Pete Trontis is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Savant Wealth Management and previously worked at Exencial Wealth Advisors, LLC, where he was also an equity partner. Prior to that, he held roles at Willingdon Wealth Management and Horizon Investments. Savant Wealth Management serves a broad client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a mixed investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

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.

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.

Randy Farina is a CFA® charterholder based in Huntersville, NC, with six years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent six years at Exencial Wealth Advisors, LLC, along with prior roles at Westwood Global and Putnam Investments. Savant Wealth Management serves a broad client base including individuals, families, and institutions, offering comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and operates with significant scale and integrated legal and accounting affiliates.

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.

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 at TIAA-CREF with a Series 66 designation and two years of industry experience. She previously worked at 131 Main and held roles at the University of South Carolina and Swim Club Management Group. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with employer retirement plan relationships through TIAA. The firm distinguishes between one-time planning services and ongoing discretionary management, providing customized and model portfolio options under a fiduciary standard.

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.

Ronnie Reed is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials with 11 years of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Fidelity and USAA in various advisory roles. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with employer retirement plan relationships, as well as trusts, estates, and small retirement plans. Their advisory model separates one-time financial planning from ongoing portfolio management, combining model and customized portfolios under a fiduciary standard.

David Carrara is a CFP® with 26 years of experience in the financial services industry. He is currently an advisor at Citizens Securities, Inc., where he has worked since 2021. His prior experience includes 14 years at TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program featuring ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency under ownership by Citizens Bank, N.A.

William Killhour III is a Series 66-credentialed financial advisor with 18 years of experience, currently with TIAA-CREF in Charlotte, NC, where he has worked since 2011. His professional background is exclusively with TIAA-CREF and its related entities. Outside of his advisory role, he has worked as a delivery driver for DoorDash. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

John Longtine is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His background includes roles at TIAA and Instacart, as well as work with Washington University in St. Louis. 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 point-in-time planning and ongoing portfolio management, while acting as adviser to a donor-advised fund within a vertically integrated business model.

Jacob Simon is a financial advisor at TIAA-CREF located in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Before joining TIAA-CREF, he worked in retail and service roles at Sun and Ski Sports and Little Big Burger. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides point-in-time planning and ongoing portfolio management under a fiduciary standard within a vertically integrated group.

Kenneth Putnam is a CFP® with 15 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. He previously worked at Cornerstone Financial Advisors and is also associated with LPL Financial, 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 services. The firm provides both discretionary and non-discretionary portfolio management through a network model supported by technology platforms and access to third-party managers.

Patrick Hipkens is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Truist Advisory Services, where he has worked since 2021. His prior experience includes roles at The Vanguard Group and Insights Global. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research tools.