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.

Julia Roberts is a financial advisor with First Citizens Investor Services, Inc. She holds a Series 66 designation and has seven years of industry experience. Prior to joining First Citizens, she worked at Wells Fargo Clearing Services, Bank of America, Merrill, and Colton Groome Financial Advisors. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and businesses. The firm employs a mix of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

Patrick Kilcoyne is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with TIAA-CREF, where he has worked since 2024. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Timothy Mann Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at BB&T Securities and Truist Investment Services. He volunteers as treasurer and finance committee member for the nonprofit Let Me Run. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a blend of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate integration.

Kevin Loftin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Bank since 2018 and previously at Pj Robb Variable Corp and Crump Life Insurance Services. 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 programs, combining discretionary and non-discretionary approaches supported by AI-enhanced equity research and inter-affiliate integration.

Michael Trotter is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior work includes five years at TIAA-CREF before joining PNC Investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering for employees that uses approved model strategies executed via mutual funds and ETFs with annual rebalancing.

Kristy Meeler is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Independent Advisor Alliance, LLC and has also worked at LPL Financial since 2013. Outside of her advisory role, she offers insurance to small groups and individuals through multiple carriers as needed. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and combines discretionary portfolio management with access to third-party managers and technology platforms for comprehensive client service.

Michael Dautel is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist Advisory Services since 2021, including prior roles at Truist Investment Services and BB&T Investment Services dating back to 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting with oversight from its Equity Research team and Investment Advisory Group.

Joseph Tieber Jr. is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior firms include Morgan Stanley, E*TRADE Capital Management, and Alight Financial Advisors, along with a long tenure at TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm’s model differentiates planning from ongoing portfolio management and acts as adviser to a donor-advised fund.

John Czura is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 65 and Series 63 licenses and four years of industry experience. Before joining Truist Advisory Services and Truist Investment Services in 2025, he worked at Wells Fargo Clearing Services LLC from 2021 to 2025. 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 utilizing both discretionary and non-discretionary approaches with oversight from an Equity Research team and Investment Advisory Group.