Ramona Burris is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked with Truist Advisory Services and affiliated companies since 2019, including BB&T Investments and BB&T Securities. Outside of her advisory role, she owns a rental property in Charlotte. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, and charitable organizations, utilizing both traditional research and AI-enabled tools to support its investment offerings.

Thomas Schauder is a CFP®-certified financial advisor with six years of industry experience, currently with Truist Advisory Services. His prior experience includes roles at Truist Wealth and Poterack Capital Advisory. Outside of his advisory work, he is involved in leasing and maintaining rental property in Charlotte, NC. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support investment decisions and provides ongoing client reviews and reporting.

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 with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 designations and bringing eight years of industry experience. His prior roles include positions at PNC Investments and The Vanguard Group, Inc. Outside of finance, he is a part owner of an online clothing store, Amansie Strategic LLC. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support its advisory services and leverages its affiliation with Truist Financial to provide integrated banking and brokerage solutions.

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.

Duane Frye is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at The Vanguard Group, Stericycle Inc., and Allstate. 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 employer retirement plan relationships. The firm acts as adviser to a donor-advised fund and offers a range of advisory services within a vertically integrated structure.

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. in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with First Citizens Bank and its affiliated investment services firm since 2016. Outside of his advisory role, Park serves on the board of United Cerebral Palsy, a nonprofit organization providing care and support for individuals with disabilities. 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 businesses. The firm offers portfolio management, wrap programs, model portfolios, an automated investing platform, tax-aware services, and financial planning, employing a client-centered approach based on fundamental, quantitative, and technical analysis.

Emmaline Crawford is a financial advisor at TIAA-CREF with six years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Vanguard Advisers, Inc., Brighthouse Financial, Wells Fargo, and self-employment. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory model separates planning services from ongoing portfolio management and includes services such as donor-advised fund advisory within a vertically integrated structure.

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 at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and previously worked at Deutsche Bank for 11 years, followed by roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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 employs a combination of traditional research and AI-enabled tools to support its advisory process and coordinates with Envestnet platforms for manager selection and retirement plan services.

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.

Jack Heil is a financial advisor with PlanMember Securities Corporation in Charlotte, NC, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has worked at Lombard Advisers Incorporated, Lombard Securities Incorporated, and H.D. Vest Advisory and Investment Services, and has been self-employed since 2013. Heil is also a CPA and provides tax preparation and accounting services through his own practice. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and provides education, support services, and personalized retirement planning.

Amos Randall III is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. He has worked at TIAA-CREF since 2017 and has prior experience at Wells Fargo and in academic positions at Auburn University and FIT Statesboro. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options.

Arden Pegelow 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, Arden worked with the Universal Cheerleaders Association/Varsity Spirit and has experience in the hospitality industry as a server at Red Rocks Cafe. Arden also volunteers as a Community Ambassador for Ronald McDonald House Charities, participating in outreach and fundraising events. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management through various managed account programs.

Sarah Mcmillian is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing for a decade. Outside of her advisory role, she co-owns farmland that is rented for crop harvesting. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse clientele, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI tools and offers ongoing client reviews and reporting, operating as part of the broader Truist Financial network.