Amy Johnson is a financial advisor at Empower Advisory Group with 8 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank, and Principal Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses a model integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Rachel Bradsher is a financial advisor with Lincoln Investment in Matthews, NC, holding Series 66 and Series 63 credentials and two years of industry experience. She has worked at Lincoln Investment since 2023 and has prior experience at Poole Financial Services and Anthropologie. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that creates strategic model portfolios and adaptive strategies.

Andrew Turner is a CFP® with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. He has held roles at Investure, LLC, Wells Fargo Investment Portfolio - Reinsurance, Wells Fargo Securities, and The Vanguard Group, Inc. Wells Fargo Investment Institute provides research and non-discretionary model-portfolio services to Wells Fargo affiliates and other financial institutions, focusing on manager research, global investment strategy, and asset allocation analysis. The firm’s process involves multiple specialist divisions that contribute to model portfolios, but it does not offer individualized financial planning or manage client accounts directly.

Claude Ives III is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. Prior to joining Rockefeller, he held various roles at Morgan Stanley from 2009 to 2024 and worked at Citigroup Global Markets for 30 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm operates under a Private Advisor model, offering discretionary and non-discretionary portfolio management, financial planning, and broker-dealer services, including placement and investment banking.

Deon Wallace is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF since 1994. 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 relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary model that separates planning services from ongoing management and advises donor-advised funds while utilizing affiliated funds within its investment programs.

Jillian Lucas is a financial advisor at TIAA-CREF with two years of industry experience. She holds a Series 66 designation and has worked at TIAA-CREF since 2022. Prior to her current role, her background includes various positions outside the financial sector, including at Wise Acres and The Cupcake Shoppe. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, providing customized portfolios and model-based investment approaches under a fiduciary standard.

Jon Peterson is a CFP® and holds a Series 65 license with 4 years of industry experience. He is currently an advisor at Corient and previously worked at RKL Wealth Management LLC and Fulton Financial Corporation. Outside of finance, he was involved with Spooky Nook Sports for four years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and alternative investments as appropriate.

Lansen Pan is a CFP® with 12 years of industry experience, currently advising at Schwab Wealth Advisory in Charlotte, NC. His prior roles include positions at The Vanguard Group, Inc. and Ally Invest, where he supported both self-directed and advisory accounts. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, utilizing Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Phyllis Lowe is a financial advisor at TIAA-CREF with five years of industry experience and holds a Series 66 designation. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of her financial advisory role, she owns and operates a home remodeling business focused on project oversight. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized investment solutions.

Stephen Hudzik Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with SunTrust Advisory Services and related SunTrust entities since 2013. Outside of his advisory work, he owns a vacation rental home on Bald Head Island. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of fiduciary services, operating as an affiliate of Truist Financial with extensive banking and brokerage relationships.

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, currently with Wells Fargo Investment Institute, Inc. He has four years of industry experience and has worked at Wells Fargo Investment Institute since 2021. Prior to that, he was employed at Wells Fargo and Columbia Threadneedle (Ameriprise). Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions on a non-discretionary, non-customized basis. The firm’s approach is organized around specialist divisions whose work is integrated into model portfolios with product eligibility based on internal research ratings.

Garland Neal is a financial advisor with Rockefeller Financial LLC, holding Series 66 and Series 65 licenses and bringing 11 years of industry experience. His work history includes positions at Goldman Sachs & Co. and Morgan Stanley Smith Barney LLC prior to joining Rockefeller Financial. Neal is also involved with ATN Properties LLC, a real estate construction lending venture. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm operates through a Private Advisor model and offers a consolidated investment platform with discretionary and non-discretionary portfolio management, financial planning, and integrated broker-dealer services.

Leslie Ortiz Quiroz is a CFP® 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 individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, as well as employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture that integrates active and passive strategies, third-party managers, and private funds tailored to clients’ specific risk, liquidity, and tax circumstances.

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 with TIAA-CREF in Charlotte, NC, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining TIAA-CREF, he spent 23 years working for the City of Charlotte. 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 trusts, estates, and small retirement plans. The firm offers a range of advisory services including both point-in-time planning and ongoing portfolio management using 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.