Mark Hargrove is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 licenses with one year of industry experience. His prior work includes a decade at McCreary Modern and a year with Thrivent Financial and Thrivent Investment Management. 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 existing relationships through employer retirement plans. The firm provides point-in-time financial planning alongside ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Benjamin Beeson is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Principal Life Insurance Company, Wells Fargo Clearing, and New York Life Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and extensive inter-affiliate integration.

Charles Stegall is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors since 1999 and has longstanding affiliations with CP Advisory Services, Inc. and Guardian Life Insurance Company. Outside of his advisory work, he is a passive owner of an HVAC installation company and has invested in a resort development project in the Bahamas. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as securities-based lending and tax-harvesting.

Chason Trahan is a CFP®-certified financial advisor with nine years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He has worked with multiple firms including Carroll Financial, Cetera Advisor Networks LLC, Dixon Wells, and LPL Financial. Trahan serves as trustee, executor, and guardian for immediate family member estates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a network of hundreds of advisors. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

David Vogt is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and having three years of industry experience. His prior roles include positions at Rugged Science and Dickinson College, as well as involvement with Pro Skills Basketball. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing 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 within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory.

Devin Stamp is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at The Vanguard Group, LPL Financial, and several non-financial firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting through a network model supported by technology platforms and a range of advisory services.

Jerry Pettus is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked with TIAA-CREF since 2001. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals—often those with existing relationships through TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management, employs a fiduciary standard for its advisory services, and acts as adviser to a donor-advised fund through Charityvest.

Micah Parks is a Series 66 licensed financial advisor with three years of industry experience currently with TIAA-CREF in Charlotte, NC. Prior to joining TIAA-CREF, he worked at Vanguard Advisers and Vanguard Marketing Corporation and has held positions in various industries including DoorDash and automotive sales. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized investment solutions managed by dedicated portfolio managers.

Evan Jonas is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2015. Prior to his advisory career, he served in the North Carolina Air National Guard from 2010 to 2017. Outside of his professional work, he volunteers with a non-profit dance troupe that supports dance-related activities through fundraising efforts. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients linked to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management, operating within a vertically integrated group that uses affiliated funds and applies a fiduciary standard to its RIA services.

Frederic Kane is a financial advisor at First Citizens Investor Services, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial industry, he spent several years in educational roles at Coastal Carolina University, Campbell University, and Carolina Forest High School. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-focused process combining fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes and offers a variety of investment platforms and financial planning services.

Ernest Kiefer III is a CFP® with 18 years of industry experience, currently serving as an advisor at First Citizens Investor Services, Inc. in Charlotte, NC. He has been with First Citizens Investor Services since 2013. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing IAR-led assessments and a mix of fundamental, quantitative, and technical analysis to allocate assets.

Robert Holmes is a financial advisor with Primerica Advisors based in Charlotte, NC, holding the ChFC® and Series 63 designations and bringing 51 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance since 2013. Holmes serves as a board member of the Society of Financial Services Professionals. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of brokerage and advisory services along with financial and business consulting. The firm implements investment strategies through proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Samuel Askew is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at FedEx and held various roles including at the University of Connecticut and educational institutions. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with ties to TIAA employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of services including model portfolio management and customized portfolio solutions, operating within a vertically integrated structure that includes affiliated funds.

Harry Koutroumanis is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at CMI Packaging and Ruffalo Noel Levitz. Outside of his advisory work, he serves as a director for the Hellenic Performing Arts Foundation, which supports traditional Hellenic cultural arts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program through a combination of discretionary and non‑discretionary solutions.

Susan Barsnica is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Investments, Alight Financial Advisors, and Axa Advisors. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios, operating under a fiduciary standard with disclosure of potential conflicts related to affiliated funds and fee structures.

Benjamin Dobson is a financial advisor with Kestra Advisory who holds the Series 66 designation and has 20 years of industry experience. He has been with Kestra Advisory since 2016 and has also worked with Kestra Investment Services, LLC and Corporate Benefit Advisors. Outside of his advisory work, Dobson serves as a board member for the ACC Championship/Belk Bowl, supporting the selling of corporate packages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services that include fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, serving clients such as large institutional investors and sovereign wealth funds.

James Schatz is a financial advisor at TIAA-CREF with 26 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he is involved in property management as a managing member and part-owner of several rental property businesses. 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 connected through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, applying a fiduciary standard in its registered investment advisory services.

Mark Schrader is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has been with TIAA and TIAA-CREF since 2012, aside from one year not employed. 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 offers a range of advisory services including customized portfolio management and donor-advised fund advisement.

Andrew Sumallo is a ChFC® credentialed advisor with two years of industry experience, currently with Brookstone Capital Management LLC. He previously worked at Cardinal Advisors for nine years and Wells Fargo for two years. In addition to his advisory role, he works as an Insurance Advisor, providing consultations and sales for Medicare, long-term care, annuities, and life insurance. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Jessica Sexton is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has 17 years of industry experience and has worked at Independent Advisor Alliance and LPL Financial since 2014. She also contributes a few hours per month to various research firms outside of her primary roles. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm employs discretionary and non-discretionary portfolio management strategies, leveraging technology platforms and a network model supported by LPL Financial ownership.