Scott Warner is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. He holds the Series 66 designation and has worked previously at Nuveen Asset Management, LLC, Nuveen Securities, LLC, and Nuveen. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and unaffiliated financial institutions. The firm specializes in delivering non-discretionary, non-customized model portfolios based on research from its specialist divisions.

James Aughtry is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2006, including the firm’s affiliated entities. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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’s advisory model distinguishes point-in-time planning services from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Tate Johnson is a financial advisor at TIAA-CREF with two years of industry experience. He holds the Series 66 designation and has previously worked at Kipos Greek Taverna and Iza Whiskey and Eats. Johnson also has experience with the University of North Carolina at Chapel Hill and Metrolina Christian Academy. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model and customized portfolios.

Megan Payton is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. before joining Rockefeller. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Matthew Lavin is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and three years of industry experience. Before joining TIAA-CREF, he worked at Wells Fargo for four years. Outside of his advisory role, Lavin performs as an independent freelance musician with various performing arts organizations. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management and acts as adviser to a donor-advised fund.

Donna Allardice is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management with a fiduciary standard applied to its advisory services.

Rashaan Robertson is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2011, following his work at TIAA which began in 2002. Outside of his advisory role, he works part-time as a seasonal sortation associate. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management and serves as adviser to various client types, including those connected to employer retirement plans.

Patrick Bobbins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 66 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Carroll Financial Associates, Cetera Advisor Networks, LPL Financial, and various units within the Wealth Enhancement group since 2021. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that blends passive and active management, supported by an internal Investment Committee and a range of implementation tools and program options.

Irina Podmolska is a CFP® professional with eight years of experience in the financial services industry. She is currently with Schwab Wealth Advisory, Inc. and has prior experience at Charles Schwab, Bank of America, Merrill Lynch, and M&T Bank. Podmolska holds a Series 66 license. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment approach relies on Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Evan Haire is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at MML Investors Services, Mass Mutual Life Insurance, Merrill Lynch, and Western & Southern Life. Outside of finance, he has experience managing a wine room business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online credentials. The firm employs approved model strategies managed by PNC or third parties, using mutual funds and ETFs with annual rebalancing and no individual security trading or margin.

Benjamin Thomas is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Wells Fargo Clearing Services and has been with Truist since 2025. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, offering services through the Envestnet platform and maintaining extensive affiliated financial relationships.

Adhithya Rajagopalan is a financial advisor at TIAA-CREF with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining TIAA-CREF, he worked at Florida Financial Advisors DBA Tristate Financial Advisors and has experience as a freelance tutor. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management with a fiduciary standard applied to its registered investment adviser services.

Constance Kennedy is a financial advisor at T. Rowe Price Advisory Services, Inc. with eight years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at GWFS Equities, Inc. and BB&T. T. Rowe Price Advisory Services offers the Retirement Advisory Service, providing individual investors and households with goals-based financial planning, retirement income planning, and discretionary investment management primarily through T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations to develop financial plans and manages accounts on a discretionary basis.

Caroline Thomas is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Her work history includes roles at Truist Advisory Services, Truist Investment Services, Truist Financial Corporation, and prior positions in healthcare and education sectors. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, offering ongoing reviews and client consultations as part of its service approach.

Brooklyn De Shazo Griffin is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation. Her previous work includes roles at Planet Fitness, Esher Ornamental Metal & Glass, and Dame's Chicken & Waffles. Outside of finance, she works as an Instacart shopper. 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 TIAA-administered retirement relationships. The firm offers model and customized portfolio management through its Advice & Planning Services division.

Christopher Garrett is a CFP® with 11 years of experience in the financial services industry. He is currently an advisor at Creative Planning and has previously worked at TMF Investments, Motley Fool Wealth Management, and The Vanguard Group. Garrett holds Series 63 and Series 65 licenses. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and a range of retirement plan services.

Michael Jones is a ChFC® with 15 years of industry experience, currently affiliated with Brookstone Capital Management LLC. He has worked at APR Financial LLC since 2011 and also operates an LLC that provides life and health insurance, including Medicare-related health insurance and long-term care insurance, as well as fixed and fixed indexed annuities for qualified accounts. Brookstone Capital Management offers fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm uses a mix of strategic asset-allocation models and investment products, including proprietary ETFs and mutual funds, to implement client portfolios through discretionary management and sub-advisory relationships.

Latonya Woodruff is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and having 14 years of industry experience. Her career includes roles at Truist Investment Services, Truist Advisory Services, SunTrust/Truist Bank, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its asset allocation strategies and ongoing client reviews.

Steven Leon is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining TIAA-CREF in 2021, he worked at Wells Fargo and held various contract positions in finance and staffing. 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 relationships through TIAA-administered employer retirement plans. The firm provides a variety of advisory services including model-based and customized portfolio management and acts as adviser to a donor-advised fund.

Michael Dimitri is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing for nine years and B. Riley Wealth Advisors for several years. Dimitri also serves as a non-public arbitrator for FINRA dispute resolution. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI tools and offers ongoing client reviews and reporting, leveraging its affiliations within the Truist Financial network.