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.

Stuart Hansen is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at TIAA and TIAA-CREF since 2004. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers a fiduciary standard in its RIA services and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Lura Walton is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has been with TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm features a fiduciary advisory model that differentiates between one-time planning services and ongoing portfolio management, offering both model and customized investment options.

Richard Fiest is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds 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, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Gregory Marks is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 2012. Prior to joining TIAA-CREF, he worked at Pride Mobility Products for 12 years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

Kevin Iobbi is a financial advisor with TIAA-CREF based in Charlotte, NC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Third Bridge and academic appointments at Hamilton College and Greenwich High School. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals, trusts, estates, and small retirement plans, offering financial planning and discretionary managed account programs through a fiduciary model that includes both model and customized portfolios.

Rahul Kashyap is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Merrill, LPL Financial, Fortune Investment Advisory, and the United Postal Service. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and smaller retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and donor-advised fund services.

Prabhvinder Kaur is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at TIAA-CREF since 2023, with prior roles at Financial Principles and Metcalfe and Associates. 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, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to a donor-advised fund.

Robert Bogia is a financial advisor with Principal Financial Services in Cornelius, NC, holding a Series 66 designation and nine years of industry experience. He has worked with Fulcrum Capital Partners since 2018 and has been affiliated with Principal Securities Inc. since 2017. Outside of his advisory role, Bogia serves as president of his homeowners association and operates an LLC for tax purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm’s advisory offerings include financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct adviser and promoter arrangements.

Ee Yang is a financial advisor at TIAA-CREF with 11 years of industry experience. He has held roles at Members Trust Company, Credit Union Investment Services, SeCU Brokerage Services, SeCU Life Insurance Company, and the State Employees' Credit Union. Outside of his advisory work, Ee Yang owns a sole proprietorship, ProjectEM Co, which produces signs and laser goods. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients connected through TIAA-administered employer retirement plans. The firm combines one-time planning with ongoing portfolio management using both model and customized strategies.

Diana Urichich is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 2016. Based in Charlotte, NC, she serves clients through these firms' financial planning and investment management services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities. The firm provides both model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Jeffrey Channell is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. He is based in Charlotte, NC. 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 with existing TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model-based and customized strategies.

Travis Lecture is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and 11 years of industry experience. He worked at Fidelity Brokerage Services from 2014 to 2017 before joining TIAA-CREF. Outside of finance, Travis sells prints of his astrophotography through Artmill and an online Shopify store, and he assists with record-keeping for his wife's dance boutique, Grace and Pointe, LLC. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, using model portfolios or customized strategies under a fiduciary standard.

James Bailey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. He previously worked at Exencial Wealth Advisors, LLC, where he was an equity partner, and at Willingdon Wealth Management LLC. Outside of his advisory role, Mr. Bailey is involved in managing rental properties with his wife. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, and institutional clients. The firm combines evidence-based asset allocation with actively managed strategies and benefits from extensive in-house capabilities supported by a large advisor base.

Aidan Mabunga is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Equitable Advisors. Mabunga has a varied background including roles outside finance, such as positions at restaurants and community organizations in Charlotte, NC. 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 trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through custom and model-based strategies within a vertically integrated structure.

Maria Luoni is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63, 65, and 66 licenses with 29 years of industry experience. She has previously worked at Morgan Stanley and Tru Independence Asset Management, LLC, among other firms. Luoni is also involved with YellowWood Wealth Solutions in an associate wealth solutions role. 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, frequently serving clients with existing TIAA-administered retirement plan relationships. The firm combines point-in-time planning with ongoing discretionary management, utilizing both model and customized portfolios, and acts as adviser to a donor-advised fund within a vertically integrated structure.

Makeda Smith is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has worked at TIAA and TIAA-CREF since 2005. Outside of her advisory role, she is also a landlord. 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 relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios, applying a fiduciary standard across its RIA services.

Jaime Myers is a financial advisor at TIAA-CREF with 17 years of industry experience. They hold a Series 66 credential and have previously worked at Nuveen Securities, LLC, MassMutual, and LPL Financial Corporation. Outside of their advisory role, Myers serves as President of the American Legion Auxiliary Unit 321, organizing fundraising and volunteer efforts to support veterans and active military and first responders, and as President of the Organized Chaos Dragon Boat Club in Charlotte, NC. TIAA-CREF Individual & Institutional Services, LLC offers 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 provides model and customized portfolios under a fiduciary standard and acts as an adviser to the TIAA Donor Advised Fund.