Nicholas Androvich is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Clearing for eight years and Merrill for one year. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Elliott Ashe is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. His work history includes positions at Wells Fargo Bank, The Vanguard Group, and Wells Fargo Clearing prior to joining &PARTNERS. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis with model portfolios and third-party strategies, providing both discretionary and non-discretionary services.

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.

Angela Jones Cable is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at A4 Wealth Advisors and Chuck Maness CPA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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.

Robert Higgins is a financial advisor with Principal Financial Services in Cornelius, NC, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked with Principal Securities Inc. since 2016 and is also associated with Fulcrum Capital Partners and Principal Life Insurance Company. Outside of his advisory roles, Higgins serves on the leadership committee of a local networking group and acts as treasurer for a town commissioner's election campaign. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate entities. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

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.

Jason Page is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MWA Financial Services Inc, Modern Woodmen of America, NYLIFE Securities LLC, and New York Life Insurance Co. In addition to his advisory role, he serves as a District Sales Director assisting clients with fixed insurance products such as final expense, Medicare Advantage, and long-term care insurance. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio strategies and custodial platforms.

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.

Austin Smith is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has worked previously at American Express and MThree Consulting. Outside of his advisory role, he is involved with Smith Financial Corp., which focuses on sales and service of securities and fixed products. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.

David Kitterman is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Empower Advisory Group and has previously worked at firms including Dunster Rose, LPL Financial, Capital Guardian Wealth Management, Woodbury Financial Services, TIAA-CREF, and Banc of America Investment Services. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Colby Clark is a financial advisor at Independent Advisor Alliance, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Aspire Private Capital and LPL Financial. Outside of his advisory role, he is involved as an independent insurance sales agent and has advisory-related activities through C SQUARED CAPITAL LLC. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model combining independent advisory representatives with access to various portfolio management strategies and technology platforms.

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.

William Sadler is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2019. Prior to joining TIAA-CREF, he spent two years at Elon University and eight years in full-time education. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans. The firm serves clients often connected through TIAA-administered retirement plans and provides customized portfolio management alongside model portfolio options.

Sean Coggin is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with TIAA-CREF and TIAA since 2007. Outside of his advisory role, he is involved in several property management businesses, including ownership and management positions in rental property ventures. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management, offering both model-driven and customized portfolio solutions within a vertically integrated advisory structure.

Shannon Lambert is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with TIAA and TIAA-CREF since 2002. 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 employer retirement plans administered by TIAA. The firm acts as adviser to a donor-advised fund and provides a range of investment management options, including model and customized portfolios.

John Kuhn is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lake Norman Charter High School, Miller McNeish & Breedlove, PLLC, and Christ The King Catholic High School. 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 TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, offering both model portfolios and customized portfolio management under a fiduciary standard.