Matthew Johnson is a financial advisor with Truist Advisory Services in Charlotte, NC. He holds a Series 66 designation and has 12 years of industry experience. His prior work includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, participants, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools, partnering with Envestnet platforms, and provides ongoing monitoring and reporting supported by extensive affiliated financial relationships.

Kristina Wicks is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 designation and has worked at TIAA-CREF since 2021. Prior to her current role, she was employed at Rochester Institute of Technology and Binghamton Country Club. 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 with existing ties to TIAA-administered employer retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management, applying a fiduciary standard across its RIA services.

Brandon Phillips is a CFP® professional with 11 years of experience in the financial advisory industry. He has worked at MAI Capital Management, LLC since 2021 and previously spent 12 years at Solamere Advisors. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. MAI Capital Management, LLC provides discretionary and non‑discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers trust and insurance administration through affiliated entities.

Joel Gardner is a financial advisor at Guardian Life with eight years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance since 2017. Gardner also conducts outside insurance sales focused on fixed health, life, and annuities. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

Kelsey Dietzman is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2023 and previously held roles at Credit Union Investment Services and Secu Life Insurance Company. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Greg Warren is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Alight Financial Solutions, Aon Hewitt Financial Advisors, and Hewitt Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic questionnaires to recommend risk levels and implements investments via approved strategies using mutual funds and ETFs.

Colin Archbold is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation. He has professional experience at Clyne Eagan & Associates and MassMutual NJ NYC, as well as background in education at the University of Tennessee Knoxville and Watchung Hills Regional High School. Outside of his advisory work, he has an eight-year association with Echo Lake Country Club. 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 provides both point-in-time planning and ongoing portfolio management, operating under a fiduciary standard with a focus on customized investment solutions.

Brandon Younger is a financial advisor with TIAA-CREF, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Edward Jones. He is based in Charlotte, NC. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Scott Lautz is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA and its affiliates since 2011. TIAA-CREF Individual & Institutional Services 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 provides both point-in-time planning services and ongoing discretionary portfolio management through model and customized portfolios.

Matthew Savloff is a financial advisor at Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Wells Fargo Investment Institute, he worked with Wells Fargo, J.P. Morgan Chase, and held roles at the U.S. Department of Homeland Security, Rutgers University, and other organizations. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions. The firm offers non-discretionary model portfolios constructed from research-based recommendations, serving as a research and model provider rather than a direct portfolio manager or financial planner.

Gina Lowery is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with TIAA since 2013, including her role at TIAA CREF Individual & Institutional Services, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated group that includes advisory services for a donor-advised fund.

Benjamin Laubach is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation and experience in both advisory and other business roles, including work with Tastful Occasions and Phantom Fireworks. He began his industry career in 2025 and is based in Charlotte, NC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach centers on Modern Portfolio Theory, using diversified portfolios and various investment vehicles supported by comprehensive client education and specialized service lines.

Michael George is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with TIAA-CREF since 2012. Outside of his advisory role, he serves as a Logistics Journeyman in the United States Air Force Air National Guard, supporting deployment operations. 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 plans. The firm offers both model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure that includes affiliated funds.

Darren Parson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes roles at Wells Fargo Clearing, Merrill, and Banc of America Investment Services prior to joining Truist. He is based in Charlotte, NC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research and AI tools in its advisory process and leverages its affiliation with Truist Financial and various broker-dealer and banking entities.

Courtney Williams is a financial advisor at Steward Partners Investment Advisory, LLC with 16 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and Edward Jones. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Margaret Keith is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott and Wells Fargo Clearing. Janney Montgomery Scott 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Jerry Carpenter Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has over a decade of experience with Ameritas Investment Corp and Ameritas Life Insurance Corp. Carpenter is also the owner of a family timber farm, Carpenter Timber LLC, overseeing tree planting and future harvests. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a combination of model portfolios, mutual funds, ETFs, and individual securities, offering a range of program platforms and leveraging third-party technology and managers to customize investment solutions.

Mark Hargrove is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 licenses with one year of industry experience. His prior work includes a decade at McCreary Modern and a year with Thrivent Financial and Thrivent Investment Management. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm provides point-in-time financial planning alongside ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Benjamin Beeson is a financial advisor at Rockefeller Financial LLC in Charlotte, NC, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Truist Investment Services, Principal Securities, Wells Fargo Clearing, and New York Life Insurance Company. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating both as a registered broker-dealer and provider of placement and investment banking services within an integrated Private Advisor model and consolidated investment platform.

Charles Stegall is a financial advisor with Guardian Life in Charlotte, NC, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has worked at Guardian Life since 1990 and at CP Advisory Services, Inc. since 1991. Outside of his advisory role, he is involved in multiple business ventures including a financial advisory practice and a passive ownership interest in an HVAC installation company. Guardian Life’s Park Avenue Wealth Management offers brokerage and advisory services to individuals, retirement and corporate plan sponsors, and charitable organizations. The firm integrates advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment platforms, alongside various financial planning and consulting solutions.