Adam Dawson is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. He has been with TIAA-CREF since 2011. 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 existing employer retirement plan relationships. The firm provides various managed account portfolios and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Pamela Barnett is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2019, following a tenure at TIAA dating back to 2006. 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 through model portfolios and customized accounts managed under fiduciary standards.

Norman Pierce is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company, Principal Securities Inc, Transamerica Investors Securities Corporation, and Nationwide Investment Services Corporation. He also has experience as a freelance commercial writer. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gavin Masa is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF and Tiaa since 2025. His prior experience includes roles at Lowe's Home Improvement and Housatonic Partners. 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 relationships through TIAA-administered employer retirement plans. The firm combines planning services with ongoing portfolio management and acts as adviser to a donor-advised fund.

Kimberly Myers Turner is a financial advisor at TD Private Client Wealth LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 17 years of industry experience. Her prior roles include positions at Dimensional Fund Advisors and Equitable Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Neal Acharya is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with TIAA since 2014. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing discretionary management, utilizing model portfolios and customized strategies under a fiduciary standard.

Joshua Scott is a financial advisor with TIAA-CREF, holding a Series 66 designation and 15 years of industry experience. He has been with TIAA since 2014. Outside of his advisory role, he serves as treasurer for his neighborhood homeowners association. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management under a fiduciary standard and acts as adviser to donor-advised funds within a vertically integrated group.

Patrick Fleming is a financial advisor at TIAA-CREF in Charlotte, NC, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Horace Mann Investors, Vanguard Advisers, and Lincoln Financial Distributors. 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 TIAA retirement plan relationships. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Alexander Cohen is a financial advisor at &PARTNERS with a Series 66 designation and five years of industry experience. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Clearing for three years and held roles at Amazon Fulfillment Services and The UPS Store. He also has a background in education, having worked at Clemson University and Pine Lake Preparatory. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with portfolios managed directly by advisors or through third-party managers.

Alexandria Haden is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and AIG Retirement Services. 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 with existing TIAA-administered employer retirement plans. The firm provides a fiduciary advisory model separating point-in-time planning from ongoing portfolio management, and also acts as an adviser to a donor-advised fund.

Ryan McCartney is a financial advisor at TIAA-CREF with a Series 66 designation and five years of industry experience. His prior work includes positions at Robinhood Financial, UBS Financial Services, Stifel, Nicolaus & Company, and Northwestern Mutual. He also worked at High Point University and Silver Point Beach Club in earlier roles. 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 financial planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Coty Consic is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Vanguard Advisers, Bank of America, and Merrill. His background also includes a role at Doordash and involvement with Wooden Robot Brewery. 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 employer retirement plan relationships. The firm operates within a vertically integrated advisory model that combines point-in-time planning with ongoing portfolio management under a fiduciary standard.

James Koester is a financial advisor at Brookstone Capital Management LLC with 24 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at JDM Financial, Secure Asset Management, Capital Financial Services, and Concorde Asset Management. Outside of Brookstone, he is also a financial professional involved in the sale of annuities and life insurance through JD Mellberg Financial. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Robert Treff is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2005. 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 connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Ethan Cummings is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at Carolina Housing and Harris Teeter. 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of investment management options including model and customized portfolios and acts as adviser to a donor-advised fund.

Alfredo Negrete Abreu is a financial advisor with TIAA-CREF holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill, Bank of America, UBS Financial Services, and Fisher Investments. Outside of his advisory work, he has worked as a rideshare contractor for Uber Technologies. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected through employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of discretionary management options that include model portfolios and customized portfolios managed under client-approved investment policies.

Sarah Rhodes is a financial advisor at &PARTNERS with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and consulting services using a combination of fundamental, technical, and quantitative analysis, with both discretionary and non-discretionary account management.

Kayla Stern is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Rover and TD Ameritrade. Outside of her advisory role, she owns an Etsy shop selling children's clothing. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals associated with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management through various managed account options.

Christopher Horne is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with five years of industry experience. He has been with TIAA-CREF since 2020 and previously worked at SABIC from 2014 to 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and 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 financial planning and ongoing discretionary management using model or customized portfolios, operating within a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

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.