Rashaan Robertson is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2011, following his work at TIAA which began in 2002. Outside of his advisory role, he works part-time as a seasonal sortation associate. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management and serves as adviser to various client types, including those connected to employer retirement plans.

Patrick Bobbins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 66 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Carroll Financial Associates, Cetera Advisor Networks, LPL Financial, and various units within the Wealth Enhancement group since 2021. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that blends passive and active management, supported by an internal Investment Committee and a range of implementation tools and program options.

Irina Podmolska is a CFP® professional with eight years of experience in the financial services industry. She is currently with Schwab Wealth Advisory, Inc. and has prior experience at Charles Schwab, Bank of America, Merrill Lynch, and M&T Bank. Podmolska holds a Series 66 license. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment approach relies on Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Evan Haire is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at MML Investors Services, Mass Mutual Life Insurance, Merrill Lynch, and Western & Southern Life. Outside of finance, he has experience managing a wine room business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online credentials. The firm employs approved model strategies managed by PNC or third parties, using mutual funds and ETFs with annual rebalancing and no individual security trading or margin.

Benjamin Thomas is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Wells Fargo Clearing Services and has been with Truist since 2025. 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 services through the Envestnet platform and maintaining extensive affiliated financial relationships.

Adhithya Rajagopalan is a financial advisor at TIAA-CREF with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining TIAA-CREF, he worked at Florida Financial Advisors DBA Tristate Financial Advisors and has experience as a freelance tutor. 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 offers both point-in-time planning services and ongoing discretionary management with a fiduciary standard applied to its registered investment adviser services.

Stuart Moffitt is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked within various Bankers Life entities since 2020. In addition to his advisory role, he is a licensed agent for Bankers Life & Casualty, specializing in Medicare, long-term care, life insurance, and annuity products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to craft tailored asset allocations, offering both wrap and non-wrap programs through Pershing as custodian and Bankers Life Securities, Inc. as broker-dealer.

Constance Kennedy is a financial advisor at T. Rowe Price Advisory Services, Inc. with eight years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at GWFS Equities, Inc. and BB&T. T. Rowe Price Advisory Services offers the Retirement Advisory Service, providing individual investors and households with goals-based financial planning, retirement income planning, and discretionary investment management primarily through T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations to develop financial plans and manages accounts on a discretionary basis.

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.