Kathryn Bunn is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Morgan Stanley Smith Barney LLC and Truist Advisory Services. Outside of her advisory role, she volunteers with Animal Resource Friends in Mebane, NC, assisting with pet food donations and distribution. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Harry Thompson is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes 11 years at Wells Fargo Clearing. 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 TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolio options, and acts as adviser to a donor-advised fund.

Edwina Gowan is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has been with First Citizens Investor Services since 2006. Outside of her advisory role, Edwina works part-time providing care for individuals with developmental disabilities through NC Outreach Group Homes. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a client process focused on assessing financial needs and risk tolerance to guide portfolio allocation across various asset classes.

Emily Johnson is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and six years of industry experience. Prior to joining MAI Capital Management in 2026, she worked at Carousel Capital, BlackArch Partners, and Wells Fargo Bank NA. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and combines financial planning, tax, and bill-pay services within many client relationships.

Jason Page is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MWA Financial Services Inc, Modern Woodmen of America, NYLIFE Securities LLC, and New York Life Insurance Co. In addition to his advisory role, he serves as a District Sales Director assisting clients with fixed insurance products such as final expense, Medicare Advantage, and long-term care insurance. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio strategies and custodial platforms.

Cetera Wright is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of finance, she teaches ballet to girls aged 12 to 18 and choreographs dance competitions and shows. 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 through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Christopher Eller is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to a range of clients, including individuals with employer retirement plan relationships, trusts, estates, partnerships, and small retirement plans. The firm also acts as adviser to a donor-advised fund and utilizes a vertically integrated approach with affiliated funds.

Alyssa Carrera is a financial advisor with Janney Montgomery Scott in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Janney, Alyssa held various roles outside of finance, including positions at Aritzia and the Center for Advanced Ortho and Sports Medicine. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

David Kitterman is a CFP® with 22 years of industry experience, currently with Empower Advisory Group. His prior work includes roles at Dunster Rose, LLC and LPL Financial, LLC. He is based in Huntersville, NC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach.

Joseph Grant is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at The Vanguard Group, Inc. and held various positions associated with Liberty University and Liberty Christian Academy. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes advisor-led financial assessments and employs a range of investment strategies, including fundamental, quantitative, and technical analysis, to manage portfolios across asset classes.

Niki Mumpower is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including New York Life Insurance Company and Park Avenue Securities. Outside of finance, she co-owns Climate Care of the Carolinas, a company focused on HVAC home repairs, and operates a flower farm called Fields of Blossoms, specializing in native North Carolina flowers and herbs. 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. The firm offers a range of advisory services including model portfolio management and customized portfolios, and serves as adviser to the TIAA Donor Advised Fund.

Amanda Berry is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various entities affiliated with First Citizens since 2007. Outside of her advisory role, she is an authorized signer managing financials for an auto mechanic business. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm provides advisory and brokerage services, employing a client process focused on assessments of financial needs and risk tolerance, and uses a range of investment strategies including fundamental, quantitative, and technical analysis.

Nia Murray is a financial advisor at Truist Advisory Services with two years of industry experience. She holds a Series 66 designation. Her background includes multiple roles at the University of Florida and Truist firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.

Syamphone Graham is a financial advisor with TIAA-CREF, holding a Series 66 designation and 13 years of industry experience. Graham has been with TIAA and its related entities since 2007. Outside of advising, Graham is a notary public. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm offers model and customized portfolios managed under fiduciary standards and serves as adviser to the TIAA Donor Advised Fund.

Robin Graves is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill, PNC Investments, and Bbtis before joining Truist. Graves is based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled tools for investment research and manager oversight.

Walter Kennedy IV is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at SunTrust Advisory Services, SunTrust Investment Services, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Gregory Hudson is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Bank of America. He has been with Truist Advisory Services and affiliated entities since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and uses a manager‑selection program supported by third‑party platforms and AI-enabled research tools.

Douglas Mc Duffie is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining TIAA-CREF in 2019, he worked at New York Life Insurance Company and NYLIfe Securities, LLC. Outside of his advisory role, he serves as a director and coach at Core Wrestling Inc., a nonprofit youth wrestling club. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management using model and customized portfolios within a fiduciary framework.

Kira Parker is a financial advisor at TIAA-CREF with two years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at The Coley Law Firm, PLLC for four years and has experience with TIAA and TIAA-CREF since 2021. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory approach separates planning services from ongoing portfolio management and includes customized portfolio options managed under client-approved investment policies.

Michael Keen is a CFP® professional based in Charlotte, NC, with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2023, after a year at Byron Financial, LLC, and seven years at The Vanguard Group, Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.