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 based in Charlotte, NC. She holds Series 63 and Series 66 licenses and has 17 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Harrisdirect LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

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.

Andersen Crowder is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining TIAA-CREF, he worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. He has also been involved with Jia Asian Fusion over multiple periods. TIAA-CREF Individual & Institutional Services 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 a combination of point-in-time planning services and ongoing portfolio management utilizing model and customized portfolio strategies.

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 65 and Series 63 licenses and eight years of industry experience. His prior work includes roles at Carolina Trust Federal Credit Union, Coastal Carolina University, and Lids-Hat World Inc. TIAA-CREF Individual & Institutional Services offers 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 provides a range of advisory services, including model portfolio management and customized portfolios under a fiduciary standard.

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.

Daniel Finnerty is a financial advisor with Osaic Advisory Services, LLC, holding the Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Kingsbury Capital, Inc., Kingsbury Capital Investment Advisors LLC, and SW Financial prior to joining Osaic Wealth in 2026. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth fund clients. The firm offers a variety of managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing a range of investment strategies and platform relationships that differentiate its operating model.

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.

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.