Angelica Trumer is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63, 65, and 66 licenses and seven years of industry experience. Her prior roles include positions at Bank of America and Northwestern Mutual. Outside of her advisory work, she is an owner of a rental property business. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

Mathew Morgan is a financial advisor at TIAA-CREF with 13 years of industry experience and holds a Series 66 designation. He has been with TIAA-CREF since 2014. Outside of his advisory role, he co-owns rental property with his spouse in Charlotte, NC. 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. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Daniel Ford is a CFP® professional at TIAA-CREF with three years of industry experience. He has been with TIAA and its affiliated entities since 2008. Ford serves as an adjunct professor teaching various finance courses at Southern New Hampshire University. 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, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model-based and customized investment strategies.

Kevin O'Hare is a financial advisor with Fifth Third Securities, Inc. in Concord, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Fifth Third Securities since 2008. Outside of his advisory role, he serves as an independent soccer referee in Charlotte, NC. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and bank affiliation.

Daniel Schwartz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Nuveen Asset Management, LLC and ClearBridge Investments LLC, among other firms. Outside of his advisory role, he serves as a board member for the Academy of IT at Cox Mill High School and co-owns a Code Ninjas franchise in Concord with his wife. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research focused on factor premiums such as value and momentum.

Aaron Kucmerowski is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates its planning services from ongoing portfolio management and operates as an adviser to a donor-advised fund within a vertically integrated structure.

Blake Snider is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and has previously worked at Vanguard Advisers and Vanguard Marketing Corporation. His background includes roles in various sectors, including education and logistics. 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 connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, using model and customized portfolios under a fiduciary standard.

Tyrell Siler is a financial advisor with TIAA-CREF who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, he manages rental properties including townhomes in Charlotte, NC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often working with clients who have existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management that includes model and customized portfolio options.

Moses Maine is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 2010. 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 pre-existing employer retirement plan relationships. The firm provides both point-in-time planning and ongoing discretionary management through various managed account options, operating within a vertically integrated structure that includes affiliated funds and services such as donor-advised funds.

Dwight Clark is a financial advisor at TIAA‑CREF with 29 years of industry experience. He has held his roles at TIAA and TIAA‑CREF since 2000 and holds Series 63 and Series 66 designations. 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, and small retirement plans. The firm’s advisory model separates stand-alone planning services from ongoing discretionary management and offers customized portfolio management alongside model portfolios.

Bart Gregory is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at firms such as Merrill, Vanguard, LPL Financial, and Allstate. 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 plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, applying a fiduciary standard to its advisory services and managing portfolios through model-based and customized approaches.

Kevin Mertz 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 2015. 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. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Dedrick Harris is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 licenses, with 14 years of industry experience, including 12 years at TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers distinct planning and ongoing management services and acts as adviser to a donor-advised fund while operating within a vertically integrated structure using affiliated funds.

Stacey Glaub is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2005. Outside of her advisory role, she serves as a volunteer board member for the Oxford Commons Homeowners Association. TIAA-CREF Individual & Institutional Services, LLC 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 distinguishes between one-time planning services and ongoing portfolio management, offering both model-based and customized investment strategies within a vertically integrated structure.

Eleanor Sloop is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with TIAA-CREF since 2015. Outside of her advisory role, she serves on the finance committee and the preschool board at Thyatira Presbyterian Church, contributing to budget reviews and nonprofit activities, and assists administratively with a family-run agricultural fencing business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Edmund Greenidge is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services offers 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 provides both point-in-time planning and ongoing portfolio management, including customized portfolios under client-approved investment policies.

Kaitlyn Powell is a financial advisor at TIAA-CREF with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Vanguard Advisers, Wells Fargo, Bank of America, and other financial firms. Powell is also the owner and CEO of Kaitlyn Powell Ventures LLC, a property management business. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Peter Imhof is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with 26 years of industry experience. He has been with TIAA-CREF since 2005. 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 a separate planning service from ongoing managed account management and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Jakob Bogojevich is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Vanguard Marketing Corporation. His background includes roles at Hallmark, Quail Hollow Club, First National Bank of Pennsylvania, Reitzal Landscape Group, and the University of North Carolina at Chapel Hill. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Tyler Johnson is a financial advisor at TIAA‑CREF with four years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining TIAA‑CREF in 2024, he worked at The Vanguard Group from 2021 to 2024. 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 to trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, utilizing model and customized portfolios under fiduciary standards within a vertically integrated structure.