Latonya Woodruff is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked within various divisions of Truist since 2014, including Truist Investment Services and SunTrust/Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches supported by third‑party platform arrangements and AI-enabled research tools.

Steven Leon is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining TIAA-CREF in 2021, he worked at Wells Fargo and held various contract positions in finance and staffing. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a variety of advisory services including model-based and customized portfolio management and acts as adviser to a donor-advised fund.

Michael Dimitri is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 designations and bringing 29 years of industry experience. Prior to joining Truist in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2025. He also serves as a FINRA arbitrator for industry disputes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Roy Blakeburn is a financial advisor with The Huntington Investment Company in Charlotte, NC. He holds a Series 66 designation and has four years of industry experience. His prior work includes positions at Ameriprise Financial Services, Wells Fargo Clearing, and Wells Fargo Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model incorporating third-party and proprietary strategies across multiple wrap-fee programs.

Samuel Hyatt is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with TIAA and its affiliated entities since 2000. 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 relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through model or customized portfolios managed under client-approved investment policies.

Thad Tucker is a CFP® professional with 28 years of industry experience, currently affiliated with First Citizens Investor Services, Inc. in Charlotte, NC. He has been with the firm for 23 years and has involvement as a partner in two real estate ventures focused on property development and management. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and insurance services to a diverse client base, employing both strategic and tactical asset-allocation approaches and offering portfolio management, financial planning, and tax-aware services.

Jane Morris is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. She has worked at Rockefeller Financial since 2024 and previously attended Wofford College and Waccamaw High School. 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 providing securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Thomas Stewart is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at The Vanguard Group, Merrill Lynch, and Bank of America. Outside of his advisory work, he and his wife occasionally rent out a residential condominium to vacationers. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to offer annual financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions without exercising discretionary trading authority.

Reginald Arris is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Outside of his advisory work, Arris is an owner and breeder in animal production, specializing in Cane Corso dogs. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Ishan Chitale is a financial advisor at TIAA-CREF with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Vanguard. 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 connected to TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing discretionary management and acts as adviser to a donor-advised fund.

Adam Seidman is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and having 24 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 primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm distinguishes between one-time financial planning and ongoing portfolio management, utilizing model portfolios and customized management under fiduciary standards.

Bradley Kearns is a financial advisor with Wells Fargo Investment Institute, Inc., holding Series 65 and Series 63 credentials and eight years of industry experience. His work history includes multiple roles within Wells Fargo entities as well as positions at Millennium Advisors, LLC and Fxcm. Wells Fargo Investment Institute is a bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The firm delivers model portfolios and allocation advice for affiliates to implement, using a team-based research approach that incorporates qualitative and quantitative analysis, proprietary forecasting tools, and formal integration with banking fiduciary services.

James Stroupe is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with The Huntington Investment Company and Huntington National Bank, having previously worked at Truist Investment Services, SunTrust Investment Services, and BB&T Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers a range of wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate private bank models, with portfolio management and custodial services delivered through National Financial Services.

Michelle Huggins is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with TIAA since 2005. Outside of her advisory role, she owns a condo vacation rental in Myrtle Beach, South Carolina. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and delivers planning services separately from ongoing discretionary management through model and customized portfolios.

Stephen Bonjour is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 both point-in-time planning services and ongoing discretionary portfolio management under a fiduciary standard, including customized portfolio options and advisory services for donor-advised funds.

Colman Pierzchala is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. He has been with TIAA-CREF since 2004. Outside of his advisory role, he serves as a consultative member of the Mission Board at Good Shepherd United Methodist Church, involved in community outreach activities. TIAA‑CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often supporting clients with existing TIAA-administered retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Brandie Fintchre is a CFP® professional with 16 years of industry experience, currently serving at First Citizens Investor Services, Inc. and First Citizens Bank since 2017 and 2022 respectively. She previously worked at PNC Investments from 2012 to 2017. Brandie is involved with the Emily Krzyzewski Center as a Finance Committee Advisor and holds a board officer position with the ECU Foundation. She also engages in financial education through writing and speaking engagements in her personal capacity. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and businesses. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, offering portfolio management through wrap programs and automated platforms, supported by its affiliation with a banking institution.

Alice Jenkins is a financial advisor with First Citizens Investor Services, Inc. in Hendersonville, NC, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at First Citizens Investor Services since 2018 and has been associated with First Citizens Bank since 2012. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm uses a client-focused approach combining risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware strategies.

Robert Church is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and one year of industry experience. His previous roles include positions at Fifth Third Securities, Fifth Third Bank, and PNC Bank. Outside of his advisory work, he is also engaged as a general contractor specializing in home construction and remodeling. 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 pre-established relationships through employer retirement plans. The firm offers a range of services, including model portfolio management and customized portfolio options, and acts as adviser to the TIAA Donor Advised Fund.

Terrence Colen is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been associated with both Independent Advisor Alliance and LPL Financial since 2015. Outside of his advisory work, he is involved with a separate business entity, T Colen BB LLC, which is not investment related. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm uses a network model of advisory representatives supported by LPL Financial ownership and leverages multiple portfolio management strategies and technology platforms to deliver client services.