Lisa Mc Connell is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds a Series 66 designation and has been with Janney since 2010. Outside of her advisory role, she is involved with McConnell Ventures, a retail clothing business focused on children's apparel, where she contributes part-time in bookkeeping and administrative functions. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services with in-house and third-party portfolio management.

Tyler Odonnell is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Consolidated Planning Inc. and Macmillan Holdings, LLC. Outside of finance, he has experience with the YMCA of Greater Charlotte. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and digital advisory platforms.

Brian Senatore is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with TIAA-CREF and TIAA since 2013. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm provides a combination of point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure and acting as adviser to a donor-advised fund.

David Hurst is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with TIAA-CREF and affiliated entities since 2014, including a role at Vanguard Marketing Corporation in 2026. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing ties to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management under a fiduciary standard, with services that include customized and model portfolio options.

Joseph Nichols III is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and seven years of industry experience. He has been with TIAA-CREF since 2019 and previously worked at Red Ventures for five years. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management through various managed account options.

Susan Jenkins is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 26 years of industry experience. She has been with TIAA since 2005. Outside of her advisory role, she owns Magnolia Divorce Coaching, providing divorce coaching services without legal or financial advice. 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 prior relationships through employer retirement plans. The firm combines point-in-time planning with ongoing discretionary management and serves as adviser to a donor-advised fund.

Daniel Bubbico is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Merrill Lynch, Bank of America, Truist, Wells Fargo, and other financial services firms. 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 TIAA-administered retirement plan relationships. The firm offers both point-in-time financial planning and ongoing portfolio management through various managed account programs.

Esther Park is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. She has 28 years of industry experience and has worked at Guardian Life Insurance Company and Park Avenue Securities, LLC. Outside of her advisory role, she has been involved as a support person for another securities representative. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with a broad range of financial planning and consulting solutions.

Todd Smith is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with TIAA-CREF since 2012. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary portfolio management, offering both model-based and customized investment solutions.

Christopher Dillon is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Cetera Advisor Networks, Carroll Financial Associates, and Wells Fargo. He is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Axelle Rivot is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining TIAA-CREF, she worked at Florida Financial Advisors and Trinity Wealth Securities, LLC. Outside of finance, she has been involved with Advocacy for Refugee and Immigrant Services for Empowerment. 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 connected to TIAA-administered employer retirement plans.

Olivia Newsome is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and bringing four years of industry experience. Prior to joining TIAA-CREF in 2022, she worked at the General Services Administration and held various roles including at Temple University and Alexandria City Recreation Department. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients with existing TIAA retirement plan relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, operating within a vertically integrated group that includes affiliated funds.

Donna Oxford Arrigo is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and with 29 years of industry experience. Her career includes roles at Merrill, Bank of America, N.A., and SunTrust Advisory Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support client asset allocation and manager selection, providing ongoing reviews and regular client consultations.

Benedict Wong is a financial advisor with Wells Fargo Investment Institute, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and has over two decades of experience at Wells Fargo. Wells Fargo Investment Institute provides research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and other financial institutions. The firm delivers non-customized investment models and focuses on manager research and portfolio construction rather than direct portfolio management or individualized financial planning.

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® credentialed financial advisor with 28 years of industry experience. He currently works at Rockefeller Financial LLC and previously held roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, Scott & Stringfellow, and Wells Fargo Clearing. 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 discretionary and non-discretionary portfolio management with brokerage, placement, and investment banking services, operating through a Private Advisor model supported by a consolidated investment platform.

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 CFP® professional with eight years of industry experience, currently with Schwab Wealth Advisory Inc. She previously worked at The Vanguard Group, Inc. and Edward Jones among other firms. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co., providing fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset allocation models and internal research, with client authorization required for all trades.