Kevin Phinney is a CFP® professional with 12 years of industry experience, currently serving with Principal Financial Services. His prior roles include positions at Fulcrum Capital Partners and Foresters Financial Services. He is active as the president of a local BNI chapter, where he oversees meetings and the executive team. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes financial planning and access to third-party money manager asset allocation and separately managed account solutions through advisory and promoter arrangements.

Edward Tyree III is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and Eudaimonia Partners, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers various portfolio management and consulting services, utilizing multiple program structures and technology tools, with a focus on centralized due diligence and ongoing monitoring of third-party managers.

Anna Carson is a Series 66-licensed financial advisor with eight years of industry experience. She currently works at TIAA-CREF and has previously held roles at Williamson Wealth Group, Raymond James Financial Services, Allspring Funds Management, and Wells Capital Management. 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 planning services and ongoing discretionary management using model and customized portfolios, and it also acts as adviser to a donor-advised fund.

Brandon Walker is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing management through model and customized portfolios.

William London is a financial advisor with TIAA-CREF in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, all with TIAA-CREF since 1994. 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 also advises a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Timmothy Nootz is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with TIAA-CREF since 2017, following a year at Financial Engines and a year as a consultant. 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 relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including customized portfolio management and acts as adviser to a donor-advised fund.

Turner Schroll is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Harrisdirect LLC, E*TRADE Securities LLC, E*TRADE Capital Management LLC, and AXA Advisors, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals—often those connected with TIAA-administered retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

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 eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and STIFEL. Outside of her advisory role, Haisch is an independent contractor for a retail online store on Poshmark. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, and brokerage services.

Keith Taylor is a financial advisor with Primerica Advisors based in Charlotte, NC. He holds the ChFC® designation and the Series 66 license, and has 25 years of industry experience. He has worked at Park Avenue Securities since 2000. Outside of his advisory work, he teaches pickleball part-time in Charlotte. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Daniel Worley is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Edward Jones, E*TRADE Securities, E*TRADE Capital Management, and Harrisdirect, along with service in the U.S. Army National Guard. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management with customized and model 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 at TIAA-CREF with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously with Mecklenburg County DSS, Queens University of Charlotte, and Atrium Health/Carolinas Healthcare System. Outside of advising, she is the owner of Gemway Farms, LLC, a seasonal produce and gardening consulting business, and a manager/secretary of Golden Grove Investments, a family-owned savings account used for future real estate investment. 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 connected to TIAA-administered employer retirement plans. The firm provides a range of advisory services, including model-based and customized portfolios, and acts as adviser to the TIAA Donor Advised Fund.

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 at PNC Wealth Management with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at E*TRADE Capital Management LLC and AXA Advisors, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements portfolios with mutual funds and ETFs.

Barbara Bridges is a financial advisor at First Citizens Investor Services, Inc. with seven years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Bank of America, N.A. for 21 years. Bridges 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 emphasizes IAR-led financial assessments and employs a mix of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Jonathan Westbrook is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked in various roles within the Truist organization since 2019. Prior to joining Truist, he worked at Jimmy Johns and James Madison University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms, to deliver investment solutions and fiduciary support.

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.