Brady Nolan is a financial advisor with TIAA-CREF in Dublin, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining TIAA-CREF, he worked at Bank of America, Merrill, and Northwestern Mutual, among other firms. He serves as a board trustee for the Westerville Library Foundation, participating in endowment management and fundraising efforts. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to a donor-advised fund.

Kyle Casella is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with TIAA-CREF and TIAA since 2013. Outside of his advisory role, he is a partial owner of Casella Holdings LLC, which operates a Maaco Body Shop. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with connections to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Timothy Pedrero is a financial advisor with TIAA-CREF in New Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory role, he owns several real estate properties, including residential rentals and an empty lot. TIAA‑CREF Individual & Institutional Services, LLC 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 one-time financial planning and ongoing portfolio management, with offerings that include model and customized portfolios managed under fiduciary standards.

Chris Wogbeh is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Valic Financial Advisors, and several other firms. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 range of advisory services including model portfolio management and customized portfolios, applying a fiduciary standard across its RIA services.

Joseph Allocca is a financial advisor with TIAA-CREF holding a Series 66 designation and two years of industry experience. His prior roles include positions at UBS Financial Services and Vanguard Advisers. He has worked in both advisory and marketing capacities within the financial services sector. 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 connections to TIAA-administered employer retirement plans. The firm offers a range of advisory services including customized portfolio management and acts as adviser to a donor-advised fund.

Stephen Hogan is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA since 2003 and holds Series 63 and Series 66 licenses. 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, frequently serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model-based and customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

James Rushton is a financial advisor at TIAA-CREF with 32 years of industry experience. He has held registrations including Series 63 and Series 65 and has worked at TIAA-CREF since 2015, following a 17-year tenure at Fidelity. 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, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Tracy Rashford is a financial advisor with TIAA-CREF in Latham, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She 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 distinguishes between one-time planning services and ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that includes affiliated funds.

Bri Anna Franklin is a financial advisor at TIAA-CREF with two years of industry experience. She holds Series 63 and Series 65 designations. Prior to her current role at TIAA, she worked at Government Employees Insurance Company (GEICO) for seven years and is involved with DoorDash and 4Thriteen Kitchen and Sports Lounge. 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 connected to TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and separates one-time planning services from ongoing portfolio management using model and customized portfolios.

Bryan Brooks is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 designation and has held roles at firms including Charles Schwab, Fidelity, Nuveen, and TIAA. 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 with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management services, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

Benjamin Crofford is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Ernst & Young Investment Advisers LLP, USAA Investment Services Company, Charles Schwab, J.P. Morgan Securities, Avantax, and TD Ameritrade. Outside of financial advising, he has worked as an Uber driver. 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 connected to TIAA-administered employer retirement plans. The firm distinguishes point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Crystal Roseman is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Nationwide Investment Advisors, LINCOLN FINANCIAL ADVISORS Corporation, Capitalwize, LLC, Fisher Investments, and Peak American Investment Advisors, Inc. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management under a fiduciary standard, operating within a vertically integrated structure that includes advisory services for donor-advised funds.

Amer Alzoubi is a financial advisor at TIAA-CREF with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Charles Schwab, Merrill, and Altruist Financial LLC. He has also worked in various positions outside of financial services, including at the University of Texas at Dallas and Lifetime Fitness. 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 offers both point-in-time planning and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and donor-advised fund services.

Albert Lim is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise Financial Services and Commonwealth Financial Network prior to his current role. Outside of his advisory work, he is a partner in Valley Investment Properties, a residential real estate investment and rental company. 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 small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides both point-in-time financial planning and ongoing discretionary portfolio management, utilizing model and customized portfolios under fiduciary standards.

Saul Renteria is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA since 2014. 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, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.

Robert Garofoli is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab and LPL Financial. He has been with TIAA-CREF since 2017. 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 relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and includes services such as customized portfolio management and donor-advised fund advisory.

Carolyn Williams is a Series 66-licensed financial advisor at TIAA-CREF with three years of industry experience. Her prior roles include positions at Charles Schwab, Edward Jones, and PNC Bank. Outside of finance, she has experience in the beauty services industry, including work at Valentina's Beauty Boutique. 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 both point-in-time planning and ongoing discretionary management with a fiduciary standard, and it acts as adviser to a donor-advised fund.

Elena Irimia is a financial advisor with TIAA-CREF in Metairie, LA, holding a Series 66 designation and possessing 40 years of industry experience. She has been with TIAA-CREF since 2014. 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 to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated model that includes fiduciary RIA services and acts as adviser to a donor-advised fund.

Sarah Jones is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for eight years. Outside of finance, she is a co-founder of Jones & Stahl LLC, a concierge service providing in-home fertility and wellness support. TIAA-CREF Individual & Institutional Services, LLC offers 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 planning services from ongoing portfolio management and operates within a vertically integrated platform that includes donor-advised funds and affiliated investment options.

Sean Mcalister is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Outside of his advisory role, he is an owner of a retail business selling goods on eBay, with most operations managed by his wife. 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 corporate entities, 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, using model and customized portfolios under a fiduciary standard.