Gregory Bennett is a financial advisor with IFG Advisory, LLC, holding Series 63, Series 65, and Series 66 credentials and over 30 years of industry experience. His career includes roles at Merit Financial Group, LPL Financial, Private Portfolio Partners, Wells Fargo Clearing, and A.G. Edwards & Sons. He serves as trustee for his deceased father’s trust, managing fiduciary responsibilities related to family beneficiaries. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, trusts, estates, corporations, and retirement plans. The firm customizes investment strategies using sub-advisors and third-party managers and offers a broad range of portfolio management and consulting services.

Austin Carter is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and various positions within the Principal Financial Group family, including Principal Bank, Principal Securities, and Principal Life Insurance Company. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models for both non-discretionary recommendations and discretionary investment management. The firm operates within the Principal Financial Group, providing access to affiliated products and integrated trading services.

Dalton Thiem is a financial advisor with Principal Advised Services in Charlotte, NC, holding the Series 66 designation and two years of industry experience. He has worked at Principal Life Insurance Company, Principal Securities, and Principal Advised Services since 2024, with prior experience at Flagstar Bank. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates proprietary models with third-party tools and leverages its affiliation with Principal Financial Group to offer access to proprietary products and coordinated services.

Benson Milburn is a financial advisor at Principal Advised Services with a Series 66 designation. He began his career in the financial industry in 2026 and has held roles at Principal Advised Services, Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Prior to this, he worked at Truist Bank and has experience outside finance including positions at Carolina Golf Club and DoorDash. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm leverages proprietary and third-party models and integrates with affiliated entities within the Principal Financial Group to offer access to proprietary funds and related products.

Alixis Roccia is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Principal, Roccia worked with American Security Mortgage Company and has coached lacrosse and basketball at Marvin Ridge High School. Principal Advised Services provides retirement plan participants and retail IRA clients with investment advice, combining third-party tools like Morningstar and proprietary models through its SimpleInvest program. The firm operates as part of the Principal Financial Group family, offering integrated access to affiliated financial products and services.

Paul Short is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with TIAA-CREF since 2009. 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 connected through TIAA-administered employer retirement plans. The firm provides model-based and customized portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund.

William Wright is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors, Mood Indigo Living, and involvement with Furman University and the nonprofit E2D – Eliminate the Digital Divide. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and operates as part of a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

James White is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation and bringing 11 years of industry experience. He has been with TIAA and TIAA-CREF since 2015. Outside of his advisory role, he owns multiple residential rental properties. 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 a fiduciary standard through its RIA services and manages portfolios ranging from model-based to customized solutions under approved investment policy statements.

Ryan Prokay is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining TIAA-CREF and Tiaa in 2023, he owned and operated Carmel Lawn and Landscaping LLC for 11 years. He also serves as a board member of the Mt Isle Harbor Homeowners Association. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized and model portfolio options under a fiduciary standard.

Randy Johnson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at LPL Enterprise, Edward Jones, Bank of America, Merrill, and Wells Fargo Clearing. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected through employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Joshua Selvey is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining TIAA-CREF, he held various roles including involvement with Calibers Indoor Gun Range LLC and Breezy Moving Company LLC. He has also worked in non-financial sectors such as Wilmington Water Tours and the University of North Carolina Wilmington. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model that includes point-in-time planning and ongoing portfolio management services.

Melissa Vian is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. 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 employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, and it acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Sara Homsi is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Her prior work includes positions at Equitable Advisors, Merrill, US Trust, and AXA Advisors. 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. The firm distinguishes between one-time planning services and ongoing portfolio management, and it acts as adviser to the TIAA Donor Advised Fund.

James Campbell is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 66 designations and has prior experience at Wells Fargo Clearing, Vanguard Marketing Corporation, and Apple. 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 relationships through employer retirement plans. The firm combines point-in-time planning services with ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Tina Jackson is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA since 2016. 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 relationships through TIAA‑administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Gaetano Defazio is a financial advisor at TIAA-CREF in Charlotte, NC, with 13 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2012. Outside of his advisory role, he produces online video content focused on consumer products. TIAA-CREF’s Advice & Planning Services division 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 range of advisory services, including model portfolio management and customized portfolios, and acts as adviser to a donor-advised fund.

Haley Clanton is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and six years of industry experience. Prior to joining TIAA-CREF in 2022, she worked at Charles Schwab and Charles Schwab Bank from 2019 to 2022. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through a range of managed account options.

Jennifer Herzog is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and bringing 13 years of industry experience. She has been with TIAA-CREF since 2014. Outside of her advisory role, she works part-time as a Lyft driver. 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 employer retirement plan relationships. The firm separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated model.

Brandon Reeves is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 license with three years of industry experience. He previously worked at Equitable Advisors LLC and has a varied background including roles in education and retail. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, applying a fiduciary standard to its advisory services.

Kiara Hackshaw Gary is a Series 66-registered financial advisor with Fifth Third Securities, Inc., based in Mooresville, NC. She has four years of industry experience and has worked with Fifth Third Securities since 2022, following prior roles at Fifth Third Bank and other companies. Outside of her advisory role, she engages in pastry baking as a home-based activity. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional accounts, offering a range of investment advisory and brokerage services through its Passageway Managed Account Program and multiple third-party portfolio managers.