Lance Dunlap is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2018, following prior roles at Wells Fargo Advisors. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm separates point-in-time financial planning from ongoing discretionary portfolio management and acts as adviser to a donor-advised fund.

William Byron is a financial advisor at Corient with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at M HOLDINGS SECURITIES, Inc. and operated Byron Financial, LLC. Outside of his advisory work, he owns Byron Racing, LLC, an auto racing business. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that combines internal strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates, including private fund management and trust services.

Ricky Dukes is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at The Legacy Financial Group, NYLIFE Securities LLC, New York Life Insurance Co, and Allstate Insurance Company. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes aligning recommendations with client objectives, managing a majority of assets on a non-discretionary basis.

Kevin South is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at BB&T Investment Services and BB&T Securities prior to joining Truist in 2018. He has been with Truist Advisory Services since 2021. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated service delivery across its affiliated entities.

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.