Kermit Bolick is a financial advisor at Principal Financial Services with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Princor Financial Services Corporation since 2011. Outside of his advisory role, Bolick is involved with HUGGINS & COMPANY, CPA and sells health insurance through various carriers. Principal Financial Services provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Erik Ibsen is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF and its affiliate Tiaa since 2015. 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 with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory approach distinguishes between one-time planning services and ongoing discretionary management, with portfolios that may be customized or model-based.

Steffon Cumberbatch is a financial advisor at TIAA-CREF with four years of industry experience. He holds a Series 66 designation and has previously worked at Vanguard, Bank of America, Merrill, Wells Fargo, Truist Bank, and PNC Bank. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services 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 and ongoing discretionary management through customized and model-based portfolios.

Paige Assa is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining TIAA-CREF, Paige worked at RSM U.S. LLP and held various roles in the hospitality and auto auction sectors. 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 through TIAA-managed employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated model that includes affiliated funds and donor-advised fund advisory.

Ryan Miller is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC's Advice & Planning Services division provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund.

Alexander Smith is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equity Services since 1994 and has additional tenure at National Life dating back to 1990. Outside of his advisory role, Smith serves as Vice President of the North Carolina Association of Insurance and Financial Advisors and is involved in several business ventures, including real estate ownership and insurance sales. Equity Services, Inc. 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, frequently utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and discretionary or non-discretionary management.

Janet Marchand is a financial advisor at TIAA-CREF with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA since 1997. 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 connected through TIAA-administered employer 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.

Cameron Loomis is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 credential and has worked at TIAA and related entities since 2022. Prior to his advisory role, his background includes positions at Hutkins Family and European Wax Center. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory approach separates stand-alone financial planning from ongoing portfolio management and offers customized investment strategies through dedicated portfolio managers.

Patrick Golden is a financial advisor with \u0026PARTNERS in Charlotte, NC, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He previously worked at Wells Fargo Clearing for nine years. Outside of his advisory work, he holds a 50% ownership interest in an investment-related LLC with his spouse. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and financial planning services using both proprietary and third-party strategies, operating as a registered investment adviser and broker-dealer.

Robert Bacon is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with TIAA-CREF since 2017, following a year at PNC Investments. He is based in Charlotte, NC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily serving individuals with TIAA-administered retirement plans, as well as various trusts, estates, and corporate entities. The firm provides a range of investment management options, including model portfolios and customized solutions, and acts as adviser to a donor-advised fund.

Alex Davidson is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Equitable Advisors and Coca Cola Bottling Company Consolidated. Outside of his advisory role, he works as a fulfillment center associate at Amazon. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm provides a range of managed account options, including model and customized portfolios, and serves as adviser to the TIAA Donor Advised Fund.

Brian Arredondo is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Bank of America, Merrill, and Vanguard Marketing Corporation. Arredondo also served in the North Carolina Army National Guard for six years. 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 employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing management, offering customized portfolio solutions alongside model-based programs.

Neal Patel is a financial advisor with Guardian Life and holds the Series 66 designation. He has experience with both Guardian Life Insurance Company and Park Avenue Securities, where he has been since 2020 and 2026 respectively. Prior to his financial career, he worked in roles with Egenberg Trial Lawyers, the New Orleans Pelicans, and the New Orleans Saints. 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 a range of services including financial planning, ongoing consulting, and access to proprietary and third-party investment programs.

Robert Hoyla is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank. 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 platform arrangements.

Scott Williams is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily for individuals with pre-existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing portfolio management and serves as adviser to a donor-advised fund.

Roberta Dawson is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 credentials with 19 years of industry experience. She has been with First Citizens Investor Services since 2009. 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 uses a client-centered process involving financial needs and risk tolerance assessments, applying various analytical approaches to manage portfolios through multiple channels and offers optional tax-aware services.

Eric Cannon is a CFP® professional affiliated with First Citizens Investor Services, Inc. in Charlotte, NC, with 26 years of industry experience. He has been with First Citizens Investor Services since 2005. Outside of his advisory role, Cannon serves as a track and field coach for Enka High School's boys and girls teams in Buncombe County. First Citizens Investor Services, Inc. offers advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led assessments and combines fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Bryan Stevenson is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. He has worked at TIAA-CREF since 2012 and previously worked at Edward Jones from 2007 to 2011. Outside of his advisory role, Stevenson is COO and Sales Manager of Cardinal Trading Group, an e-commerce business specializing in sporting dog products. 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 existing retirement plan relationships. The firm offers model and customized portfolio management under a fiduciary standard within a vertically integrated structure that includes affiliated funds.

Peter Velissarios is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, and Citigroup. He has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs. The firm combines discretionary and non-discretionary approaches and integrates third-party platform solutions with internal oversight to manage client portfolios.

John Patterson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial LLC, Cetera Advisor Networks, Carroll Financial Associates, and United Technologies Corporation. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.