Amy Wong Pawa is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2017. Outside of her advisory role, she owns an investment property that she manages and rents. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients who have pre-existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolios, operates a donor-advised fund, and offers related affiliated services.

Charles Anderson Jr. is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work includes roles at Fisher Investments, Merrill, Bank of America, Amazon, and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC's Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with varying investment models and a fiduciary standard applied to its RIA services.

Christian Wathen is a financial advisor with TIAA-CREF who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at TIAA-CREF and Tiaa since 2014, and previously at Steele Capital Management, Inc. from 2012 to 2014. 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. The firm often serves clients connected through TIAA-administered employer retirement plans and offers both model-based and customized portfolio management under a fiduciary standard.

Raphael Olomajeye is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity and Fidelity Personal and Workplace Advisors. Outside of advising, he is the owner of a rental property management business. 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 a range of advisory services, including customized portfolio management and donor-advised fund advising, operating within a vertically integrated structure that uses affiliated funds.

Prabhvinder Kaur is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at TIAA-CREF since 2023, with prior roles at Financial Principles and Metcalfe and Associates. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to a donor-advised fund.

Andrew Fahner is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at PNC Bank, First Commonwealth Bank, and Infinex Investments. He is based in Pittsburgh, PA. TIAA‑CREF Individual & Institutional Services 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 approach within a vertically integrated group and acts as adviser to a donor-advised fund.

Benjamin Myers is a financial advisor with TIAA-CREF in New York, NY, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Elysium Management LLC, Overbrook Management Corp, and Pzena Investment Management. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and brokerage services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management with a fiduciary standard, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Jessica Prunty is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

David Jones is a financial advisor at TIAA-CREF in Irvine, CA with four years of industry experience. He holds the CFA® designation along with Series 63, 65, and 66 licenses. His prior work includes roles at Wells Fargo Clearing Services LLC, Wells Fargo Bank N.A., Banc of California, and Bishop Street Capital Management. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing portfolio management, offering both model-based and customized investment strategies.

John Spooner is a financial advisor with TIAA-CREF in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior experience includes roles at Massachusetts Mutual Life Insurance Company, Ameritas Life Insurance Corp., Wells Fargo, and its clearing division. 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 employer retirement plan relationships. The firm combines point-in-time financial planning with ongoing portfolio management, offering both model-based and customized investment strategies.

Ted Prosser Jr. is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2016. 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 to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model portfolios and customized investment strategies within a vertically integrated structure.

Jason Foytack is a financial advisor at TIAA-CREF with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2006. He serves on the board of directors for Saint Joseph's Catholic Academy, advising on policies, strategy, and fundraising. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals connected to 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 and operates within a vertically integrated structure that includes affiliated funds.

Matthew Mulholland is a financial advisor at TIAA-CREF with CFP®, CFA®, and Series 65 designations and two years of industry experience. His prior work includes positions at Mercatus, Glenmede, Hotaling Investment Management, and Managed Account Advisors LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs 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 separates point-in-time planning from ongoing discretionary management, uses model and customized portfolios, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Robert Casolaro is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. 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 those with existing TIAA-administered employer retirement relationships. The firm distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios or customized solutions depending on the program.

Gregory Burd is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2013. Based in Boston, MA, Burd's career has been focused within this firm. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios.

Evan Ho is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. Ho serves as a volunteer board member on the Finance and Investment committees of the Luella Hannan Memorial Foundation, which aims to support seniors in Michigan. TIAA-CREF Individual & Institutional Services provides financial planning and 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 combines discretionary management using model and customized portfolios with fiduciary services within a vertically integrated structure.

Ee Yang is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining TIAA-CREF in 2024, Yang worked at Members Trust Company, Credit Union Investment Services, SeCU Brokerage Services, SeCU Life Insurance Company, and the State Employees' Credit Union. Yang is also the owner of ProjectEM Co, a side business focused on producing and selling signs and laser goods. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior employer retirement plan relationships. The firm operates a vertically integrated advisory model that separates planning services from ongoing portfolio management and applies a fiduciary standard to its registered investment adviser services.

Shafqat Manir is a financial advisor at TIAA‑CREF with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Distributors Company LLC and Fidelity Investments. Before entering the financial sector, he spent five years at A.G. Dresses Ltd. and one year at Fin-Bangla Apparels Ltd. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals with ties to TIAA‑administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management, applying a fiduciary standard to its advisory services within a vertically integrated group that manages both model and customized portfolios.

Diana Urichich is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 2016. Based in Charlotte, NC, she serves clients through these firms' financial planning and investment management services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities. The firm provides both model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Catherine Vigen is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 credential and ten years of industry experience. Her prior roles include positions at Charles Schwab and Capital One Investing. Outside of her financial career, she owns and operates Catherine Vigen Photography, a portrait, lifestyle, and travel photography business with an associated blog. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.