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® with 26 years of experience in financial advising, currently serving at Truist Advisory Services since 2021. His prior roles include positions at PNC Investments, Mass Mutual Financial Group, and Oppenheimer. Widener serves on the Board of Directors for Opera Carolina, a local non-profit arts organization. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships with AI-enabled research tools and emphasizes inter-affiliate integration in its service delivery.

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 with TLG Advisors, Inc. and holds a Series 66 credential. He has three years of industry experience, including roles at The Leaders Group Inc., Vanbridge, and Dixon Wells. Outside of advisory work, Elam serves as an Associate Vice President involved in the sale of fixed insurance products at EPICVanbridge LLC. TLG Advisors serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors and retirement plans. The firm employs a manager selection and monitoring approach grounded in fundamental analysis and Modern Portfolio Theory, and offers both sub-advised portfolios and a direct-to-consumer digital platform 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 four years of industry experience. He holds the Series 66 designation and previously worked at Truist Investment Services and Truist Bank. Outside of finance, he serves as a basketball analyst for ESPN/ACC Network, covering college basketball. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, providing equity, balanced, and fixed-income portfolios with strategic asset allocation and customized consulting services.

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 Guardian Life with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Guardian Life since 2004, also working at Park Avenue Securities since 2023. Outside of his advisory role, he is the owner and CEO of Consolidated Planning Holdings, Inc., a financial planning firm focusing on insurance and wealth management solutions. Guardian Life, through its subsidiary Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

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 with OSAIC Institutions, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at HomeTrust Bank, Truist Advisory Services, Park Avenue Securities, Guardian Life Insurance Company, Wells Fargo Clearing, and PNC Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, consulting, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary management.

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.

Joseph Caporusso is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation. His prior work includes roles at Truist Advisory Services, Bank of America, Merrill, and Wintrust Life. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management with a fiduciary standard, utilizing model and customized portfolios.

Michele Stutts is a CFP® with 16 years of industry experience and is currently with MAI Capital Management, LLC, where she has worked since 2021. Prior to that, she spent eight years at Solamere Advisors. 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 $72.3 billion in assets and offers customized portfolio strategies implemented through a mix of in-house and third-party managers, integrating financial planning and tax services into many client relationships.

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.