Brandon Reeves is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 credential and has worked at Equitable Advisors LLC prior to joining TIAA-CREF. 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 distinguishes between one-time financial planning and ongoing portfolio management, using a fiduciary standard for its RIA services.

Deny Delgadillo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Insurance Company, Bankers Life, BancWest Investment Services, Bank of the West, and U.S. Bancorp Investments. TIAA-CREF Individual & Institutional Services 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 operates within a vertically integrated structure and offers both standardized and customized investment management solutions.

Michael Caulfield is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at notable firms including Charles Schwab, TD Ameritrade, and LPL Financial. Outside of his financial career, he is the CEO of MJC Publishing, a sole proprietorship focused on original creative content such as fictional writing, videographic productions, and music. TIAA-CREF Individual & Institutional Services 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, and small retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary management, offering both model portfolios and customized solutions under fiduciary standards.

Andreja Dugacki is a financial advisor at TIAA-CREF with eight years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities, Merrill, and Bank of America. 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 various portfolio management options and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Kevin Burton is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining TIAA-CREF in 2023, he worked at Foreside Financial Services, Primark Capital, Alphastar Capital Management, and several other firms. Outside of his advisory work, he serves as an assistant high school football coach at the Community School of Davidson. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers a range of discretionary management options, including customized portfolios, and acts as adviser to a donor-advised fund.

Tara Gurr is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, JP Morgan Securities LLC, and JP Morgan Chase Bank. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that utilizes affiliated funds.

Robert Mitchell is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds the Series 66 designation and has been with TIAA and TIAA-CREF since 2015. 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 acts as adviser to a donor-advised fund, offering a combination of planning and ongoing portfolio management within a vertically integrated structure.

Timothy Shugrue is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Fisher Investments, Charles Schwab, and TD Ameritrade. 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 a fiduciary standard for its RIA services and manages customized and model portfolios through various managed account programs.

Jeffery Ready is a financial advisor with TIAA-CREF in Cincinnati, OH, holding Series 63 and Series 66 credentials with 29 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services 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 differentiates between one-time planning services and ongoing discretionary management, providing customized portfolio management under a fiduciary standard within a vertically integrated structure.

Roshan Shirahatti is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining TIAA-CREF, Shirahatti worked at several firms including Vanguard Marketing Corporation, Robinhood Financial, and Morgan Stanley. Outside of advising, he has held a technology and operations internship at AvaWatz. 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’s advisory model distinguishes between one-time planning services and ongoing portfolio management, employing a fiduciary standard tailored to each service.

Jason Duponte is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA-CREF since 2008. Outside of advising, he owns and manages a single-family rental property. 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 with existing TIAA retirement plan relationships. The firm’s advisory model separates one-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund while employing a fiduciary standard tailored to service scope.

Taylor Tomlin is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity and J.P. Morgan Securities. 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 employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Justin Roundtree is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at TIAA since 2013 and was previously involved with Absolute Hardwood for nine years. Outside of his advisory role, he owns AMYNTAS LLC, a home remodeling business focusing on functional and structural renovations and updates. 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 relationships through TIAA-administered employer retirement plans. The firm offers a range of services including life goals analysis, personalized financial plans, and customized portfolio management, operating within a vertically integrated structure that uses affiliated funds.

Deanda Wilson is a financial advisor at TIAA-CREF with two years of industry experience. Prior to joining TIAA-CREF in 2023, Wilson worked at Businessolver and Pitcairn Trust Company and spent twelve years at the US Department of Housing and Urban Development. 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 relationships through TIAA employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Joshua Kenyon is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2016. 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’s advisory model separates one-time planning services from ongoing discretionary management, offering both model and customized portfolio options under a fiduciary standard.

Travis Taylor is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and has 15 years of industry experience. He has worked at TIAA-CREF since 2013. Outside of his advisory role, he is involved in real estate investment activities, including co-managing an LLC focused on purchasing, renovating, and selling properties. TIAA-CREF provides financial planning and managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through various portfolio options.

Linda Marschke is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with TIAA-CREF and TIAA since 2015. 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, often serving clients with existing ties to TIAA-administered retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios and customized solutions under a fiduciary standard within a vertically integrated structure.

Blake Earl is a financial advisor with TIAA-CREF based in Salt Lake City, UT, holding Series 63 and Series 66 designations and with 34 years of industry experience. He has worked with TIAA and affiliated entities since 2011. Outside of his advisory role, he serves as a State Delegate in Utah, participating in the review of political candidates and attending state conventions. 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, and small retirement plans. The firm separates planning services from ongoing management and offers both model-based and customized portfolio management under a fiduciary standard.

Mark Golden Jr. is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with TIAA-CREF since 2005. 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 employer retirement plans, as well as to trusts, estates, and corporate entities. The firm provides both point-in-time financial planning and ongoing discretionary portfolio management using model and customized portfolios.

Christopher Hendryx is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding a Series 66 designation and 13 years of industry experience. He has worked at TIAA-CREF and TIAA since 2018 and previously at Stifel from 2016 to 2018. 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 separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.