Edwin Shields Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked previously at Wells Fargo Advisors and is a co-owner of Nine Bridge Financial Partners, where he is actively involved in managing the practice. Concurrent Investment Advisors, LLC is a multi-team firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors.

Grant Goodwin is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding Series 65 and Series 66 credentials and 24 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and utilizes various portfolio management strategies and technology platforms to support client services.

Pamela Barnett is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2019, following a tenure at TIAA dating back to 2006. 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 connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management through model portfolios and customized accounts managed under fiduciary standards.

Dakota Murray is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at First Citizens Bank and First Citizens Investor Services since 2019. Dakota attended Western Carolina University from 2015 to 2019. 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 employs IAR-led assessments and a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Norman Pierce is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company, Principal Securities Inc, Transamerica Investors Securities Corporation, and Nationwide Investment Services Corporation. He also has experience as a freelance commercial writer. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Thomas Hicks II is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2021, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a director of sponsorship for the Athletic Booster Club at Catawba Ridge High School and is a personnel committee member at Sharon Baptist Church in Charlotte, NC. Janney Montgomery Scott LLC is a large 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 plans, and offers a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Gavin Masa is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF and Tiaa since 2025. His prior experience includes roles at Lowe's Home Improvement and Housatonic Partners. 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 combines planning services with ongoing portfolio management and acts as adviser to a donor-advised fund.

Andrea Hargette is a financial advisor at Fifth Third Securities, Inc. based in Charlotte, NC, holding Series 63 and Series 65 designations with seven years of industry experience. She has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2008. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and a tax-overlay service.

Joel Glasco is a financial advisor with &Partners, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services. Glasco serves as a FINRA arbitrator, a role he has held since 2004. &Partners serves a diverse client base that includes individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm combines discretionary and non-discretionary management using multiple analytical strategies and third-party managers, supported by a dual registration as a registered investment adviser and broker-dealer.

Hanna Yesuf is a financial advisor at Mercer Global Advisors Inc. with four years of industry experience. She holds a Series 65 designation and has previously worked at Kingfisher Capital and Bank of America Private Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm uses a globally diversified investment approach based on Modern Portfolio Theory, employing low-cost ETFs, index funds, separate account managers, and private funds, while also offering specialized services and client education programs.

Kimberly Myers Turner is a financial advisor at TD Private Client Wealth LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 17 years of industry experience. Her prior roles include positions at Dimensional Fund Advisors and Equitable Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

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.

Kenneth Calhoun is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors Financial Network, Nine Bridge Financial Partners, and Wells Fargo Clearing Services. Outside of his advisory work, he owns and operates Basswood Creek Farms, an agricultural business in Gastonia, NC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

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 with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at PNC Investments since 2017, as well as 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 discretionary account pilot for employees that utilizes algorithmic risk assessments and invests via approved model strategies using mutual funds and ETFs.

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.