Cameron Mc Kee is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and has worked previously at Principal Life Insurance Company, Guardian Life Insurance, and Northwestern Mutual, among other firms. Mc Kee is a member of the UNC Charlotte GOLD Alumni Committee and serves on the board of directors for Effort to Impact, a nonprofit organization. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard within a vertically integrated group that includes affiliated funds.

Joseph Allocca is a financial advisor with TIAA-CREF holding a Series 66 designation and two years of industry experience. His prior roles include positions at UBS Financial Services and Vanguard Advisers. He has worked in both advisory and marketing capacities within the financial services sector. 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 connections to TIAA-administered employer retirement plans. The firm offers a range of advisory services including customized portfolio management and acts as adviser to a donor-advised fund.

Stephen Hogan is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA since 2003 and holds Series 63 and Series 66 licenses. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model-based and customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Michael Davis is a financial advisor at &Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Davis is involved in several business ventures, including co-owning a coffee café franchise and participating as an investment team member for the United Methodist Foundation of Western North Carolina. &Partners serves individual and institutional clients with investment management, financial and tax planning, and retirement-plan advisory services. The firm employs a range of strategies including fundamental, technical, and quantitative analysis, offering both discretionary and non-discretionary portfolio management through its Envestnet platform.

Antonio Porretta is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations, and has 26 years of industry experience. He has worked with Independent Advisor Alliance since 2014 and has also been affiliated with LPL Financial since 2011. Outside of his advisory role, he is involved in youth soccer as a coach with the Charlotte Eagles Soccer Club and Charlotte Soccer Academy. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model with independent advisory representatives and offers services through discretionary and non-discretionary portfolio management, leveraging technology platforms and third-party resources.

Matthew Hatfield is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 designation and previously worked at Park Ave Securities and Guardian before joining TIAA in 2017. Outside of finance, he performs as a musician in live venues and serves as Vice President of the Virginia Tech Alumni Association's Charlotte chapter, where he helps organize charity events. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory approach distinguishes between one-time planning services and ongoing portfolio management under a fiduciary standard.

Levi Perry is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at TIAA-CREF since 2022, following prior roles including a year at Equitable Advisors. Outside of finance, he writes weekly articles on Magic: The Gathering for COOLSTUFFINC and EDHREC. 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 ties to TIAA-administered employer retirement plans. The firm separates financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Kevin Lattimore is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various SunTrust entities since 2016. Outside of his advisory role, he serves on the board of directors for the Charlotte Alumni Chapter of Kappa Alpha Psi Fraternity, Inc., and is involved in producing family-friendly entertainment through My Time Entertainment LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

John Dorothy Jr. is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at TIAA-CREF since 2018. Prior to that, he spent four years at State Farm. 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 relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Pamela Montgomery is a financial advisor at TIAA-CREF with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA-CREF and its related entities since 2001, including a 20-year tenure at TIAA-CREF Individual & Institutional Services. Her prior roles include positions at Vanguard Marketing Corporation and LPL Financial. 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 trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through various managed account programs and acts as adviser to a donor-advised fund.

James Dashner is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2012. Outside of his advisory role, he owns a rental property. 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 both point-in-time planning and ongoing portfolio management, including customized and model-based options, and acts as adviser to a donor-advised fund.

Charles Anthony III is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with TIAA and TIAA-CREF since 2014. Outside of his advisory work, he owns Arestare LLC, a side business focused on renovating residential homes for resale. 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 to TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure offering customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund.

Joseph Caporusso is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation. His prior work includes roles at Truist Advisory Services, Bank of America, Merrill, and Wintrust Life. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management with a fiduciary standard, utilizing model and customized portfolios.

Tahuna Kidd is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role at TIAA-CREF since 2021, she worked at Alight Financial Solutions and Alight Financial Advisors from 2018 to 2021, and previously served at TIAA from 2001 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated group that includes advisory services to a donor-advised fund.

Casey Gray is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2010. 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 through employer retirement plans administered by TIAA. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to a donor-advised fund.

Dasha Coleman is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and three years of industry experience. She previously worked at First Citizens Investor Services, Vanguard Marketing Corporation, and Gaston County Government. Outside of her advisory role, she is contracted with Uber Eats and DoorDash for delivery services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Patrick Kilcoyne is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with TIAA-CREF, where he has worked since 2024. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Joseph Tieber Jr. is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior firms include Morgan Stanley, E*TRADE Capital Management, and Alight Financial Advisors, along with a long tenure at TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm’s model differentiates planning from ongoing portfolio management and acts as adviser to a donor-advised fund.

Andrew Gradus II is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 66 and Series 63 credentials with 23 years of industry experience. His prior roles include positions at Adhesion Wealth and Nuveen Securities, as well as a long tenure at TIAA dating back to 2004. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

Gregory Morris is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with TIAA-CREF and TIAA 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, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.