Amanda Davis is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and nearly a decade of combined industry experience. Her prior roles include positions at Bank of America Private Bank and Hawthorne Management Company. She is based in Charlotte, NC. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.

Karla Lavin is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC for nine years. Outside of her advisory role, she is involved in managing personal real estate rental properties. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating as both a registered investment advisor and broker-dealer with a consolidated investment 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 at First Citizens Investor Services, Inc. in Charlotte, NC, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Merrill, Bank of America, and Regions Bank. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients through advisory and brokerage services, offering portfolio management, automated investing platforms, and financial planning. The firm combines fundamental, quantitative, and technical analysis to tailor investment strategies.

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 worked at firms including Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is involved in several life insurance brokerage ventures and serves as a managing partner in a partnership that includes Empire Wealth Strategies and Advisor Partner Group, focusing on insurance sales, recruiting, and advisor coaching. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Brian Apple is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Wells Fargo Clearing for nine years. Outside of his advisory role, he is a bass player in two local bands, Side Effect Band and Apple Brothers Band. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital account that uses algorithm-driven risk assessment and relies on third-party strategists to manage portfolios with mutual funds and ETFs.

Daniel Lewis is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at Bank of America, Merrill, and Lewis Financial Management, LLC, as well as experience in education both domestically and internationally. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a fiduciary standard for its RIA services and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

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 at TIAA-CREF with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Vanguard Advisers 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 connected through employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard applied depending on the service.

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. She holds a Series 66 designation and has 19 years of industry experience, including 16 years with her current firm. 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 IAR-led assessments combined with fundamental, quantitative, and technical analysis to manage client assets across various investment vehicles.

Nicholas Androvich is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Clearing for eight years and Merrill for one year. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party 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 financial advisor at Guardian Life with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Since 2008, he has worked with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he serves as a deacon at Westminster Presbyterian Church in Charlotte, NC. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Elliott Ashe is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. His work history includes positions at Wells Fargo Bank, The Vanguard Group, and Wells Fargo Clearing prior to joining &PARTNERS. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis with model portfolios and third-party strategies, providing both discretionary and non-discretionary services.

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.