Brandon Wright is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 licenses and has 21 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, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, operating under a fiduciary standard for its RIA services and managing portfolios through model-based or customized approaches.

Justin Stojetz is a financial advisor at TIAA-CREF with a Series 66 designation and five years of industry experience. Prior to joining TIAA-CREF, he worked at the University of South Carolina and was involved with the YMCA of Greater Charlotte. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to various trusts, estates, and institutional clients. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, utilizing a fiduciary standard in its advisory services.

Edward Kiss is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2011. 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 employer retirement plans and offers a range of model and customized portfolio management services within a fiduciary framework.

Kandi Rudolph is a financial advisor at TIAA-CREF with 15 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2010. Outside of her advisory role, she is an owner of ELYSSE ROSE LLC, a business involved in hobbies and homemade crafts, and serves as a board member of the Stratford Richardson YMCA. Additionally, she volunteers as the Chapter Financial Secretary for Jack and Jill of America. TIAA-CREF’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing TIAA-administered retirement relationships. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, applying a fiduciary standard to its RIA services.

Lindsey Adams is a financial advisor at TIAA-CREF in Concord, NC, holding a Series 66 credential with five years of industry experience. Prior to joining TIAA-CREF, Adams worked in animal health products and held various roles including teaching at Western Carolina University and Jay M. Robinson High School. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time financial planning and ongoing portfolio management with model and customized portfolios under a fiduciary standard.

Benjamin Perego is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with TIAA-CREF since 2004. 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. The firm serves clients often connected through TIAA‑administered employer retirement plans and manages portfolios using a range of model and customized approaches within a vertically integrated structure.

Jaclyn Mcgrew is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining Fifth Third Securities in 2021, she worked at Fifth Third Bank starting in 2019 and was involved with D9 Brewing Company from 2015 to 2019. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services through various program types on the Passageway platform. The firm operates as a subsidiary of Fifth Third Bank and provides access to multiple third-party portfolio managers, with an emphasis on customizable investment strategies.

Rashund Green is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds the Series 66 and Series 63 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, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model-based and customized portfolio management within a vertically integrated structure.

Kate Holton is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has nine years of industry experience. Kate has been with Bankers Life since 2007 and Bankers Life Securities since 2016. In addition to her advisory role, she serves as a Field Development Manager, training agents and managers on insurance-related topics and products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Rama Elasmar is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. Prior to joining TIAA-CREF, she worked at the University of North Carolina at Charlotte and was involved in the hospitality industry managing Layaly Cafe & Hookah Lounge. 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, often serving clients with existing employer retirement plan relationships. The firm distinguishes between one-time planning services and ongoing portfolio management, providing customized investment solutions within a vertically integrated structure.

Jessica Flynn is a financial advisor with TIAA-CREF, holding a Series 66 designation and two years of industry experience. Prior to joining TIAA-CREF and Tiaa in 2023, she held various roles including positions at New York University and Alison Brod Marketing and Communications. 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, and other entities. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Kevin Hill is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining TIAA-CREF, he worked at The University of North Carolina at Charlotte and held positions at Papa John's Pizza and Ashville High School. 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 distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolio solutions.

Matthew Long is a financial advisor with TIAA-CREF based in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His career includes positions at Truist, Kovar Wealth Management, A4 Wealth Advisors, and several other firms. TIAA‑CREF Individual & Institutional Services, LLC 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 separates one-time planning services from ongoing portfolio management, offers customized and model-based investment strategies, and acts as adviser to a donor-advised fund.

Kimberly Weber is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, MassMutual, Nationwide Securities, InvestaCorp, and Highland Capital Brokerage. She 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, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management and serves as adviser to the TIAA Donor Advised Fund.

Elizabeth Dawson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with TIAA and TIAA-CREF since 2012. 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 retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both one-time planning services and ongoing portfolio management, including customized strategies under client-approved investment policies.

Mathew Valentin is a financial advisor at TIAA-CREF with Series 66 and Series 63 designations and three years of industry experience. He previously worked at The Millennium Group for four years and spent six years at Papa Johns before joining TIAA-CREF. 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 offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

William Rhodes II is a financial advisor at Fifth Third Securities, Inc. based in Charlotte, NC, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Fifth Third. Outside of his advisory role, he is a rental property owner in Concord, NC. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Paul Anderson is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and 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, and various small entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Leke Vala is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at Vanguard Group, Wells Fargo, and the University of North Carolina at Charlotte. 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 small retirement plans, often serving clients with existing TIAA employer retirement relationships. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while employing a fiduciary standard within its RIA services.

Michael Fiumara is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Transamerica Life Insurance Company. Outside of finance, he was involved with Tony's Pizza from 2023 to 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and serves a large client base with both discretionary and non-discretionary asset management.