Patricia Godfrey is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 designation and seven years of industry experience. She also serves as Senior Manager of Sales Operations at Veritas Technologies, LLC, a data information technology firm. Godfrey is a 50% owner of Blackbridge Financial, LLC, a DBA associated with her work at Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a network model of advisory representatives supported by sub-advisors and third-party platforms.

Harry Koutroumanis is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at CMI Packaging and Ruffalo Noel Levitz. Outside of his advisory work, he serves as a director for the Hellenic Performing Arts Foundation, which supports traditional Hellenic cultural arts. 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 through a combination of discretionary and non‑discretionary solutions.

Michael Conerly is a CFA® charterholder with four years of industry experience. He has worked at Savant Wealth Management since 2026 and previously held roles at Exencial Wealth Advisors, Wells Fargo, and Columbia Threadneedle. Savant Wealth Management serves a range of clients including individuals, families, pension plans, charitable organizations, and corporations, providing comprehensive wealth management, financial planning, and related services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Susan Barsnica is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Investments, Alight Financial Advisors, and Axa Advisors. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with ties to 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 financial planning and ongoing portfolio management through model and customized portfolios, operating under a fiduciary standard with disclosure of potential conflicts related to affiliated funds and fee structures.

Benjamin Dobson is a financial advisor with Kestra Advisory who holds the Series 66 designation and has 20 years of industry experience. He has been with Kestra Advisory since 2016 and has also worked with Kestra Investment Services, LLC and Corporate Benefit Advisors. Outside of his advisory work, Dobson serves as a board member for the ACC Championship/Belk Bowl, supporting the selling of corporate packages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services that include fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, serving clients such as large institutional investors and sovereign wealth funds.

James Schatz is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with TIAA-CREF since 2007. Outside his advisory role, he is involved in managing rental property businesses, including serving as a managing member and LLC member-manager in multiple property-related ventures. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, often serving clients connected through TIAA-administered retirement plans.

Mark Schrader is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has been with TIAA and TIAA-CREF since 2012, aside from one year not employed. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers a range of advisory services including customized portfolio management and donor-advised fund advisement.

Andrew Sumallo is a ChFC® credentialed advisor with two years of industry experience, currently with Brookstone Capital Management LLC. He previously worked at Cardinal Advisors for nine years and Wells Fargo for two years. In addition to his advisory role, he works as an Insurance Advisor, providing consultations and sales for Medicare, long-term care, annuities, and life insurance. 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 registered investment advisers, sovereign wealth funds, and banking institutions.

Jeanna Blair is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her career includes extensive tenure with Truist firms and their predecessors, spanning various roles in investment services and securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled research tools alongside traditional analysis to support its investment offerings.

Gordon Mattocks III is a financial advisor at Janney Montgomery Scott in Charlotte, NC, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 20 years before joining Janney Montgomery Scott in 2025. 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, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Shawna Minervini is a financial advisor at Primerica Advisors with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and MassMutual. Outside of advising, she is also a licensed real estate broker with Farms & Estates Realty. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Douglas Ornstein is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and having 11 years of industry experience. He has been with TIAA and its related entities since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected to TIAA-administered employer retirement plans—as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.

Steven Boner is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. He is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a network of advisors and diverse program offerings. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.

Ramona Burris is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Truist Advisory Services and its affiliated firms since 2012, including roles at BB&T Investments and BB&T Securities. Outside of her advisory work, she is a homeowner who manages a rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Thomas Schauder is a CFP® professional with six years of industry experience currently serving at Truist Advisory Services. He has worked with Truist Wealth and Poterack Capital Advisory in the past. Based in Charlotte, NC, he also manages a rental property outside of his advisory role. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled research tools alongside traditional methods to support its investment strategies.

Ronald Myers is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes roles at Project Management Institute, Truist Advisory Services, Wells Fargo Clearing Services, and New York Life Insurance Company, alongside two prior tenures at TIAA-CREF/TIAA totaling 12 years. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, particularly serving clients with existing TIAA employer retirement plan relationships. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Samuel Opoku Agyemang is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Truist Investment Services, PNC Investments, and The Vanguard Group. Outside of advising, he is a part owner of an online clothing store where he monitors sales and shipping. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that relies on discretionary and non-discretionary approaches, supplemented by AI-enabled research tools and inter-affiliate integration.

Christopher Mitchell is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Raymond James & Associates for 11 years before joining Rockefeller Financial. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Christopher Holden is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Joron Howey is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he is an owner of several LLCs associated with rental properties. 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 employer retirement plan relationships. The firm’s advisory model distinguishes between one-time financial planning services and ongoing managed account programs, with portfolios ranging from model-based to customized solutions managed under client-approved investment policies.