Noah Di Biase is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked with The Millstone Evans Group and Asian Tigers Japan. Outside of his financial career, he has experience running businesses including Golf For Life LLC and Half Fast Subs. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals and entities, often serving clients with existing retirement plan relationships. The firm offers a range of discretionary portfolio management options and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated investment funds.

Andrew Haftek is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF since 2016, following roles at LPL Financial and BB&T Investment Services. 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 serves clients often connected through TIAA-administered employer retirement plans and offers both model and customized portfolio management under a fiduciary standard.

Matthew Marquez is a financial advisor with TIAA-CREF in Fairfax, VA, holding a Series 66 designation and 10 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2016. 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-based and customized portfolio management under a fiduciary standard and also acts as adviser to a donor-advised fund.

Justin Balmer is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and previously worked at First Command Advisory Services and related entities. Outside of finance, he is involved with Easton D LLC, a company performing manual labor tasks, and Decadence Popcorn LLC, a retail popcorn business in Concord, NC. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to employer retirement plans administered by TIAA. The firm offers both point-in-time planning and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Jacob Brown is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 66 designation and has previously worked at the University of Miami and in several other roles including at Shoptech Industrial Software Corp., University Tees Inc., and Baronet Coffee Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

William Fritz is a CFA® charterholder working with TIAA-CREF in Washington, DC. He has been with TIAA since 2014 and joined TIAA-CREF in 2025. 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 retirement plans. The firm separates financial planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure.

Steven Ouellette is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with TIAA-CREF since 2025 and has been affiliated with TIAA since 2010. Outside of his advisory role, he serves as Treasurer and Board Member for a nonprofit youth football program in Harrisburg, NC. 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 planning services from ongoing discretionary management and operates within a vertically integrated structure using affiliated funds.

Christine Carter is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with TIAA and TIAA-CREF since 2002. 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 connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios under a fiduciary standard within a vertically integrated group.

Michael Lo Conte is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. His prior work includes roles at Stifel and Northwestern Mutual, as well as experience outside financial services with All Jersey Garage Door. TIAA-CREF Individual & Institutional Services 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 approach separates one-time planning services from ongoing portfolio management, offering both model and customized portfolios managed under a fiduciary standard.

Mitchell Tanis is a financial advisor with TIAA-CREF in Charlotte, NC. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF and its related entities since 2025. Prior to joining TIAA-CREF, he held positions at UBS, Merrill Lynch, and other organizations. Outside of his advisory role, he has worked as a delivery driver for Uber Eats. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory models including model portfolio management and customized portfolio management under a fiduciary standard.

Samuel Henderson is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Mass Mutual Life Insurance Company, Financial Engines Advisors L.L.C., and Fidelity Brokerage Services LLC. Henderson is based in Glendale, Colorado. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and institutional clients, often those connected to TIAA-administered retirement plans. The firm offers models ranging from point-in-time financial planning to ongoing portfolio management under a fiduciary standard.

Luander Mccaskill is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with TIAA-CREF and TIAA since 2015. Outside of his advisory work, he owns a single-family home rental property. 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 point-in-time planning services as well as ongoing discretionary management using model and customized portfolios, and it advises the TIAA Donor Advised Fund.

Melissa Shaw is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2017. Prior to that, she was with Strategic Advisers, Inc. and Fidelity Brokerage Services LLC from 2011 to 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, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a fiduciary standard for its advisory services and manages accounts through model portfolios or customized solutions.

Marc Anstrom is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63, Series 65, and Series 66 designations and over 31 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals—including those connected to TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers financial planning, discretionary managed account programs, and brokerage services, operating with a fiduciary standard in its RIA services and acting as adviser to a donor-advised fund.

Louis Delorenzo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes multiple tenures at TIAA-CREF and Citizens Securities, Inc. Outside of his advisory work, Delorenzo is also involved in sports photography. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and institutional clients, often those connected through TIAA-administered retirement plans. The firm offers a range of advisory services including customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated group.

Stacy Caraccio is a financial advisor with TIAA-CREF in New York, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been with TIAA-CREF and Tiaa 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, often serving clients with existing relationships through TIAA-administered retirement plans. The firm provides a range of advisory services that separate one-time planning from ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and donor-advised fund administration.

John Trask is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2011. The firm serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients who have pre-existing relationships through TIAA-administered employer retirement plans. TIAA-CREF provides financial planning, discretionary managed account programs, and separate broker-dealer services, with a fiduciary standard applied to its registered investment adviser offerings.

Nicholas Wasielewski is a financial advisor with TIAA-CREF in Columbia, MD, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, he serves as a non-compensated board member of the Angie Houtz Memorial Scholarship, a nonprofit that awards scholarships to students attending Maryland public colleges and universities. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA employer retirement plans, as well as trusts, estates, 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 that uses affiliated funds.

Michael Pisani is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank from 2012 to 2017 before joining TIAA-CREF in 2017. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily serving individuals with existing TIAA-administered retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that uses affiliated funds.

Joel Vincent is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining TIAA-CREF, Joel worked at Vanguard Marketing Corporation and has professional experience including roles at Amazon and the University of North Carolina at Charlotte. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs for individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund sponsored by Charityvest.