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.

Austin Cowles is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Northwestern Mutual and Lincoln Financial Group. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs that focus on asset allocation, contribution guidance, and retirement planning, utilizing proprietary software and model portfolios provided by Morningstar Investment Management.

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. He holds Series 66 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC and Goldman Sachs & Co. Neal is involved with ATN Properties LLC, a real estate construction lending business. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Leslie Ortiz Quiroz is a CFP® certified financial advisor with seven years of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2026, Leslie worked at Wealth Enhancement Group, Carroll Financial Associates, Vertex Capital Advisors, and Charanda of Fort Mill. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporate, retirement plan, and institutional clients, offering a range of services from investment management to tax and business management. The firm employs a long-term, tax- and fee-sensitive investment approach incorporating both fundamental and quantitative analysis and integrates reporting across various asset types.

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 previously worked seven years at the Private Bank of Bank of America. He holds Series 63 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

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 with First Citizens Investor Services, Inc. based in Charlotte, NC. He holds the Series 63 and Series 65 designations and has 18 years of industry experience. He has been with First Citizens Investor Services and First Citizens Bank since 2011. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

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.

Kevin Doyle Jr. is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has previously worked at Harrisdirect LLC, E*TRADE Capital Management, and AXA Advisors. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients with existing relationships through TIAA retirement plans. The firm provides both point-in-time planning and ongoing portfolio management services within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Anna Giampietro is a financial advisor at Truist Advisory Services with four years of industry experience. She holds the Series 66 designation and has worked at Truist Investment Services since 2019. Prior to her current role, she held various positions including roles at West Virginia University and Encova Insurance. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Charles Bevan is a CFP® professional associated with Schwab Wealth Advisory Inc. in Charlotte, NC, with two years of industry experience. He has held roles at Charles Schwab & Co., Vanguard Marketing Corporation, The Vanguard Group, and Wells Fargo Bank and Clearing Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Mark Nesbitt is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the First Citizens organization since 2019, with prior experience at Avena Homes. 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 a client process led by investment advisor representatives to assess financial needs and applies fundamental, quantitative, and technical analysis across a range of investment products.

Kelly Sewell is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 designations. Sewell has been with TIAA since 2010 and joined TIAA-CREF in 2025, with a total of 16 years in the industry. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.