Mario Mc Gee Jr. is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Florida Financial Advisors and Live Oak Bank. Outside of his financial career, he performs as a dancer and entertainer for the Charlotte Hornets during scheduled game days. TIAA-CREF’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 with pre-existing employer retirement plan relationships. The firm provides both point-in-time planning services and ongoing portfolio management, operating under a fiduciary standard and utilizing model and customized portfolios.

William Leak Jr. is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2004. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory services include both point-in-time financial plans and ongoing portfolio management, utilizing model and customized portfolios within a fiduciary framework.

Travis Steinacher is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with TIAA-CREF since 2016. 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 connected through 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.

Chun Yin Lau is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has been with TIAA-CREF since 2015. Outside of advising, Lau is a rental property owner. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs 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 management through model and customized portfolios, applying a fiduciary standard within a vertically integrated advisory model.

Rodney Hager is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds a Series 66 designation and previously worked at Synergy Investment Group LLC and Sterne Agee Asset Management, Inc. in addition to his current role at TIAA-CREF since 2019. Outside of his advisory work, he is a licensed real estate broker in North Carolina. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm’s advisory model includes point-in-time planning and ongoing management through model and customized portfolios.

Jonathan Lutin is a financial advisor with TIAA-CREF based in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has been with TIAA-CREF since 2014. 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 with existing ties to TIAA-administered retirement plans. The firm operates a fiduciary advisory model that separates one-time planning from ongoing portfolio management using model or customized portfolios and also advises a donor-advised fund sponsored by Charityvest.

Joseph Siarzynski is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with TIAA and its affiliate firms since 2003. 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 uses a fiduciary standard for its registered investment advisory services and provides access to both model and customized portfolio management.

Elliot Otelsberg is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with TIAA-CREF and its predecessors since 2010. Outside of his advisory role, he manages several rental properties. 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 various institutional clients. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.

Robert Stevens is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he owns a rental property that is managed by a property management company. 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 with existing ties to TIAA-administered employer retirement plans. The firm provides a range of advisory services, including model portfolio management and customized portfolios under a fiduciary standard.

Robert Meek is a financial advisor at TIAA-CREF with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. 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, using model portfolios or customized portfolios managed under client-approved investment policies.

Matthew Motelson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior work includes roles at HSBC Bank USA and HSBC Securities from 2014 to 2023. 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 through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Bradley Stojetz is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Prior to joining TIAA-CREF, he worked at the University of South Carolina and was involved with the YMCA. 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 financial planning and ongoing portfolio management under a fiduciary standard.

Reginald James is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 26 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, utilizing both model and customized portfolios under a fiduciary standard.

John Hinds is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2012. Outside of his advisory role, he serves as a board member of J.J Designs Inc., a company marketing a cup holder product called "The Fence Buddy" targeted at youth baseball and softball teams. 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 with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing both model and customized portfolios.

Nicholas Cappadora is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he coaches youth soccer for the Charlotte Independence Soccer Club and works as a service advisor for a mobile mechanic service. TIAA-CREF’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 relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Michael Krawczyk is a financial advisor at TIAA-CREF in Charlotte, NC, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2017. 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 retirement plan relationships through TIAA. The firm offers both point-in-time financial planning and ongoing portfolio management utilizing model and customized portfolios within a vertically integrated structure.

Alhamisi Simms is a CFP® with seven years of industry experience, currently serving as a financial advisor at TIAA-CREF. He has been with TIAA since 2006 and joined the TIAA-CREF Advice & Planning Services division in 2025. 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. The firm separates one-time planning services from ongoing discretionary management and operates within a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

Martin Vestel is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Colorado Financial Service Corporation and Barbizon Light of the Rockies. He is also a licensed notary public. 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 distinguishes between point-in-time planning services and ongoing discretionary management, utilizing model or customized portfolios under fiduciary standards.

Kyle Pope is a financial advisor with TIAA-CREF based in Charlotte, NC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals and various entities, often serving clients connected through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund while using a vertically integrated investment model.

Willie Ferguson is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2003. Outside of his financial career, he is involved as a car wholesaler and works occasionally as an independent actor and model. TIAA-CREF Individual & Institutional Services 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 to TIAA employer retirement plans and offers tailored portfolio management alongside point-in-time planning services.