Michael Rabbitt is a financial advisor at TIAA-CREF in Princeton, NJ, holding a Series 66 designation with 14 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services, including model-based and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Dean Skinner is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2019. Prior to his current role, his background includes positions in education and retail, such as Daniel's College of Business and Blick Art Materials. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management services, including customized portfolios managed under client-approved investment policies.

Jessica Burmeister is a financial advisor with TIAA-CREF in Ann Arbor, Michigan, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she is a partial owner of a local brewery. TIAA-CREF’s Advice & Planning Services division 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 offers model portfolio management and customized portfolio options under a fiduciary standard.

Spencer Oliver is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Fidelity and its affiliates for over 25 years before joining TIAA-CREF in 2023. Outside of his advisory role, he serves as a counselor in the bishopric of his local ward for the Church of Jesus Christ of Latter-Day Saints. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing discretionary management, offering both model and customized portfolio approaches.

Fritz Dlabik is a financial advisor at TIAA-CREF based in Atlanta, GA, holding a Series 66 designation with 14 years of industry experience. He has been with TIAA-CREF since 2015. 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 provides both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

Thomas Murray is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Before joining TIAA-CREF, he worked at Principal Life Insurance Company and Principal Advised Services, where he provided one-on-one investment advice to retirement plan participants. TIAA-CREF’s Advice & Planning Services division offers financial planning and 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 combines point-in-time planning services with ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Thomas Ziegler is a financial advisor with TIAA-CREF in Denver, Colorado, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with TIAA-CREF since 2016 and was previously involved with Charco Broiler from 2015 to 2023. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its registered investment adviser services.

William Bryant Jr. is a CFP® certificant and Series 63 license holder currently with TIAA-CREF. He has been with TIAA since 2014 and has one year of experience specifically with TIAA-CREF. He is based in Boca Raton, FL. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through model and customized portfolios, operating under a fiduciary standard in its registered investment adviser services.

Marta Jankowski is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds a Series 66 designation and has worked with TIAA-CREF since 2018, including prior roles at Fidelity and Fidelity Brokerage 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 existing TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund.

Shannon Harrington is a financial advisor with TIAA-CREF in Little Rock, Arkansas, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with TIAA-CREF and 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 linked to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management through various managed account programs, applying a fiduciary standard to its RIA services.

Shawn Ford is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with TIAA-CREF since 2007. 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 connected through TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing management through various managed account programs, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

Nicholas Orange is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Voya Financial Partners, Brighthouse Securities, and Alight Financial Solutions. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected through TIAA-administered employer retirement plans. The firm provides customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund.

Gary Mc Hugh is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2016. Prior to that, he was with Merrill from 2009 to 2016 and Banc of America Investment Services, Inc. in 2009. 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 offers both point-in-time planning services and ongoing discretionary management, with a fiduciary standard that varies by service.

Nicholas Webb is a financial advisor with TIAA-CREF in State College, PA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Citizens Securities, Inc., Citizens Bank, and George Stone's State Farm Insurance. TIAA‑CREF Individual & Institutional Services 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.

Jason Braswell is a financial advisor at TIAA-CREF with 28 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2006. He holds the Series 63 and Series 65 designations. 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 combines point-in-time planning services with ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Brandon Parsons is a financial advisor with TIAA-CREF, holding a Series 66 designation and 18 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm’s advisory approach combines one-time financial planning with ongoing discretionary portfolio management using both model and customized portfolios.

Tyler Brubaker is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Florida Financial Advisors and F4 Wealth Advisors, as well as several years working with AirTech of Pensacola. 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 connected to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing discretionary management through various managed account programs.

Richard Brewer Jr. is a financial advisor with TIAA-CREF, holding a Series 66 designation and 18 years of industry experience. He has been with TIAA-CREF since 2012. Outside of his advisory role, Brewer serves as a board member and president of EMW Youth Lacrosse and coaches boys lacrosse for the Iroquois Central School District. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm’s advisory model separates one-time planning services from ongoing management and includes managed account programs with both model and customized portfolios.

Emily Yu is a financial advisor with TIAA-CREF in San Diego, CA, holding a Series 66 designation and three years of industry experience. She previously worked at Axos Invest, Inc., Axos Invest LLC, Axos Bank, and Sofun Media Corp. 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 existing TIAA-administered employer retirement plan relationships. The firm’s advisory model differentiates point-in-time planning services from ongoing discretionary managed accounts, utilizing both model and customized portfolios under a fiduciary standard.

Robert Young is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs for 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 both point-in-time planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.