Kevin Burton is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining TIAA-CREF in 2023, he worked at Foreside Financial Services, Primark Capital, Alphastar Capital Management, and several other firms. Outside of his advisory work, he serves as an assistant high school football coach at the Community School of Davidson. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers a range of discretionary management options, including customized portfolios, and acts as adviser to a donor-advised fund.

Kiara Hackshaw Gary is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and three years of industry experience. She has been with Fifth Third Securities since 2022 and has prior experience at Fifth Third Bank, Bananas & Caviar, Rick Erwin's Dining Group, Ingles Market, and Johnson & Wales University. Outside of her advisory role, she is involved in a home-based pastry baking business in Statesville, NC. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by services such as direct indexing and tax-overlay, operating as a wholly owned subsidiary of Fifth Third Bank.

Brennon Hawkins is a financial advisor at Savant Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Exencial Wealth Advisors, Wells Fargo Bank, Wells Fargo Securities, and The Vanguard Group. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, and corporations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Joshua Kenyon is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs 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’s advisory model separates one-time planning services from ongoing discretionary management, offering both model and customized portfolio options under a fiduciary standard.

Travis Taylor is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and has 15 years of industry experience. He has worked at TIAA-CREF since 2013. Outside of his advisory role, he is involved in real estate investment activities, including co-managing an LLC focused on purchasing, renovating, and selling properties. TIAA-CREF provides financial planning and managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through various portfolio options.

David Weidmayer is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. He also operates Weidmayer Wealth Solutions, LLC, a firm he has led since 2014. Outside of his advisory work, he is the owner of Sun Towels of Indiana, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad platform that includes managed-account programs, third-party asset manager access, and retirement consulting services.

Thomas Murray is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Before joining TIAA-CREF, he worked at Principal Life Insurance Company and Principal Advised Services, where he provided one-on-one investment advice to retirement plan participants. TIAA-CREF’s Advice & Planning Services division offers financial planning and 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 combines point-in-time planning services with ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Shawn Ford is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing management through various managed account programs, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

Nicholas Orange is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Voya Financial Partners, Brighthouse Securities, and Alight Financial Solutions. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected through TIAA-administered employer retirement plans. The firm provides customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund.

Andersen Crowder is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to his financial services career, he was involved with Jia Asian Fusion and has experience connected to UNC Charlotte. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals associated with 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 discretionary portfolio management within a vertically integrated structure that includes affiliated funds.

Jeremy Robinson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with TIAA-CREF since 2012. 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 connected through TIAA-administered employer retirement plans. The firm provides distinct planning and management services and acts as adviser to a donor-advised fund, operating within a vertically integrated group that includes affiliated funds.

Matthew Haman is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA since 2018. His prior experience includes roles at Carolina Trust Federal Credit Union, Coastal Carolina University, and Lids-Hat World Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized options managed under client-approved investment policies.

Daniel Flory is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory services include both one-time planning and ongoing portfolio management, often utilizing model portfolios or customized strategies under fiduciary standards.

Catherine Nevels is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2012. Outside of her advisory role, she volunteers as a Girl Scout Troop Leader in Charlotte, NC. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals—often those connected to TIAA-administered retirement plans—as well as trusts, estates, and small retirement plans. The firm differentiates between one-time planning services and ongoing portfolio management, and it serves as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Jens Mueller is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with TIAA and TIAA-CREF since 2002. 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, often serving clients connected through TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund sponsored by Charityvest.

Nora Knox is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and possessing 11 years of industry experience. She worked at LPL Financial from 2011 to 2019 before joining TIAA-CREF and TIAA in 2019. TIAA-CREF Individual & Institutional Services, LLC offers 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, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, utilizing both model and customized portfolios under fiduciary standards.

David Hudson is a CFP® and ChFC® with 20 years of industry experience. He is currently an advisor at Citizens Securities, Inc., where he has worked since 2023. Prior to that, he spent 10 years at TIAA and TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory, brokerage, and insurance services. The firm’s advisory programs include a digital platform and managed accounts, alongside commission-based brokerage and other non-discretionary business.

Garen Kalender is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Nuveen Asset Management and Nuveen Securities. Outside the financial industry, Kalender owns and operates a jewelry business, Drive Jewelers, and a trading card resale business, The Card Syndicate. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a range of advisory services that include both model portfolio and customized management approaches.

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.