Dillon Pollack is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. for seven years before joining TIAA-CREF. 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’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model and customized portfolio options.

Simon Lu is a financial advisor at TIAA-CREF in Pasadena, CA, holding Series 63 and Series 66 licenses with 13 years of industry experience. Prior to joining TIAA-CREF in 2017, he worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2011 to 2017. 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 relationships through TIAA-administered employer retirement plans. The firm offers planning and management services that range from model portfolio approaches to customized portfolios managed under client-approved investment policies.

Yanelys Benham is a Series 66-licensed financial advisor with 14 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily for individuals with pre-existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Hanna Rockwell is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and several educational and healthcare institutions. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, applying a fiduciary standard within a vertically integrated structure that includes donor-advised fund advisory services.

Kent Shuford is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF and Tiaa since 2017, following a one-year tenure at The Prudential Insurance Company of America and Pruco Securities LLC. 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 also advises the TIAA Donor Advised Fund and separates its planning services from ongoing discretionary management within a vertically integrated model.

Thomas Fahey is a CFA® charterholder with six years of industry experience. He has been with TIAA-CREF since 2014, including his current role beginning in 2025, and previously worked at Merrill. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals and institutional clients, often those connected to TIAA-administered employer retirement plans. The firm separates planning services from ongoing portfolio management and serves as advisor to a donor-advised fund, operating within a vertically integrated structure that employs affiliated funds.

Michael Stokvis is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC specializes in financial planning and discretionary managed account programs for individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary portfolio management using model portfolios or customized strategies under a fiduciary standard.

Ross Abbott is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2017, previously spending six years with Voya Financial Advisors. Abbott serves as treasurer for Westwood Bay, Inc., an association managing a group of lakeside cottages on Lake Winnipesaukee in New Hampshire. 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 relationships through employer retirement plans. The firm offers customized and model-based portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund sponsored by Charityvest.

Austin Nielson is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 11 years of industry experience. His prior work includes roles at Charles Schwab and Edward Jones. Outside of his advisory duties, he serves as a non-compensated board member and president of a homeowners association, where he oversees architectural approvals and community area budgets. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, offering both model-based and customized investment options.

Annateresa Semeraro is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets, JPMorgan Securities LLC, and JPMorgan Chase Bank. 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 offers a range of investment approaches including model portfolios and customized portfolio management under fiduciary standards.

Vincent Bishop is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at KeyBank and Key Investment Services LLC. 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 operates a vertically integrated advisory model that distinguishes between point-in-time planning services and ongoing discretionary management through various managed account programs.

Michael Sorvillo is a financial advisor with TIAA-CREF and holds the Series 66 designation. He has seven years of industry experience, including five years at Edward Jones prior to joining TIAA-CREF. 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 both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Harris Pugh is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior work at Fisher Investments. 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’s advisory model distinguishes between point-in-time planning and ongoing portfolio management, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds.

Braden Danielson is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he is a musician who plays guitar, mandolin, and violin and occasionally performs gigs with his band. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management with a fiduciary standard applied to its registered investment adviser services.

Reanna Wenham is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at RBC Capital Markets, LLC for 13 years. She is based in Syracuse, NY. 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 distinguishes between point-in-time planning and ongoing managed account services, employing a fiduciary standard for its registered investment advisory services.

Jordan Leonard is a financial advisor with TIAA-CREF in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Morgan Stanley and multiple financial services firms. Outside of finance, Leonard works as a professional wrestler, performing in sports entertainment events. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as trusts and corporate entities. The firm distinguishes its planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Jared Fossler is a financial advisor with TIAA-CREF in Austin, TX, holding a Series 66 designation and bringing five years of industry experience. Prior to joining TIAA-CREF, he worked at TMLT and has experience in education and the service industry. 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 relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Deon Wallace is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF since 1994. 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 relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary model that separates planning services from ongoing management and advises donor-advised funds while utilizing affiliated funds within its investment programs.

Jillian Lucas is a financial advisor at TIAA-CREF with two years of industry experience. She holds a Series 66 designation and has worked at TIAA-CREF since 2022. Prior to her current role, her background includes various positions outside the financial sector, including at Wise Acres and The Cupcake Shoppe. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, providing customized portfolios and model-based investment approaches under a fiduciary standard.

Troy Campbell is a financial advisor with TIAA-CREF in Nashville, TN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with TIAA-CREF since 2007. 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 relationships through TIAA-administered employer retirement plans. The firm’s advisory model differentiates between point-in-time planning services and ongoing discretionary management, with offerings including model portfolios and customized portfolios managed under client-approved investment policies.