Christopher Wittekind is a financial advisor at TIAA-CREF with 10 years of industry experience. He has held positions at TIAA-CREF and Century Securities Inc. His credentials include Series 63 and Series 66 licenses. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides distinct planning and management services and acts as adviser to the TIAA Donor Advised Fund.

Geoffrey Rowland is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA since 2001. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected through TIAA-administered employer retirement plans—as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also serves as investment adviser to the TIAA Donor Advised Fund and operates within a vertically integrated group offering affiliated funds.

Alon Argov is a financial advisor with TIAA-CREF, holding a Series 66 designation and 23 years of industry experience. He has been with TIAA-CREF since 2007. 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 offers distinct planning and management services, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

John Kirwan is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His career includes roles at Carolina Motorsports MGT. LLC and Carolina Sports Officials. Outside the financial sector, he has worked part-time as a CDL driver for SFL Transportation. United Planners Financial Services is a national wealth-management firm serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through independent advisors. The firm utilizes a combination of custodians, third-party money managers, and platform programs, managing approximately $12.77 billion in assets with a predominantly non-discretionary approach.

Khadijah Randall is a financial advisor at TIAA-CREF with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with TIAA-CREF since 2003. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA‑administered retirement plans, as well as trusts, estates, and corporate entities. The firm’s advisory model separates one-time financial planning from ongoing discretionary management and includes acting as adviser to a donor-advised fund.

Terrence Teele is a financial advisor at TIAA-CREF with 19 years of industry experience and holds a Series 66 designation. His career includes long-term tenure at TIAA-CREF as well as positions at Fidelity Investments, Wells Fargo, and LPL Financial. Outside of advising, he is involved in several activities including owning a men's grooming cosmetics business, working as a DJ, consulting in business operations and leadership development, and personal food delivery services. 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 those with existing employer retirement plan relationships. The firm separates point-in-time financial planning from ongoing discretionary account management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Daniel Lewis is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at Bank of America, Merrill, and Lewis Financial Management, LLC, as well as experience in education both domestically and internationally. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a fiduciary standard for its RIA services and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Julian Armstrong is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Vanguard Advisers and Vanguard Marketing Corporation. 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 connected through employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard applied depending on the service.

Michael Fitzgerald is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Eagle Strategies since 2017. Fitzgerald also operates under the Parker Financial Group and Parker Financial and Insurance Solutions names, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Christopher Travis is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo, Bank of America, Merrill, and Robinhood Markets. 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 pre-existing employer retirement plan relationships. The firm distinguishes between one-time planning services and ongoing discretionary management using model or customized portfolios, applying a fiduciary standard on its RIA services.

Michael Smith is a financial advisor with TIAA-CREF based in Matthews, NC, holding a Series 66 credential and bringing 21 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he is a part-owner of a vacation property that is rented when not in use by the owners. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with ties to TIAA‑administered retirement plans. The firm offers a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Elyse Long is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation and has previously worked at Real Genius, First Bank/Consumer Direct, Matrix Brokerage, and TIAA Bank. 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, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides a range of advisory services, including customized portfolio management and acts as adviser to a donor-advised fund.

Harry Thompson is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing from 2012 to 2023. 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, often serving clients connected to TIAA-administered employer retirement plans. The firm operates within a vertically integrated group and acts as adviser to a donor-advised fund.

Christopher Eller is a financial advisor with TIAA-CREF, holding the Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with TIAA-CREF since 2006, following previous roles at U.S. Allianz Securities, Inc., BACAP Distributors, LLC, and Stephens. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and corporate entities. The firm offers both point-in-time planning and ongoing portfolio management, including customized investment solutions and advisory services for donor-advised funds.

Shaun Foster is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Total Quality Logistics, ADP Inc, and Brighthouse Financial. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Niki Mumpower is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including New York Life Insurance Company and Park Avenue Securities. Outside of finance, she co-owns Climate Care of the Carolinas, a company focused on HVAC home repairs, and operates a flower farm called Fields of Blossoms, specializing in native North Carolina flowers and herbs. 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. The firm offers a range of advisory services including model portfolio management and customized portfolios, and serves as adviser to the TIAA Donor Advised Fund.

Syamphone Graham is a financial advisor with TIAA-CREF, holding a Series 66 designation and 13 years of industry experience. Graham has been with TIAA and its related entities since 2007. Outside of advising, Graham is a notary public. TIAA-CREF Individual & Institutional Services 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, corporations, and small retirement plans. The firm offers model and customized portfolios managed under fiduciary standards and serves as adviser to the TIAA Donor Advised Fund.

Douglas Mc Duffie is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at New York Life Insurance Company and Red Ventures. Outside of his advisory role, he serves as a director and coach at Core Wrestling Inc, a nonprofit youth wrestling club in Charlotte, NC. TIAA-CREF’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 pre-existing employer retirement plan relationships. The firm differentiates between one-time planning services and ongoing portfolio management, providing customized and model-based investment solutions within a fiduciary framework.

Kira Parker is a financial advisor at TIAA-CREF with Series 66 and Series 63 licenses and two years of industry experience. Prior to her current role, she worked at The Coley Law Firm, PLLC, and Classica Homes. TIAA-CREF Individual & Institutional Services, LLC 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, and small retirement plans. The firm distinguishes its planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while employing a fiduciary standard in its registered investment advisory services.

Jennifer Vaughan is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 designations and has eight years of industry experience. Jennifer has been associated with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2015. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities with periodic reviews and rebalancing.