Anna Carson is a Series 66-licensed financial advisor with eight years of industry experience. She currently works at TIAA-CREF and has previously held roles at Williamson Wealth Group, Raymond James Financial Services, Allspring Funds Management, and Wells Capital Management. 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 offers both point-in-time planning services and ongoing discretionary management using model and customized portfolios, and it also acts as adviser to a donor-advised fund.

Brandon Walker is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing management through model and customized portfolios.

William London is a financial advisor with TIAA-CREF in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, all with TIAA-CREF since 1994. 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 also advises a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Timmothy Nootz is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with 22 years of industry experience. His career includes roles at Financial Engines, Waddell & Reed, Equity Services, Inc., and PRUCO Securities, LLC. He has been with TIAA-CREF since 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management using model or customized portfolios, operating under a fiduciary standard with noted fee structures and affiliated fund options.

Turner Schroll is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. His prior experience includes roles at Harrisdirect LLC, E*TRADE Securities LLC, E*TRADE Capital Management LLC, and AXA Advisors, LLC. 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 retirement plan relationships. The firm offers model-based and customized portfolio management through its various programs and acts as adviser to a donor-advised fund.

John Poe is a financial advisor at TIAA-CREF with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2013, based in Charlotte, NC. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through 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, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Daniel Worley is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Edward Jones and E*TRADE, among other firms. Worley also served in the U.S. Army National Guard for 10 years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and various entities, often serving clients connected to employer retirement plans administered by TIAA. The firm distinguishes between one-time planning services and ongoing discretionary management, providing both model and customized portfolio options.

Michael Kloss is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and bringing 13 years of industry experience. He has been with TIAA and TIAA-CREF since 2011. Outside of his advisory role, Kloss serves on the board of the Anne Heinig Memorial Park Foundation, a local private park, where he participates in activities and decisions related to the park's maintenance and improvement. 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, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating under a fiduciary standard with disclosure of potential conflicts related to affiliated funds.

Rose Ann Thompson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining TIAA in 2021, she worked at Mecklenburg County DSS, Queens University of Charlotte, and Atrium Health/Carolinas Healthcare System. Outside of her advisory role, she owns Gemway Farms, LLC, which sells produce seasonally and offers garden planning consultations. 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 various trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management with a fiduciary standard applied to its registered investment advisor services.

Jonathan Westbrook is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked within various roles at Truist Bank and Truist Investment Services since 2019. Prior to his career in finance, he worked at Jimmy John's and attended James Madison University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Max Bozymski is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining TIAA-CREF, he worked at Vanguard Marketing Corporation and has a diverse professional background including roles in education and corporate settings. 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, partnerships, and small retirement plans. The firm operates a fiduciary advisory model with varied service scopes and offers both model-based and customized portfolio management.

Stephen Marshall Jr. is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with four years of industry experience. His prior work includes positions at Wells Fargo Clearing Services, Wells Fargo Bank, and AT&T. 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 to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering customized portfolio management alongside model portfolio options.

Christopher Connor is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Scottrade. Connor is based in Charlotte, NC. 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 connections to TIAA-administered employer retirement plans. The firm separates standalone planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while providing a range of managed account programs.

John Knolhoff is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has 19 years of industry experience, including 15 years with The Vanguard Group. Knolhoff serves as an agent on family members' investment accounts. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs, supported by a large-scale digital platform and a team servicing model.

Daniel Copeland is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and 66 licenses and having six years of industry experience. He has been with The Vanguard Group since 2020, following earlier roles in brokerage services and various positions including work in the hospitality and entertainment sectors. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supporting a large client base through its digital platform and extensive team of advisors.

Hyun Paik is a financial advisor with Vanguard Advisers, holding a Series 66 credential and five years of industry experience. Prior to joining Vanguard Advisers, Paik worked at Fisher Investments and Fidelity Brokerage Services. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Elaine Turner is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses with six years of industry experience. She has worked at various Vanguard entities since 2020 and has also been self-employed in a childcare role since 2021. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models to create personalized asset allocations, primarily using Vanguard funds and ETFs.

Brian Zellner is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at D.A. Davidson & Co. for eight years and multiple positions at LPL Financial and Merrill. He also has experience outside the financial sector, including work with Vail Resorts and Bambis Christmas Trees. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and collaborates with third-party asset managers to deliver investment solutions tailored to clients’ risk tolerance and goals.

Adrienne Gonzalez is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at The Vanguard Group since 2021. Prior to Vanguard, she held roles at Equitable Advisors, AXA Advisors, and Auto-Owners Insurance. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach centered on personalized asset allocations and a range of customizable portfolio options.

John Abdelmalak is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Vanguard-related entities since 2022 and is the owner of Elect, LLC, an inactive business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.