Steven Majoris is a financial advisor at Wells Fargo Investment Institute, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked for Advisors Asset Management, Inc. for 11 years. He is based in Charlotte, NC. Wells Fargo Investment Institute (WFII) provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm delivers research and model guidance without exercising investment discretion or holding custody of client assets.

Charles Widener is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Truist Advisory Services and has previously worked at PNC Investments and Mass Mutual Financial Group. Widener serves on the board of directors for Opera Carolina, a local nonprofit arts organization in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships supported by third-party platforms and research tools.

Stanley Dyl is a Series 65-licensed financial advisor with 16 years of industry experience. He is currently with Prime Capital Financial and has previously worked at United Capital Financial Advisers, LLC and Davidson Capital. He is involved as a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office solutions, employing a variety of investment strategies and tax-efficient techniques.

Antonio Porretta is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations, and has 26 years of industry experience. He has worked with Independent Advisor Alliance since 2014 and has also been affiliated with LPL Financial since 2011. Outside of his advisory role, he is involved in youth soccer as a coach with the Charlotte Eagles Soccer Club and Charlotte Soccer Academy. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model with independent advisory representatives and offers services through discretionary and non-discretionary portfolio management, leveraging technology platforms and third-party resources.

Kathleen Hayes is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services and its affiliated firms since 2013. Outside of her financial advisory role, she is the principal of Katie Hayes Photography LLC, where she photographs events, people, sports, and landscapes. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches with third-party platform and manager arrangements.

Matthew Hatfield is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 designation and previously worked at Park Ave Securities and Guardian before joining TIAA in 2017. Outside of finance, he performs as a musician in live venues and serves as Vice President of the Virginia Tech Alumni Association's Charlotte chapter, where he helps organize charity events. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory approach distinguishes between one-time planning services and ongoing portfolio management under a fiduciary standard.

Levi Perry is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at TIAA-CREF since 2022, following prior roles including a year at Equitable Advisors. Outside of finance, he writes weekly articles on Magic: The Gathering for COOLSTUFFINC and EDHREC. 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 ties to TIAA-administered employer retirement plans. The firm separates financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Denis Curcio is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial, Cetera Advisor Networks LLC, and Carroll Financial Associates, Inc. Curcio also holds licenses for Series 63 and Series 66. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Aubrey Elam is a financial advisor at TLG Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has worked previously with The Leaders Group Inc, Vanbridge, and Dixon Wells. Elam also serves as an Associate Vice President involved in the sale of fixed insurance products with related entities. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on investment supervisory services and portfolio management using manager selection, fundamental analysis, and Modern Portfolio Theory, and offers a direct-to-consumer digital program called Starlight Portfolios.

Kevin Lattimore is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various SunTrust entities since 2016. Outside of his advisory role, he serves on the board of directors for the Charlotte Alumni Chapter of Kappa Alpha Psi Fraternity, Inc., and is involved in producing family-friendly entertainment through My Time Entertainment LLC. 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 AI-enabled research tools and inter-affiliate integration.

Joel Berry II is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. Prior to joining Oppenheimer, he worked at Truist Investment Services and Truist Bank. Outside of finance, he works as a basketball analyst for ESPN/ACC Network, covering college basketball. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory and execution services, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation, manager selection, and periodic rebalancing.

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.