Emmaline Crawford is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. Her career includes roles at Vanguard Advisers, Inc., Brighthouse Financial, and Wells Fargo. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios.

Kyle Durkin is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF and related entities since 2020. Prior to his financial services career, he worked at the University of Central Florida and Atlantic Coast High School. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Dennis Riegraf is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Deutsche Bank, where he worked for over a decade. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients, utilizing a combination of discretionary and non-discretionary management supported by AI-enabled research and a comprehensive manager-selection program.

David Hampton is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. He holds Series 63 and Series 65 licenses and has four years of industry experience, including roles at Wells Fargo and JPMorgan Chase. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities with advisory and brokerage services. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis to portfolio management across various asset classes.

Jack Heil is a financial advisor with PlanMember Securities Corporation in Charlotte, NC, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has worked at Lombard Advisers Incorporated, Lombard Securities Incorporated, and H.D. Vest Advisory and Investment Services, and has been self-employed since 2013. Heil is also a CPA and provides tax preparation and accounting services through his own practice. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and provides education, support services, and personalized retirement planning.

Amos Randall III is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF and TIAA since 2017, with prior experience at Wells Fargo and academic roles at Auburn University and FIT Statesboro. 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, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, employing fiduciary standards and offering a variety of managed account options including customized portfolios.

Arden Pegelow is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, Arden worked with the Universal Cheerleaders Association/Varsity Spirit and has experience in the hospitality industry as a server at Red Rocks Cafe. Arden also volunteers as a Community Ambassador for Ronald McDonald House Charities, participating in outreach and fundraising events. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management through various managed account programs.

Sarah Mcmillian is a financial advisor at Truist Advisory Services in Charlotte, NC, with 10 years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing for a decade. Outside of advising, she is an owner of farmland in Amelia, Virginia, which is rented for crop harvest. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms, with a focus on integrated inter-affiliate service arrangements.

Dominic Gullo is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he was involved in the restaurant business at Something Fishy Seafood Restaurant. He has also worked in various roles including at the University of North Carolina Wilmington and Universal Audiology. 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 ties to TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning and ongoing discretionary management, offering both model and customized portfolios within a fiduciary framework.

Jason Wolff is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously spent four years with Wells Fargo Clearing. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Thomas Hazelhoff is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Worth Advisors, LPL Financial, Truist Investment Services, and Doerschler and Associates Wealth Management. Outside of finance, he was involved with Pit Spitters Baseball from 2021 to 2023. TIAA-CREF Individual & Institutional Services 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 both point-in-time planning and ongoing portfolio management using a fiduciary model, including acting as adviser to a donor-advised fund.

Julie Carter is a Series 66 licensed financial advisor with eight years of industry experience, currently with First Citizens Investor Services, Inc. in Charlotte, NC. Her prior roles include positions at Woodbury Financial Services, Waddell & Reed, and various insurance carriers. Carter serves as a board trustee for Tri-County Community College in North Carolina. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes IAR-led client assessments and applies fundamental, quantitative, and technical analysis in portfolio allocation.

Jaylon Mc Clinton is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has previously worked at Navy Federal Financial Group and Truist Advisory Services. Mc Clinton's background includes service in the U.S. Army and attending West Point Academy. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through employer retirement plans. The firm offers discretionary management through model portfolios and customized portfolios, applying a fiduciary standard to its RIA services within a vertically integrated structure.

Trudy Blanton is a financial advisor at TIAA-CREF with three years of industry experience. She holds a Series 66 designation and previously worked at Vanguard Advisers and Williams and Fudge, Inc. Outside of finance, she owns Trudy's Designs, a small business creating and selling custom signs, crafts, and digital prints. TIAA‑CREF Individual & Institutional Services offers 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’s advisory model distinguishes between one-time planning services and ongoing discretionary portfolio management, applying a fiduciary standard and utilizing model or customized portfolios.

Sydney Hansen is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2021. Prior to that, Hansen was employed at H&R Block and was involved with the Jesse Helms Center Foundation. 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 other entities. Their advisory model distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolio management under a fiduciary standard.

Jamie Dugo is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Comfort Keepers. Outside of his advisory role, Dugo serves as a member of the Catawba County Planning Board. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Tyler Johnson is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC in Charlotte, NC. He previously worked for THE Vanguard Group, Inc. for 11 years and has been affiliated with LPL Financial since 2023. Johnson is also involved with FreshWater Financial LLC, an independent registered investment advisory firm he founded in 2023. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and utilizes various portfolio management strategies and technology platforms to deliver its services.

Edmond Henley Jr. is a financial advisor at Truist Advisory Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist and its predecessor firms since 2015. 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 AI-enabled research tools.

Omar Richardson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 66 and Series 63 licenses and having five years of industry experience. His background includes roles at Primerica Advisors and Allied Universal Security Services, among others. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing retirement plan relationships through TIAA. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Anthony Valerio is a financial advisor with First Citizens Investor Services, Inc. in Charlotte, NC. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Valerio previously worked at Wells Fargo Clearing and The Prudential Insurance Company of America. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes IAR-led assessments and combines fundamental, quantitative, and technical analysis to construct portfolios across equities, fixed income, mutual funds, and ETFs.