Daniel Jones is a financial advisor at Brookstone Capital Management LLC in Charlotte, NC, holding a Series 65 designation with seven years of industry experience. He has worked at Brookstone Capital Management since 2019 and has been associated with APR Financial Group LLC since 2012. In addition to his advisory role, he is involved in insurance sales. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and a wrap-fee program.

Michael Pisani is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank from 2012 to 2017 before joining TIAA-CREF in 2017. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily serving individuals with existing TIAA-administered retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that uses affiliated funds.

Katherine Jamil is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities LLC. Her work history includes roles at Mutual Securities, Cornerstone Wealth Group LLC, LPL Financial, Kestra Investment Services, and NRP Advisors. She is based in Charlotte, NC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

Joel Vincent is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining TIAA-CREF, Joel worked at Vanguard Marketing Corporation and has professional experience including roles at Amazon and the University of North Carolina at Charlotte. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs for individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund sponsored by Charityvest.

Benjamin Osborne is a CFP® practitioner based in Charlotte, NC, with five years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., having previously worked at Linden Thomas Advisory Services and The Vanguard Group. His background also includes positions in consulting and academia. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses standard asset-allocation models and internal research tools to offer tailored recommendations, while trades require client authorization.

Andrew Kistler III is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2012. He serves as a board member of Mimosa Hills Golf Club in Morganton, NC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Michael Acosta is a CFP® and ChFC® with nine years of experience in financial advisory roles at Guardian Life and Park Avenue Securities. His career also includes four years at Diamonds Direct and Adhesion Wealth Advisor Solutions. He serves on the NexGen Board of the Charlotte chapter of the Financial Planning Association and is a member of the Wingate University Alumni Advisory Board as well as The American College of Financial Services NextGen Advisory Task Force. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management, model-based strategies, and a digital advisory solution, combining proprietary programs with third-party platforms to tailor client relationships.

Salvatore Buffa is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity and Penn Mutual Life Insurance Company. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm combines point-in-time planning services with ongoing portfolio management using model or customized portfolios managed under client-approved investment policies.

Adam Aldrich is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and LPL Financial LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio management across various strategies and incorporates financial planning and tax services into many client relationships.

Lisa Mc Connell is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds a Series 66 designation and has been with Janney since 2010. Outside of her advisory role, she is involved with McConnell Ventures, a retail clothing business focused on children's apparel, where she contributes part-time in bookkeeping and administrative functions. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services with in-house and third-party portfolio management.

Tyler Odonnell is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Consolidated Planning Inc. and Macmillan Holdings, LLC. Outside of finance, he has experience with the YMCA of Greater Charlotte. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and digital advisory platforms.

Brian Senatore is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with TIAA-CREF and TIAA since 2013. 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, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm provides a combination of point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure and acting as adviser to a donor-advised fund.

David Hurst is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with TIAA-CREF and its related entities since 2014, including roles at Vanguard Marketing Corporation and the Teachers Insurance and Annuity Association of America. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and separate broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans.

Joseph Nichols III is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and seven years of industry experience. He has been with TIAA-CREF since 2019 and previously worked at Red Ventures for five years. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management through various managed account options.

Susan Jenkins is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 26 years of industry experience. She has been with TIAA since 2005. Outside of her advisory role, she owns Magnolia Divorce Coaching, providing divorce coaching services without legal or financial advice. TIAA-CREF’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 prior relationships through employer retirement plans. The firm combines point-in-time planning with ongoing discretionary management and serves as adviser to a donor-advised fund.

Daniel Bubbico is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Merrill Lynch, Bank of America, Truist, Wells Fargo, and other financial services firms. 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 with existing TIAA-administered retirement plan relationships. The firm offers both point-in-time financial planning and ongoing portfolio management through various managed account programs.

Esther Park is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. She has 28 years of industry experience and has worked at Guardian Life Insurance Company and Park Avenue Securities, LLC. Outside of her advisory role, she has been involved as a support person for another securities representative. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with a broad range of financial planning and consulting solutions.

Todd Smith is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with TIAA-CREF since 2012. TIAA-CREF’s Advice & Planning Services division 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, and small retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary portfolio management, offering both model-based and customized investment solutions.

Christopher Dillon is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Cetera Advisor Networks, Carroll Financial Associates, and Wells Fargo. He is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Axelle Rivot is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining TIAA-CREF, she worked at Florida Financial Advisors and Trinity Wealth Securities, LLC. Outside of finance, she has been involved with Advocacy for Refugee and Immigrant Services for Empowerment. TIAA-CREF Individual & Institutional Services, LLC offers 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.