Jennifer Herzog is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and bringing 13 years of industry experience. She has been with TIAA-CREF since 2014. Outside of her advisory role, she works part-time as a Lyft driver. 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 employer retirement plan relationships. The firm separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated model.

Brandon Reeves is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 credential and has worked at Equitable Advisors LLC prior to joining TIAA-CREF. 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 employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time financial planning and ongoing portfolio management, using a fiduciary standard for its RIA services.

Kevin Burton is a financial advisor with TIAA-CREF, holding Series 65, 66, and 63 licenses and bringing 16 years of industry experience. His prior roles include positions at Foreside Financial Services, Primark Capital, and AlphaStar Capital Management. 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 offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios or customized solutions under fiduciary standards.

David Vespoli is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 22 years of industry experience. He has been with Stratos Wealth Partners since 2010 and has also worked with LPL Financial and Osaic Wealth Inc. Outside of advisory services, he is licensed to conduct the sale and servicing of fixed insurance products including annuities, term, universal, whole life, long-term care, disability, and health and dental insurances. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, serving over 24,000 clients through about 366 advisors. The firm offers a variety of portfolio management services and financial planning engagements using an open-architecture approach that incorporates external platforms and third-party manager programs.

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.

Alysha Humbert is a financial advisor with Principal Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors.com before joining Principal Securities and Principal Life Insurance Co. in 2020. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both adviser and promoter arrangements.

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 65 and Series 63 designations and previously worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of finance, he has experience in the food service industry, having been involved with Jia Asian Fusion for several years. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios.

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 with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. His background includes roles at Coastal Carolina University and Carolina Trust Federal Credit Union. 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 TIAA employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through customized and model portfolio options.

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.