Elisabeth Moore is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. She 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 primarily to individuals connected with TIAA-administered employer retirement plans, as well as to 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 affiliated funds and acts as advisor to a donor-advised fund.

Zaviera Miller is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at TIAA-CREF and Wells Fargo Clearing. In addition to her advisory role, she owns Zavi Enterprises LLC, which includes a notary service and a real estate business. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm combines point-in-time planning services with ongoing portfolio management under a fiduciary standard.

Kevin Doyle Jr. is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Harrisdirect LLC, E*TRADE Capital Management, E*TRADE Securities, and AXA Advisors. 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 with existing employer retirement plan relationships. The firm’s advisory approach separates one-time planning services from ongoing portfolio management and includes customized portfolio options alongside model portfolios.

Justin Romero is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and five years of industry experience. He has previously worked at firms including Accelerate Investment Advisors LLC, Principal Life Insurance Company, and Morgan Stanley. Outside of his advisory role, Romero is a partner at Cypress Benefit Solutions, a firm specializing in group insurance and employee benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kelly Sewell is a financial advisor with TIAA‑CREF, holding Series 63 and Series 65 licenses, with one year of industry experience. She has been associated with TIAA since 2010. 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’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model or customized portfolios.

Zuzana Ambrova is a financial advisor with Eagle Strategies (NY Life) based in Matthews, NC. She holds the Series 66 designation and has 17 years of industry experience. Her prior work includes positions at Merrill and ongoing roles with Parker Financial Group and NYLIFE Securities. Ambrova operates under the DBA Parker Financial Group, servicing insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and delivers solutions via multiple program types, with most assets managed on a non-discretionary basis.

Kaitlin Hord is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and approximately two years of industry experience. Prior to joining TIAA-CREF, she held roles at Ulta Beauty, Pour64, and the University of North Carolina at Charlotte. TIAA-CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients linked to TIAA-administered employer retirement plans. The firm provides financial planning, discretionary managed account programs, and separate broker-dealer services, operating within a vertically integrated structure that includes donor-advised fund advisory and model-based as well as customized portfolio management.

Angela Bellamy is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, Bellamy teaches a financial planning fundamentals course at Central Piedmont Community College, involving lectures and practical instruction on financial calculators. 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 linked to employer retirement plans administered by TIAA. The firm offers a range of advisory services, including planning and ongoing portfolio management, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Jordan Jones is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial, Barings Asset Management, and Vanguard Marketing Corporation. Jones is based in Charlotte, NC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing managed accounts and acts as adviser to a donor-advised fund.

Frank Owen III is a ChFC® credentialed financial advisor with 45 years of industry experience, currently affiliated with GWN Securities Inc. since 2004. He has held roles at The Lincoln National Life Insurance Company, F.R. Owen & Associates, and Mutual of New York. Outside of his advisory work, he facilitates seasonal tax preparation and serves as president of US Retirement Partners, focusing on financial services in the 403(b) nonprofit sector. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 accounts, offering a range of investment programs including SMA, UMA, and fund-strategist options.

George Irby Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Independent Advisor Alliance and LPL Financial since 2016. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, utilizing model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for asset aggregation and estate planning.

Sarina Campbell is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Founders Federal Credit Union and PNC Bank prior to joining TIAA-CREF. Outside of her advisory work, she is an Independent Business Owner with Amway Global, involved in retail sales and mentorship. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm offers a range of advisory services including customized portfolio management and acts as adviser to a donor-advised fund.

Madhuri Bendale is a financial advisor at TIAA-CREF with Series 63 and Series 65 licenses and five years of industry experience. Prior to joining TIAA-CREF, she worked at Wells Fargo Bank, NA and Wells Fargo Clearing for 11 years. 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-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Jonathan Mills is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with various affiliates of Bankers Life since 2008 and serves as a Unit Field Trainer, recruiting and training insurance agents in retirement planning products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across multiple security types with periodic rebalancing and performance reviews.

Andrew Boone is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund operated with affiliated services.

Tiffany Gomez is a financial advisor with TIAA-CREF, holding a Series 66 designation and three years of industry experience. She previously worked with 131 Main and has held roles at the University of South Carolina in both the payroll department and other capacities. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, operating under a fiduciary standard and advising a donor-advised fund.

Abraham Gonzalez is a financial advisor at Steward Partners Investment Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial, LLC for 10 years before joining Steward Partners in 2023. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Michelle Floris is a financial advisor at TIAA-CREF with 27 years of industry experience. She has been with TIAA and TIAA-CREF since 2000 and holds Series 63 and Series 66 licenses. TIAA‑CREF Individual & Institutional Services, LLC 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 offers discretionary management using model portfolios or customized portfolios managed under client-approved investment policies and acts as adviser to a donor-advised fund.

Gregory Ryan is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes over three years at Fidelity Personal and Workplace Advisors and a combined 25 years at TIAA and TIAA-CREF. 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 TIAA-administered employer retirement relationships. The firm offers a range of advisory services under a fiduciary standard, including use of model and customized portfolios, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Jared Wall is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time financial planning services and ongoing discretionary management, utilizing model and customized portfolios managed under fiduciary standards.