrill, and Bank of America. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and pension plans. The firm combines fundamental, quantitative, and technical analysis with technology-driven model portfolios and tax-aware strategies, supported by its affiliation with a bank holding company that offers integrated banking resources.

Michael Freeman is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at Truist Advisory Services since 2021, including prior roles at BB&T Investments and BB&T Securities. Outside of his advisory work, he manages Tiberius Acquisitions, LLC, an entity that supports his teenage children’s various small business ventures, including automotive restoration, landscaping, and e-commerce. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary management through third-party platforms and research tools.

Bradley Konawalik is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. In addition to his advisory role, he is involved in several life insurance brokerage ventures, including serving as a managing partner and sales specialist with Advisor Partner Group and Empire Wealth Strategies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs and financial planning services. The firm offers a combination of brokerage and advisory capabilities and works with third-party asset managers to deliver customized investment solutions.

Daniel Lewis is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 licenses. He has one year of industry experience and has held roles at TIAA-CREF, TIAA, Bank of America, Merrill, and operated his own firm, Lewis Financial Management, LLC. He also has experience in education, having worked at North Carolina State University and internationally at the Walworth Barbour American International School in Israel. 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 financial planning and ongoing portfolio management through model and customized portfolios within a fiduciary framework.

Heru Asaramo is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC Investments since 2019, following five years at Wells Fargo. Outside of his advisory role, he is the author of a book available on Amazon. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio strategist available to PNC Bank employees. The firm utilizes algorithm-driven risk assessment and third-party management with a focus on mutual funds and ETFs.

Julian Armstrong is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include time at Vanguard Advisers and Vanguard Marketing Corporation. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time financial planning from ongoing discretionary management and acts as adviser to donor-advised funds within a vertically integrated structure.

Michelle Gonzalez Vigil is a CFP®-certified financial advisor with 26 years of industry experience, currently with Kestra Advisory where she has served since 2016. Her prior roles include positions at Kestra Investment Services, LLC and Corporate Benefit Advisors, spanning over 19 and 20 years respectively. Outside of her advisory work, she is a communications specialist at NFP Corporate Services, assisting clients with benefits communication, and serves in leadership roles at the Park Road Montessori School PTO, including a term as president. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering comprehensive services such as fiduciary consulting, plan design, and employee education. The firm serves a wide range of clients including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Ashley Gallion is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. He has been with First Citizens Investor Services since 2010. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of strategic and tactical asset-allocation approaches with fundamental, quantitative, and technical analysis, offering portfolio management, automated Guided Investing, and financial planning services.

Nicholas Androvich is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 14 years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis across proprietary and third-party investment strategies.

Kristin Thomas is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at BB&T Securities from 2015 to 2021. Thomas joined Truist Advisory Services and Truist Investment Services in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platform and manager arrangements, and integrates inter-affiliate services across Truist affiliates.

Philip Stacks is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to his current role, he owned and operated Clear Cut Investments, an e-commerce business specializing in health supplements sold on Amazon and eBay. Before entering the financial industry, he worked in the fitness retail sector. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, and institutional investors, offering brokerage services, financial planning, and multiple advisory programs supported by both in-house and third-party portfolio management.

William Miller is a Chartered Financial Consultant (ChFC®) with 31 years of experience in the financial services industry. He is currently with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2008. Outside of his advisory role, he serves as a deacon at Westminster Presbyterian Church in Charlotte, NC. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, providing brokerage and advisory services along with financial and business consulting. The firm offers multiple proprietary and third-party investment programs and supports a range of account-level services such as lending solutions and donor-advised funds.

Elliott Ashe is a financial advisor with \u0026PARTNERS based in Mooresville, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Vanguard Group, and Wells Fargo Bank. \u0026PARTNERS serves a diverse client base including individual and institutional investors, providing both investment advisory and brokerage services alongside financial planning and retirement consulting. The firm offers a range of portfolio management solutions using fundamental, technical, and quantitative analysis, and operates as both a broker-dealer and registered investment adviser with several notable regulatory registrations and revenue sources uncommon among large enterprises.

Emily Reidenouer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, LLC and LPL Financial, LLC. Outside of her advisory work, she serves as an election day poll worker in Mecklenburg County and is involved in farm and agriculture activities in Iowa. 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, employing a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Edith Wartner is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 65 and Series 66 credentials and 14 years of industry experience. She has worked at SunTrust Advisory Services LLC and SunTrust Bank since 2016 and previously at Private Client Services LLC and Strategic Investment Advisors from 2012 to 2016. Outside of advising, she is a partner in a family-owned Mexican restaurant. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches with third-party managers and AI-enabled research tools.