Chrisjon Smith is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA since 2012. 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 existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time financial planning and ongoing discretionary management, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Kellen Quackenbush is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA since 2016. Outside of his advisory role, Quackenbush serves as Treasurer for Deer Lakes Youth Soccer Club, a nonprofit youth soccer organization. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary management, offering both model and customized portfolio solutions.

Jennifer Overhoff is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at LPL Financial, Bancwest Investment Services, and Sheaff Brock Investment Advisors. 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 clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Daniel Wijaya is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and with one year of industry experience. Prior to joining TIAA-CREF, he worked at Equitable Advisors, LLC, and has experience outside finance as a server at Kura Revolving Sushi Bar. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and smaller retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolio management under a fiduciary standard.

Sharon Lolk is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and affiliated entities since 2011, with prior experience at Biondo Investment Advisors LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various institutional clients. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Alberto Favalli Ragusini is a financial advisor at TIAA-CREF with a Series 66 designation and six years of industry experience. His prior roles include positions at Fiera Capital Inc., Bank of America, Merrill, and C-Quadrat Asset Management UK. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with 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 portfolio management services, with a fiduciary standard applied to its registered investment advisory offerings.

Peter Kohn is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily with TIAA and affiliated entities since 1997, including most recently at P.J. Robb Variable Corp. Outside of his advisory role, he is involved in residential property rental. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides 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 separates point-in-time planning from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Joseph Timmerman is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds the Series 66 designation and previously worked at USAA Financial Advisors, Victory Capital Advisers, and in educational institutions. Outside of his advisory role, he operates a small farming business with his family in Skowhegan, Maine. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and entities, often serving clients connected through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized strategies.

Craig Hurley is a financial advisor with TIAA-CREF in Evanston, IL, holding Series 63, Series 65, and Series 66 designations and over 26 years of industry experience. He has been with TIAA and TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and other entities. The firm distinguishes between point-in-time planning services and ongoing discretionary management and serves as adviser to a donor-advised fund through Charityvest.

Christopher Perry is a financial advisor at TIAA-CREF in Lexington, KY, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing managed account services using model and customized portfolios, operating within a vertically integrated structure that acts as adviser to a donor-advised fund.

Sean Wilson is a financial advisor with TIAA-CREF in Washington, DC, holding Series 63, 65, and 66 licenses and having 22 years of industry experience. He has worked at TIAA-CREF since 2012 and previously with UBS Financial Services and Legg Mason Wood Walker, Incorporated. 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, frequently serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management, utilizing model portfolios and customized management within a vertically integrated structure that includes affiliated funds.

Benjamin White is a financial advisor with TIAA-CREF in Frisco, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining TIAA-CREF, he worked at Raymond James & Associates Inc. and held positions at the University of Florida and Publix Supermarkets. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, often working with clients connected through employer retirement plans and serving as adviser to a donor-advised fund.

Kara Bimston is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with TIAA-CREF since 2016. Outside of her advisory role, she serves as Secretary for the Emory Townhomes Homeowner's Association, assisting in managing community affairs. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Philip Baxley is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2014. The firm serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often through clients’ existing employer-sponsored retirement plans. TIAA-CREF offers financial planning and managed account programs that include discretionary portfolio management and maintains a fiduciary standard tailored to the services provided.

Michael Lavelanet is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing nine years of industry experience. He has worked at TIAA-CREF since 2022, following roles at Wells Fargo Clearing and Wells Fargo Bank. 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 to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Michael Ketchum is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments, BBVA Wealth Solutions Inc., and BBVA Securities Inc. He is based in Birmingham, AL. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management under a fiduciary standard, using a combination of model and customized portfolios.

Angel Vargas is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining TIAA-CREF and its related entities in 2023, he worked at Merrill and held various roles including positions at the University of North Texas and UPS. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals and entities, often serving clients connected through employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, utilizing model and customized portfolios within a vertically integrated structure that includes affiliated funds.

Jordan Sayler is a financial advisor at TIAA-CREF in Glendale, CO, holding a Series 66 designation with 16 years of industry experience. He has worked with TIAA and TIAA-CREF since 2011. 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 trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management using model and customized portfolios and serves as adviser to a donor-advised fund.

Jean Pierre Prusack is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 65 designation and has worked at TIAA since 2017, including a prior role at The First National Bank of Long Island. 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 relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, operating within a vertically integrated group that includes affiliated investment funds.

Toby Brown is a financial advisor at TIAA-CREF with seven years of industry experience. He has held roles at TIAA-CREF since 2018 and previously worked at Cognizant, Learnvest Planning Services, LLC, and Northwestern Mutual. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm offers a range of investment management options including model and customized portfolios and serves as adviser to a donor-advised fund.