Roslyn Ervin is a financial advisor with Truist Advisory Services in Mount Holly, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously worked at Bb&T Securities LLC for eight years before joining Truist in 2013. Outside the financial industry, Ervin serves as a Disabled Support Person, providing assistance with hygiene, cooking, transportation, and light housekeeping. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches, utilizing third-party platforms and AI-enabled research tools, and features a manager-selection program integrated with its affiliated broker-dealer and bank services.

Carter Bugg is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work experience includes roles at Clemson University and Avidxchange. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

John Dorothy Jr. is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at TIAA-CREF since 2018. Prior to that, he spent four years at State Farm. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Andrew Brincefield is a financial advisor at Primerica Advisors with over 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Park Avenue Securities since 2023 and Guardian Life Insurance Company since 2004. He is also the owner and CEO of Consolidated Planning Holdings, Inc., a financial planning firm focusing on insurance and wealth management solutions. Primerica Advisors is part of a large enterprise serving individual investors, businesses, and retirement plans through both brokerage and advisory services. The firm offers a range of proprietary investment programs and third-party solutions delivered via model-based platforms and provides clients access to alternative investments and lending options.

Pamela Montgomery is a financial advisor at TIAA-CREF with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA-CREF and its related entities since 2001, including a 20-year tenure at TIAA-CREF Individual & Institutional Services. Her prior roles include positions at Vanguard Marketing Corporation and LPL Financial. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through various managed account programs and acts as adviser to a donor-advised fund.

James Dashner is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2012. Outside of his advisory role, he owns a rental property. 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 TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, including customized and model-based options, and acts as adviser to a donor-advised fund.

John Callaway Jr. is a financial advisor at OSAIC Institutions, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with 19 years of industry experience. His career includes roles at HomeTrust Bank, Truist Advisory Services, Park Avenue Securities, Guardian Life Insurance Company, Wells Fargo Clearing, and PNC Investments. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm’s approach includes both advisory and brokerage solutions, utilizing fundamental and technical analysis, third-party due diligence for alternative investments, and a notable emphasis on non-discretionary assets.

Adrienne Stroupe is a financial advisor with The Huntington Investment Company in Charlotte, NC, holding a Series 66 credential and five years of industry experience. Her career includes roles at Truist Advisory Services and BB&T prior to joining Huntington. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and proprietary investment strategies.

Charles Anthony III is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with TIAA and TIAA-CREF since 2014. Outside of his advisory work, he owns Arestare LLC, a side business focused on renovating residential homes for resale. 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 operates within a vertically integrated structure offering customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund.

Michele Stutts is a CFP® with 15 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2021. Prior to that, she worked at Solamere Advisors for eight years. 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 manages a wide range of strategies and integrates financial planning and tax services, with $72.3 billion in assets under management as of May 31, 2026.

Marshall Stuckey is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. since 2021. He has been with Wells Fargo since 2006, based in Charlotte, NC. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm’s specialized divisions deliver equity and fixed-income analysis, manager research, and model portfolio solutions without exercising investment discretion or holding custody of client assets.

Tahuna Kidd is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role at TIAA-CREF since 2021, she worked at Alight Financial Solutions and Alight Financial Advisors from 2018 to 2021, and previously served at TIAA from 2001 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated group that includes advisory services to a donor-advised fund.

Casey Gray is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2010. 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 through employer retirement plans administered by TIAA. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to a donor-advised fund.

William Griesser is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 65 and Series 63 licenses and 27 years of industry experience. His prior roles include positions at Edward Jones and TIAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers a point-in-time financial planning service combined with optional managed account solutions, operating through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Dasha Coleman is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and three years of industry experience. She previously worked at First Citizens Investor Services, Vanguard Marketing Corporation, and Gaston County Government. Outside of her advisory role, she is contracted with Uber Eats and DoorDash for delivery services. 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 employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Jon Nee is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Eastover Capital Management and FTB Advisors. He is also involved in investment-related sales of insurance and annuities through his affiliated entities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and leverages technology platforms to support comprehensive client services.

Chessada Laney is a financial advisor with JPFG Wealth Management, L.L.C. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Brookstone Capital Management and FormulaFolio Investments, Inc., and has been with JPFG Wealth Management since 2017. Laney is also involved in selling insurance products through Millennium Financial Group. JPFG Wealth Management serves individual and high-net-worth clients with fee-based financial planning, discretionary portfolio management, and retirement plan consulting. The firm provides tailored recommendations across cash flow, tax, estate, retirement, and investment needs, often utilizing unaffiliated sub-advisors and accepting accounts held at outside custodians.

Amanda Mounts is a financial advisor at Truist Advisory Services with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank, Wells Fargo Clearing, First Horizon Bank, and Bluegreen Vacations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Lena Poma is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at LPL Financial, Ally Invest Securities LLC, and Mass Mutual Investors Services. Outside of her advisory work, she has engaged in independent delivery services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform integrations and AI-enhanced equity research.

Candice Mason is a financial advisor at Fifth Third Securities, Inc. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines broker-dealer and SEC-registered investment adviser capabilities with a platform that includes discretionary managed accounts, direct indexing, and tax-overlay services.