Jillian Lucas is a financial advisor at TIAA-CREF with two years of industry experience. She holds a Series 66 designation and has worked at TIAA-CREF since 2022. Prior to her current role, her background includes various positions outside the financial sector, including at Wise Acres and The Cupcake Shoppe. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, providing customized portfolios and model-based investment approaches under a fiduciary standard.

Jon Peterson is a CFP® and holds a Series 65 license with 4 years of industry experience. He is currently an advisor at Corient and previously worked at RKL Wealth Management LLC and Fulton Financial Corporation. Outside of finance, he was involved with Spooky Nook Sports for four years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and alternative investments as appropriate.

Lisa Scriba is a financial advisor with \&PARTNERS, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a total of 15 years before joining \&PARTNERS in 2024. Outside of her advisory role, she owns and oversees an automotive maintenance and repair shop in Indian Trail, North Carolina. \&PARTNERS serves a diverse client base that includes individual and institutional investors such as high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of investment strategies through proprietary models and third-party managers.

Lansen Pan is a CFP® professional with 12 years of industry experience, currently serving at Schwab Wealth Advisory. His prior experience includes roles at The Vanguard Group and Ally Invest, where he supported both advisory and self-directed clients. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering annual financial reviews and investment recommendations based on Schwab’s proprietary research and asset allocation models. The firm operates as an internal advisory unit and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Phyllis Lowe is a financial advisor at TIAA-CREF with five years of industry experience and holds a Series 66 designation. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of her financial advisory role, she owns and operates a home remodeling business focused on project oversight. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized investment solutions.

Stephen Hudzik Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with SunTrust Advisory Services since 2013. Outside of his advisory work, Hudzik owns a vacation rental property on Bald Head Island. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research.

Jose Martinez Rincon is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 designations and previously worked six years at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory role, he serves as a Notary Public for the state of North Carolina. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory services include point-in-time financial planning and ongoing portfolio management, employing both model and customized portfolios managed under a fiduciary standard.

Claudia Angeles Ponce is a financial advisor at &Partners with four years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, SC Johnson Professional, and Merck & Co. Outside of her advisory role, she owns and operates Peru InLove Handmade Souvenirs LLC, a small souvenir shop. &Partners serves a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, utilizing proprietary models and third-party manager solutions through the Envestnet platform.

Bruce Warren is a CFA® charterholder based in Charlotte, NC, with four years of industry experience. He has worked at Wells Fargo Investment Institute, Inc. since 2021 and previously held roles at Wells Fargo and Columbia Threadneedle (Ameriprise). Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm operates through specialized divisions that deliver research and model guidance without exercising investment discretion or holding custody of client assets.

Garland Neal is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. His previous roles include positions at Morgan Stanley Smith Barney LLC and Goldman Sachs & Co. He holds Series 65 and Series 66 licenses. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investment vehicles alongside broker-dealer services.

Jesse Strawn is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with TIAA-CREF since 2014. Outside of advising, he narrates audiobooks as an independent contractor and is involved in managing family real estate through a jointly owned LLC for short-term rental properties. TIAA‑CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans, combining point-in-time planning with ongoing portfolio management.

Mallory Burgess is a financial advisor at TIAA-CREF with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates, Fidelity Brokerage Services LLC, and U.S. Money Reserve. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

James Holland is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for the Private Bank of Bank of America for seven years. He is based in Charlotte, NC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and brokerage services within a Private Advisor model supported by a consolidated investment platform.

Ronald Flagg is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations with five years of industry experience. Prior to joining TIAA-CREF in 2021, he worked for the City of Charlotte for 23 years. 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 TIAA-administered employer retirement plans. The firm offers a combination of point-in-time planning and ongoing portfolio management, operating under a fiduciary standard with a vertically integrated structure that supports donor-advised funds and utilizes model and customized portfolios.

Lyndon Clark is a financial advisor at Equity Services, Inc. with 40 years of industry experience. He holds the CFP® and ChFC® designations and has been with Equity Services since 2001. Clark also works as an insurance agent, selling life, disability, and health insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Jay Wilderman is a financial advisor at First Citizens Investor Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Citizens Investor Services and First Citizens Bank since 2011. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm utilizes a client-focused approach that incorporates risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by both fundamental and quantitative analysis as well as technology-driven model portfolios and tax-aware services.

Bridgette Sweeney is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. Outside of her advisory role, she is involved in hosting charitable wine tastings and coaches churches in becoming more missions focused. 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 ties to TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and acts as adviser to a donor-advised fund, using a vertically integrated model with affiliated funds.

Elisabeth Moore is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. She has been with TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to 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 affiliated funds and acts as advisor to a donor-advised fund.

Zaviera Miller is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with TIAA-CREF since 2011, with a brief hiatus from 2020 to 2021. Outside of her advisory role, she owns ZAVI Enterprises LLC, which includes a notary service. 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 TIAA-administered employer retirement plans. The firm offers discretionary management through several portfolio options and acts as adviser to the TIAA Donor Advised Fund, operating under a fiduciary standard with a focus on integrated services.

Christian Mijares is a CFP® and Series 66-licensed advisor with 11 years of industry experience. He has worked at Creative Planning, LLC since 2021, following prior roles at Sullivan, Bruyette, Speros & Blayney, SBK Financial, Inc., and Morgan Stanley. He is based in Charlotte, NC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across a large team of advisors.