Jeffrey Collins is a financial advisor with Primerica Advisors based in Charlotte, NC, holding a Series 66 license and 15 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Independent Advisor Alliance, LLC, and LPL Financial, LLC. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary and third-party manager platforms and supports accounts with features such as securities-based lending and tax harvesting.

Dennis Myers III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company of America since 2004. Myers also engages in insurance activities outside of Guardian-fixed annuities. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages assets through a combination of model portfolios and external strategists, supporting both discretionary and non-discretionary accounts.

Justin Popham is a Certified Financial Planner® at First Citizens Investor Services, Inc. with 12 years of industry experience. His previous roles include positions at Fisher Investments, Fidelity Brokerage Services, Charles Schwab, and E*TRADE. He is based in Charlotte, NC. 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-centered process incorporating fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Jason Mertz is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation advice, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Meghan Mclain is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a decade at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals, corporations, and institutions. The firm combines centralized investment resources with tailored client solutions and operates within a large integrated financial group providing diverse services and products.

Mary Davis is a financial advisor at Truist Advisory Services in Charlotte, NC, holding a Series 66 designation with three years of industry experience. Her prior work includes roles outside finance, such as at Tony Silvagni Surf School and Mecklenburg Park & Rec. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration that includes affiliated broker-dealer and bank sweep features.

Alexandria Haden is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and AIG Retirement Services. 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 with existing TIAA-administered employer retirement plans. The firm provides a fiduciary advisory model separating point-in-time planning from ongoing portfolio management, and also acts as an adviser to a donor-advised fund.

Chad Kupreanik is a CFP® and Series 66 licensed financial advisor with 26 years of industry experience. He has been with Janney Montgomery Scott since 2003. Outside of his advisory role, he serves as a board member for Javesca Feeds, a nonprofit focused on addressing hunger. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Ryan McCartney is a financial advisor at TIAA-CREF with a Series 66 designation and five years of industry experience. His prior work includes positions at Robinhood Financial, UBS Financial Services, Stifel, Nicolaus & Company, and Northwestern Mutual. He also worked at High Point University and Silver Point Beach Club in earlier roles. 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 financial planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Coty Consic is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Vanguard Advisers, Bank of America, and Merrill. His background also includes a role at Doordash and involvement with Wooden Robot Brewery. 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 employer retirement plan relationships. The firm operates within a vertically integrated advisory model that combines point-in-time planning with ongoing portfolio management under a fiduciary standard.

Robert Treff is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF 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 connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Ethan Cummings is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at Carolina Housing and Harris Teeter. 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of investment management options including model and customized portfolios and acts as adviser to a donor-advised fund.

Alfredo Negrete Abreu is a financial advisor with TIAA-CREF holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill, Bank of America, UBS Financial Services, and Fisher Investments. Outside of his advisory work, he has worked as a rideshare contractor for Uber Technologies. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected through employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of discretionary management options that include model portfolios and customized portfolios managed under client-approved investment policies.

Haley Brehm is a financial advisor with Rockefeller Financial LLC in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her background includes roles at Goldman Sachs & Co. LLC and Ayco. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

Joseph Norton is a CFP® with 22 years of experience in the financial services industry. He has worked at Creative Planning since 2021 and previously held roles at Alaris Acquisitions and The Vanguard Group. He is based in Charlotte, NC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

Kayla Stern is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Rover and TD Ameritrade. Outside of her advisory role, she owns an Etsy shop selling children's clothing. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals associated with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management through various managed account options.

James Baugh is a financial advisor with Truist Advisory Services holding a Series 66 designation and eight years of industry experience. His career includes prior roles at Wells Fargo Bank, Wells Fargo Clearing, J.P. Morgan Securities, and JPMorgan Chase Bank. Baugh is currently based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Clay Thompson is a financial advisor at Empower Advisory Group with 30 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His previous roles include positions at GWFS Equities, Inc. and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.

Christopher Horne is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with five years of industry experience. He has been with TIAA-CREF since 2020 and previously worked at SABIC from 2014 to 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and 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 offers both point-in-time financial planning and ongoing discretionary management using model or customized portfolios, operating within a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

Jacob Whitaker is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Waddell and Reed, and Target Corporation. Whitaker also serves as a soldier in the United States Army Reserve. 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 employer retirement plan relationships. The firm offers advisory services that combine one-time financial planning with ongoing portfolio management through model and customized portfolio options.