Christopher Horne is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2017, including his current role from 2020. Prior to joining TIAA, he was employed at SABIC for three 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. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund, utilizing a fiduciary standard within a vertically integrated structure.

Jacob Whitaker is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Waddell and Reed, and Target Corporation. Whitaker also serves as a soldier in the United States Army Reserve. 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 TIAA-administered employer retirement plan relationships. The firm offers advisory services that combine one-time financial planning with ongoing portfolio management through model and customized portfolio options.

William Dunlop Jr. is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes service with the City of New York Fire Department and Centennial Security Integration. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Samaria Frazier is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with TIAA and TIAA-CREF Individual & Institutional Services since 2001. Outside of her advisory role, she owns and manages rental property. 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 also offers referrals to affiliated services and acts as adviser to a donor-advised fund.

Thomas Qualls is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. His prior work includes roles at Smurfit Westrock, State Farm, and Americap, as well as various positions connected to educational and recreational organizations. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with pre-existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, and other entities. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary portfolio management.

Katherine Mazzucco is a financial advisor at TIAA-CREF with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TIAA and Alight Financial Advisors, LLC. Prior to her advisory roles, she was employed at Branch Banking & Trust Company and the University of North Carolina at Charlotte. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services 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 portfolio management, utilizing both model and customized investment strategies.

Andrew Bain is a financial advisor at TIAA-CREF with 27 years of industry experience. He has been with TIAA-CREF since 2005 and holds Series 63 and Series 65 licenses. 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. The firm offers point-in-time planning services alongside ongoing portfolio management, using both model and customized portfolios, and serves as adviser to a donor-advised fund within a vertically integrated investment structure.

Christine Dixon is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with TIAA-CREF since 2005. 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 connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, applying a fiduciary standard across its services.

Nicholas Chambers is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Bankers Life, Modern Woodman Fraternal Financial, and Fastenal, among others. Outside of financial services, he was involved with Macs Speed Shop. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory approach includes distinct planning services and ongoing discretionary management, utilizing model and customized portfolios within a fiduciary framework.

Kristina Wicks is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 designation and has worked at TIAA-CREF since 2021. Prior to her current role, she was employed at Rochester Institute of Technology and Binghamton Country Club. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 provides both point-in-time financial planning and ongoing portfolio management, applying a fiduciary standard across its RIA services.

Colin Archbold is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation. He has professional experience at Clyne Eagan & Associates and MassMutual NJ NYC, as well as background in education at the University of Tennessee Knoxville and Watchung Hills Regional High School. Outside of his advisory work, he has an eight-year association with Echo Lake Country Club. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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, operating under a fiduciary standard with a focus on customized investment solutions.

Brandon Younger is a financial advisor with TIAA-CREF, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Edward Jones. He is based in Charlotte, NC. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services 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 planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Scott Lautz is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA and its affiliates since 2011. 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 connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing discretionary portfolio management through model and customized portfolios.

Gina Lowery is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with TIAA since 2013, including her role at TIAA CREF Individual & Institutional Services, 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 retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated group that includes advisory services for a donor-advised fund.

Michael George is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with TIAA-CREF since 2012. Outside of his advisory role, he serves as a Logistics Journeyman in the United States Air Force Air National Guard, supporting deployment operations. 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 TIAA-administered employer retirement plans. The firm offers both model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure that includes affiliated funds.

Mark Hargrove is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 licenses with one year of industry experience. His prior work includes a decade at McCreary Modern and a year with Thrivent Financial and Thrivent Investment Management. 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 existing relationships through employer retirement plans. The firm provides point-in-time financial planning alongside ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Brent Hann is a financial advisor with OSAIC Institutions, Inc. in Cornelius, NC, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. His career includes roles at firms such as Wells Fargo Clearing and Linden Thomas & Company Securities, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

David Vogt is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and having three years of industry experience. His prior roles include positions at Rugged Science and Dickinson College, as well as involvement with Pro Skills Basketball. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory.

Jerry Pettus is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked with TIAA-CREF since 2001. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals—often those with existing relationships through TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management, employs a fiduciary standard for its advisory services, and acts as adviser to a donor-advised fund through Charityvest.

Micah Parks is a Series 66 licensed financial advisor with three years of industry experience currently with TIAA-CREF in Charlotte, NC. Prior to joining TIAA-CREF, he worked at Vanguard Advisers and Vanguard Marketing Corporation and has held positions in various industries including DoorDash and automotive sales. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized investment solutions managed by dedicated portfolio managers.