Jamison Holt is a financial advisor with TIAA-CREF in Harrisburg, NC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with TIAA-CREF and its predecessor TIAA since 2003. TIAA-CREF Individual & Institutional Services, LLC’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 connected through TIAA-administered employer retirement plans. The firm offers a combination of model portfolio and customized portfolio management under a fiduciary standard within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

John Bruneau is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. He has worked with Ameritas since 2024 and is also involved with Boston 128 Companies, where he supports client service and financial product sales. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing a platform that integrates in-house model portfolios, third-party managers, and affiliations with related financial entities.

Amanda Black is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 registrations with 28 years of industry experience. Her prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers services on discretionary or non-discretionary terms, including complimentary financial planning and tax-aware strategies.

Michael Smith is a financial advisor at Fifth Third Securities, Inc. in Kannapolis, NC, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Fifth Third Securities since 2012. Fifth Third Securities 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 combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Namaine Coombs is a CFA® charterholder with over two years of industry experience. He is currently an advisor at Truist Advisory Services and previously held roles at Bank of America and Wells Fargo, where he worked for 24 years. Outside of financial advising, Coombs is the CEO of Unleashed Success, LLC, a life-coaching and book publishing company focused on addressing limiting subconscious beliefs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a range of solutions including asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platform and manager relationships.

Boyd Cauble II is a financial advisor with Primerica Advisors, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities since 2010. Cauble also utilizes CBS brokerage as a resource for life insurance policies for clients. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Margaret Sattler is a financial advisor at Truist Advisory Services with three years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Capital City Financial Partners, E.W. Scripps Company, Barre3, and the University of South Carolina. Truist Advisory Services provides investment consulting and advisory services to individual and institutional clients, including retirement plan sponsors and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager arrangements and integrates AI-enabled tools in its research processes.

Clacy Hysong is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with TIAA-CREF since 2010. 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 to TIAA-administered employer retirement plans. The firm operates within a vertically integrated group and offers both model-based and customized portfolio management options.

Stephen Honea is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with 16 years of industry experience. He has been with TIAA-CREF since 2010. 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 existing relationships through TIAA-administered employer retirement plans. The firm also acts as adviser to a donor-advised fund and offers a range of advisory services within a vertically integrated structure.

Rhondale Haywood is a CFP® and CFA® with three years of industry experience, currently advising at Truist Advisory Services in Charlotte, NC. Prior to joining Truist, he worked at Bank of America for five years and PNC Bank for twelve years. He serves on the investment committee of the Foundation For The Carolinas, where he participates in asset allocation and strategy oversight. 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 that combines discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Christopher Benitez is a financial advisor at Empower Advisory Group with one year of industry experience. He previously worked at The Vanguard Group and Angi, among other firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning services.

Robert Flynn is a financial advisor with Empower Advisory Group who holds Series 63 and Series 65 designations and has 22 years of industry experience. He previously worked at TIAA-CREF and TIAA from 1997 to 2022 before joining Empower Financial Services in 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Tenley Desjardins is a financial advisor with Corient in Charlotte, NC, holding the CFP®, PFS™, and Series 66 designations. She has eight years of industry experience, including prior roles at Ernst & Young, Guardian Life Insurance Company, and Mcgill Advisors (now Brightworth). Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house management with third-party solutions and specialized offerings through affiliated entities.

William Robbins is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. He holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to his current role, he worked at First Citizens Bank and served in positions at the City of Rock Hill and Francis Marion University. First Citizens Investor Services provides investment advisory, brokerage, and insurance services to individuals, pension plans, corporations, and charitable organizations. The firm uses a combination of strategic and tactical asset allocation with fundamental, quantitative, and technical analysis, offering both discretionary and non-discretionary management options.

Harrison Paul is a financial advisor at Primerica Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Park Avenue Securities, Consolidated Planning, Guardian Life Insurance Company, and positions in education and local organizations in Charlotte, NC. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports a variety of account-level services, including lending solutions and donor-advised funds.

Justin Balmer is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and previously worked at First Command Advisory Services and related entities. Outside of finance, he is involved with Easton D LLC, a company performing manual labor tasks, and Decadence Popcorn LLC, a retail popcorn business in Concord, NC. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to employer retirement plans administered by TIAA. The firm offers both point-in-time planning and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Steven Ouellette is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with TIAA-CREF since 2025 and has been affiliated with TIAA since 2010. Outside of his advisory role, he serves as Treasurer and Board Member for a nonprofit youth football program in Harrisburg, NC. 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. The firm distinguishes planning services from ongoing discretionary management and operates within a vertically integrated structure using affiliated funds.

Patrick Long is a financial advisor with Truist Advisory Services based in Charlotte, NC, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with Suntrust Advisory Services and Suntrust Investment Services since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a co-trustee for family trusts for longstanding clients. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, utilizing a blend of discretionary manager relationships and non-discretionary consulting with oversight from dedicated research and advisory teams.

Mitchell Tanis is a financial advisor with TIAA-CREF in Charlotte, NC. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF and its related entities since 2025. Prior to joining TIAA-CREF, he held positions at UBS, Merrill Lynch, and other organizations. Outside of his advisory role, he has worked as a delivery driver for Uber Eats. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory models including model portfolio management and customized portfolio management under a fiduciary standard.

Bradley Cooke is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Prior to joining Truist, he worked at Wells Fargo Bank and Wells Fargo Clearing Services for a combined 16 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.