Caroline Thomas is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Her work history includes roles at Truist Advisory Services, Truist Investment Services, Truist Financial Corporation, and prior positions in healthcare and education sectors. 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 utilizes a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, offering ongoing reviews and client consultations as part of its service approach.

Brooklyn De Shazo Griffin is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation. Her previous work includes roles at Planet Fitness, Esher Ornamental Metal & Glass, and Dame's Chicken & Waffles. Outside of finance, she works as an Instacart shopper. 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 relationships. The firm offers model and customized portfolio management through its Advice & Planning Services division.

Michael Jones is a ChFC® with 15 years of industry experience, currently affiliated with Brookstone Capital Management LLC. He has worked at APR Financial LLC since 2011 and also operates an LLC that provides life and health insurance, including Medicare-related health insurance and long-term care insurance, as well as fixed and fixed indexed annuities for qualified accounts. Brookstone Capital Management offers fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm uses a mix of strategic asset-allocation models and investment products, including proprietary ETFs and mutual funds, to implement client portfolios through discretionary management and sub-advisory relationships.

Latonya Woodruff is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and having 14 years of industry experience. Her career includes roles at Truist Investment Services, Truist Advisory Services, SunTrust/Truist Bank, and Wells Fargo Clearing. Truist Advisory Services provides 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 its asset allocation strategies and ongoing client reviews.

Steven Leon is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining TIAA-CREF in 2021, he worked at Wells Fargo and held various contract positions in finance and staffing. 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 existing relationships through TIAA-administered employer retirement plans. The firm provides a variety of advisory services including model-based and customized portfolio management and acts as adviser to a donor-advised fund.

Michael Dimitri is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing for nine years and B. Riley Wealth Advisors for several years. Dimitri also serves as a non-public arbitrator for FINRA dispute resolution. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI tools and offers ongoing client reviews and reporting, leveraging its affiliations within the Truist Financial network.

Samuel Hyatt is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with TIAA and its affiliated entities since 2000. 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 relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through model or customized portfolios managed under client-approved investment policies.

Thad Tucker is a CFP® with 28 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Charlotte, NC. He has been with the firm for 23 years and is also a partner in two real estate ventures, M&T Properties LLC and West Way LLC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, using a client-focused process that incorporates fundamental, quantitative, and technical analysis across various asset classes.

William Wilkinson is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Nuveen Securities, Nuveen Asset Management, Providence Capital Advisors, and Wells Fargo Clearing. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, employing a fiduciary standard and a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Zach Ziros is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 credentials and seven years of industry experience. He has previously worked with Principal Advised Services and Wells Fargo Clearing Services. In addition to his advisory role, he provides one-on-one investment advice to retirement plan participants and is involved in the sales of bank deposit products. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning based on Schwab’s asset-allocation models and internal research tools. The firm emphasizes client authorization for trades and uses third-party or affiliated money managers for separately managed accounts.

Jane Morris is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and one year of industry experience. She began her career at Rockefeller Financial in 2024 following four years at Wofford College and Waccamaw High School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing investment banking and placement services alongside its integrated asset management and advisory platform.

Jie Sun is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. Jie has worked at firms including Fidelity Investments, Citigroup Global Markets, and LPL Financial. TLG Advisors serves a diverse clientele ranging from individuals to institutional investors, providing investment supervisory services, portfolio management, financial planning, and fiduciary services for retirement plans. The firm’s investment approach emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, complemented by a direct-to-consumer digital program offering diversified portfolios tailored to client risk profiles.

Thomas Stewart is a CFP®-credentialed financial advisor with 22 years of industry experience, currently with Schwab Wealth Advisory, Inc. in Charlotte, NC. His prior experience includes roles at The Vanguard Group, Bank of America, Merrill Lynch, and operating his own financial planning practice. Outside of advising, he and his wife occasionally rent out a residential condominium to vacationers. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, focusing on asset allocation and investment selection with trades executed only upon client approval. The firm uses proprietary research tools and models while typically recommending separately managed accounts managed by third parties or affiliates.

Brian Leite is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation. He has been with TIAA-CREF and related entities since 2026. Prior to joining TIAA-CREF, he worked in a variety of roles across several firms and industries, including positions at Vanguard Advisers and Payzer Inc. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans.

Reginald Arris is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Outside of his advisory work, Arris is an owner and breeder in animal production, specializing in Cane Corso dogs. 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 employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Ishan Chitale is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Vanguard Advisers before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and brokerage services to individuals, trusts, estates, 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, including customized solutions under a fiduciary standard.

Adam Seidman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with TIAA 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 employer retirement plan relationships. The firm operates a fiduciary-standard advisory model and manages portfolios through both model-driven and customized approaches.

Bradley Kearns is a financial advisor at Wells Fargo Investment Institute, Inc. with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked within various Wells Fargo entities since 2017, with additional roles at Millennium Advisors, LLC and Garden Leave. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and other financial institutions. The firm offers non-discretionary, impersonal model portfolios developed by specialist teams, serving as a research and model provider rather than a direct portfolio manager or financial planner.

Michelle Huggins is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with TIAA since 2005. Outside of her advisory role, she owns a condo vacation rental in Myrtle Beach, South Carolina. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and delivers planning services separately from ongoing discretionary management through model and customized portfolios.

Stephen Bonjour is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 both point-in-time planning services and ongoing discretionary portfolio management under a fiduciary standard, including customized portfolio options and advisory services for donor-advised funds.