Jeanna Blair is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her career includes extensive tenure with Truist firms and their predecessors, spanning various roles in investment services and securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled research tools alongside traditional analysis to support its investment offerings.

Gordon Mattocks III is a financial advisor at Janney Montgomery Scott in Charlotte, NC, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 20 years before joining Janney Montgomery Scott in 2025. 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 a range of brokerage services, financial planning, and advisory programs.

Shawna Minervini is a financial advisor at Primerica Advisors with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and MassMutual. Outside of advising, she is also a licensed real estate broker with Farms & Estates Realty. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Douglas Ornstein is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and having 11 years of industry experience. He has been with TIAA and its related entities since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected to TIAA-administered employer retirement plans—as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.

Steven Boner is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. He is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a network of advisors and diverse program offerings. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.

Ramona Burris is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Truist Advisory Services and its affiliated firms since 2012, including roles at BB&T Investments and BB&T Securities. Outside of her advisory work, she is a homeowner who manages a rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Thomas Schauder is a CFP® professional with six years of industry experience currently serving at Truist Advisory Services. He has worked with Truist Wealth and Poterack Capital Advisory in the past. Based in Charlotte, NC, he also manages a rental property outside of his advisory role. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled research tools alongside traditional methods to support its investment strategies.

Ronald Myers is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes roles at Project Management Institute, Truist Advisory Services, Wells Fargo Clearing Services, and New York Life Insurance Company, alongside two prior tenures at TIAA-CREF/TIAA totaling 12 years. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, particularly serving clients with existing TIAA employer retirement plan relationships. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Samuel Opoku Agyemang is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Truist Investment Services, PNC Investments, and The Vanguard Group. Outside of advising, he is a part owner of an online clothing store where he monitors sales and shipping. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that relies on discretionary and non-discretionary approaches, supplemented by AI-enabled research tools and inter-affiliate integration.

Mac Kowaleski is a financial advisor at Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. He has worked with firms including Hamilton Henry Wealth Strategies LLC, NYLIFE Securities LLC, and New York Life. Kowaleski previously owned a raw materials sales business, which is now dormant. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm employs multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Mitchell is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining Rockefeller Financial in 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Christopher Holden is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2012. 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 serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Joron Howey is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he is an owner of several LLCs associated with rental properties. 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 employer retirement plan relationships. The firm’s advisory model distinguishes between one-time financial planning services and ongoing managed account programs, with portfolios ranging from model-based to customized solutions managed under client-approved investment policies.

Dharmik Vasavada is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at HSBC Securities, PNC Investments, Bank of America, Merrill, and TIAA. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management under a fiduciary standard.

Stephen Park is a financial advisor with First Citizens Investor Services, Inc. based in Charlotte, NC, holding the Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with First Citizens Bank and its Investor Services division since 2016. Outside of his advisory work, he serves as a board member for United Cerebral Palsy, a nonprofit supporting individuals with disabilities. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s approach involves client assessments led by investment advisor representatives, utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Emmaline Crawford is a financial advisor at TIAA-CREF with six years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Vanguard and Brighthouse Financial. 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 connected to TIAA-administered employer retirement plans. The firm offers a range of investment management options, including model portfolios and customized portfolios managed under client-approved investment policies.

Kyle Durkin is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF and related entities since 2020. Prior to his financial services career, he worked at the University of Central Florida and Atlantic Coast High School. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Dennis Riegraf is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Deutsche Bank, where he worked for over a decade. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients, utilizing a combination of discretionary and non-discretionary management supported by AI-enabled research and a comprehensive manager-selection program.

Mark Capecci is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. His work history includes six years at LPL Financial and prior roles at the University of Alabama and ClubUp. Independent Advisor Alliance serves a broad client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management strategies, supported by technology platforms and a network model that integrates LPL Financial brokerage services and third-party estate-planning resources.

David Hampton is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. He holds Series 63 and Series 65 licenses and has four years of industry experience, including roles at Wells Fargo and JPMorgan Chase. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities with advisory and brokerage services. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis to portfolio management across various asset classes.