Alice Jenkins is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. She holds Series 63 and Series 66 credentials and has eight years of industry experience. Her career includes long-term employment at First Citizens Bank since 2012 and continuous service with First Citizens Investor Services since 2018. 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 process led by investment advisor representatives that involves assessing financial needs and risk tolerance and uses fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

Robert Church is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining TIAA-CREF, he worked at Fifth Third Securities and Fifth Third Bank, as well as PNC Bank. Outside of his advisory role, he is involved in home construction and remodeling as a general contractor in Concord, NC. 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. The firm serves clients often connected through TIAA-administered employer retirement plans and provides tailored portfolio management alongside point-in-time financial planning.

Terrence Colen is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at LPL Financial since 2015 and previously spent 10 years with CUNA Brokerage Services, Inc. Outside of his advisory roles, he is involved as an advisor and agent with Financial Independence Group and Sage Insurance Partners. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and uses a range of portfolio management strategies supported by advanced technology platforms.

Roger Judy is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA and its affiliated entities since 2004. Outside of his advisory role, he serves as chair of the Investment Committee at St. Margarets Episcopal Church and is a managing partner in a family investment LLC. 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 pre-existing retirement plan relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, employing both model and customized portfolios.

Daniel Henao Ararat is a financial advisor at Truist Advisory Services with six years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at The Vanguard Group and South State Bank. Outside of his advisory role, he also provides part-time valet and parking services for special events. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools, partnering with Envestnet platforms to provide ongoing client support and customized investment solutions.

Rori Godsey is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. Prior to joining TIAA-CREF in 2017, Godsey worked at F&M Bank for six years. Outside of advising, Godsey serves as a notary public. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and various entities, often serving clients with existing TIAA-administered retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated group.

Amy Henthorn Powell is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Mercer Global Advisors, LPL Financial, and Merrill Lynch Pierce Fenner & Smith. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both one-time planning and ongoing discretionary management through model and customized portfolios.

Howell Hallett II is a financial advisor with Mercer Global Advisors Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Kingfisher Capital, LLC and Stonecrest Capital Markets Inc. Outside of his advisory work, he holds a North Carolina Life Insurance License through Simplicity AFG and manages billing dues for The Bull Investment Club. Mercer Global Advisors serves a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles, with additional services such as financial planning, retirement consulting, and estate-planning coordination.

Andrew Garcia Rico is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining TIAA-CREF, he worked at Equitable Advisors and spent two years in a non-financial role at Chick-Fil-A. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm’s advisory model separates time-limited planning services from ongoing discretionary management, offering both model-based and customized portfolio options.

Simon Stokes is a financial advisor at TIAA-CREF with 28 years of industry experience. He has worked at TIAA-CREF since 2008 and holds Series 63 and Series 65 designations. 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. The firm also provides broker-dealer services and acts as adviser to the TIAA Donor Advised Fund.

Adam Dawson is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. He has been with TIAA-CREF since 2011. 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 with existing employer retirement plan relationships. The firm provides various managed account portfolios and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Edwin Shields Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Shields is also a part owner of Nine Bridge Financial Partners, where he dedicates significant time alongside his role at Concurrent. Concurrent Investment Advisors, LLC is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using a variety of investment vehicles and integrates affiliated sub-advisory arrangements and third-party solutions to support comprehensive wealth management.

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 with First Citizens Investor Services, Inc. in Charlotte, NC. He holds Series 65 and Series 63 licenses and has four years of industry experience. His work history includes roles at First Citizens Bank and First Citizens Investor Services since 2019, preceded by studies at Western Carolina University. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a client process led by investment advisor representatives that incorporates fundamental, quantitative, and technical analysis to manage diversified 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 with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and 65 licenses and bringing 24 years of industry experience. Prior to joining Janney in 2021, he worked for Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, he serves as a director of sponsorship for the Catawba Ridge High School Athletic Booster Club and is a personnel committee member at Sharon Baptist Church. Janney Montgomery Scott LLC is a 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 plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

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.

Joel Glasco is a financial advisor at &Partners with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including Wells Fargo Clearing Services and Prudential Equity Group. He also serves as an arbitrator in a non-investment-related capacity. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, employing various analytical approaches and both proprietary and third-party strategies.

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.