Nicole Brandon is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds a Series 65 designation and previously worked at Kingfisher Capital, LLC for six years and was self-employed for two years prior to that. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, supported by various specialized service lines and client education initiatives.

Jennifer Daley is a financial advisor at Guardian Life with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she serves as President of a local Business Network International chapter and sits on the Board of Directors for Screven Christian Academy. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plans, and charitable organizations. The firm offers both discretionary management and model-based strategies, integrating proprietary and third-party platforms while also providing access to insurance products and alternative investments.

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 at Truist Advisory Services with 24 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Scott & Stringfellow, Raymond James & Associates, BB&T Investment Services, 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 and manager selection, offering ongoing client monitoring and consultative services.

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.

Rocco Testa Basi is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding a Series 65 designation with less than one year of industry experience. His prior roles include positions at General Dynamics Electric Boat, Soundwater Properties, and Connecticut College. Wells Fargo Investment Institute specializes in manager research, global investment strategy, securities research, and model-portfolio services for Wells Fargo affiliates and other financial institutions. The firm provides non-discretionary, non-customized investment models developed by specialist divisions, rather than individualized portfolio management or financial planning.

Kaitlyn Powell is a financial advisor with TIAA-CREF, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked at firms including Vanguard Advisers and Wells Fargo Bank and currently serves as CEO of Kaitlyn Powell Ventures LLC. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm offers both point-in-time financial planning and ongoing discretionary management through model and customized portfolios.

Laura Brown is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes tenures at LPL Financial, Mass Mutual Investors Services, and Centaurus Financial. Brown also manages an investment-related business within LPL Financial, dedicating significant time to it. 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 utilizes a network model combining discretionary and non-discretionary portfolio management with technology platforms and access to third-party managers and estate-planning resources.

Jenny Fernandez is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, First Republic Securities Company LLC, and PNC Bank. 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 with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Michael Proud is a CFP® with 27 years of industry experience, currently serving at Concurrent Investment Advisors, LLC. He has prior experience with Wells Fargo Advisors and Wells Fargo Clearing, and is also a co-owner of Nine Bridge Financial Partners LLC, an investment-related business. Concurrent Investment Advisors is a multi-team SEC-registered 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 securities, supported by affiliated sub-advisory arrangements and integrated platform solutions.

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 with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with First Citizens Investor Services since 2019 and was previously employed at First Citizens Bank from 2012 to 2026. Kelly serves on the advisory board of the Kraft Family YMCA, contributing to program oversight and fundraising efforts. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, model portfolios, a Guided Investing platform, and financial planning, utilizing a client-centered process that incorporates fundamental, quantitative, and technical analysis.

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 at TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 licenses with five years of industry experience. His career includes roles at TIAA-CREF and Tiaa since 2020, with prior experience at First Citizens Bank and the South Carolina Chamber of Commerce. 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 employer retirement plan relationships. The firm’s advisory model distinguishes between time-limited planning services and ongoing discretionary management, offering a range of portfolio management options including customized and model-based strategies.

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 with 22 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Fisher Investments, PNC Investments, and E*Trade Securities. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital account offering that uses algorithm-driven risk assessment and third-party managed strategies primarily implemented with mutual funds and ETFs.