Omar Richardson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His career includes roles at Primerica Advisors and Allied Universal Security Services. 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 connected to TIAA-administered employer retirement plans. The firm uses a fiduciary standard for its RIA services and provides both model-based and customized portfolio management.

Conor Cetola is a Series 66-licensed financial advisor at Schwab Wealth Advisory with three years of industry experience. He previously worked at Fidelity Investments for five years before joining Schwab in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many enterprise wealth managers.

Robin Davis is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 credentials and 30 years of industry experience. He has been with TIAA-CREF since 2017, following prior roles at Community Capital Management and Xerox/Highmark. Outside of his financial advisory work, he works as a food delivery driver. 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 to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolio options and serves as adviser to a donor-advised fund.

Liam Timoney is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and with two years of industry experience. His prior roles include positions at Cooke Rentals, Revgen INC NC, and Logans Trading Company. 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 with existing TIAA-administered employer retirement plans. The firm provides customized and model-based portfolio management options and acts as adviser to a donor-advised fund within a vertically integrated advisory structure.

Drew Harshaw is a financial advisor at Hornor, Townsend & Kent, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services and BB&T Securities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Kevin Phinney is a CFP® professional with 12 years of industry experience, currently serving with Principal Financial Services. His prior roles include positions at Fulcrum Capital Partners and Foresters Financial Services. He is active as the president of a local BNI chapter, where he oversees meetings and the executive team. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes financial planning and access to third-party money manager asset allocation and separately managed account solutions through advisory and promoter arrangements.

Edward Tyree III is a financial advisor at NewEdge Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors since 2023. His prior experience includes roles at Eudaimonia Partners and RBC Capital Markets Corporation. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing various investment strategies and regular portfolio reviews.

Anna Carson is a Series 66-licensed financial advisor with eight years of industry experience. She currently works at TIAA-CREF and has previously held roles at Williamson Wealth Group, Raymond James Financial Services, Allspring Funds Management, and Wells Capital Management. 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 relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management using model and customized portfolios, and it also acts as adviser to a donor-advised fund.

Brandon Walker is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA 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, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing management through model and customized portfolios.

William London is a financial advisor with TIAA-CREF in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, all with TIAA-CREF since 1994. 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 also advises a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Timmothy Nootz is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with TIAA-CREF since 2017, following a year at Financial Engines and a year as a consultant. 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 with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including customized portfolio management and acts as adviser to a donor-advised fund.

Turner Schroll is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Harrisdirect LLC, E*TRADE Securities LLC, E*TRADE Capital Management LLC, and AXA Advisors, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals—often those connected with TIAA-administered retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

John Poe is a financial advisor at TIAA-CREF with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2013, based in Charlotte, NC. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

Ashley Haisch is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Stifel. Outside of her advisory role, she is an independent contractor for Poshmark, an online retail platform. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with access to alternative and private investments and a range of manager options.

Kevin Spence is a financial advisor at Empower Advisory Group with 26 years of industry experience and holds the Series 66 designation. His prior roles include positions at TIAA CREF Individual & Institutional Services, Cary Street Partners, Luxon Asset Management, and HSBC Technology & Services USA. He serves as a FINRA arbitrator, contributes scholarly articles on regulatory compliance, participates as a speaker at financial services industry conferences, and is a council member of the Securities Industry Continuing Education Programs. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan sponsor-chosen investment lineups.

George Bowery is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has worked with SunTrust Advisory Services and related SunTrust entities since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through discretionary and non-discretionary relationships supported by third-party platforms and AI-enabled research tools.

Keith Taylor is a financial advisor with Primerica Advisors based in Charlotte, NC. He holds the ChFC® designation and the Series 66 license, and has 25 years of industry experience. He has worked at Park Avenue Securities since 2000. Outside of his advisory work, he teaches pickleball part-time in Charlotte. Park Avenue Securities 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, employing a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Daniel Worley is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Edward Jones, E*TRADE Securities, E*TRADE Capital Management, and Harrisdirect, along with service in the U.S. Army National Guard. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management with customized and model portfolio options.

Michael Kloss is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and bringing 13 years of industry experience. He has been with TIAA and TIAA-CREF since 2011. Outside of his advisory role, Kloss serves on the board of the Anne Heinig Memorial Park Foundation, a local private park, where he participates in activities and decisions related to the park's maintenance and improvement. TIAA‑CREF Individual & Institutional Services, LLC 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, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating under a fiduciary standard with disclosure of potential conflicts related to affiliated funds.

Robert Stewart is a CFP®-designated financial advisor with 15 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He has held roles at firms including LPL Financial, CETERA Advisor Networks, and Carroll Financial Associates. Stewart is based in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.