Thad Tucker is a CFP® with 28 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Charlotte, NC. He has been with the firm for 23 years and is also a partner in two real estate ventures, M&T Properties LLC and West Way LLC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, using a client-focused process that incorporates fundamental, quantitative, and technical analysis across various asset classes.

William Wilkinson is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Nuveen Securities, Nuveen Asset Management, Providence Capital Advisors, and Wells Fargo Clearing. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, employing a fiduciary standard and a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Zach Ziros is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 credentials and seven years of industry experience. He has previously worked with Principal Advised Services and Wells Fargo Clearing Services. In addition to his advisory role, he provides one-on-one investment advice to retirement plan participants and is involved in the sales of bank deposit products. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning based on Schwab’s asset-allocation models and internal research tools. The firm emphasizes client authorization for trades and uses third-party or affiliated money managers for separately managed accounts.

Jane Morris is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and one year of industry experience. She began her career at Rockefeller Financial in 2024 following four years at Wofford College and Waccamaw High School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing investment banking and placement services alongside its integrated asset management and advisory platform.

Jie Sun is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. Jie has worked at firms including Fidelity Investments, Citigroup Global Markets, and LPL Financial. TLG Advisors serves a diverse clientele ranging from individuals to institutional investors, providing investment supervisory services, portfolio management, financial planning, and fiduciary services for retirement plans. The firm’s investment approach emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, complemented by a direct-to-consumer digital program offering diversified portfolios tailored to client risk profiles.

Thomas Stewart is a CFP®-credentialed financial advisor with 22 years of industry experience, currently with Schwab Wealth Advisory, Inc. in Charlotte, NC. His prior experience includes roles at The Vanguard Group, Bank of America, Merrill Lynch, and operating his own financial planning practice. Outside of advising, he and his wife occasionally rent out a residential condominium to vacationers. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, focusing on asset allocation and investment selection with trades executed only upon client approval. The firm uses proprietary research tools and models while typically recommending separately managed accounts managed by third parties or affiliates.

Brian Leite is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation. He has been with TIAA-CREF and related entities since 2026. Prior to joining TIAA-CREF, he worked in a variety of roles across several firms and industries, including positions at Vanguard Advisers and Payzer Inc. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans.

Reginald Arris is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Outside of his advisory work, Arris is an owner and breeder in animal production, specializing in Cane Corso dogs. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Ishan Chitale is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Vanguard Advisers before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and brokerage services to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized solutions under a fiduciary standard.

Adam Seidman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with TIAA 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 with existing TIAA employer retirement plan relationships. The firm operates a fiduciary-standard advisory model and manages portfolios through both model-driven and customized approaches.

Bradley Kearns is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 65 and Series 63 licenses and has eight years of industry experience. His prior roles include positions at Millennium Advisors, LLC and Wells Fargo Clearing Services LLC. Wells Fargo Investment Institute (WFII) is a bank-affiliated advisory and research organization that provides due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. WFII delivers non-discretionary model portfolios and allocation advice for affiliates to implement, combining qualitative and quantitative analysis with proprietary forecasting tools.

Michelle Huggins is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with TIAA since 2005. Outside of her advisory role, she owns a condo vacation rental in Myrtle Beach, South Carolina. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and delivers planning services separately from ongoing discretionary management through model and customized portfolios.

Stephen Bonjour is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and 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 portfolio management under a fiduciary standard, including customized portfolio options and advisory services for donor-advised funds.

Colman Pierzchala is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 credential and bringing 24 years of industry experience. He has been with TIAA-CREF since 2004 and previously worked at Ameriprise. Outside of his advisory role, he serves as a consultative member of the Mission Board at Good Shepherd United Methodist Church. 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 TIAA-administered retirement plan relationships. The firm’s advisory approach separates one-time financial planning from ongoing portfolio management and operates within a vertically integrated structure that includes affiliated funds.

Brandie Fintchre is a CFP® with 17 years of experience in the financial services industry. She is currently with First Citizens Investor Services, Inc. and First Citizens Bank, having previously worked at PNC Investments. She serves as a Finance Committee Advisor for the Emily Krzyzewski Center, a nonprofit focused on educational and career programs for underrepresented students, and holds a board position with the East Carolina University Foundation. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes advisor-led financial assessments and employs a range of portfolio management strategies including UMA and SMA accounts, model portfolios, and automated Guided Investing platforms.

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.