William Von Husen III is a financial advisor with Primerica Advisors based in Indian Trail, NC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior work includes fifteen years at CETERA Financial Specialists LLC and multiple roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved with Doxa Retirement Services, LLC, a non-investment-related activity. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account-level services, including lending solutions and donor-advised funds.

Tiffany Gomez is a financial advisor at TIAA-CREF with a Series 66 designation and two years of industry experience. She previously worked at 131 Main and held roles at the University of South Carolina and Swim Club Management Group. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with employer retirement plan relationships through TIAA. The firm distinguishes between one-time planning services and ongoing discretionary management, providing customized and model portfolio options under a fiduciary standard.

Abraham Gonzalez is a financial advisor at Steward Partners Investment Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial, LLC for 10 years before joining Steward Partners in 2023. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Timothy Portelance is a financial advisor with Steward Partners Investment Advisory, LLC in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Raymond James Financial Services and Edward Jones. Outside of advising, he serves as president of the Peninsula at Lake James Property Owners Association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering advisory services that include discretionary and non-discretionary portfolio management, financial planning, and pension consulting.

Michelle Floris is a financial advisor at TIAA-CREF with 27 years of industry experience. She has been with TIAA and TIAA-CREF since 2000 and holds Series 63 and Series 66 licenses. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and 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 offers discretionary management using model portfolios or customized portfolios managed under client-approved investment policies and acts as adviser to a donor-advised fund.

Gregory Ryan is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at TIAA-CREF since 1997, with prior experience at Fidelity from 2021 to 2024. TIAA‑CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Jared Wall is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time financial planning services and ongoing discretionary management, utilizing model and customized portfolios managed under fiduciary standards.

Daniel Barry is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Principal Financial Services and Lockton Financial Advisors. Outside of advisory work, he serves as president of the Hornet's Nest Republican Men's Club and moderator of the Presbytery of the Central Carolinas, a regional body of the Evangelical Presbyterian Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including large institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, with access to multiple management platforms and third-party solutions.

Ronnie Reed is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials with 11 years of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Fidelity and USAA in various advisory roles. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with employer retirement plan relationships, as well as trusts, estates, and small retirement plans. Their advisory model separates one-time financial planning from ongoing portfolio management, combining model and customized portfolios under a fiduciary standard.

Jordan Hamilton is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC. He holds a Series 65 designation and has experience working at AmeriLife of North Carolina and FedEx Freight. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and a mix of ETFs, mutual funds, individual securities, and options-enhanced strategies.

Shamecia Carter is a Series 66-registered advisor with Truist Advisory Services, based in Charlotte, NC. She has four years of industry experience and has worked at Truist Advisory Services and Truist Investment Services since 2024, following prior roles at Bank of America, Merrill, and Wells Fargo Clearing. 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 a manager‑selection program that employs both discretionary and non‑discretionary approaches supported by third-party platforms and AI-enabled research tools.

Eugenio Rizzo is a financial advisor with Concurrent Investment Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked with Nine Bridge Financial Partners and Wells Fargo Advisors in various capacities over a 12-year span. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Daniel Ratajczak is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing five years of industry experience. His career includes roles at New York Life Insurance Company since 2020 and WRHI Radio since 2021. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers multiple program types tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Rick Burger is a financial advisor with Primerica Advisors based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Park Avenue Securities and Guardian since 2015. In addition to his advisory work, he serves as a successor executor for friends and holds power of attorney for his wife. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Brent Martin is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds a Series 63 designation and has worked across various Truist and BB&T entities since 2009. Martin serves as a board member for Roof Above, a nonprofit addressing homelessness in Charlotte, NC, where he participates in general board oversight and monthly volunteering. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver tailored investment solutions.

William Killhour III is a Series 66-credentialed financial advisor with 18 years of experience, currently with TIAA-CREF in Charlotte, NC, where he has worked since 2011. His professional background is exclusively with TIAA-CREF and its related entities. Outside of his advisory role, he has worked as a delivery driver for DoorDash. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Andrew Kulinski is a financial advisor with Wells Fargo Investment Institute, Inc. based in Charlotte, NC, holding Series 63 and Series 65 licenses and having three years of industry experience. His career includes roles at Wells Fargo Securities, Wells Fargo Bank, Ally Invest Securities, and The Vanguard Group. Prior to his advisory career, he worked in the hospitality industry at Duckworth's Bar and Grill and Ghengis Grill. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo’s wealth and fiduciary businesses. The firm’s research and strategy focus on delivering impersonal, non-discretionary advice to affiliated entities, supported by both qualitative and quantitative analysis.

Kraig Jackson is a CFP® professional at Schwab Wealth Advisory with 11 years of experience in the financial services industry. He has worked at several prominent firms, including The Vanguard Group, PNC Investments, Bank of America, and Merrill. Jackson is based in Charlotte, NC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes proprietary asset allocation models and internal research tools to guide investment selection and offers tailored recommendations through annual reviews.

John Longtine is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His background includes roles at TIAA and Instacart, as well as work with Washington University in St. Louis. 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 with existing TIAA-administered employer retirement plan relationships. The firm provides a range of advisory services, including point-in-time planning and ongoing portfolio management, while acting as adviser to a donor-advised fund within a vertically integrated business model.

Jacob Simon is a financial advisor at TIAA-CREF located in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Before joining TIAA-CREF, he worked in retail and service roles at Sun and Ski Sports and Little Big Burger. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides point-in-time planning and ongoing portfolio management under a fiduciary standard within a vertically integrated group.