Keval Amin is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with TIAA-CREF since 2013. 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 connected through TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and offers tailored portfolio management under a fiduciary standard within a vertically integrated group.

Michael Doody is a financial advisor with TIAA-CREF based in Charlotte, NC. He holds a Series 66 designation and has 12 years of industry experience, including previous roles at Gladstone Wealth Group, Financial Resources Group Investment Services, LLC, and LPL Financial. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with connections to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Andrea Ward is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining TIAA in 2022, she worked at Principal Funds Distributor, Inc., AppleOne, and ComputerShare. Outside of finance, Ward owns and operates The Funky Artist, a graphic design and custom gifts business primarily selling on Etsy. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected to TIAA-administered retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering model portfolios and customized portfolio solutions under a fiduciary standard.

Richard Jones is a financial advisor at TIAA-CREF with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 1991. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates financial planning services from ongoing discretionary management, applies a fiduciary standard to its RIA services, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Daniel Mullane is a Series 66-licensed financial advisor with Guardian Life in Charlotte, NC, where he has worked for 11 years. His career has been exclusively with Guardian Life and its affiliates. Outside of his advisory role, he is involved in life and disability insurance sales through outside carriers and is the majority owner of Talcott Group LLC. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies delivered via proprietary and third-party platforms.

Gregory Giannibas is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2014. 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 existing relationships through TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Bryson Hawks is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Fastenal, Cava, and Anderson University. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management with a fiduciary standard applied to its RIA services.

Gloria Dearcangelis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing nine years of industry experience. Her career includes roles at Truist Investment Services, BB&T Securities, Wells Fargo Clearing, and Ameriprise Financial Services. 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 uses a combination of traditional research and AI-enabled tools to support its advisory services and offers ongoing client reviews and reporting.

Christopher Wittekind is a financial advisor at TIAA-CREF with 10 years of industry experience. He has held positions at TIAA-CREF and Century Securities Inc. His credentials include Series 63 and Series 66 licenses. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides distinct planning and management services and acts as adviser to the TIAA Donor Advised Fund.

Geoffrey Rowland is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA since 2001. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected through TIAA-administered employer retirement plans—as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also serves as investment adviser to the TIAA Donor Advised Fund and operates within a vertically integrated group offering affiliated funds.

Alon Argov is a financial advisor with TIAA-CREF, holding a Series 66 designation and 23 years of industry experience. He has been with TIAA-CREF since 2007. 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 to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers distinct planning and management services, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

Amanda Davis is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and nearly a decade of combined industry experience. Her prior roles include positions at Bank of America Private Bank and Hawthorne Management Company. She is based in Charlotte, NC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.

John Kirwan is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His career includes roles at Carolina Motorsports MGT. LLC and Carolina Sports Officials. Outside the financial sector, he has worked part-time as a CDL driver for SFL Transportation. United Planners Financial Services is a national wealth-management firm serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through independent advisors. The firm utilizes a combination of custodians, third-party money managers, and platform programs, managing approximately $12.77 billion in assets with a predominantly non-discretionary approach.

Karla Lavin is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC for nine years. Outside of her advisory role, she is involved in managing personal real estate rental properties. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating as both a registered investment advisor and broker-dealer with a consolidated investment platform.

Khadijah Randall is a financial advisor at TIAA-CREF with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with TIAA-CREF since 2003. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA‑administered retirement plans, as well as trusts, estates, and corporate entities. The firm’s advisory model separates one-time financial planning from ongoing discretionary management and includes acting as adviser to a donor-advised fund.

Jeffrey Hibbeler is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Savant Wealth Management, having joined the firm in 2026. Prior to this, he worked at Exencial Wealth Advisors, where he was also an equity partner, and has held positions at Willingdon Wealth Management and Columbia Threadneedle Investments. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains notable in-house capabilities across accounting, legal, and trust services.

Brett Sneed is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019. His prior experience includes roles at Allegacy Federal Credit Union, CUSO Financial Services, LP, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The program uses algorithm-driven risk assessments and manages portfolios with mutual funds and ETFs, relying on third-party strategists and delegates for execution and oversight.

Terrence Teele is a financial advisor at TIAA-CREF with 19 years of industry experience and holds a Series 66 designation. His career includes long-term tenure at TIAA-CREF as well as positions at Fidelity Investments, Wells Fargo, and LPL Financial. Outside of advising, he is involved in several activities including owning a men's grooming cosmetics business, working as a DJ, consulting in business operations and leadership development, and personal food delivery services. 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 those with existing employer retirement plan relationships. The firm separates point-in-time financial planning from ongoing discretionary account management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Terry Lineberger is a CFP® with 30 years of industry experience, currently with D.A. Davidson & Co. since 2020. Prior to joining D.A. Davidson, he worked at Robert W. Baird & Co. for 11 years. He is also a co-author involved in promoting and selling books outside of his advisory role. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers various advisory and planning services, distinguishing itself through municipal advising and affiliated custodial entities.

Kenneth Hollander is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Merrill, Bank of America, and Regions Bank. First Citizens Investor Services serves individuals, pension plans, charitable organizations, and corporate clients through advisory and brokerage services, offering portfolio management, automated investing platforms, and financial planning. The firm combines fundamental, quantitative, and technical analysis to tailor investment strategies.