Jack Mason is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, West Gate Bank, and TROC Global, among other organizations. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, offering both model portfolios and customized portfolio management under a fiduciary standard.

Aaron Bouronich is a financial advisor at Creative Planning with 10 years of industry experience. He holds the Series 66, Series 65, and Series 63 designations. His prior experience includes roles at Nuveen Asset Management, Nuveen Securities, Global Alternative Investment Services, Wells Fargo, and Equitable Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and tax-efficient techniques.

Derrick Dawkins is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has two years of industry experience, including prior roles at Truist Investment Services and Truist Advisory Services. His background also includes work in various service and recreational roles prior to entering the financial industry. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Tammie Mceachin is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. 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 TIAA-administered employer retirement plans. The firm acts as investment adviser to the TIAA Donor Advised Fund and operates a vertically integrated model that includes discretionary management and the use of affiliated funds.

Brandon Wright is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, operating under a fiduciary standard for its RIA services and managing portfolios through model-based or customized approaches.

Justin Stojetz is a financial advisor at TIAA-CREF with a Series 66 designation and five years of industry experience. Prior to joining TIAA-CREF, he worked at the University of South Carolina and was involved with the YMCA of Greater Charlotte. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to various trusts, estates, and institutional clients. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, utilizing a fiduciary standard in its advisory services.

Edward Kiss is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2011. 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 model and customized portfolio management services within a fiduciary framework.

Richard Burke is a CFA® charterholder with nine years of industry experience. He has been with Wells Fargo Investment Institute, Inc. since 2016. Wells Fargo Investment Institute is a bank-affiliate advisory and research organization that provides manager due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its research and strategy teams use both qualitative and quantitative analysis and proprietary forecasting tools to deliver impersonal, non-discretionary advice to affiliated entities.

Kandi Rudolph is a financial advisor at TIAA-CREF with 15 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2010. Outside of her advisory role, she is an owner of ELYSSE ROSE LLC, a business involved in hobbies and homemade crafts, and serves as a board member of the Stratford Richardson YMCA. Additionally, she volunteers as the Chapter Financial Secretary for Jack and Jill of America. TIAA-CREF’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing TIAA-administered retirement relationships. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, applying a fiduciary standard to its RIA services.

Aaron Emory is a financial advisor with First Citizens Investor Services, Inc. based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, providing advisory and brokerage services with a client process focused on needs assessment and diversified investment allocation across equities, fixed income, mutual funds, and ETFs.

Anthony Hui is a financial advisor at Wells Fargo Investment Institute, Inc. based in Charlotte, NC. He holds a Series 65 designation and has experience in both academic and financial sectors, including roles at the Institute for Private Capital, the UNC Department of Economics, and the Federal Reserve Bank of Richmond. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its research and strategy development are team-based and use both qualitative and quantitative analysis to support bank fiduciary and trust divisions as well as other investment-adviser clients.

Lindsey Adams is a financial advisor at TIAA-CREF in Concord, NC, holding a Series 66 credential with five years of industry experience. Prior to joining TIAA-CREF, Adams worked in animal health products and held various roles including teaching at Western Carolina University and Jay M. Robinson High School. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time financial planning and ongoing portfolio management with model and customized portfolios under a fiduciary standard.

Benjamin Perego is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with TIAA-CREF since 2004. 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. The firm serves clients often connected through TIAA‑administered employer retirement plans and manages portfolios using a range of model and customized approaches within a vertically integrated structure.

Rashund Green is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds the Series 66 and Series 63 designations and has been with TIAA-CREF since 2015. 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 both model-based and customized portfolio management within a vertically integrated structure.

Jacob Hedrick is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with First Citizens since 2013 and is also involved in real estate through Nellie T Properties, where he participates in investment and management activities. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services that include portfolio management, wrap programs, automated investing platforms, and financial planning, emphasizing a client process led by financial needs assessments and diversified investment strategies.

Rama Elasmar is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. Prior to joining TIAA-CREF, she worked at the University of North Carolina at Charlotte and was involved in the hospitality industry managing Layaly Cafe & Hookah Lounge. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing employer retirement plan relationships. The firm distinguishes between one-time planning services and ongoing portfolio management, providing customized investment solutions within a vertically integrated structure.

Jessica Flynn is a financial advisor with TIAA-CREF, holding a Series 66 designation and two years of industry experience. Prior to joining TIAA-CREF and Tiaa in 2023, she held various roles including positions at New York University and Alison Brod Marketing and Communications. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and other entities. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Kevin Hill is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining TIAA-CREF, he worked at The University of North Carolina at Charlotte and held positions at Papa John's Pizza and Ashville High School. TIAA-CREF Individual & Institutional Services 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 distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolio solutions.

Matthew Long is a financial advisor with TIAA-CREF based in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His career includes positions at Truist, Kovar Wealth Management, A4 Wealth Advisors, and several other firms. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management, offers customized and model-based investment strategies, and acts as adviser to a donor-advised fund.

Benjamin Russo is a financial advisor at Truist Advisory Services with a Series 66 credential and one year of industry experience. He has been with Truist since 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm integrates discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.