William Sadler is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2019. Prior to joining TIAA-CREF, he spent two years at Elon University and eight years in full-time education. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans. The firm serves clients often connected through TIAA-administered retirement plans and provides customized portfolio management alongside model portfolio options.

Sean Coggin is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with TIAA-CREF and TIAA since 2007. Outside of his advisory role, he is involved in several property management businesses, including ownership and management positions in rental property ventures. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management, offering both model-driven and customized portfolio solutions within a vertically integrated advisory structure.

Andrew Tate is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services for 10 years prior to joining Rockefeller Financial in 2024. Outside of his advisory role, he serves on the Board of Governors and as Treasurer of the Quail Hollow Club, a golf club in Charlotte, NC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of investment services through its Private Advisor model and consolidated investment platform.

Joshua Hodge is a financial advisor with Fifth Third Securities, Inc. He holds the Series 66 designation and has 17 years of industry experience. His prior roles include positions at Charles Schwab and PNC Investments. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Susan Brown is a financial advisor at &PARTNERS in Charlotte, NC, holding Series 63 and Series 65 licenses with 37 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with accounts managed directly by advisors or third-party managers selected through a due-diligence process.

Shannon Lambert is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with TIAA and TIAA-CREF since 2002. 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 connected through employer retirement plans administered by TIAA. The firm acts as adviser to a donor-advised fund and provides a range of investment management options, including model and customized portfolios.

Candice Trantham is a financial advisor at First Citizens Investor Services, Inc. with 11 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at First Citizens Investor Services and First Citizens Bank since 2014. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios through various investment vehicles, including UMAs, SMAs, and a Guided Investing platform.

Christopher Grainger is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Truist Bank, Wells Fargo, and TIAA-CREF. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research and AI-enabled tools in its equity research and offers ongoing reviews, reporting, and client consultations.

Cynthia Piacentino is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, CETERA Advisor Networks LLC, and Carroll Financial Associates, Inc. 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 regulatory assets under management and employs a diversified investment approach that blends passive and active management, overseen by an internal Investment Committee.

John Kuhn is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lake Norman Charter High School, Miller McNeish & Breedlove, PLLC, and Christ The King Catholic High School. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, offering both model portfolios and customized portfolio management under a fiduciary standard.

Cameron Mc Kee is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and has worked previously at Principal Life Insurance Company, Guardian Life Insurance, and Northwestern Mutual, among other firms. Mc Kee is a member of the UNC Charlotte GOLD Alumni Committee and serves on the board of directors for Effort to Impact, a nonprofit organization. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard within a vertically integrated group that includes affiliated funds.

Alexander Houston is a financial advisor at Wells Fargo Investment Institute, Inc. He holds a Series 65 credential and has been with Wells Fargo Investment Institute since 2025. Prior to this role, he was associated with Sterling Investment Counsel and has experience with sports organizations including the Pueblo Bulls Hockey Club and Midwest Knights Sports Group. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and other financial institutions. The firm offers non-discretionary, non-customized model portfolios developed through specialist divisions and does not provide individualized financial planning or direct portfolio management.

Scott Angel is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2003. He has also been affiliated with First-Citizens Bank & Trust Company since 2002. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a client-centric process led by investment adviser representatives, applying multiple forms of analysis to portfolio allocation across various asset classes.

Herman Freitag III is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Corient in Charlotte, NC. His prior roles include positions at The Vanguard Group and Ci Brightworth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines internal security selection and fixed-income strategies with third-party manager solutions and customized asset allocation.

Joseph Allocca is a financial advisor with TIAA-CREF holding a Series 66 designation and two years of industry experience. His prior roles include positions at UBS Financial Services and Vanguard Advisers. He has worked in both advisory and marketing capacities within the financial services sector. 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 with connections to TIAA-administered employer retirement plans. The firm offers a range of advisory services including customized portfolio management and acts as adviser to a donor-advised fund.

Stephen Hogan is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA since 2003 and holds Series 63 and Series 66 licenses. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model-based and customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Laron Glenn is a financial advisor at Truist Advisory Services in Charlotte, NC, with three years of industry experience. He holds Series 63 and Series 65 designations. His prior work experience includes roles at Wells Fargo Learning Services LLC, Wells Fargo, Amazon, Papa Johns, and Bojangles. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews and reporting, operating as part of the broader Truist Financial network with extensive affiliated financial relationships.

Anderson Stockard is a financial advisor at Truist Advisory Services with a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, offering ongoing reviews and client consultations.

Nathan Morgan is a CFP® professional with nine years of industry experience, currently affiliated with Schwab Wealth Advisory, Inc. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2026, following prior roles at Fidelity Investments and Deutsche Bank. He also served in the United States Navy Reserve from 2011 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab’s asset allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Linda Mander is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. She is a board member of a local Boy Scout troop in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting through a mix of passive and active investment strategies overseen by an internal Investment Committee.