Zachary Bolling is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at First Citizens Bank and Dupont Community Credit Union. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities by providing advisory and brokerage services. The firm employs a client process focused on financial needs and risk assessment, using fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Christopher Hassett is a financial advisor with Eagle Strategies (New York Life) based in Charlotte, NC. He holds the ChFC® designation and Series 63 license and has 31 years of industry experience. His prior roles include eight years with Dedicated Income Solutions and over two decades with Eagle Strategies and related New York Life entities. He serves as secretary on the Giverny Neighborhood HOA board, handling community communications. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a notable focus on non-discretionary asset management and relationships with a broad range of institutional sponsors.

Jin Mei is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. Mei has one year of industry experience, with previous roles at LPL Financial, Primerica, Robeco, Franklin Templeton, and Natixis. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing various portfolio management strategies and technology platforms to support clients’ financial goals.

Nicole Pilo is a financial advisor with Primerica Advisors in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Outside of her advisory role, she serves on the board of Freedom School Partners. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs and financial planning solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies, including discretionary and non-discretionary accounts.

Jordyn James is a financial advisor at TIAA-CREF with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines model portfolio-based management with customized portfolio services under a fiduciary standard.

Christopher Rehberg is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Rebecca Warner is a financial advisor at HB Wealth with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2016 to 2025 before joining her current firm. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with clients’ objectives and risk tolerance, incorporating both quantitative and qualitative due diligence across public and private investment strategies.

Johnny Rabadan Juan is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Truist Investment Services Inc. and Truist Advisory Services Inc. since 2022, and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he serves as the head coach for a youth soccer club in Charlotte, focusing on developing high school-aged players. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Keval Amin is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with TIAA-CREF since 2013. 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 connected through TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and offers tailored portfolio management under a fiduciary standard within a vertically integrated group.

Michael Doody is a financial advisor with TIAA-CREF based in Charlotte, NC. He holds a Series 66 designation and has 12 years of industry experience, including previous roles at Gladstone Wealth Group, Financial Resources Group Investment Services, LLC, and LPL Financial. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with connections to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Andrea Ward is a financial advisor with TIAA-CREF based in Charlotte, NC, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. Before joining TIAA in 2022, she worked at Principal Funds Distributor, Inc and had roles at AppleOne and ComputerShare in 2021. Outside of finance, she owns and operates The Funky Artist, a graphic design and custom gifts business primarily through Etsy. TIAA-CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, and small retirement plans, offering financial planning, discretionary managed account programs, and brokerage services. The firm distinguishes between one-time financial planning and ongoing portfolio management, providing customizable investment solutions within a vertically integrated advisory model.

Richard Jones is a financial advisor at TIAA-CREF with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 1991. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and 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 financial planning services from ongoing discretionary management, applies a fiduciary standard to its RIA services, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Daniel Mullane is a financial advisor with Guardian Life in Charlotte, NC, holding a Series 66 credential and 11 years of industry experience. He has been with Guardian Life since 2013. Mullane is the majority owner of Talcott Group LLC and conducts insurance sales with carriers other than Guardian. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual, pension, charitable, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including discretionary and non-discretionary models as well as a digital advisory solution.

Gregory Giannibas is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2014. 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 also advises a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Bryson Hawks is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Fastenal, Cava, and Anderson University. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management with a fiduciary standard applied to its RIA services.

Gloria Dearcangelis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. She has worked at multiple firms including Wells Fargo Clearing and Ameriprise Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Christopher Wittekind is a financial advisor at TIAA-CREF with 10 years of industry experience. He has held positions at TIAA-CREF and Century Securities Inc. His credentials include Series 63 and Series 66 licenses. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides distinct planning and management services and acts as adviser to the TIAA Donor Advised Fund.

Geoffrey Rowland is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA since 2001. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected through TIAA-administered employer retirement plans—as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also serves as investment adviser to the TIAA Donor Advised Fund and operates within a vertically integrated group offering affiliated funds.

Alon Argov is a financial advisor with TIAA-CREF, holding a Series 66 designation and 23 years of industry experience. He has been with TIAA-CREF since 2007. TIAA‑CREF Individual & Institutional Services, LLC 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, corporate entities, and small retirement plans. The firm offers distinct planning and management services, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

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.