Alex Davidson is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Equitable Advisors and Coca Cola Bottling Company Consolidated. Outside of his advisory role, he is employed part-time processing orders for Amazon. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

John Moore is a financial advisor at Eagle Strategies (NY Life) based in Charlotte, NC, with two years of industry experience. He holds the Series 63 and Series 66 licenses and has been affiliated with New York Life companies and Eagle Strategies since 2023. Outside of his advisory role, Moore is a freelance musician and serves as a board member for a local business referral group. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Brian Arredondo is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Bank of America, Merrill, and Vanguard Marketing Corporation. Arredondo also served in the North Carolina Army National Guard for six years. 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 employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing management, offering customized portfolio solutions alongside model-based programs.

Neal Patel is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of experience as an advisor, currently with Park Avenue Securities since 2026. Prior to his advisory role, he worked in legal services at Egenberg Trial Lawyers and in operations with the New Orleans Pelicans and New Orleans Saints. Park Avenue Securities LLC operates as Park Avenue® Wealth Management, a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of financial planning and investment advisory services.

Christopher Sotardi is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with Bankers Life since 2007 and Bankers Life Securities, Inc. since 2016. In addition to his advisory role, he serves as a Unit Field Trainer at Bankers Life & Casualty, recruiting and training insurance agents. 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 uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios with a focus on clients’ goals and risk tolerances.

Robert Hoyla is a financial advisor with Truist Advisory Services based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a comprehensive oversight structure.

Scott Williams is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily for individuals with pre-existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing portfolio management and serves as adviser to a donor-advised fund.

Roberta Dawson is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with First Citizens Investor Services since 2009. First Citizens Investor Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services with a focus on comprehensive financial planning, portfolio management, and tax-aware investing.

Eric Cannon is a CFP® professional affiliated with First Citizens Investor Services, Inc. in Charlotte, NC, with 26 years of industry experience. He has been with First Citizens Investor Services since 2005. Outside of his advisory role, Cannon serves as a track and field coach for Enka High School's boys and girls teams in Buncombe County. First Citizens Investor Services, Inc. offers advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led assessments and combines fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Larry Parker is a financial advisor with Eagle Strategies (NY Life) in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2007 and also owns Parker Financial Group LLC and Parker Financial and Insurance Solutions. Outside of his advisory work, he volunteers as a youth sports coach with the Porter Ridge Athletic Association. Eagle Strategies serves a broad client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types designed to tailor advice to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Bryan Stevenson is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2012. Outside of his advisory role, he serves as COO and Sales Manager of Cardinal Trading Group, an e-commerce business specializing in sporting dog products. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals with ties to employer retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm offers model and customized portfolio management within a vertically integrated structure that includes affiliated funds and advisory services for donor-advised funds.

Peter Velissarios is a financial advisor with Truist Advisory Services, holding the Series 63 and Series 66 designations and possessing 24 years of industry experience. His prior work includes positions at Wells Fargo Clearing Services and CITIGROUP. He is based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Justin Krebs is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked in investment-related roles at AE Wealth Management since 2020 and owns Proactive Total Wealth, a business involved in insurance sales and services since 2007. Krebs also partners with a network of CPAs to provide tax advice and services. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to individual and institutional clients. The firm emphasizes discretionary model portfolios and integrates multiple investment strategies while managing approximately $49.8 billion for over 127,000 clients.

John Natoli is a CFP® and ChFC® with 28 years of experience in the financial services industry. He has worked at Eagle Strategies (NY Life) since 2020 and has prior experience with Mutual of Omaha and Mass Mutual Life Insurance. Natoli is based in Charlotte, NC. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a significant portion of assets on a non-discretionary basis.

Louis Satryan is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ft. Washington Brokerage Services, Inc. since 2000. Outside of his advisory role, he serves as a college football on-field referee during the season and works as an insurance agent. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other advisers, sovereign wealth funds, and banking institutions, primarily delivering discretionary investment management via model portfolios and unified managed accounts.

John Patterson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial LLC, Cetera Advisor Networks, Carroll Financial Associates, and United Technologies Corporation. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Joseph Valenti is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has been with TIAA-CREF since 2012. 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. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Mohamed Cherif is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 13 years of industry experience. His career includes positions at Wells Fargo Clearing and People's Securities, Inc. Outside of his advisory work, he is involved in rental property management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Angelica Trumer is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63, 65, and 66 licenses and seven years of industry experience. Her prior roles include positions at Bank of America and Northwestern Mutual. Outside of her advisory work, she is an owner of a rental property business. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

Joseph Pagani is a financial advisor at Guardian Life and Park Avenue Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Bermuda Sands Apparel. He is also involved in other insurance-related business activities in Charlotte, NC. Park Avenue Securities LLC, a subsidiary of Guardian Life, serves individuals, retirement plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party strategies.