Jason Rees 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 2014. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs 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 portfolio management through various managed account programs, operating within a vertically integrated structure that includes affiliated funds.

Abraham Cordero is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. His approach to financial planning emphasizes building long-term relationships with clients, supporting them through every stage of their financial journey. He has extensive experience within Fidelity Investments, having held various roles since 2019, including Investment Solutions Representative III, Investment Solutions Representative II, Workplace Planning Consultant at multiple levels, and High Net Worth Representative. This progression reflects his comprehensive expertise in financial planning and investment solutions. Abraham holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in fitness, food, movies, and traveling.

Solomon Munyambu is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors, LLC. Outside of his advisory role, he also works as a part-time Uber Eats driver. 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, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm provides a fiduciary standard on its RIA services and manages portfolios through both model-based and customized approaches.

Tucker Parrish is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and has worked at TIAA and TIAA-CREF since 2022. Outside of finance, he spent six years involved with Brock Austin Umpiring. 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 connections to TIAA retirement plans. The firm offers a range of advisory services, including customized portfolio management and donor-advised fund advisory, within a vertically integrated group structure.

Julho Kara is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Mass Mutual Life Insurance Co, and Santander Consumer USA. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized options under fiduciary standards.

Aziza Norbaeva is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at US Bank and The Vanguard Group. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, and corporate entities. The firm distinguishes between point-in-time planning services and ongoing portfolio management, providing customized investment solutions within a vertically integrated structure.

John Walzer III is a financial advisor with TIAA-CREF in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at TIAA-CREF since 2017 and previously at Strategic Advisers, Inc. and Fidelity Brokerage Services LLC. Walzer serves as a board member of the Eastchester Traffic and Parking Advisory Committee. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between point-in-time financial plans and ongoing discretionary management, utilizing model portfolios and customized management under client-approved investment policies.

Raymundo Castorena is a financial advisor at TIAA-CREF with Series 63 and Series 65 licenses and four years of industry experience. His previous roles include work at Fidelity Brokerage Services LLC and several consulting and service positions. He has also held diverse roles outside finance, including at Custom Coats, Cowboy Chicken, and the University of North Texas. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, providing both model-based and customized portfolio options.

Scott Marshall is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes positions at Scottrade, Inc. from 2005 to 2018 before joining TIAA-CREF in 2018. 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 financial planning and ongoing portfolio management under a fiduciary standard, with services that include management of donor-advised funds and use of affiliated investment funds.

Jonathan Pearn is a financial advisor at TIAA-CREF with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2018, following an 11-year tenure with National Planning Corporation. Outside of advising, he is registered as a FINRA Dispute Resolution arbitration panelist, though he has not been selected to serve on a panel. 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 employer retirement plans administered by TIAA. The firm combines point-in-time planning with ongoing discretionary management and acts as adviser to a donor-advised fund.

Freddie Broadway is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Vanguard Advisers, Inc., Fisher Investments, Capital One Advisors, and USAA Financial Planning Services. 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 ties to TIAA-administered employer retirement plans. The firm offers a range of managed accounts that include model and customized portfolios, and it acts as adviser to a donor-advised fund sponsored by Charityvest.

Khalil Morgan is a financial advisor at TIAA-CREF with six years of industry experience. He holds the Series 66 designation and previously worked at Vanguard Advisers and The Vanguard Group, Inc. Outside of advisory work, Morgan is employed as a sales associate at a Nike outlet. TIAA-CREF Individual & Institutional Services, LLC serves individuals with pre-existing TIAA-administered retirement plans, trusts, estates, and small retirement plans. The firm offers financial planning, discretionary managed accounts, and related services, including management of a donor-advised fund and access to model and customized portfolios.

Simeon Hills is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 20 years of industry experience. He has worked at TIAA-CREF since 2001, with a nine-year tenure at LPL Financial LLC in between. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure utilizing affiliated funds.

Brandon French is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Personal Capital Advisors Corporation, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. 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, often serving clients with pre-existing retirement plan relationships. The firm operates a fiduciary advisory model combining point-in-time planning services with ongoing portfolio management through various managed account programs.

Ryan Ojeda is a financial advisor at TIAA-CREF with Series 63 and Series 66 licenses and four years of industry experience. His previous roles include positions at Vanguard Advisers, Inc. and NexPoint Securities, Inc. Outside of finance, he has been involved with the Summit Valley Band since 2021. 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 relationships through TIAA-administered retirement plans. The firm offers a range of advisory services that separate one-time planning from ongoing portfolio management and serves as adviser to a donor-advised fund.

Heather Martin is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both model portfolio-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Travis Gallton is a CFA® charterholder currently with TIAA-CREF in Rochester, NY, where he has worked since 2025. He has over a decade of industry experience, including roles at Karpus Investment Management from 2007 to 2018 and TIAA since 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and various entities. The firm provides customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund, operating within a vertically integrated structure.

Danny Arroyave is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. His prior work experience includes positions at Merrill, Bank of America, American Express, and several other organizations. 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 pre-existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Louis Bundy III is a financial advisor at TIAA-CREF with 15 years of industry experience. He has been with TIAA-CREF since 2014 and holds the Series 63 and Series 66 licenses. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs 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 portfolio management, often using model portfolios or customized strategies under a fiduciary standard.

Viet Nguyen is a financial advisor at TIAA-CREF with 13 years of industry experience. He has held roles at TIAA-CREF since 2017 and previously worked at Citizens Securities, Inc. and RBS Citizens Financial Group. 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 TIAA-administered employer retirement plans. The firm offers a range of advisory services, including customized portfolios managed under client-approved investment policy statements, and operates within a vertically integrated group that serves as adviser to a donor-advised fund.