Brent Martin is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds a Series 63 designation and has worked across various Truist and BB&T entities since 2009. Martin serves as a board member for Roof Above, a nonprofit addressing homelessness in Charlotte, NC, where he participates in general board oversight and monthly volunteering. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver tailored investment solutions.

David Carrara is a CFP® with 26 years of experience in the financial services industry. He is currently an advisor at Citizens Securities, Inc., where he has worked since 2021. His prior experience includes 14 years at TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program featuring ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency under ownership by Citizens Bank, N.A.

William Killhour III is a Series 66-credentialed financial advisor with 18 years of experience, currently with TIAA-CREF in Charlotte, NC, where he has worked since 2011. His professional background is exclusively with TIAA-CREF and its related entities. Outside of his advisory role, he has worked as a delivery driver for DoorDash. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Andrew Kulinski is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with four years of industry experience. His work history includes roles at Wells Fargo Securities, LLC and Wells Fargo Bank, N.A., among others. Prior to his advisory career, he had experience in the hospitality industry, including positions at Duckworth's Bar and Grill and Ghengis Grill. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization providing manager due diligence, securities research, asset allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. The firm integrates banking and investment expertise, serving bank fiduciary and trust clients as well as select external advisers through team-based, research-driven strategies.

Kraig Jackson is a CFP® professional at Schwab Wealth Advisory with 11 years of experience in the financial services industry. He has worked at several prominent firms, including The Vanguard Group, PNC Investments, Bank of America, and Merrill. Jackson is based in Charlotte, NC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes proprietary asset allocation models and internal research tools to guide investment selection and offers tailored recommendations through annual reviews.

John Longtine is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His background includes roles at TIAA and Instacart, as well as work with Washington University in St. Louis. 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 with existing TIAA-administered employer retirement plan relationships. The firm provides a range of advisory services, including point-in-time planning and ongoing portfolio management, while acting as adviser to a donor-advised fund within a vertically integrated business model.

Jacob Simon is a financial advisor at TIAA-CREF located in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Before joining TIAA-CREF, he worked in retail and service roles at Sun and Ski Sports and Little Big Burger. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides point-in-time planning and ongoing portfolio management under a fiduciary standard within a vertically integrated group.

Kenneth Putnam is a CFP® with 15 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. He previously worked at Cornerstone Financial Advisors and is also associated with LPL Financial, LLC. 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 provides both discretionary and non-discretionary portfolio management through a network model supported by technology platforms and access to third-party managers.

Nicholas Cerullo is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. His work history includes roles at RBMuha, Morgan Stanley, and E*Trade Securities LLC. Prior to his advisory career, he held positions in the hospitality industry and various educational institutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors and managing approximately $79.8 billion in assets.

Katharine Osborne is a CFP® and ChFC® credentialed advisor at Corient with 21 years of industry experience. She previously worked at RBC Capital Markets for 16 years before joining Corient in 2025. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Patrick Hipkens is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Truist Advisory Services, where he has worked since 2021. His prior experience includes roles at The Vanguard Group and Insights Global. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research tools.

Lisa Hund is a financial advisor with Guardian Life and holds the ChFC®, Series 63, and Series 65 designations. She has 16 years of industry experience, with a career spanning multiple roles at both Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory work, she serves on the Winthrop University Executive Alumni Board and the board of the Carolina Wind Orchestra, and she actively participates in community service through the Rock Hill Elks Lodge. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, tailoring client relationships to individual needs.

Robert Schwartz is a Series 65-licensed financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He previously worked at Federated Investment Counseling and Federated Hermes Inc. among other firms. Schwartz serves as a board member and MBA partner for 99 Tartans, an organization involved in investment-related activities. Wells Fargo Investment Institute is a bank-affiliated advisory and research organization that provides investment research, manager due diligence, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. Its model portfolios and allocation advice are delivered for implementation by affiliate entities, supported by team-based qualitative and quantitative research across multiple asset classes.

Paul Floriani is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with TIAA-CREF and TIAA since 2007. 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 connected through TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and operates within a vertically integrated group that utilizes affiliated funds under a fiduciary standard for its registered investment adviser services.

Grant Booterbaugh is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Principal Advised Services and Wells Fargo Clearing Services. His other business activities include providing one-on-one retirement consulting and education services to Principal retirement plan participants. TIAA-CREF’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 those connected to TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated financial services group.

Kenneth Poe Jr. is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Corient. He has held positions at several firms, including McGill Advisors, Ci Brightworth, and CIPW Service Company, LLC, before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses comprehensive risk management tools to align portfolios with client objectives.

Kathryn Hughes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and with seven years of industry experience. She has worked at Park Avenue Securities since 2018 and Guardian Life Insurance Company since 2019. Outside of her advisory role, Kathryn serves as a Certified Divorce Financial Analyst and consults through Smart Divorce Decisions, LLC, assisting clients and professionals with financial planning related to divorce. Park Avenue Securities, 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 advisor-led discretionary management alongside model-based strategies, and combines access to proprietary programs with third-party advisory solutions.

Kaye Tahiliani is a financial advisor at Savant Wealth Management with 17 years of industry experience and holds a Series 66 designation. Before joining Savant in 2026, she worked at Exencial Wealth Advisors, LLC, Willingdon Wealth Management, and TIAA-CREF. She is also an equity partner of less than 5% at Exencial Wealth Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting. The firm uses an investment approach that combines evidence-based, model-driven asset allocation with a range of actively managed strategies and supports its services with affiliated accounting, legal, and trust entities.

Zahria Brown is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and seven years of industry experience. Her prior work includes positions at First Citizens Bank, Mattel American Girl, and The University of North Carolina at Greensboro. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Gavin Shuck is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Truist Advisory Services, Truist Investment Services, BB&T Securities, Scott & Stringfellow, and Wells Fargo Clearing. Outside of his advisory role, he serves as board chair for the nonprofit A Better World, Charlotte, and is an executive committee member of the Radford University Davis School of Business Advisory Board. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and investment banking services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.