Nicholas Todd is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he is involved in community activities such as organizing basketball lessons, serving as a networking chair for the Charlotte Clemson Club Board, and participating on the boards of local professional networking groups. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Amanda West is a CFP® with 12 years of industry experience, currently advising clients at Janney Montgomery Scott. She has worked at Janney Montgomery Scott since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and advisory programs, and integrates in-house and third-party portfolio management through various wrap programs and model portfolios.

Ryan Johnson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. Prior to joining TIAA-CREF in 2018, he worked at Credit Suisse Securities and Vincent Limousine. Outside of finance, Johnson has worked in transportation services, including roles as a driver for Uber, a medical courier, and an Amazon delivery driver. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary portfolio management, utilizing both model and customized portfolios.

Scott Warner is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Nuveen Asset Management and Nuveen Securities. Wells Fargo Investment Institute is a bank-affiliate research and advisory organization that provides model portfolios, asset allocation guidance, and securities research primarily to Wells Fargo wealth and fiduciary businesses. Its services are generally non-discretionary and team-based, combining qualitative and quantitative analysis to support affiliate investment decisions.

James Aughtry is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2006, including the firm’s affiliated entities. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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’s advisory model distinguishes point-in-time planning services from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Tate Johnson is a financial advisor at TIAA-CREF with two years of industry experience. He holds the Series 66 designation and has previously worked at Kipos Greek Taverna and Iza Whiskey and Eats. Johnson also has experience with the University of North Carolina at Chapel Hill and Metrolina Christian Academy. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model and customized portfolios.

Megan Payton is a financial advisor at Rockefeller Capital Management with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Rockefeller Capital Management is an enterprise firm with 157 advisors.

Matthew Lavin is a financial advisor at TIAA-CREF with Series 65 and 63 licenses and three years of industry experience. He has worked at TIAA-CREF and Wells Fargo, among other firms. Outside of finance, he performs as a freelance musician with various performing arts organizations. 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 plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized and model-based solutions.

Donna Allardice is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management with a fiduciary standard applied to its advisory services.

Rashaan Robertson is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2011, following his work at TIAA which began in 2002. Outside of his advisory role, he works part-time as a seasonal sortation associate. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management and serves as adviser to various client types, including those connected to employer retirement plans.

Patrick Bobbins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has worked at firms including Cetera Advisor Networks and LPL Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Irina Podmolska is a CFP®-certified financial advisor with Schwab Wealth Advisory in Charlotte, NC, bringing eight years of industry experience. She has held roles at Charles Schwab, KEY BANK, Bank of America, Merrill Lynch, and M&T Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations guided by Schwab’s research tools and asset allocation models. The firm acts as an internal advisory unit within the Schwab ecosystem, delivering advice without discretionary trading authority.

Evan Haire is a financial advisor at PNC Wealth Management in Charlotte, NC, with seven years of industry experience. His prior roles include positions at Merrill Lynch, MML Investors Services, and Mass Mutual Life Insurance. Outside of finance, he has experience managing a business named Wine Room @ Afton Village. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that utilizes algorithm-driven risk assessment and implements approved model strategies via mutual funds and ETFs.

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 Series 66-licensed financial advisor with three years of industry experience, currently serving at Bankers Life Advisory Services, Inc. His career includes roles at multiple Bankers Life entities since 2020 and prior work with the YMCA of Greensboro. Outside of advisory services, he is a licensed agent with Bankers Life & Casualty, involved in Medicare, long-term care, life insurance, and annuity sales. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Constance Kennedy is a financial advisor with T. Rowe Price Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 designations and bringing eight years of industry experience. She previously worked at Gwfs Equities, Inc. for seven years and BB&T for four years. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs.

Caroline Thomas is a financial advisor at Truist Advisory Services with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked within the Truist organization since 2023, including roles at Truist Investment Services and Truist Financial Corporation. Prior to her advisory career, she held positions in both health solutions and education sectors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver fiduciary support and customized investment management solutions.

Brooklyn De Shazo Griffin is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, Brooklyn worked in various roles including positions at Planet Fitness, Esher Ornamental Metal & Glass, and the University of North Carolina. Outside of finance, Brooklyn works as an Instacart shopper. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm separates standalone planning services from ongoing management and offers both model-based and customized portfolio options.

Christopher Garrett is a CFP® with 11 years of experience in the financial services industry. He is currently an advisor at Creative Planning and has previously worked at TMF Investments, Motley Fool Wealth Management, and The Vanguard Group. Garrett holds Series 63 and Series 65 licenses. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and a range of retirement plan services.

Michael Jones is a financial advisor at Brookstone Capital Management LLC in Charlotte, NC, holding the ChFC® designation and Series 66 license with 14 years of industry experience. He has been affiliated with APR Financial LLC since 2011, where he operates an LLC that brokers life and health insurance, annuity products, and provides services related to Medicare, long-term care insurance, and 401(k) rollovers. Brookstone Capital Management is an SEC-registered adviser offering 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 RIAs, sovereign wealth funds, and banking institutions.