Julie Carter is a Series 66 licensed financial advisor with eight years of industry experience, currently with First Citizens Investor Services, Inc. in Charlotte, NC. Her prior roles include positions at Woodbury Financial Services, Waddell & Reed, and various insurance carriers. Carter serves as a board trustee for Tri-County Community College in North Carolina. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes IAR-led client assessments and applies fundamental, quantitative, and technical analysis in portfolio allocation.

Jaylon Mc Clinton is a financial advisor at TIAA-CREF with two years of industry experience. He holds the Series 66 designation and has previously worked at Navy Federal Financial Group and Truist Advisory Services. Prior to his financial services career, he served in the U.S. Army and attended West Point Academy. 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 model and customized portfolio management under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Trudy Blanton is a financial advisor at TIAA-CREF with three years of industry experience. She holds a Series 66 designation and previously worked at Vanguard Advisers and Williams and Fudge, Inc. Outside of finance, she owns Trudy's Designs, a small business creating and selling custom signs, crafts, and digital prints. 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 with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary portfolio management, applying a fiduciary standard and utilizing model or customized portfolios.

Sydney Hansen is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2021. Prior to that, Hansen was employed at H&R Block and was involved with the Jesse Helms Center Foundation. 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 trusts, estates, and other entities. Their advisory model distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolio management under a fiduciary standard.

Jamie Dugo is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Comfort Keepers. Outside of his advisory role, Dugo serves as a member of the Catawba County Planning Board. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Tyler Johnson is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC in Charlotte, NC. He previously worked for THE Vanguard Group, Inc. for 11 years and has been affiliated with LPL Financial since 2023. Johnson is also involved with FreshWater Financial LLC, an independent registered investment advisory firm he founded in 2023. 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 employs a network model of advisory representatives and utilizes various portfolio management strategies and technology platforms to deliver its services.

Edmond Henley Jr. is a financial advisor at Truist Advisory Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Omar Richardson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His career includes roles at Primerica Advisors and Allied Universal Security Services. 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 connected to TIAA-administered employer retirement plans. The firm uses a fiduciary standard for its RIA services and provides both model-based and customized portfolio management.

Anthony Valerio is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Valerio previously worked at Wells Fargo Clearing and The Prudential Insurance Company of America. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes IAR-led assessments and combines fundamental, quantitative, and technical analysis to construct portfolios across equities, fixed income, mutual funds, and ETFs.

Conor Cetola is a Series 66-licensed financial advisor at Schwab Wealth Advisory with three years of industry experience. He previously worked at Fidelity Investments for five years before joining Schwab in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many enterprise wealth managers.

Robin Davis is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 credentials and 30 years of industry experience. He has been with TIAA-CREF since 2017, following prior roles at Community Capital Management and Xerox/Highmark. Outside of his financial advisory work, he works as a food delivery driver. 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 connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolio options and serves as adviser to a donor-advised fund.

Liam Timoney is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and with two years of industry experience. His prior roles include positions at Cooke Rentals, Revgen INC NC, and Logans Trading Company. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with existing TIAA-administered employer retirement plans. The firm provides customized and model-based portfolio management options and acts as adviser to a donor-advised fund within a vertically integrated advisory structure.

Drew Harshaw is a financial advisor at Hornor, Townsend & Kent, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist Advisory Services, TRUIST Investment Services, and BB&T Securities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and offers both discretionary and non-discretionary account options supported by third-party asset manager relationships.

Kevin Phinney is a CFP® professional with 12 years of industry experience, currently serving with Principal Financial Services. His prior roles include positions at Fulcrum Capital Partners and Foresters Financial Services. He is active as the president of a local BNI chapter, where he oversees meetings and the executive team. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes financial planning and access to third-party money manager asset allocation and separately managed account solutions through advisory and promoter arrangements.

Edward Tyree III is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and Eudaimonia Partners, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers various portfolio management and consulting services, utilizing multiple program structures and technology tools, with a focus on centralized due diligence and ongoing monitoring of third-party managers.

Anna Carson is a Series 66-licensed financial advisor with eight years of industry experience. She currently works at TIAA-CREF and has previously held roles at Williamson Wealth Group, Raymond James Financial Services, Allspring Funds Management, and Wells Capital Management. 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 relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management using model and customized portfolios, and it also acts as adviser to a donor-advised fund.

Brandon Walker is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing management through model and customized portfolios.

William London is a financial advisor with TIAA-CREF in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, all with TIAA-CREF since 1994. 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 also advises a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Timmothy Nootz is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with TIAA-CREF since 2017, following a year at Financial Engines and a year as a consultant. 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 relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including customized portfolio management and acts as adviser to a donor-advised fund.

Turner Schroll is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Harrisdirect LLC, E*TRADE Securities LLC, E*TRADE Capital Management LLC, and AXA Advisors, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals—often those connected with TIAA-administered retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.