Kristopher Hyland 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 predecessor entities since 2012, with a brief interval working outside the firm and at Digital Intelligence Systems, LLC in 2021. 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 connected through employer retirement plans. The firm offers a combination of point-in-time financial planning and ongoing portfolio management under a fiduciary standard, and acts as adviser to the TIAA Donor Advised Fund.

Bryce Blanton is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2021. Prior to joining TIAA-CREF, he held roles at Bonobos and the Office of Family and Community Engagement. 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 TIAA retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, employing a fiduciary standard across its RIA services.

Jonquil Funderburk is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. She has been with TIAA-CREF since 2004. Outside of her advisory role, Funderburk is co-owner of a transportation service that delivers non-perishable and dry goods via box truck. 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 separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Michael Hitch is a financial advisor at TIAA-CREF with 24 years of industry experience. He has been with TIAA-CREF and TIAA since 2005 and holds Series 63 and Series 65 licenses. 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 TIAA-administered retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios, and it acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Myla Cho is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 designation and has worked at Vanguard Advisers, JP Morgan Chase & Co, and several other firms prior to joining TIAA-CREF. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and separate 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 distinguishes itself by combining point-in-time planning with ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.

Scott Paul is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation. Prior to joining the financial services industry, he worked for the Carolina Panthers for 25 years. 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, offering a combination of model and customized portfolio management under a fiduciary standard.

Afi Douhadji is a financial advisor at TIAA-CREF with a Series 66 designation and two years of industry experience. Prior to joining TIAA in 2023, Douhadji held roles at several firms including Equitable Advisors and Peace of Mind Wealth Management, and has a background in home health care and medical transport services. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs, serving individuals with connections to TIAA employer retirement plans as well as trusts, estates, and small retirement plans. The firm’s advisory services include both one-time financial planning and ongoing portfolio management under a fiduciary standard, with access to model and customized portfolios.

Thomas Wolf is a financial advisor with TIAA-CREF in Charlotte, NC, holding the Series 63, Series 65, and Series 66 designations and bringing 24 years of industry experience. He has been with TIAA-CREF since 2010. 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 to TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure and provides services under a fiduciary standard, including acting as adviser to a donor-advised fund.

Beverly Caldwell is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2013. 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, frequently 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, acting as adviser to a donor-advised fund and operating within a vertically integrated group that utilizes affiliated funds.

Jacob Daubenmire is a financial advisor at TIAA-CREF with a Series 66 designation and two years of industry experience. Prior to joining TIAA in 2025, he worked at Equitable Advisors, LLC. His background includes roles outside finance, such as involvement with InFront Roofing and employment at Lowe’s and Olive Garden. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both one-time planning services and ongoing portfolio management under a fiduciary standard, with an advisory model that includes customized and model-based portfolios.

Erica Damato is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF and TIAA since 2017, following four years at The Prudential Insurance Company of America and Pruco Securities LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides separate broker-dealer services and acts as adviser to donor-advised funds, operating within a vertically integrated group that uses affiliated funds and applies a fiduciary standard to its RIA services.

Carla Sims is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior work includes roles at PNC Financial Services Group and JP Morgan Chase & Co. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management, utilizing model and customized portfolios within a vertically integrated investment platform.

Dylan Coe is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Wells Fargo Clearing Services and Mass Mutual. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Michael Bellavia is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Truist Advisory Services, Bb&T Securities, and Bb&T Investment Services. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

William Harris is a financial advisor with Guardian Life and holds a Series 66 designation. He has 21 years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2004. Harris also operates Consolidated Planning Inc., through which he sells life and long-term care insurance products from companies other than Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management and model-based strategies, combining proprietary and third-party platforms to tailor client relationships across a range of financial planning and consulting services.

William Bayles is a financial advisor at TIAA-CREF with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments and UBS Financial Services. Bayles has also been involved with TEAM Charlotte Swimming. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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’s advisory model distinguishes between one-time planning services and ongoing discretionary management, using a combination of model and customized portfolios.

Kawii Jayjay is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 66 and Series 63 designations and has worked at several firms, including The Vanguard Group and First Citizens Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through both point-in-time planning and optional managed account solutions.

Jaylen Gentry is a financial advisor with TIAA-CREF based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining TIAA-CREF in 2023, he worked at New York Life Insurance Company and Correlation One, and spent seven years at Carmax. 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 TIAA-administered retirement relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, using both model and customized portfolios.

Natalie Nesbit is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has worked at TIAA-CREF and TIAA since 2012, with prior experience at The Motley Fool, LLC, and UBS Financial Services. 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 connected to TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning services from ongoing discretionary management and includes acting as adviser to a donor-advised fund within a vertically integrated firm structure.

Matthew Stork is a financial advisor with TIAA-CREF based in Charlotte, NC, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior roles include positions at First Citizens Bank, Wells Fargo, and Principal Securities. Before entering financial services, he worked six years at American Airlines. 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 offers both point-in-time planning and ongoing portfolio management, serving clients often connected through TIAA-administered employer retirement plans.