Jack Mason is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, West Gate Bank, and TROC Global, among other organizations. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, offering both model portfolios and customized portfolio management under a fiduciary standard.

Marcola Bennett is a financial advisor with TIAA-CREF in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2006. 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 employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management and acts as adviser to a donor-advised fund.

Brian Robb is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and corporate entities. The firm’s advisory services distinguish between one-time planning and ongoing account management, using both model and customized portfolios.

Joshua Eakman is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise, Kestra Investment Services, MGM Resorts International, and Ace Parking Management. He is the owner of JEakman LLC, a business entity currently not active in any operations. 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 existing relationships through TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Edward Dziedzic is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at TIAA-CREF. His prior roles include positions at Hancock Whitney Investment Services, Hancock Whitney Bank, and Capital One Investing. He is based in New York, NY. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as trusts, estates, partnerships, and corporate entities. The firm offers both point-in-time planning services and ongoing portfolio management, employing a fiduciary standard in its RIA services.

Robert Gallo is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as various institutional clients. The firm offers a distinct advisory model separating one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Tammie Mceachin is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm acts as investment adviser to the TIAA Donor Advised Fund and operates a vertically integrated model that includes discretionary management and the use of affiliated funds.

Edon Prelvukaj is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and Bloomberg L.P. Prelvukaj has also been involved with state university education during his career. 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 uses a fiduciary approach within a vertically integrated structure, offering both model and customized portfolios, and serves clients often connected through TIAA-administered employer retirement plans.

Brandon Wright is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, operating under a fiduciary standard for its RIA services and managing portfolios through model-based or customized approaches.

Ivana Stanisic is a financial advisor at TIAA-CREF in Boulder, CO, with 21 years of industry experience. She has held her position at TIAA-CREF since 2007 and holds Series 63 and Series 65 licenses. 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 TIAA-administered employer retirement plan relationships. The firm also manages a donor-advised fund and operates a vertically integrated advisory model using affiliated funds and fiduciary standards tailored to the type of service provided.

Justin Stojetz is a financial advisor at TIAA-CREF with a Series 66 designation and five years of industry experience. Prior to joining TIAA-CREF, he worked at the University of South Carolina and was involved with the YMCA of Greater Charlotte. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to various trusts, estates, and institutional clients. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, utilizing a fiduciary standard in its advisory services.

Edward Kiss is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 65 credentials 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 to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers a range of model and customized portfolio management services within a fiduciary framework.

Nicholas Prelosky is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory work, he hosts a podcast focused on current political campaigns and issues in Oregon, which he undertakes as a hobby without compensation. 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 employer retirement plan relationships. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to donor-advised funds within a vertically integrated structure.

Giuseppe Fiducia is a financial advisor with TIAA-CREF in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with TIAA-CREF since 2014. TIAA‑CREF Individual & Institutional Services, LLC offers 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 provides both point-in-time planning services and ongoing portfolio management, often utilizing model portfolios or customized strategies, and acts as adviser to a donor-advised fund.

Courtenay Lavigne 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 2014. Outside of her advisory role, she is involved in marketing for Something from Nothing LLC, a business that developed a step attachment for curbside trash cans. 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 TIAA retirement relationships. The firm separates point-in-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Bobby Slate is a financial advisor with TIAA-CREF in Honolulu, HI, holding Series 63, Series 65, and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors, Raymond James Financial Services, and First Hawaiian Bank. TIAA-CREF’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, and small retirement plans. The firm offers a combination of point-in-time planning and ongoing portfolio management under fiduciary standards within a vertically integrated structure.

Adam Reutzel is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 14 years of industry experience. He has worked with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios and serves as adviser to a donor-advised fund.

Jacob Israel is a financial advisor at TIAA-CREF with Series 63, 65, and 66 licenses and four years of industry experience. Prior to joining TIAA-CREF, he worked at Fisher Investments, Merrill Lynch, and J.P. Morgan Securities LLC among other firms. 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 small retirement plans. The firm offers model and customized portfolio management within a fiduciary framework and serves as adviser to the TIAA Donor Advised Fund.

Kandi Rudolph is a financial advisor at TIAA-CREF with 15 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2010. Outside of her advisory role, she is an owner of ELYSSE ROSE LLC, a business involved in hobbies and homemade crafts, and serves as a board member of the Stratford Richardson YMCA. Additionally, she volunteers as the Chapter Financial Secretary for Jack and Jill of America. TIAA-CREF’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing TIAA-administered retirement relationships. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, applying a fiduciary standard to its RIA services.

Alyssa White is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2013. Outside of her advisory role, she serves as Treasurer for the Girl Scouts of Greater Chicago and Northwest Indiana. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning and ongoing portfolio management, offering model and customized portfolios under a fiduciary standard.