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. He holds Series 63 and Series 66 licenses and has six years of industry experience, including time at Wells Fargo Clearing Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager‑selection programs, utilizing a combination of discretionary and non‑discretionary solutions supported by an Equity Research team and AI-enabled tools.

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 with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at GWFS Equities, Inc. and BB&T. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines online planning tools with telephone access to advisors and employs tax-aware strategies and Monte Carlo simulations in its planning process.

Caroline Thomas is a financial advisor at Truist Advisory Services with three years of industry experience. She holds Series 63 and Series 65 licenses. Her background includes roles at Truist Advisory Services and Truist Investment Services, as well as experience outside the financial sector with organizations such as WPS Health Solutions and the University of South Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its services.

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 licenses and bringing 13 years of industry experience. She has worked within various divisions of Truist since 2014, including Truist Investment Services and SunTrust/Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches supported by third‑party platform arrangements and AI-enabled research tools.

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 has previously worked at Wells Fargo Clearing and B. Riley Wealth Advisors. Dimitri also serves as a non-public arbitrator for FINRA dispute resolution. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

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.

Zach Ziros is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., Principal Advised Services, and Wells Fargo Clearing Services. His other business activities include providing retirement plan distribution advice as a consultant for Principal Advised Services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance is based on Schwab’s asset-allocation models and research tools, with client authorization required for all trades.

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.