Jonathan Strong is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2017, with prior experience at Wells Fargo Clearing Services and MetLife Investors Distribution Company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as various entities including trusts and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model-based and customized managed account programs.

Zachary Goreczny is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services and several other firms. Outside of his advisory role, he owns a home computer and electronic repair business and serves as an independent AI evaluator for an artificial intelligence service provider. 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-administered employer retirement relationships. The firm’s advisory model 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.

Trevor Whitson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Grove Point Advisors, Wells Fargo Clearing Services, and LPL Financial. He is based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platform arrangements and AI-enabled research tools.

Camille Lubic is a financial advisor at TIAA-CREF with three years of industry experience. She holds the Series 66 designation and previously worked at JP Morgan Securities, LLC, and JP Morgan Chase & Co. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans.

Mitchell Juda is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Raymond James Financial Services, Wells Fargo Clearing Services, Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, he owns Norm's Closet, an online business selling officially licensed UNC Charlotte merchandise and apparel. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a range of investment management services that include both model and customized portfolios and acts as adviser to a donor-advised fund.

Edward Danser is a CFP® professional affiliated with Truist Advisory Services, based in Charlotte, NC, with 26 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2010. Outside of his advisory role, he is a partner in an LLC formed for investing in a hotel opportunity alongside family members. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers fiduciary support, asset allocation analysis, and a manager-selection program implemented through a combination of discretionary and non-discretionary arrangements, supported by AI-enabled research and integrated inter-affiliate services.

Jaclyn Lifsey is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Vanguard Advisers, Vanguard Marketing Corporation, Williams & Fudge, Inc., and New York & Company. 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 distinguishes between one-time planning services and ongoing discretionary management and serves as adviser to a donor-advised fund while operating within a vertically integrated group that utilizes affiliated funds.

Thomas Dumas is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is affiliated with Primerica Advisors and has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2001. Outside of his advisory role, he serves as a trustee for his parents' estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies.

Kristopher Hyland is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with TIAA-CREF and its predecessor entities since 2012, with a brief interval working outside the firm and at Digital Intelligence Systems, LLC in 2021. 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 a combination of point-in-time financial planning and ongoing portfolio management under a fiduciary standard, and acts as adviser to the TIAA Donor Advised Fund.

James Baker is a financial advisor at Fifth Third Securities, Inc. in Charlotte, NC, holding a Series 66 designation with 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2012. Outside of his advisory role, he is a co-owner of Three Eagle Ventures, LLC. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated banking and advisory functions.

James Martin II is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior affiliations include Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Outside of advising, he is a co-owner of a rental property. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a variety of asset-allocation approaches and offers discretionary and non-discretionary management, including model portfolios, separately managed accounts, and automated Guided Investing platforms.

Rachel Ashman is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at SunTrust Bank and affiliated entities since 2018, as well as The Prudential Insurance Company of America from 2016 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and inter-affiliate resources.

Bryce Blanton is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2021. Prior to joining TIAA-CREF, he held roles at Bonobos and the Office of Family and Community Engagement. 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 TIAA retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, employing a fiduciary standard across its RIA services.

Jonquil Funderburk is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. She has been with TIAA-CREF since 2004. Outside of her advisory role, Funderburk is co-owner of a transportation service that delivers non-perishable and dry goods via box truck. 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 separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Michael Hitch is a financial advisor at TIAA-CREF with 24 years of industry experience. He has been with TIAA-CREF and TIAA since 2005 and holds Series 63 and Series 65 licenses. 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-administered retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios, and it acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Myla Cho is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 designation and has worked at Vanguard Advisers, JP Morgan Chase & Co, and several other firms prior to joining TIAA-CREF. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes itself by combining point-in-time planning with ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.

Brandon Bastuba is a CFP® with 15 years of industry experience currently affiliated with NewEdge Advisors. His prior roles include positions at Assetmark Financial, Inc., Brinker Capital Securities, and Intelliflo. He is based in Huntersville, North Carolina. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and employing technology tools to support advisor and client needs.

Adam Snell is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Merrill and Merrill Lynch from 2011 to 2020 before joining PNC Investments in 2020. He is currently based in Charlotte, NC, and is affiliated with PNC Wealth Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, invitation-only Portfolio Solutions Strategist offering for employees. The program uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Sandra Adame Hernandez is a financial advisor at The Huntington Investment Company with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Truist Advisory Services, Wells Fargo, and TIAA-CREF. Based in Charlotte, NC, she has been with Huntington since 2025. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary Private Bank strategies, offering multiple wrap-fee programs on the Envestnet platform.

Mary Kane is a financial advisor at Truist Advisory Services in Charlotte, NC, holding a Series 66 designation with experience beginning in 2023. Her prior roles include positions at Pearson, Hermitage Country Club, and Hampden Hill Custom Building. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.