Robert Campbell III is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2016. 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. The firm serves clients often connected to TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund, providing services within a vertically integrated structure that includes affiliated funds.

Niall Lepper is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with TIAA-CREF since 2013. 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 separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that includes affiliated funds.

Benjamin Siersma is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with TIAA-CREF since 2002. 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. The firm also serves as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Volha Nikan is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, she held positions in various industries including entertainment and tax preparation. 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 trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized managed accounts.

Brandon Dyson is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and Tiaa since 2011, with a one-year break in 2017-2018. 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 provides both point-in-time planning and ongoing portfolio management under a fiduciary standard, with a focus on model and customized portfolios.

Patrick Di Staso is a financial advisor with TIAA-CREF in Gainesville, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo and Merrill, as well as Scottrade Investment Management. He has been with TIAA-CREF since 2018. 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 employer retirement plan relationships. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Thomas Emberger is a financial advisor with TIAA-CREF in Washington, DC. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Cambridge Associates LLC and Captain Cookie and the Milkman. TIAA-CREF Individual & Institutional Services, LLC’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 with existing relationships through TIAA-administered employer retirement plans. The firm provides point-in-time planning and ongoing discretionary portfolio management, operating within a vertically integrated group that includes advisory services to a donor-advised fund.

Taylor Brown is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. Brown has been with TIAA-CREF since 2012. Outside of financial advising, Brown works part-time as a real estate agent and transaction coordinator for residential properties. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals—often those connected through TIAA-administered employer retirement plans—as well as 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 a donor-advised fund advisory service.

Stephen Genkinger is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 1997. 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 connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management services and advises the TIAA Donor Advised Fund.

Richard Held is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Barbara Selig is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 21 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 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 both model-based and customized portfolio management under a fiduciary standard.

Kristen Roldan is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2017. Her prior experience includes roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. 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 employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management using model or customized portfolios.

Benjamin Voss is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, The Huntington National Bank, and JP Morgan Securities. TIAA-CREF Individual & Institutional Services provides 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 offers point-in-time planning and ongoing discretionary management through various managed account programs, including customized portfolio options under a fiduciary standard.

Deanna Moss is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and with 12 years of industry experience. Prior to joining TIAA-CREF in 2023, she worked at Bestow, Moss Agency, Freedom Financial Advantage, and LPL Financial. Outside of her advisory role, she is the president of Moss Chemical Company, LLC, a business serving individual consumers and restaurants, and she owns Just In Time Restoration, LLC, a residential construction and restoration company. 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 retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model or customized portfolios managed under a fiduciary standard.

Paul Jacobson is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including 19 years with TIAA-CREF. 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 also advises the TIAA Donor Advised Fund and operates within a vertically integrated structure using affiliated funds.

Mitchell Schor is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 65 licenses and 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. The firm provides a mix of point-in-time planning and ongoing portfolio management, including customized portfolios and model-based solutions, and serves as adviser to a donor-advised fund.

Andrew Martinez is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with TIAA 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, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and operates within a vertically integrated group that includes affiliated funds.

Jabari Butler is a financial advisor at TIAA-CREF with eight years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Morgan Stanley Smith Barney, and Merrill. 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 planning services and ongoing discretionary management, utilizing model portfolios and customized strategies depending on the program.

Marcio Martins is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2018, after previous roles at Citizens Securities Inc. and Citizens Bank. Outside of advising, he manages rental real estate properties. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model or customized portfolios within a fiduciary framework.

John Aldebot is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. Outside of his advisory role, he is the owner of Johnny Apple Sights, a business focused on promoting green products and small businesses. 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 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 advisory services.