Sydney Hansen is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2021. Prior to that, Hansen was employed at H&R Block and was involved with the Jesse Helms Center Foundation. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and other entities. Their advisory model distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolio management under a fiduciary standard.

Jamie Dugo is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Comfort Keepers. Outside of his advisory role, Dugo serves as a member of the Catawba County Planning Board. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Tyler Johnson is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC in Charlotte, NC. He previously worked for THE Vanguard Group, Inc. for 11 years and has been affiliated with LPL Financial since 2023. Johnson is also involved with FreshWater Financial LLC, an independent registered investment advisory firm he founded in 2023. 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. The firm employs a network model of advisory representatives and utilizes various portfolio management strategies and technology platforms to deliver its services.

Omar Richardson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His career includes roles at Primerica Advisors and Allied Universal Security Services. 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 connected to TIAA-administered employer retirement plans. The firm uses a fiduciary standard for its RIA services and provides both model-based and customized portfolio management.

Anthony Valerio is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Valerio previously worked at Wells Fargo Clearing and The Prudential Insurance Company of America. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes IAR-led assessments and combines fundamental, quantitative, and technical analysis to construct portfolios across equities, fixed income, mutual funds, and ETFs.

Conor Cetola is a Series 66-licensed financial advisor at Schwab Wealth Advisory with three years of industry experience. He previously worked at Fidelity Investments for five years before joining Schwab in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many enterprise wealth managers.

Robin Davis is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 credentials and 30 years of industry experience. He has been with TIAA-CREF since 2017, following prior roles at Community Capital Management and Xerox/Highmark. Outside of his financial advisory work, he works as a food delivery driver. 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 offers both point-in-time planning and ongoing portfolio management, including customized portfolio options and serves as adviser to a donor-advised fund.

Amaya Patel is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, Patel held various roles outside the financial sector, including positions at Sonic Automotive, Panera Bread, and Ruth's Chris Steakhouse, alongside a long period of full-time education. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm offers both one-time planning services and ongoing portfolio management with a fiduciary standard applied to its advisory services.

Liam Timoney is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and with two years of industry experience. His prior roles include positions at Cooke Rentals, Revgen INC NC, and Logans Trading Company. 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, frequently serving clients with existing TIAA-administered employer retirement plans. The firm provides customized and model-based portfolio management options and acts as adviser to a donor-advised fund within a vertically integrated advisory structure.

Drew Harshaw is a financial advisor at Hornor, Townsend & Kent, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist Advisory Services, TRUIST Investment Services, and BB&T Securities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and offers both discretionary and non-discretionary account options supported by third-party asset manager relationships.

Kevin Phinney is a financial advisor with Principal Financial Services in Charlotte, NC, holding a CFP® designation and securities licenses Series 63 and Series 65. He has 12 years of industry experience, including roles at Fulcrum Capital Partners and Principal Life Insurance Company. Outside of advising, he serves as president of a local BNI chapter and owns an LLC involved in mobile home property management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Anna Carson is a Series 66-licensed financial advisor with eight years of industry experience. She currently works at TIAA-CREF and has previously held roles at Williamson Wealth Group, Raymond James Financial Services, Allspring Funds Management, and Wells Capital Management. 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 offers both point-in-time planning services and ongoing discretionary management using model and customized portfolios, and it also acts as adviser to a donor-advised fund.

Brandon Walker is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing management through model and customized portfolios.

Paul Goetz III is a financial advisor with Independent Advisor Alliance, LLC and holds Series 65 and Series 63 licenses. He has two years of industry experience, including roles at LPL Financial and R.J. Schrift Private Asset Management. Outside of finance, he owns a home-based detailing business called PGM Detailing. Independent Advisor Alliance serves a diverse clientele, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm uses a network model with several hundred advisory representatives and integrates various portfolio management strategies alongside technology platforms for comprehensive client service.

William London is a financial advisor with TIAA-CREF in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, all with TIAA-CREF since 1994. 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 also advises a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Timmothy Nootz is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with TIAA-CREF since 2017, following a year at Financial Engines and a year as a consultant. 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 relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including customized portfolio management and acts as adviser to a donor-advised fund.

Turner Schroll is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Harrisdirect LLC, E*TRADE Securities LLC, E*TRADE Capital Management LLC, and AXA Advisors, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals—often those connected with TIAA-administered retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

John Poe is a financial advisor at TIAA-CREF with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2013, based in Charlotte, NC. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Kevin Spence is a financial advisor at Empower Advisory Group with 26 years of industry experience and holds the Series 66 designation. His prior roles include positions at TIAA CREF Individual & Institutional Services, Cary Street Partners, Luxon Asset Management, and HSBC Technology & Services USA. He serves as a FINRA arbitrator, contributes scholarly articles on regulatory compliance, participates as a speaker at financial services industry conferences, and is a council member of the Securities Industry Continuing Education Programs. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan sponsor-chosen investment lineups.

George Bowery is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has worked with SunTrust Advisory Services and related SunTrust entities since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through discretionary and non-discretionary relationships supported by third-party platforms and AI-enabled research tools.