Joseph Allocca is a financial advisor with TIAA-CREF holding a Series 66 designation and two years of industry experience. His prior roles include positions at UBS Financial Services and Vanguard Advisers. He has worked in both advisory and marketing capacities within the financial services sector. 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 connections to TIAA-administered employer retirement plans. The firm offers a range of advisory services including customized portfolio management and acts as adviser to a donor-advised fund.

Stephen Hogan is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA since 2003 and holds Series 63 and Series 66 licenses. 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, frequently serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model-based and customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Laron Glenn is a financial advisor at Truist Advisory Services in Charlotte, NC, with three years of industry experience. He holds Series 63 and Series 65 designations. His prior work experience includes roles at Wells Fargo Learning Services LLC, Wells Fargo, Amazon, Papa Johns, and Bojangles. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews and reporting, operating as part of the broader Truist Financial network with extensive affiliated financial relationships.

Anderson Stockard is a financial advisor at Truist Advisory Services with a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, offering ongoing reviews and client consultations.

Michael Davis is a financial advisor at &PARTNERS with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years. Outside of advising, Davis is a franchisee and partial manager of Summitt Coffee Cafe and serves on the investment team of the United Methodist Foundation of Western North Carolina. &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 through discretionary and non-discretionary strategies, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party models.

Dung Nguyen is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist and Wells Fargo firms since 2016. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a range of tools including AI-enabled research and collaborates with Envestnet platforms to deliver tailored asset allocation and manager selection.

Charles Widener is a CFP® with 26 years of industry experience, currently affiliated with Truist Advisory Services. His career includes roles at PNC Investments, Mass Mutual Financial Group, Oppenheimer, and Banc of America Investment Services. Widener serves on the Board of Directors for Opera Carolina, a local nonprofit arts organization. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation strategies and manager selection through the Envestnet platform.

Stanley Dyl is a Series 65-licensed financial advisor with 16 years of industry experience. He is currently with Prime Capital Financial and has previously worked at United Capital Financial Advisers, LLC and Davidson Capital. He is involved as a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office solutions, employing a variety of investment strategies and tax-efficient techniques.

Antonio Porretta is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations, and has 26 years of industry experience. He has worked with Independent Advisor Alliance since 2014 and has also been affiliated with LPL Financial since 2011. Outside of his advisory role, he is involved in youth soccer as a coach with the Charlotte Eagles Soccer Club and Charlotte Soccer Academy. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model with independent advisory representatives and offers services through discretionary and non-discretionary portfolio management, leveraging technology platforms and third-party resources.

Kathleen Hayes is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds the Series 66 designation and has worked at Truist and its predecessor firms since 2013. Outside of her advisory role, she is the principal of Katie Hayes Photography LLC, which specializes in event, sports, and landscape photography. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing client reviews and reporting through its platform and affiliated financial relationships.

Matthew Hatfield is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 designation and previously worked at Park Ave Securities and Guardian before joining TIAA in 2017. Outside of finance, he performs as a musician in live venues and serves as Vice President of the Virginia Tech Alumni Association's Charlotte chapter, where he helps organize charity events. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory approach distinguishes between one-time planning services and ongoing portfolio management under a fiduciary standard.

Levi Perry is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at TIAA-CREF since 2022, following prior roles including a year at Equitable Advisors. Outside of finance, he writes weekly articles on Magic: The Gathering for COOLSTUFFINC and EDHREC. 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 separates financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Kevin Lattimore is a financial advisor with Truist Advisory Services based in Charlotte, NC, holding Series 63 and Series 66 registrations and bringing 16 years of industry experience. His career includes roles at Suntrust Advisory Services, Suntrust Investment Services, Wells Fargo Clearing, and Truist Investment Services. Outside of financial advising, he serves on the board of directors for the Charlotte alumni chapter of Kappa Alpha Psi Fraternity and is involved in producing family-friendly entertainment through My Time Entertainment LLC. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools, working with Envestnet platforms to recommend or manage investments, and maintains extensive affiliated financial relationships within the Truist Financial network.

Roslyn Ervin is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Bb&T Securities, LLC for eight years. Outside of her advisory role, she provides assistance to disabled persons, including support with hygiene, cooking, transportation, and light housekeeping. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and collaborates with Envestnet to deliver tailored asset allocation strategies and manager recommendations.

John Dorothy Jr. is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2018, following four years at State Farm. 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 TIAA employer retirement plan relationships. The firm provides model and customized portfolio management under fiduciary standards and acts as adviser to a donor-advised fund sponsored by Charityvest.

Pamela Montgomery is a financial advisor at TIAA-CREF with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA-CREF and its related entities since 2001, including a 20-year tenure at TIAA-CREF Individual & Institutional Services. Her prior roles include positions at Vanguard Marketing Corporation and LPL Financial. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through various managed account programs and acts as adviser to a donor-advised fund.

James Dashner is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2012. Outside of his advisory role, he owns a rental property. 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 through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, including customized and model-based options, and acts as adviser to a donor-advised fund.

Charles Anthony III 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 and TIAA-CREF since 2014. Outside of his advisory work, he owns Arestare LLC, a side business focused on renovating residential homes for resale. 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 to TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure offering customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund.

Joseph Caporusso is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation. His prior work includes roles at Truist Advisory Services, Bank of America, Merrill, and Wintrust Life. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management with a fiduciary standard, utilizing model and customized portfolios.

Tahuna Kidd is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role at TIAA-CREF since 2021, she worked at Alight Financial Solutions and Alight Financial Advisors from 2018 to 2021, and previously served at TIAA from 2001 to 2018. 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. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated group that includes advisory services to a donor-advised fund.