Emily Brandt is a financial advisor at TIAA-CREF in Charlotte, NC, with five years of industry experience. She holds the Series 66 designation and has worked at TIAA-CREF since 2020. Outside of her financial career, she owns a pet sitting business called Pawsitive Stays. 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’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, offering customized and model portfolio options under a fiduciary standard.

Ian Ellis is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has previously worked at Vanguard Advisers, Vanguard Marketing Corporation, Merit Financial Advisors, and LPL Financial. Prior to entering the financial industry, Ellis held roles at Valencia College, Royal Caribbean Cruises, and Universal Orlando Resort. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model or customized portfolios managed under a fiduciary standard.

Hanna Rockwell is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and several educational and healthcare institutions. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, applying a fiduciary standard within a vertically integrated structure that includes donor-advised fund advisory services.

Kent Shuford is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF and Tiaa since 2017, following a one-year tenure at The Prudential Insurance Company of America and Pruco Securities LLC. 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 existing relationships through TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and separates its planning services from ongoing discretionary management within a vertically integrated model.

Robert Eberhardt is a CFP® with over 31 years of industry experience, currently serving at Principal Financial Services since 2011. Based in Denver, NC, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president and owner of Safe Self Storage, LLC, where he manages accounting and marketing for two self-storage locations. Principal Financial Services 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kelsey Neal is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 66 designation and has prior experience with BDS Financial Network and service in the Army National Guard. Neal is also the owner of Waypoint Wealth Solutions, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including operations, trading, compliance, and investment management, allowing advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Deon Wallace 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 1994. 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 relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary model that separates planning services from ongoing management and advises donor-advised funds while utilizing affiliated funds within its investment programs.

Jillian Lucas is a financial advisor at TIAA-CREF with two years of industry experience. She holds a Series 66 designation and has worked at TIAA-CREF since 2022. Prior to her current role, her background includes various positions outside the financial sector, including at Wise Acres and The Cupcake Shoppe. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, providing customized portfolios and model-based investment approaches under a fiduciary standard.

Lisa Scriba is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining \u0026PARTNERS, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns and oversees an automotive maintenance and repair business in Indian Trail, NC. \u0026PARTNERS serves a diverse clientele, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting through both discretionary and non-discretionary strategies. The firm employs a combination of fundamental, technical, and quantitative analyses supported by a variety of proprietary and third-party investment approaches.

Phyllis Lowe is a financial advisor at TIAA-CREF with five years of industry experience and holds a Series 66 designation. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of her financial advisory role, she owns and operates a home remodeling business focused on project oversight. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized investment solutions.

Jose Martinez Rincon is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 designations and previously worked six years at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory role, he serves as a Notary Public for the state of North Carolina. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory services include point-in-time financial planning and ongoing portfolio management, employing both model and customized portfolios managed under a fiduciary standard.

Jesse Strawn is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with TIAA-CREF since 2014. Outside of advising, he narrates audiobooks as an independent contractor and is involved in managing family real estate through a jointly owned LLC for short-term rental properties. TIAA‑CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans, combining point-in-time planning with ongoing portfolio management.

Mallory Burgess is a financial advisor at TIAA-CREF with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates, Fidelity Brokerage Services LLC, and U.S. Money Reserve. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Ronald Flagg is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining TIAA-CREF in 2021, he worked for the City of Charlotte for 23 years. TIAA‑CREF Individual & Institutional Services provides 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 offers model-based and customized portfolio management services and acts as adviser to a donor-advised fund.

Bridgette Sweeney is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. Outside of her advisory role, she is involved in hosting charitable wine tastings and coaches churches in becoming more missions focused. 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 ties to TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and acts as adviser to a donor-advised fund, using a vertically integrated model with affiliated funds.

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.

Christopher Hance is a financial advisor with TIAA-CREF, holding a Series 66 credential and 23 years of industry experience. He has been with TIAA-CREF and its predecessor entities since 2006, with a brief period of unemployment in 2019. TIAA-CREF Individual & Institutional Services, LLC’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 operates a fiduciary advisory model that distinguishes planning services from ongoing discretionary management and advises a donor-advised fund while utilizing a vertically integrated investment approach.