Maeve Ravey is a financial advisor at TIAA-CREF with a Series 66 designation and no prior industry experience. Before joining TIAA-CREF, she worked in various roles, including at North Carolina State University and Pine Lake Preparatory. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals often connected through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, serving a broad client base through a vertically integrated advisory model.

James Schatz is a financial advisor at TIAA-CREF with 26 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he is involved in property management as a managing member and part-owner of several rental property businesses. 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 through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, applying a fiduciary standard in its registered investment advisory services.

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.

Dean Diamond is a financial advisor at Equity Services, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group and Eagle Strategies (NY Life). Outside of his advisory role, he serves as chapter chair of the Wrestlers in Business Network in Charlotte, NC. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

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 with Guardian Life in Charlotte, NC, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Her prior work includes roles at Park Avenue Securities, MassMutual Life Insurance Co., and MetLife Securities Inc. Outside of her advisory work, she is also a licensed real estate broker with Farms & Estates Realty. Guardian Life's subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

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® with six years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include positions at Truist Wealth, Poterack Capital Advisory, and Capital Asset Advisory Services. Outside of his advisory work, he is the owner of a rental property in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

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 with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining Rockefeller Financial in 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Duane Frye is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 66 and Series 63 licenses. He has experience with The Vanguard Group, Inc. and several other firms across different industries. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model-based and customized strategies.

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.

Dharmik Vasavada is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at HSBC Securities, PNC Investments, Bank of America, Merrill, and TIAA. 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 pre-existing relationships through employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management under a fiduciary standard.

Stephen Park is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with First Citizens Bank and its affiliated investment services firm since 2016. Outside of his advisory role, Park serves on the board of United Cerebral Palsy, a nonprofit organization providing care and support for individuals with disabilities. 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 businesses. The firm offers portfolio management, wrap programs, model portfolios, an automated investing platform, tax-aware services, and financial planning, employing a client-centered approach based on fundamental, quantitative, and technical analysis.