Ronald Myers is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes roles at Project Management Institute, Truist Advisory Services, Wells Fargo Clearing Services, and New York Life Insurance Company, alongside two prior tenures at TIAA-CREF/TIAA totaling 12 years. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, particularly serving clients with existing TIAA employer retirement plan relationships. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Duane Frye is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 66 and Series 63 licenses. He has experience with The Vanguard Group, Inc. and several other firms across different industries. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model-based and customized strategies.

Christopher Holden is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2012. 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. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Joron Howey is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he is an owner of several LLCs associated with rental properties. 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 employer retirement plan relationships. The firm’s advisory model distinguishes between one-time financial planning services and ongoing managed account programs, with portfolios ranging from model-based to customized solutions managed under client-approved investment policies.

Dharmik Vasavada is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at HSBC Securities, PNC Investments, Bank of America, Merrill, and TIAA. TIAA-CREF Individual & Institutional Services, LLC 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 combines point-in-time financial planning with ongoing portfolio management under a fiduciary standard.

Emmaline Crawford is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. Her career includes roles at Vanguard Advisers, Inc., Brighthouse Financial, and Wells Fargo. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios.

Kyle Durkin is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF and related entities since 2020. Prior to his financial services career, he worked at the University of Central Florida and Atlantic Coast High School. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Amos Randall III is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF and TIAA since 2017, with prior experience at Wells Fargo and academic roles at Auburn University and FIT Statesboro. TIAA‑CREF Individual & Institutional Services, LLC 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, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, employing fiduciary standards and offering a variety of managed account options including customized portfolios.

Arden Pegelow is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, Arden worked with the Universal Cheerleaders Association/Varsity Spirit and has experience in the hospitality industry as a server at Red Rocks Cafe. Arden also volunteers as a Community Ambassador for Ronald McDonald House Charities, participating in outreach and fundraising events. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management through various managed account programs.

Dominic Gullo is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he was involved in the restaurant business at Something Fishy Seafood Restaurant. He has also worked in various roles including at the University of North Carolina Wilmington and Universal Audiology. 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 ties to TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning and ongoing discretionary management, offering both model and customized portfolios within a fiduciary framework.

Matthew Bradshaw is a financial advisor with GWN Securities Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Members Trust Company, SECU Brokerage Services, and FR Owen & Associates. He also serves as a Financial Advisory Services Specialist with State Employees' Credit Union and as a life insurance agent with SECU Life Insurance Company. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning services. The firm employs diversified portfolio management strategies incorporating asset allocation, Modern Portfolio Theory, and tactical trading approaches.

Thomas Hazelhoff is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Worth Advisors, LPL Financial, Truist Investment Services, and Doerschler and Associates Wealth Management. Outside of finance, he was involved with Pit Spitters Baseball from 2021 to 2023. TIAA-CREF Individual & Institutional Services provides 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 offers both point-in-time planning and ongoing portfolio management using a fiduciary model, including acting as adviser to a donor-advised fund.

Jaylon Mc Clinton is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has previously worked at Navy Federal Financial Group and Truist Advisory Services. Mc Clinton's background includes service in the U.S. Army and attending West Point Academy. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through employer retirement plans. The firm offers discretionary management through model portfolios and customized portfolios, applying a fiduciary standard to its RIA services within a vertically integrated structure.

Trudy Blanton is a financial advisor at TIAA-CREF with three years of industry experience. She holds a Series 66 designation and previously worked at Vanguard Advisers and Williams and Fudge, Inc. Outside of finance, she owns Trudy's Designs, a small business creating and selling custom signs, crafts, and digital prints. TIAA‑CREF Individual & Institutional Services 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’s advisory model distinguishes between one-time planning services and ongoing discretionary portfolio management, applying a fiduciary standard and utilizing model or customized portfolios.

Richard Breen is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Bankers Life entities since 2001 in various roles, including managing a team of agents and overseeing hiring and training. Outside of advisory work, he serves as a unit sales manager at Bankers Life and Casualty and is involved in managing and investing in insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, retirement plan consulting, and customized asset allocation strategies. The firm combines fundamental, technical, and cyclical analysis in its investment approach and operates within a group affiliated with mortgage and insurance businesses.

Sydney Hansen is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2021. Prior to that, Hansen was employed at H&R Block and was involved with the Jesse Helms Center Foundation. 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 trusts, estates, and other entities. Their advisory model distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolio management under a fiduciary standard.

Omar Richardson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 66 and Series 63 licenses and having five years of industry experience. His background includes roles at Primerica Advisors and Allied Universal Security Services, among others. 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 retirement plan relationships through TIAA. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Robin Davis is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, holding Series 63, Series 66, and Series 65 credentials and bringing 31 years of industry experience. Davis has worked at TIAA and its related entities since 2012, with a brief tenure at Community Capital Management from 2016 to 2017. Outside of advisory work, Davis is also engaged as a food delivery driver. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, employing both model and customized portfolios within a fiduciary framework.

Amaya Patel is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, Patel held various roles outside the financial sector, including positions at Sonic Automotive, Panera Bread, and Ruth's Chris Steakhouse, alongside a long period of full-time education. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm offers both one-time planning services and ongoing portfolio management with a fiduciary standard applied to its advisory services.

Liam Timoney is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and with two years of industry experience. His prior roles include positions at Cooke Rentals, Revgen INC NC, and Logans Trading Company. 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, frequently serving clients with existing TIAA-administered employer retirement plans. The firm provides customized and model-based portfolio management options and acts as adviser to a donor-advised fund within a vertically integrated advisory structure.