Michael Doody is a financial advisor with TIAA-CREF based in Charlotte, NC. He holds a Series 66 designation and has 12 years of industry experience, including previous roles at Gladstone Wealth Group, Financial Resources Group Investment Services, LLC, and LPL Financial. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with connections to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Andrea Ward is a financial advisor with TIAA-CREF based in Charlotte, NC, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. Before joining TIAA in 2022, she worked at Principal Funds Distributor, Inc and had roles at AppleOne and ComputerShare in 2021. Outside of finance, she owns and operates The Funky Artist, a graphic design and custom gifts business primarily through Etsy. TIAA-CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, and small retirement plans, offering financial planning, discretionary managed account programs, and brokerage services. The firm distinguishes between one-time financial planning and ongoing portfolio management, providing customizable investment solutions within a vertically integrated advisory model.

Richard Jones is a financial advisor at TIAA-CREF with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 1991. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates financial planning services from ongoing discretionary management, applies a fiduciary standard to its RIA services, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Gregory Giannibas is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2014. 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 existing relationships through TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Bryson Hawks is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Fastenal, Cava, and Anderson University. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management with a fiduciary standard applied to its RIA services.

Michael Duggan is a financial advisor at &Partners with nine years of industry experience. He has previously worked at Wells Fargo Clearing and Indus Capital Partners. Outside of his advisory role, he is a partner at DWM Partners, LLC, involved in funding a new building project in Davidson, North Carolina. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through its Envestnet platform and NFS brokerage infrastructure.

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.

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 worked at firms including Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is involved in several life insurance brokerage ventures and serves as a managing partner in a partnership that includes Empire Wealth Strategies and Advisor Partner Group, focusing on insurance sales, recruiting, and advisor coaching. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

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.

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 Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services using both proprietary and third-party strategies, with options for discretionary and non-discretionary account management.

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 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.