Kyle Thomas is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Bank of America and Merrill from 2014 to 2023. Kyle also operates Founders Private Wealth, LLC, an investment advisory business affiliated with his current firm. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm combines discretionary and non-discretionary portfolio management with a technology-driven approach and maintains a unique network model supported by its partial ownership by LPL Financial.

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.

Derek Smith is a financial advisor with Principal Financial Services in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Principal Securities Inc since 1993 and with PRINCIPAL LIFE INSURANCE COMPANY since 1998, and he founded Smith Financial Corporation in 2008. He serves as a board member at large for the South Cove Homeowners' Association. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 66 and Series 63 licenses and five years of industry experience. Her prior roles include positions at PNC Financial Services Group and JP Morgan Chase & Co. 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 planning and ongoing discretionary management through various managed account options, operating under a fiduciary standard and within a vertically integrated group that includes affiliated funds.

John Godfrey Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and having 21 years of industry experience. His prior roles include positions at LPL Financial and Cornerstone Wealth. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Bruce Putnam is a financial advisor at Independent Advisor Alliance, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2011 and Cornerstone Financial Advisors from 2011 to 2018. Beyond his advisory role, he has been involved in mortgage and real estate services and acts as an agent for fixed insurance products. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting through a network of advisory representatives utilizing discretionary and non-discretionary portfolio management strategies, supported by technology platforms and a governance model that integrates supervised advisors, sub-advisors, and third-party managers.

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.

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.

William Magill is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and eight years of industry experience. He previously worked at Edward Jones for four years and has been with both Private Advisor Group and LPL Financial since 2023. Outside of his advisory role, he has worked as an Uber driver and is employed by Primal Brewery. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based model that utilizes both proprietary and third-party strategies and technology platforms.

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 at TIAA-CREF with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services and The Motley Fool, LLC. Nesbit is based in Charlotte, NC. 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 retirement plans and offers both model-based and customized portfolio management under a fiduciary standard.

Matthew Stork is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 licenses and having four years of industry experience. His prior roles include positions at First Citizens Bank, Wells Fargo, and Principal Securities. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as adviser to the TIAA Donor Advised Fund.

Robert Keith is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations with 12 years of industry experience. He has been with TIAA and TIAA-CREF continuously since 2014. 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 employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model differentiates between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolios.

Jordan Mc Elmurry is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with TIAA‑CREF and its affiliated entities since 2016. 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 with existing employer retirement plan relationships. The firm operates a fiduciary advisory model that separates one-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund.

Matthew Orf is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63, 65, and 66 credentials and bringing 27 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with connections to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

Frank Braswell III is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with TIAA-CREF since 2011. Outside of his advisory role, he serves as a soccer referee in the local community. 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 with TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Devin Neptune is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC, holding a Series 66 designation. Devin has been with TIAA-CREF since 2023 and has prior experience in education at The University of North Carolina at Charlotte and regional schools. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management using both model and customized investment strategies.