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 with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His career includes prior roles at Merrill, Morgan Stanley, BB&T Securities, and SunTrust Advisory Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support client portfolio construction and ongoing monitoring, working closely with Envestnet platforms and affiliated financial entities.

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.

Conor Cetola is a financial advisor at Schwab Wealth Advisory, Inc. in Charlotte, NC, holding a Series 66 designation with three years of industry experience. His background includes roles at Fidelity Investments and Charles Schwab & Co., Inc. prior to joining Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co., focusing on asset allocation and investment selection guided by internal research tools and standardized models.

Robin Davis is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, holding Series 63, Series 66, and Series 65 credentials and bringing 31 years of industry experience. Davis has worked at TIAA and its related entities since 2012, with a brief tenure at Community Capital Management from 2016 to 2017. Outside of advisory work, Davis is also engaged as a food delivery driver. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, employing both model and customized portfolios within a fiduciary framework.

Amaya Patel is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, Patel held various roles outside the financial sector, including positions at Sonic Automotive, Panera Bread, and Ruth's Chris Steakhouse, alongside a long period of full-time education. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm offers both one-time planning services and ongoing portfolio management with a fiduciary standard applied to its advisory services.

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 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist Advisory Services, TRUIST Investment Services, and BB&T Securities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and offers both discretionary and non-discretionary account options supported by third-party asset manager relationships.

Kevin Phinney is a financial advisor with Principal Financial Services in Charlotte, NC, holding a CFP® designation and securities licenses Series 63 and Series 65. He has 12 years of industry experience, including roles at Fulcrum Capital Partners and Principal Life Insurance Company. Outside of advising, he serves as president of a local BNI chapter and owns an LLC involved in mobile home property management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Edward Tyree III is a financial advisor at NewEdge Advisors with 34 years of industry experience. He has held positions at RBC Capital Markets Corporation and Citigroup Global Markets before joining NewEdge Advisors in 2023. Tyree holds Series 63 and Series 65 credentials. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, consulting services, and access to various advisory programs, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party investment strategies.

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 financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with 22 years of industry experience. His career includes roles at Financial Engines, Waddell & Reed, Equity Services, Inc., and PRUCO Securities, LLC. He has been with TIAA-CREF since 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management using model or customized portfolios, operating under a fiduciary standard with noted fee structures and affiliated fund options.

Turner Schroll is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. His prior experience 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, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers model-based and customized portfolio management through its various programs and acts as adviser to a donor-advised fund.

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.