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.

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 Baumgartner is a financial advisor at RBC Rochdale, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at New York Life insurance company for 14 years before joining CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, and offers discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services.

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.

Dung Nguyen is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 designations with eight years of industry experience. His prior work history includes roles at Wells Fargo and Wells Fargo Clearing Services. He has been with Truist Advisory and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with third-party platform arrangements and employs AI-enabled tools and supervisory oversight in its investment processes.

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.

John Dorothy Jr. is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2018, following four years at State Farm. 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, often serving clients with existing TIAA employer retirement plan relationships. The firm provides model and customized portfolio management under fiduciary standards and acts as adviser to a donor-advised fund sponsored by Charityvest.

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.