Bradley Hauser is a CFP® professional with 11 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2014. He has worked at Fifth Third Bank since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with Fifth Third Bank.

Jeffrey Howard is a ChFC® with over 36 years of experience in the financial services industry. He has been with Primerica Advisors since 1999 and is also affiliated with Guardian Life Insurance Co of America. Based in Charlotte, NC, he has a long-standing career that includes ownership and management of several real estate investment entities. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions, utilizing proprietary and third-party strategies to manage approximately $15 billion in assets.

Kevin Mertz 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 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. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Brandyn Shetler is a Certified Financial Planner® with seven years of industry experience. He is currently with Kestra Advisory Services and Kestra Investment Services, having previously worked at The Vanguard Group. Prior to his financial career, he was involved with Nomad Aquatics and Fitness Center and the University of North Carolina at Charlotte. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and pooled employer plan arrangements.

Matthew Vannelli is a CFA® charterholder and Series 63 licensee with experience at Citadel from 2012 to 2024 before joining Wells Fargo Investment Institute, Inc. in 2026. He is based in Charlotte, NC, and has been with Wells Fargo Investment Institute for one year. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm’s model portfolios and research outputs support affiliated entities, leveraging quantitative and qualitative analysis alongside proprietary forecasting tools.

Dedrick Harris is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 licenses, with 14 years of industry experience, including 12 years at TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers distinct planning and ongoing management services and acts as adviser to a donor-advised fund while operating within a vertically integrated structure using affiliated funds.

Nicole Brandon is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. She holds a Series 65 designation and previously worked at Kingfisher Capital, LLC and as a self-employed advisor. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm applies a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options, including ETFs, mutual funds, separate accounts, and direct indexing.

Jennifer Daley is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She serves on the board of directors for Screven Christian Academy and is president of a local Business Network International chapter. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory relationships and utilizes a mix of proprietary and third-party investment models.

Michael Mann is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Equity Services, Inc. and has prior experience at Bankers Life Securities and Summit Advisory Group. Outside of his advisory role, he is also an insurance agent with Stone Press Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, and charitable organizations, utilizing multiple advisory platforms and third-party asset managers.

Stacey Glaub is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2005. Outside of her advisory role, she serves as a volunteer board member for the Oxford Commons Homeowners Association. TIAA-CREF Individual & Institutional Services, LLC 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 distinguishes between one-time planning services and ongoing portfolio management, offering both model-based and customized investment strategies within a vertically integrated structure.

Cindy Ghattas is a financial advisor at Creative Planning with 19 years of industry experience. She holds the CFP® and Series 66 designations and has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term objectives while incorporating private market investments and other tailored solutions.

Eleanor Sloop is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with TIAA-CREF since 2015. Outside of her advisory role, she serves on the finance committee and the preschool board at Thyatira Presbyterian Church, contributing to budget reviews and nonprofit activities, and assists administratively with a family-run agricultural fencing business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Edmund Greenidge is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, including customized portfolios under client-approved investment policies.

Kaitlyn Powell is a financial advisor at TIAA-CREF with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Vanguard Advisers, Wells Fargo, Bank of America, and other financial firms. Powell is also the owner and CEO of Kaitlyn Powell Ventures LLC, a property management business. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Laura Brown is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at LPL Financial since 2013 and joined Independent Advisor Alliance in 2026. Brown also receives insurance-related trails from group health insurance, whole life, universal life, disability, and long-term care products. 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. The firm combines a network model of advisory representatives with access to third-party managers, analytical investment techniques, and technology platforms to support portfolio and estate planning services.

Jenny Fernandez is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley, First Republic, and PNC Bank. 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 offers a range of portfolio management, financial planning, and consulting services and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Peter Imhof is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with 26 years of industry experience. He has been with TIAA-CREF since 2005. 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 TIAA-administered employer retirement plans. The firm provides a separate planning service from ongoing managed account management and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Jakob Bogojevich is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Vanguard Marketing Corporation. His background includes roles at Hallmark, Quail Hollow Club, First National Bank of Pennsylvania, Reitzal Landscape Group, and the University of North Carolina at Chapel Hill. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Zachary Kelly is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with seven years of industry experience. His career includes extensive service within the First Citizens organization dating back to 2012. He serves on the advisory board of the Kraft Family YMCA, contributing to program oversight and fundraising efforts. First Citizens Investor Services, Inc. offers investment advisory, brokerage, and licensed insurance services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation supported by fundamental, quantitative, and technical analysis, providing both discretionary and non-discretionary management options.

Tyler Johnson is a financial advisor at TIAA‑CREF with four years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining TIAA‑CREF in 2024, he worked at The Vanguard Group from 2021 to 2024. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker‑dealer services primarily to individuals connected to TIAA‑administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, utilizing model and customized portfolios under fiduciary standards within a vertically integrated structure.