Brent Hann is a financial advisor with OSAIC Institutions, Inc. He holds Series 65 and Series 63 designations and has 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Linden Thomas & Company Securities, and AXA Distributors, 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, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.

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.

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 four years of industry experience. He has worked at Savant Wealth Management since 2026 and previously held roles at Exencial Wealth Advisors, Wells Fargo, and Columbia Threadneedle. Savant Wealth Management serves a range of clients including individuals, families, pension plans, charitable organizations, and corporations, providing comprehensive wealth management, financial planning, and related services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated 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.

James Schatz is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with TIAA-CREF since 2007. Outside his advisory role, he is involved in managing rental property businesses, including serving as a managing member and LLC member-manager in multiple property-related ventures. 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 offers a range of advisory services, including model-based and customized portfolio management, often serving clients connected through TIAA-administered retirement plans.

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 at TIAA-CREF with six years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Vanguard and Brighthouse Financial. 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 connected to TIAA-administered employer retirement plans. The firm offers a range of investment management options, including model portfolios and customized portfolios managed under client-approved investment policies.

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 with TIAA-CREF who holds Series 66 and Series 63 designations and has nine years of industry experience. He has been with TIAA-CREF Individual & Institutional Services, LLC since 2017 and previously worked at Wells Fargo and Auburn University. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing TIAA-administered retirement plan relationships. The firm offers model portfolio and customized portfolio management options and acts as adviser to a donor-advised fund.

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.