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.

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.

Jeffrey Hibbeler is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Savant Wealth Management, having joined the firm in 2026. Prior to this, he worked at Exencial Wealth Advisors, where he was also an equity partner, and has held positions at Willingdon Wealth Management and Columbia Threadneedle Investments. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains notable in-house capabilities across accounting, legal, and trust services.

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.

Bradley Konawalik is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. In addition to his advisory role, he is involved in several life insurance brokerage ventures, including serving as a managing partner and sales specialist with Advisor Partner Group and Empire Wealth Strategies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs and financial planning services. The firm offers a combination of brokerage and advisory capabilities and works with third-party asset managers to deliver customized investment solutions.

Daniel Lewis is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 licenses. He has one year of industry experience and has held roles at TIAA-CREF, TIAA, Bank of America, Merrill, and operated his own firm, Lewis Financial Management, LLC. He also has experience in education, having worked at North Carolina State University and internationally at the Walworth Barbour American International School in Israel. 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 financial planning and ongoing portfolio management through model and customized portfolios within a fiduciary framework.

Julian Armstrong is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include time at Vanguard Advisers and Vanguard Marketing Corporation. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time financial planning from ongoing discretionary management and acts as adviser to donor-advised funds within a vertically integrated structure.

Daniel Schmitz is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Inc., Kingdom Building Holdings LLC, Grayley Co., and Lincoln Charter School. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Nicholas Androvich is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 14 years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis across proprietary and third-party investment strategies.

Elliott Ashe is a financial advisor with \u0026PARTNERS based in Mooresville, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Vanguard Group, and Wells Fargo Bank. \u0026PARTNERS serves a diverse client base including individual and institutional investors, providing both investment advisory and brokerage services alongside financial planning and retirement consulting. The firm offers a range of portfolio management solutions using fundamental, technical, and quantitative analysis, and operates as both a broker-dealer and registered investment adviser with several notable regulatory registrations and revenue sources uncommon among large enterprises.

Christopher Travis is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, Bank of America, Merrill, and Robinhood Markets. 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 connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios under fiduciary standards.

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 18 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes 11 years at Wells Fargo Clearing. 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 TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolio options, 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 in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to a range of clients, including individuals with employer retirement plan relationships, trusts, estates, partnerships, and small retirement plans. The firm also acts as adviser to a donor-advised fund and utilizes a vertically integrated approach with affiliated funds.

Austin Smith is a financial advisor with Principal Financial Services in Mooresville, NC, holding a Series 66 designation and one year of industry experience. He has previously worked at American Express and MThree Consulting, and is currently associated with Smith Financial Corp. outside of his role at Principal. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

David Kitterman is a CFP® with 22 years of industry experience, currently with Empower Advisory Group. His prior work includes roles at Dunster Rose, LLC and LPL Financial, LLC. He is based in Huntersville, NC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach.

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.