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 at First Citizens Investor Services, Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, and Wells Fargo Clearing Services. She is based in Charlotte, NC. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a client process focused on assessing financial needs, risk tolerance, and time horizon, employing multiple analytical methods to allocate assets across various investment vehicles.

Daneen Gimson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Securities America Advisors. First Citizens Investor Services serves a diverse client base including individuals, pension plans, and charitable organizations, providing a range of advisory and brokerage services such as portfolio management, model portfolios, and financial planning. The firm’s approach employs fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

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.

Deanna Strean is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, and Contrary Investment Advisors. Prior to her current roles, she operated Strean Financial Services and was associated with H. Beck, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework and offers a range of fiduciary, financial counseling, and family office services.

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.

Brian Guild is a financial advisor with Bankers Life Advisory Services, Inc. based in Charlotte, NC, holding a Series 66 designation and bringing 11 years of industry experience. He has been associated with Bankers Life entities since 2008 and serves as president of BGUILD Financial, an LLC he oversees. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a broad range of securities aligned with clients’ goals and risk tolerances.

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.

Michael Willard is a financial advisor with Equity Services, Inc. in Charlotte, NC, holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, Alloy Wealth Holdings, Alloy Wealth Management, and Edward Jones. Outside of his advisory work, he is listed as owner and president of Forged Financial LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments, managing both discretionary and non-discretionary assets.

William Semans 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 with Truist Advisory Services and Truist Investment Services since 2021, following six years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its services.

Charles Dixon is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years. Dixon is also involved with KDX Partners LLC, an investment company structured for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines a network model of advisory representatives with access to brokerage services through LPL Financial and technology-driven estate planning platforms.

Cathie Clontz is a financial advisor with Truist Advisory Services, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked at Truist Advisory Services and affiliated firms since 2018, including BB&T Securities and PNC Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Andrew Gradus II is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 66 and Series 63 credentials with 23 years of industry experience. His prior roles include positions at Adhesion Wealth and Nuveen Securities, as well as a long tenure at TIAA dating back to 2004. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

Samantha Allen is a CFP® with seven years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. in Charlotte, NC. She previously worked at The Vanguard Group for six years and has experience across both financial services and hospitality sectors. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers a variety of financial planning and investment management services through multiple program structures, emphasizing recommendation-based advice alongside non-discretionary management.

Gregory Morris is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with TIAA-CREF and TIAA since 2015. 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 TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.