Tiffany Gomez is a financial advisor with TIAA-CREF, holding a Series 66 designation and three years of industry experience. She previously worked with 131 Main and has held roles at the University of South Carolina in both the payroll department and other capacities. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, operating under a fiduciary standard and advising a donor-advised fund.

Robert Moore is a financial advisor with Empower Advisory Group in Lowell, NC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at First Citizens Investor Services, JPMorgan Chase Bank, Wells Fargo, and New York Life Insurance Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Abraham Gonzalez is a financial advisor at Steward Partners Investment Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial, LLC for 10 years before joining Steward Partners in 2023. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Timothy Portelance is a financial advisor with Steward Partners Investment Advisory, LLC in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Raymond James Financial Services and Edward Jones. Outside of advising, he serves as president of the Peninsula at Lake James Property Owners Association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering advisory services that include discretionary and non-discretionary portfolio management, financial planning, and pension consulting.

Michelle Floris is a financial advisor at TIAA-CREF with 27 years of industry experience. She has been with TIAA and TIAA-CREF since 2000 and holds Series 63 and Series 66 licenses. TIAA‑CREF Individual & Institutional Services, LLC 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 discretionary management using model portfolios or customized portfolios managed under client-approved investment policies and acts as adviser to a donor-advised fund.

Gregory Ryan is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes over three years at Fidelity Personal and Workplace Advisors and a combined 25 years at TIAA and TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC 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 relationships. The firm offers a range of advisory services under a fiduciary standard, including use of model and customized portfolios, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Jared Wall is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time financial planning services and ongoing discretionary management, utilizing model and customized portfolios managed under fiduciary standards.

Daniel Barry is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Principal Financial Services and Lockton Financial Advisors. Outside of advisory work, he serves as president of the Hornet's Nest Republican Men's Club and moderator of the Presbytery of the Central Carolinas, a regional body of the Evangelical Presbyterian Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including large institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, with access to multiple management platforms and third-party solutions.

Ronnie Reed is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials with 11 years of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Fidelity and USAA in various advisory roles. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with employer retirement plan relationships, as well as trusts, estates, and small retirement plans. Their advisory model separates one-time financial planning from ongoing portfolio management, combining model and customized portfolios under a fiduciary standard.

Jordan Hamilton is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC. He holds a Series 65 designation and has experience working at AmeriLife of North Carolina and FedEx Freight. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and a mix of ETFs, mutual funds, individual securities, and options-enhanced strategies.

Shamecia Carter is a financial advisor with Truist Advisory Services in Charlotte, NC. She holds the Series 66 designation and has four years of industry experience, including roles at Wells Fargo Clearing, Merrill, Bank of America, and Truist Investment Services. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research and AI-enabled tools to support asset allocation, manager selection, and ongoing portfolio monitoring, operating within a broad affiliate network that includes banking and clearing relationships.

Eugenio Rizzo is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior experience includes roles at Nine Bridge Financial Partners and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Daniel Ratajczak is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing five years of industry experience. His career includes roles at New York Life Insurance Company since 2020 and WRHI Radio since 2021. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers multiple program types tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Rick Burger is a financial advisor with Guardian Life and Park Avenue Securities in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. His career includes roles at Eagle Strategies and over a decade with Park Avenue Securities and Guardian Life. Outside of advisory work, he acts as a successor executor for friends, managing related investment matters. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Brent Martin is a financial advisor with Truist Advisory Services in Charlotte, NC, holding a Series 63 designation and 30 years of industry experience. His career includes long-term roles at BB&T and its successor entities prior to joining Truist. He serves on the board of Roof Above, an organization addressing homelessness through emergency shelter and housing solutions. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI tools to support asset allocation and manager selection, and maintains extensive affiliated financial relationships as part of its operational model.

William Killhour III is a Series 66-credentialed financial advisor with 18 years of experience, currently with TIAA-CREF in Charlotte, NC, where he has worked since 2011. His professional background is exclusively with TIAA-CREF and its related entities. Outside of his advisory role, he has worked as a delivery driver for DoorDash. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Andrew Kulinski is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC. He holds Series 65 and Series 63 licenses and has four years of industry experience, including roles at Wells Fargo Securities, LLC and The Vanguard Group, Inc. Prior to his advisory career, he worked in the hospitality sector, including positions at Duckworth's Bar and Grill and Ghengis Grill. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions. The firm delivers its offerings on a non-customized basis and does not manage client accounts directly, focusing instead on developing model portfolios based on rigorous internal research and ratings.

Kraig Jackson is a CFP® professional at Schwab Wealth Advisory with 11 years of experience in the financial services industry. He has worked at several prominent firms, including The Vanguard Group, PNC Investments, Bank of America, and Merrill. Jackson is based in Charlotte, NC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes proprietary asset allocation models and internal research tools to guide investment selection and offers tailored recommendations through annual reviews.

John Longtine is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His background includes roles at TIAA and Instacart, as well as work with Washington University in St. Louis. TIAA-CREF Individual & Institutional Services, LLC 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-administered employer retirement plan relationships. The firm provides a range of advisory services, including point-in-time planning and ongoing portfolio management, while acting as adviser to a donor-advised fund within a vertically integrated business model.

Jacob Simon is a financial advisor at TIAA-CREF located in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Before joining TIAA-CREF, he worked in retail and service roles at Sun and Ski Sports and Little Big Burger. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides point-in-time planning and ongoing portfolio management under a fiduciary standard within a vertically integrated group.