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 with 37 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &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, employing a range of fundamental, technical, and quantitative strategies through proprietary models and third-party managers.

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.

Martin Walker is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at First Citizens Investor Services, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of his advisory work, he is president and owner of Spectrum Benefits, Inc., a health insurance brokerage and consulting business. 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 third-party platform and manager arrangements, to implement investment advice.

Candice Trantham is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked within various divisions of First Citizens since 2014. First Citizens Investor Services, Inc. offers investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation using fundamental, quantitative, and technical analysis, serving clients through discretionary and non-discretionary arrangements.

Christopher Grainger is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Truist Advisory Services in 2025, he worked at Truist Bank, Wells Fargo, and TIAA-CREF. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, 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, to deliver tailored investment solutions.

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.

Benjamin Smith is a financial advisor at Truist Advisory Services with three years of industry experience. He holds a Series 66 designation and previously worked at United Capital and Regions. Outside of finance, he was involved with 5 Star Nutrition LLC in 2019. 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, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

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. in Charlotte, NC, holding a Series 65 designation. He has been in the industry since 2025, with prior experience at Sterling Investment Counsel in the same year. Outside of finance, he has been involved with sports organizations, including the Pueblo Bulls Hockey Club and Midwest Knights Sports Group, and has an affiliation with Canisius University. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses, along with select external clients. The firm’s work is divided among specialized divisions focused on manager research, securities analysis, asset allocation, and portfolio management, offering research and model guidance rather than direct investment management.

Scott Angel is a CFP® with 22 years of experience in the financial services industry. He has been with First Citizens Investor Services, Inc. since 2003 and also works with First-Citizens Bank & Trust Company. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, offering portfolio management through wrap programs and automated investing platforms, supported by its affiliation with a bank holding company.

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 with Series 63 and Series 65 designations and three years of industry experience. His career includes roles at Wells Fargo Learning Services LLC and Wells Fargo, as well as positions outside financial services at Amazon, Papa Johns, and Bojangles. 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 manager-selection services, utilizing a combination of discretionary managers, consulting, and AI-enabled research tools.

Anderson Stockard is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and other financial and non-financial organizations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and the AMC Advantage manager‑selection program, implementing advice through discretionary and non‑discretionary approaches supported by AI-enabled research tools and inter-affiliate resources.

Nathan Morgan is a CFP® professional with nine years of experience in the financial services industry. He currently works at Schwab Wealth Advisory, Inc. and has prior experience at Fidelity Investments, Deutsche Bank, and served six years in the United States Navy Reserve. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations primarily through the Schwab ecosystem and standard asset allocation models.

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.

Michael Davis is a financial advisor at &PARTNERS with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a franchisee and partial manager of Summitt Coffee Cafe and is involved with the United Methodist Foundation of Western North Carolina as an investment team member. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, employing a range of portfolio management strategies that include proprietary models and third-party managers.