Evan Jonas is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2015. Prior to his advisory career, he served in the North Carolina Air National Guard from 2010 to 2017. Outside of his professional work, he volunteers with a non-profit dance troupe that supports dance-related activities through fundraising efforts. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients linked to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management, operating within a vertically integrated group that uses affiliated funds and applies a fiduciary standard to its RIA services.

Samuel Askew 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 worked at FedEx and held various roles including at the University of Connecticut and educational institutions. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with ties to TIAA employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of services including model portfolio management and customized portfolio solutions, operating within a vertically integrated structure that includes affiliated funds.

Patricia Godfrey is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 designation and seven years of industry experience. She also serves as Senior Manager of Sales Operations at Veritas Technologies, LLC, a data information technology firm. Godfrey is a 50% owner of Blackbridge Financial, LLC, a DBA associated with her work at Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a network model of advisory representatives supported by sub-advisors and third-party platforms.

Michael Conerly is a CFA® charterholder with five years of industry experience. He is currently with Savant Wealth Management and previously worked at Exencial Wealth Advisors, Wells Fargo, and Columbia Threadneedle. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies across various asset classes, supported by in-house accounting, legal, and trust services.

Susan Barsnica is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Investments, Alight Financial Advisors, and Axa Advisors. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios, operating under a fiduciary standard with disclosure of potential conflicts related to affiliated funds and fee structures.

Maeve Ravey is a financial advisor at TIAA-CREF with a Series 66 designation and no prior industry experience. Before joining TIAA-CREF, she worked in various roles, including at North Carolina State University and Pine Lake Preparatory. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals often connected through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, serving a broad client base through a vertically integrated advisory model.

James Schatz is a financial advisor at TIAA-CREF with 26 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he is involved in property management as a managing member and part-owner of several rental property businesses. 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 connected through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, applying a fiduciary standard in its registered investment advisory services.

Mark Schrader is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has been with TIAA and TIAA-CREF since 2012, aside from one year not employed. 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 offers a range of advisory services including customized portfolio management and donor-advised fund advisement.

Douglas Ornstein is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and having 11 years of industry experience. He has been with TIAA and its related entities since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected to TIAA-administered employer retirement plans—as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.

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.

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.

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.