Michael Melvin is a financial advisor at TIAA-CREF with a Series 66 designation and two years of industry experience. Prior to joining TIAA-CREF, he worked at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. He is based in Charlotte, NC. 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 retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized and model-based solutions.

Sumakar Medikayala is a financial advisor at TIAA-CREF with the Series 66 designation and two years of industry experience. His prior work includes roles at North Carolina State University and the University of South Carolina. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected 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 planning and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that uses affiliated funds.

Ruth Dimmett is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and 11 years of industry experience. Her career includes multiple roles at TIAA-CREF and Alight Financial Solutions. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients with existing TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary account management, operating within a vertically integrated structure that includes affiliated funds and serves as adviser to a donor-advised fund.

Brittney Ruth Johnson is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. 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 employer retirement plan relationships. The firm combines point-in-time financial planning with ongoing portfolio management through model-based and customized strategies, operating within a vertically integrated structure that includes advisory services for donor-advised funds.

Kevin Battle is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 operates a fiduciary advisory model and manages portfolios through both model-based and customized strategies.

Cory Meckler is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he owns a vacation rental property managed by a rental company. 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 offers both point-in-time planning and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated group that uses affiliated funds.

Stuart Hansen 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 worked at TIAA and TIAA-CREF since 2004. 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 existing employer retirement plan relationships. The firm offers a fiduciary standard in its RIA services and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Lura Walton is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has been with TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm features a fiduciary advisory model that differentiates between one-time planning services and ongoing portfolio management, offering both model and customized investment options.

Richard Fiest is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Gregory Marks is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 2012. Prior to joining TIAA-CREF, he worked at Pride Mobility Products for 12 years. TIAA-CREF Individual & Institutional Services, LLC 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 corporate entities. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

Kevin Iobbi is a financial advisor with TIAA-CREF based in Charlotte, NC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Third Bridge and academic appointments at Hamilton College and Greenwich High School. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals, trusts, estates, and small retirement plans, offering financial planning and discretionary managed account programs through a fiduciary model that includes both model and customized portfolios.

Rahul Kashyap is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Merrill, LPL Financial, Fortune Investment Advisory, and the United Postal Service. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and smaller retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and donor-advised fund services.

Prabhvinder Kaur is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at TIAA-CREF since 2023, with prior roles at Financial Principles and Metcalfe and Associates. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to a donor-advised fund.

Robert Bogia is a financial advisor with Principal Financial Services in Cornelius, NC, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Wells Fargo and ongoing positions with Principal Life Insurance Company and Fulcrum Capital Partners. Outside of his advisory duties, he serves as president of his local homeowners association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, businesses, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under both advisory and promoter arrangements.

Ee Yang is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and 11 years of industry experience. Prior to joining TIAA-CREF, Yang worked at Members Trust Company and Credit Union Investment Services, among other firms. Outside of finance, Yang owns ProjectEM Co, a sole proprietorship focused on producing signs and laser goods, though activity in this business has been limited in recent years. 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 with existing relationships through TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing management, utilizing a fiduciary standard within a vertically integrated model that includes affiliated funds and donor-advised fund advisory services.

Diana Urichich is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 2016. Based in Charlotte, NC, she serves clients through these firms' financial planning and investment management services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities. The firm provides both model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Jeffrey Channell is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining TIAA-CREF in 2014, he worked at Allspring Funds Management, LLC and Edward Jones. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm offers both point-in-time planning and ongoing discretionary management through various managed account programs.

Travis Lecture is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and 11 years of industry experience. He worked at Fidelity Brokerage Services from 2014 to 2017 before joining TIAA-CREF. Outside of finance, Travis sells prints of his astrophotography through Artmill and an online Shopify store, and he assists with record-keeping for his wife's dance boutique, Grace and Pointe, LLC. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, using model portfolios or customized strategies under a fiduciary standard.

James Bailey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. He previously worked at Exencial Wealth Advisors, LLC, where he was an equity partner, and at Willingdon Wealth Management LLC. Outside of his advisory role, Mr. Bailey is involved in managing rental properties with his wife. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, and institutional clients. The firm combines evidence-based asset allocation with actively managed strategies and benefits from extensive in-house capabilities supported by a large advisor base.

Aidan Mabunga is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Equitable Advisors. Mabunga is also associated with various organizations including the Charlotte Country Club and Project Destined. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and entities, often serving clients with existing employer retirement plan relationships, and operates within a vertically integrated advisory model that includes customized portfolio management and donor-advised fund services.