Robin Griffin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Charlotte, NC, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, having worked at Equity Services since 1985 and previously at National Life of Vermont since 1982. In addition to his advisory work, Griffin operates Robin M. Griffin and Associates LLC, an insurance business, and owns a farm in Marshville, NC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes multiple third-party asset managers and model portfolios.

Craig Saurer is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 registrations and 23 years of industry experience. He has worked with PNC Investments since 2016 and joined First Citizens Investor Services in 2024. First Citizens Investor Services serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities, offering portfolio management, wrap programs, model portfolios, and financial planning. The firm’s investment process involves IAR-led assessments and uses fundamental, quantitative, and technical analysis to allocate among various asset classes.

Neal Acharya is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with TIAA since 2014. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing discretionary management, utilizing model portfolios and customized strategies under a fiduciary standard.

Joshua Scott is a financial advisor with TIAA-CREF, holding a Series 66 designation and 15 years of industry experience. He has been with TIAA since 2014. Outside of his advisory role, he serves as treasurer for his neighborhood homeowners association. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management under a fiduciary standard and acts as adviser to donor-advised funds within a vertically integrated group.

Edwin Crisp Jr. is a CFP® professional with 24 years of experience in financial advising. He has worked at Independent Advisor Alliance, LLC since 2019 and previously spent nine years at Clearbrook Advisory Services, LLC. Crisp serves as an elected executive board member of the Montcross Chamber Board of Directors and is a board member of the Investment Committee of the Associated Reformed Presbyterian Church. He also prepares tax returns for clients and family on a limited basis. Independent Advisor Alliance, LLC provides asset management, financial planning, wealth coaching, and retirement plan consulting to a diverse client base that includes individuals, small businesses, charitable organizations, and retirement plans. The firm uses a network model of advisory representatives and integrates technology platforms alongside traditional planning to deliver investment and estate-planning services.

Patrick Fleming is a financial advisor at TIAA-CREF in Charlotte, NC, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Horace Mann Investors, Vanguard Advisers, and Lincoln Financial Distributors. 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 TIAA retirement plan relationships. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Michael Frendak is a financial advisor at PNC Wealth Management in Charlotte, NC, holding Series 66 and Series 63 licenses with nine years of industry experience. His prior work includes positions at The Vanguard Group, SCOTTRADE, and AXA Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs managed by PNC or third-party strategists.

Jeffrey Collins is a financial advisor with Primerica Advisors based in Charlotte, NC, holding a Series 66 license and 15 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Independent Advisor Alliance, LLC, and LPL Financial, LLC. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary and third-party manager platforms and supports accounts with features such as securities-based lending and tax harvesting.

Dennis Myers III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company of America since 2004. Myers also engages in insurance activities outside of Guardian-fixed annuities. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages assets through a combination of model portfolios and external strategists, supporting both discretionary and non-discretionary accounts.

Justin Popham is a Certified Financial Planner® at First Citizens Investor Services, Inc. with 12 years of industry experience. His previous roles include positions at Fisher Investments, Fidelity Brokerage Services, Charles Schwab, and E*TRADE. He is based in Charlotte, NC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process incorporating fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Jason Mertz is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation advice, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Mary Davis is a financial advisor at Truist Advisory Services in Charlotte, NC, holding a Series 66 designation with three years of industry experience. Her prior work includes roles outside finance, such as at Tony Silvagni Surf School and Mecklenburg Park & Rec. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 that includes affiliated broker-dealer and bank sweep features.

Alexandria Haden is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and AIG Retirement Services. 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, often serving clients with existing TIAA-administered employer retirement plans. The firm provides a fiduciary advisory model separating point-in-time planning from ongoing portfolio management, and also acts as an adviser to a donor-advised fund.

Chad Kupreanik is a CFP® and Series 66 licensed financial advisor with 26 years of industry experience. He has been with Janney Montgomery Scott since 2003. Outside of his advisory role, he serves as a board member for Javesca Feeds, a nonprofit focused on addressing hunger. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Ryan McCartney is a financial advisor at TIAA-CREF with a Series 66 designation and five years of industry experience. His prior work includes positions at Robinhood Financial, UBS Financial Services, Stifel, Nicolaus & Company, and Northwestern Mutual. He also worked at High Point University and Silver Point Beach Club in earlier roles. 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 financial planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Coty Consic is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Vanguard Advisers, Bank of America, and Merrill. His background also includes a role at Doordash and involvement with Wooden Robot Brewery. 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 employer retirement plan relationships. The firm operates within a vertically integrated advisory model that combines point-in-time planning with ongoing portfolio management under a fiduciary standard.

Robert Treff is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 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 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 management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Ethan Cummings is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at Carolina Housing and Harris Teeter. 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of investment management options including model and customized portfolios and acts as adviser to a donor-advised fund.

Alfredo Negrete Abreu is a financial advisor with TIAA-CREF holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill, Bank of America, UBS Financial Services, and Fisher Investments. Outside of his advisory work, he has worked as a rideshare contractor for Uber Technologies. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected through employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of discretionary management options that include model portfolios and customized portfolios managed under client-approved investment policies.

Haley Brehm is a financial advisor with Rockefeller Financial LLC in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her background includes roles at Goldman Sachs & Co. LLC and Ayco. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.