Jennifer Daley is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She serves on the board of directors for Screven Christian Academy and is president of a local Business Network International chapter. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory relationships and utilizes a mix of proprietary and third-party investment models.

Michael Mann is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Equity Services, Inc. and has prior experience at Bankers Life Securities and Summit Advisory Group. Outside of his advisory role, he is also an insurance agent with Stone Press Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, and charitable organizations, utilizing multiple advisory platforms and third-party asset managers.

Stacey Glaub is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2005. Outside of her advisory role, she serves as a volunteer board member for the Oxford Commons Homeowners Association. TIAA-CREF Individual & Institutional Services, LLC provides 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, offering both model-based and customized investment strategies within a vertically integrated structure.

Cindy Ghattas is a financial advisor at Creative Planning with 19 years of industry experience. She holds the CFP® and Series 66 designations and has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term objectives while incorporating private market investments and other tailored solutions.

Eleanor Sloop is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with TIAA-CREF since 2015. Outside of her advisory role, she serves on the finance committee and the preschool board at Thyatira Presbyterian Church, contributing to budget reviews and nonprofit activities, and assists administratively with a family-run agricultural fencing business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Jennifer Beaulieu is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 24 years of industry experience. She has worked at Truist Advisory Services since 2021 and previously at BB&T Securities and BB&T Investments. Outside of her advisory role, she owns short-term rental properties in North Carolina and Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary strategies.

Edmund Greenidge is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, including customized portfolios under client-approved investment policies.

Kaitlyn Powell is a financial advisor at TIAA-CREF with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Vanguard Advisers, Wells Fargo, Bank of America, and other financial firms. Powell is also the owner and CEO of Kaitlyn Powell Ventures LLC, a property management business. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Laura Brown is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at LPL Financial since 2013 and joined Independent Advisor Alliance in 2026. Brown also receives insurance-related trails from group health insurance, whole life, universal life, disability, and long-term care products. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines a network model of advisory representatives with access to third-party managers, analytical investment techniques, and technology platforms to support portfolio and estate planning services.

Jenny Fernandez is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley, First Republic, and PNC Bank. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Peter Imhof is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with 26 years of industry experience. He has been with TIAA-CREF since 2005. 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 TIAA-administered employer retirement plans. The firm provides a separate planning service from ongoing managed account management and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Jakob Bogojevich is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Vanguard Marketing Corporation. His background includes roles at Hallmark, Quail Hollow Club, First National Bank of Pennsylvania, Reitzal Landscape Group, and the University of North Carolina at Chapel Hill. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Zachary Kelly is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with seven years of industry experience. His career includes extensive service within the First Citizens organization dating back to 2012. He serves on the advisory board of the Kraft Family YMCA, contributing to program oversight and fundraising efforts. First Citizens Investor Services, Inc. offers investment advisory, brokerage, and licensed insurance services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation supported by fundamental, quantitative, and technical analysis, providing both discretionary and non-discretionary management options.

Tyler Johnson is a financial advisor at TIAA‑CREF with four years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining TIAA‑CREF in 2024, he worked at The Vanguard Group from 2021 to 2024. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker‑dealer services primarily to individuals connected to TIAA‑administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, utilizing model and customized portfolios under fiduciary standards within a vertically integrated structure.

Brice Talley is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at First Citizens Bank and the South Carolina Chamber of Commerce, as well as time as a full-time student. 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 to TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options.

Christine William is a Series 66 licensed financial advisor at TIAA-CREF with one year of industry experience. Prior to joining TIAA-CREF, she worked in various roles including at UNC Charlotte and several retail and food service companies. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.

Thomas Harless is a CFP® professional affiliated with PNC Wealth Management in Charlotte, NC, with 22 years of industry experience. His prior roles include positions at Fisher Investments and E*Trade Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that employs algorithmic portfolio selection and uses mutual funds and ETFs with annual rebalancing.

Ashley Montesdeoca is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. Prior to joining TIAA-CREF, she held positions at Sylvan Learning, Walmart, and the University of North Carolina at Charlotte. 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 to TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing portfolio management services.

James Kirby is a ChFC® credentialed advisor with 41 years of industry experience, currently serving at Equity Services, Inc. since 1998. He has prior experience with National Life of Vermont dating back to 1994. Outside of his advisory work, Kirby is a high-performance driving instructor and serves as a board member for a homeowners association. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Barry Teague is a financial advisor with Equity Services, Inc. in Charlotte, NC, holding the ChFC® and Series 63 designations and bringing 55 years of industry experience. He has been with Equity Services and National Life since 1977. Outside of his advisory work, he serves on the board of a nonprofit that provides counseling and emotional support for people with terminal cancer and is president of a local social club. Equity Services, Inc. (EFA) offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, utilizing multiple advisory platforms and third-party managers to provide a combination of long-term strategies and specialized investment options.