Lisa Hund is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 16 years of industry experience and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she serves on the Board of Trustees for the Rock Hill Elks Lodge 1318, co-chairs its Entertainment Committee, plays trumpet for her church and other congregations, and is a board member of the Carolina Wind Orchestra. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various asset classes and account types.

Robert Schwartz is a Series 65-licensed financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He previously worked at Federated Investment Counseling and Federated Hermes Inc. among other firms. Schwartz serves as a board member and MBA partner for 99 Tartans, an organization involved in investment-related activities. Wells Fargo Investment Institute is a bank-affiliated advisory and research organization that provides investment research, manager due diligence, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. Its model portfolios and allocation advice are delivered for implementation by affiliate entities, supported by team-based qualitative and quantitative research across multiple asset classes.

Paul Floriani is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with TIAA-CREF and TIAA since 2007. 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 connected through TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and operates within a vertically integrated group that utilizes affiliated funds under a fiduciary standard for its registered investment adviser services.

Grant Booterbaugh is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Principal Advised Services and Wells Fargo Clearing Services. Outside of his primary role, he has provided one-on-one investment advice to retirement plan participants as a retirement consultant. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm serves clients often connected through employer retirement plans and provides customized portfolio management alongside model portfolio options.

Ernest Ross III is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Independent Advisor Alliance, LLC and LPL Financial, having previously worked at Fifth Third Securities, Bank of America, and Merrill Lynch. His experience spans various roles within financial services in the Charlotte, NC area. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary portfolio management, utilizes multiple investment strategies, and integrates technology platforms to support client asset aggregation and estate planning.

Kenneth Poe Jr. is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Corient. He has held positions at several firms, including McGill Advisors, Ci Brightworth, and CIPW Service Company, LLC, before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses comprehensive risk management tools to align portfolios with client objectives.

Kathryn Hughes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 66 and Series 63 licenses. She has seven years of industry experience and has worked for Park Avenue Securities since 2018. In addition to her advisory role, she serves as a Certified Divorce Financial Analyst and operates Smart Divorce Decisions, LLC, providing consulting services related to asset distribution during divorce proceedings. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm provides a mix of proprietary and third-party investment advisory programs and supports both discretionary and non-discretionary relationships.

Kaye Tahiliani is a financial advisor at Savant Wealth Management with 17 years of industry experience and holds a Series 66 designation. Before joining Savant in 2026, she worked at Exencial Wealth Advisors, LLC, Willingdon Wealth Management, and TIAA-CREF. She is also an equity partner of less than 5% at Exencial Wealth Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting. The firm uses an investment approach that combines evidence-based, model-driven asset allocation with a range of actively managed strategies and supports its services with affiliated accounting, legal, and trust entities.

Zahria Brown is a financial advisor at TIAA-CREF with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with TIAA since 2019. Her prior roles include positions at First Citizens Bank and Mattel American Girl. 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.

Gavin Shuck is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at Bb&T Securities and Scott & Stringfellow. Outside of his advisory work, Shuck serves as board chair for A Better World, Charlotte, a charitable organization focused on supporting at-risk and underprivileged children, and he is a member of the executive committee for the Radford University Davis School of Business Advisory Board. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing both discretionary manager relationships and non-discretionary consulting supported by third-party platforms and an AI-augmented Equity Research team.

Kermit Bolick is a financial advisor at Principal Financial Services with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Princor Financial Services Corporation since 2011. Outside of his advisory role, Bolick is involved with HUGGINS & COMPANY, CPA and sells health insurance through various carriers. Principal Financial Services provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Erik Ibsen is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF and its affiliate Tiaa 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory approach distinguishes between one-time planning services and ongoing discretionary management, with portfolios that may be customized or model-based.

Matthew Dellinger is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC. He holds the Series 66 designation and has experience working with Bankers Life entities since 2025. Prior to his financial services career, he served with the Navy Region Mid-Atlantic Fire Department and worked at Prime Coatings. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Steffon Cumberbatch is a financial advisor at TIAA-CREF with four years of industry experience. He holds a Series 66 designation and has previously worked at Vanguard, Bank of America, Merrill, Wells Fargo, Truist Bank, and PNC Bank. TIAA‑CREF Individual & Institutional Services, LLC provides 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 employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through customized and model-based portfolios.

Paige Assa is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining TIAA-CREF, Paige worked at RSM U.S. LLP and held various roles in the hospitality and auto auction sectors. 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 connected through TIAA-managed employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated model that includes affiliated funds and donor-advised fund advisory.

Ryan Miller is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure, offers both point-in-time planning and ongoing portfolio management, and acts as adviser to the TIAA Donor Advised Fund.

Alexander Smith is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equity Services since 1994 and has additional tenure at National Life dating back to 1990. Outside of his advisory role, Smith serves as Vice President of the North Carolina Association of Insurance and Financial Advisors and is involved in several business ventures, including real estate ownership and insurance sales. Equity Services, Inc. provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and discretionary or non-discretionary management.

Janet Marchand is a financial advisor at TIAA-CREF with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA since 1997. 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 connected through TIAA-administered employer 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.

William Baylog is a ChFC®-designated financial advisor with 26 years of industry experience. He has worked with Bankers Life Advisory Services, Inc. since 2016 and has been involved with Bankers Life & Casualty since 1996, where he manages agents, managers, and administrators in addition to providing insurance sales and services. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Cameron Loomis is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 credential and has worked at TIAA and related entities since 2022. Prior to his advisory role, his background includes positions at Hutkins Family and European Wax Center. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory approach separates stand-alone financial planning from ongoing portfolio management and offers customized investment strategies through dedicated portfolio managers.