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.

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.

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.

Barbara Bridges is a financial advisor with First Citizens Investor Services, Inc. She holds Series 66 and Series 63 designations and has seven years of industry experience. Prior to joining First Citizens Investor Services in 2022, she worked at Bank of America, N.A. for 21 years. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, employing a client process centered on financial needs assessment and diversified portfolio allocation across multiple asset classes.

Iziar Moure is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2015 to 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering access to a diversified investment platform and alternative investment opportunities.

Max Bozymski is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining TIAA-CREF, he worked at Vanguard Marketing Corporation and has a diverse professional background including roles in education and corporate settings. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a fiduciary advisory model with varied service scopes and offers both model-based and customized portfolio management.

Stephen Marshall Jr. is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with four years of industry experience. His prior work includes positions at Wells Fargo Clearing Services, Wells Fargo Bank, and AT&T. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering customized portfolio management alongside model portfolio options.

Synovia Bell is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 licenses and bringing two years of industry experience. Prior to joining TIAA-CREF, she worked at Truist Investment Services and Truist Advisory Services. Bell is the founder of ROCSA, an initiative that assists small businesses in Washington, DC with fundraising efforts to support their operations and growth. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management using a fiduciary model.

Orlando Cruz Jr. is a financial advisor at Ameritas Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and 66 licenses and has worked at firms including ICMA-RC Services, PNC Investments, and MetLife Securities. He is based in Charlotte, NC. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charities, and businesses. The firm employs a range of investment strategies and platforms, incorporating both proprietary and third-party models, and offers services such as asset management, financial planning, and retirement plan advisory.

Christopher Connor is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Scottrade. Connor is based in Charlotte, 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, often serving clients with connections to TIAA-administered employer retirement plans. The firm separates standalone planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while providing a range of managed account programs.

Robert Stroup is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His career includes roles at Scott & Stringfellow, Inc. for 22 years, Bb&T Securities, LLC for 8 years, and Truist Investment Services since 2021. Truist Advisory Services offers 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 integrates traditional research with AI tools and provides ongoing client support through regular reviews and reporting.

Matthew Fortenberry is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Prudential-related firms, Wells Fargo Clearing Services, and AXA Advisors. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party asset managers and proprietary advisory models.

Mitchell Hodgkiss is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Morgan Keegan & Company, LLC prior to joining Ameriprise. He serves on the Board of Directors for the Pi Kappa Alpha KK Alumni Association. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a structured, non-discretionary process incorporating proprietary research and third-party data.