Donna Oxford Arrigo is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including SunTrust Advisory Services, Bank of America, and Merrill. 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 manages the AMC Advantage program through a combination of discretionary manager relationships and non-discretionary consulting.

Benedict Wong is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and has worked at Wells Fargo since 2003. 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, along with select external clients. The firm’s work is divided among specialized divisions that deliver impersonal research and model guidance rather than exercising investment discretion or holding client assets.

Veronica Aldred is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and bringing 20 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides ongoing portfolio management through model-based and customized strategies and serves as adviser to donor-advised funds.

Kathryn Delk is a financial advisor at TIAA-CREF with five years of industry experience. She holds the Series 63 and Series 66 credentials and previously worked at Fidelity and Wells Fargo Clearing Services. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model and customized portfolio management and acts as adviser to a donor-advised fund.

Craig Miller is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials with four years of industry experience. He has worked at TIAA and related entities since 2022, with prior experience at Alliance-One Investments, DXC Technology, Alight, and Sutherland Global Services. TIAA-CREF Individual & Institutional Services, LLC 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 both point-in-time planning and ongoing portfolio management, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Paul Irving is a CFP® professional with 28 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities, LLC and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program, utilizing a combination of discretionary and non‑discretionary strategies supported by third‑party platforms and AI-enabled research.

Kristen Wright is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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’s advisory model separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Lisa Hemby is a Certified Financial Planner® with seven years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Charlotte, NC. She previously worked at The Vanguard Group, Edward Jones, Principal Securities, and Lincoln Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations primarily using Schwab’s proprietary research tools and asset allocation models.

James Mc Grath is a financial advisor at Rockefeller Financial LLC in Charlotte, NC, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Rockefeller Financial, he worked at Bank of America N.A. for 17 years. Outside of his advisory role, he is a managing member of an investment-related LLC he owns with his wife. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments alongside traditional advisory solutions.

Jeffery Peschel is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Citizens Investor Services since 2014. First Citizens Investor Services, Inc. offers investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of strategic and tactical asset-allocation approaches and provides services through discretionary and non-discretionary management, including an automated Guided Investing platform and explicit tax-aware strategies.

Chad Lossie is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has been with PNC Investments LLC since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product for employees that uses algorithmic risk assessment and third-party managed investment models.

Emily Brandt is a financial advisor at TIAA-CREF in Charlotte, NC, with five years of industry experience. She holds the Series 66 designation and has worked at TIAA-CREF since 2020. Outside of her financial career, she owns a pet sitting business called Pawsitive Stays. TIAA-CREF Individual & Institutional Services, LLC 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’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, offering customized and model portfolio options under a fiduciary standard.

Ian Ellis is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has previously worked at Vanguard Advisers, Vanguard Marketing Corporation, Merit Financial Advisors, and LPL Financial. Prior to entering the financial industry, Ellis held roles at Valencia College, Royal Caribbean Cruises, and Universal Orlando Resort. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model or customized portfolios managed under a fiduciary standard.

Gabrielle Baylog is an advisor at Bankers Life Advisory Services, Inc. with Series 66 credentials and one year of industry experience. Prior to her advisory role, she spent nine years in full-time education. She is also a licensed insurance agent for Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Rhonda Gilliam is a financial advisor at Fifth Third Securities, Inc. in Charlotte, NC, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2016. Outside of her advisory role, she works part-time as an Uber driver. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among its bank, platform sponsor, and clearing firm.

Robert Rose is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Janney, he worked at Bb&T Securities and Truist Advisory Services. Outside of his advisory role, he is a musician in the band The Good Nuffs and serves on the finance council of St Pius X Catholic Church as well as a committee member for Greensboro Urban Ministries Development. Janney Montgomery Scott LLC is a large 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, estates, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Hanna Rockwell is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 credentials with two years of industry experience. Her prior experience includes roles at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors, as well as positions outside the financial industry such as at Dartmouth Hitchcock Medical Center. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing discretionary portfolio management with a fiduciary standard applied to its advisory services.

Kent Shuford is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF and Tiaa since 2017, following a one-year tenure at The Prudential Insurance Company of America and Pruco Securities LLC. 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 advises the TIAA Donor Advised Fund and separates its planning services from ongoing discretionary management within a vertically integrated model.

Amy Johnson is a financial advisor with Empower Advisory Group in Charlotte, NC, holding Series 65 and Series 63 credentials and eight years of industry experience. She has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Principal Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Rachel Bradsher is a financial advisor at Lincoln Investment with industry experience totaling two years. She holds Series 66 and Series 63 licenses and has previously worked at Poole Financial Services and Anthropologie. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, managing a mix of in-house and third-party investment strategies through both discretionary and non-discretionary programs.