Kevin Phinney is a financial advisor with Principal Financial Services in Charlotte, NC, holding a CFP® designation and securities licenses Series 63 and Series 65. He has 12 years of industry experience, including roles at Fulcrum Capital Partners and Principal Life Insurance Company. Outside of advising, he serves as president of a local BNI chapter and owns an LLC involved in mobile home property management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Edward Tyree III is a financial advisor at NewEdge Advisors with 34 years of industry experience. He has held positions at RBC Capital Markets Corporation and Citigroup Global Markets before joining NewEdge Advisors in 2023. Tyree holds Series 63 and Series 65 credentials. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, consulting services, and access to various advisory programs, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party investment strategies.

Anna Carson is a Series 66-licensed financial advisor with eight years of industry experience. She currently works at TIAA-CREF and has previously held roles at Williamson Wealth Group, Raymond James Financial Services, Allspring Funds Management, and Wells Capital Management. 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 planning services and ongoing discretionary management using model and customized portfolios, and it also acts as adviser to a donor-advised fund.

Brandon Walker is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA since 2011. 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 existing TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing management through model and customized portfolios.

Paul Goetz III is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. His previous roles include positions at LPL Financial, R.J. Schrift Private Asset Management, and Armfield Wealth. Outside of financial services, he owns PGM Detailing, a home-based business. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with advisory representatives providing both discretionary and non-discretionary portfolio management, utilizing a variety of investment strategies and technology platforms.

William London is a financial advisor with TIAA-CREF in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, all with TIAA-CREF since 1994. 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 also advises a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Timmothy Nootz is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with 22 years of industry experience. His career includes roles at Financial Engines, Waddell & Reed, Equity Services, Inc., and PRUCO Securities, LLC. He has been with TIAA-CREF since 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management using model or customized portfolios, operating under a fiduciary standard with noted fee structures and affiliated fund options.

Turner Schroll is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. His prior experience includes roles at Harrisdirect LLC, E*TRADE Securities LLC, E*TRADE Capital Management LLC, and AXA Advisors, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers model-based and customized portfolio management through its various programs and acts as adviser to a donor-advised fund.

John Poe is a financial advisor at TIAA-CREF with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2013, based in Charlotte, NC. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Ashley Haisch is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. She holds a Series 66 license and previously worked at Morgan Stanley and Stifel. Outside of her advisory role, she works as an independent contractor for Poshmark. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and investment services through a Private Advisor model and a consolidated investment platform.

George Bowery is a financial advisor with Truist Advisory Services in Cornelius, NC. He holds a Series 66 designation and has 14 years of industry experience. Bowery has worked with SunTrust Advisory Services and related entities since 2014. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, and charitable organizations. The firm offers asset allocation strategies and manager selection through the Envestnet platform, supporting clients with ongoing research, monitoring, and reporting.

Keith Taylor is a ChFC® and holds a Series 66 license, with 26 years of industry experience. He has worked at Park Avenue Securities since 2000 and previously was with C.P. Advisory Services from 2000 to 2004. Outside of his advisory work, he teaches pickleball part time in Charlotte, NC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Daniel Worley is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Edward Jones and E*TRADE, among other firms. Worley also served in the U.S. Army National Guard for 10 years. 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 connected to employer retirement plans administered by TIAA. The firm distinguishes between one-time planning services and ongoing discretionary management, providing both model and customized portfolio options.

Michael Kloss is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and bringing 13 years of industry experience. He has been with TIAA and TIAA-CREF since 2011. Outside of his advisory role, Kloss serves on the board of the Anne Heinig Memorial Park Foundation, a local private park, where he participates in activities and decisions related to the park's maintenance and improvement. TIAA‑CREF Individual & Institutional Services, LLC 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, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating under a fiduciary standard with disclosure of potential conflicts related to affiliated funds.

Robert Stewart is a CFP®-designated financial advisor with 15 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He has held roles at firms including LPL Financial, CETERA Advisor Networks, and Carroll Financial Associates. Stewart is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Rose Ann Thompson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining TIAA in 2021, she worked at Mecklenburg County DSS, Queens University of Charlotte, and Atrium Health/Carolinas Healthcare System. Outside of her advisory role, she owns Gemway Farms, LLC, which sells produce seasonally and offers garden planning consultations. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as various trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management with a fiduciary standard applied to its registered investment advisor services.

Franklin Mcelroy is a financial advisor at Kestra Advisory with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Mcelroy is co-owner and manager of BMH Investment Group, LLC, where he is involved in business decisions and client management. He also serves on the boards of Beers & Burpees and the CLT Foundation, both charitable organizations serving the greater Charlotte area. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers fiduciary services, plan design and compliance testing, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

Jamie Halbig is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining Janney in 2024, he worked for Robert W. Baird & Co from 2011 to 2024. 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 brokerage services, financial planning, consulting, and advisory programs.

Mark Stutz is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including LPL Financial, E*TRADE Capital Management, Cadaret Grant & Co., and CUSO Financial Services. Outside of finance, he operates Mark Stutz Fitness, where he works as a fitness trainer coaching clients on workout and nutrition goals. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolios through discretionary authority granted by clients.

Andrew Schultz is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior experience includes roles at E*TRADE Capital Management and AXA Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.