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 with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and 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 provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers model-based and customized portfolio management services and acts as adviser to a donor-advised fund.

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 at TIAA-CREF with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at TIAA-CREF and Wells Fargo Clearing. In addition to her advisory role, she owns Zavi Enterprises LLC, which includes a notary service and a real estate business. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm combines point-in-time planning services with ongoing portfolio management under a fiduciary standard.

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 at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Harrisdirect LLC, E*TRADE Capital Management, E*TRADE Securities, and AXA Advisors. 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’s advisory approach separates one-time planning services from ongoing portfolio management and includes customized portfolio options alongside model portfolios.

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® and holds a Series 66 license with three years of industry experience. He is currently with Schwab Wealth Advisory Inc. in Charlotte, NC, having previously worked at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Wells Fargo Bank. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with reviews tailored to clients’ goals and risk tolerance.

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 with TIAA‑CREF, holding Series 63 and Series 65 licenses, with one year of industry experience. She has been associated with TIAA since 2010. TIAA‑CREF Individual & Institutional Services, LLC 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, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model or customized portfolios.

James Paradise is a CFP® professional with 11 years of industry experience based in Charlotte, NC. He has worked at Janney Montgomery Scott LLC since 2026 and previously spent over a decade with Wells Fargo in various roles. Janney Montgomery Scott LLC is a large, 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, corporations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs supported by both in-house and third-party portfolio management.

Jennifer Hamlin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at MassMutual, Park Avenue Securities, Guardian Life Insurance Company, and MetLife Securities. Outside of her advisory work, she has ownership in a real estate venture with her husband. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Zuzana Ambrova is a financial advisor with Eagle Strategies (NY Life) based in Matthews, NC. She holds the Series 66 designation and has 17 years of industry experience. Her prior work includes positions at Merrill and ongoing roles with Parker Financial Group and NYLIFE Securities. Ambrova operates under the DBA Parker Financial Group, servicing insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and delivers solutions via multiple program types, with most assets managed on a non-discretionary basis.

Andrew Dorrien is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Truist Investment Services and Truist Advisory Services, as well as experience with KW Beverage and Harrington Landscapes. 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 manager selection through its AMC Advantage program, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Robyn Ducharme is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 designations. Prior to her advisory roles, she worked at CarMax Inc and Regal Entertainment Group, and spent several years in full-time education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kaitlin Hord is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and approximately two years of industry experience. Prior to joining TIAA-CREF, she held roles at Ulta Beauty, Pour64, and the University of North Carolina at Charlotte. TIAA-CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients linked to TIAA-administered employer retirement plans. The firm provides financial planning, discretionary managed account programs, and separate broker-dealer services, operating within a vertically integrated structure that includes donor-advised fund advisory and model-based as well as customized portfolio management.