Gregory Lahoda is a financial advisor with TIAA-CREF based in Philadelphia, PA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with TIAA-CREF since 2014. 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 TIAA-administered employer retirement plans. The firm operates under a fiduciary standard for its registered investment adviser services and offers customized portfolio management alongside model portfolio options.

Dylan Squeo is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets Inc., City National Rochdale, and Northwestern Mutual Wealth Management Company. His current role began in 2026 with TIAA-CREF. TIAA-CREF Individual & Institutional Services provides 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 offers a range of advisory services, including model portfolios and customized portfolio management under a fiduciary standard.

John Nauss III is a financial advisor at TIAA-CREF in Silver Spring, MD, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF’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 through employer retirement plans. The firm offers customized portfolio management alongside model portfolio options and serves as adviser to the TIAA Donor Advised Fund.

Angela Bellamy is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, Bellamy teaches a financial planning fundamentals course at Central Piedmont Community College, involving lectures and practical instruction on financial calculators. 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 linked to employer retirement plans administered by TIAA. The firm offers a range of advisory services, including planning and ongoing portfolio management, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Chali Hachtel is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2011. Outside of her advisory role, she is a rental property owner. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often serving clients with pre-existing relationships through TIAA-administered employer 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.

Jared Gilbert is a financial advisor with TIAA-CREF in Deatsville, Alabama, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at TIAA-CREF since 2017 and previously was employed by Advised Assets Group, LLC and GWFS Equities, Inc. Outside of his advisory role, Jared manages a private wildlife farm and owns a residential asphalt paving business. 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 connected to TIAA-administered retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management under a fiduciary standard, utilizing both model and customized portfolios.

Anne Riley is a financial advisor with TIAA-CREF in Latham, NY, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. She has been with TIAA-CREF since 2010, following roles at Curran Wealth Management and Banc of America Investment Services, Inc. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both one-time financial planning and ongoing portfolio management through model-based and customized strategies while acting as adviser to a donor-advised fund.

Jordan Jones is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial, Barings Asset Management, and Vanguard Marketing Corporation. Jones is based in Charlotte, NC. 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 relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing managed accounts and acts as adviser to a donor-advised fund.

Matthew Mc Kenna is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has previously worked at Coconut Joes, Thorne, Pearl Street Market, and the University of South Carolina. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans.

Dominic Scassera is a financial advisor with TIAA-CREF in Pittsburgh, PA, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at KeyBank and the University of Pittsburgh. 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 a range of advisory services including model portfolio management and customized portfolios within a vertically integrated group structure.

David Harris is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera, Regions Bank, Cambridge Investment Research, and Voya Financial Advisors. His background also includes five years at Domtar Personal Care. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm provides discretionary portfolio management with both model and customized portfolios and acts as adviser to the TIAA Donor Advised Fund.

Bryan Sechrist is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF since 2012. Outside of his advisory role, he has worked in event concessions at Dickies Arena and in warehouse fulfillment at Amazon. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with prior employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model that separates planning from ongoing management and serves as adviser to a donor-advised fund.

Thomas Roddis is a financial advisor at TIAA-CREF with a Series 66 designation and four years of industry experience. Prior to joining TIAA-CREF, he worked at OSAIC, Raymond James & Associates, Inc., and Cambek. Outside of his advisory role, he is involved in the sale of fixed insurance policies through MTI Financial Advisors. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a range of advisory services including customized portfolio management and acts as adviser to donor-advised funds within a vertically integrated structure.

Aahil Ali 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 J.P. Morgan Securities LLC and Robinhood Markets, Inc., among others. Outside the financial sector, he has experience with The Rebel Blowdry Spa. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm utilizes a fiduciary advisory model that separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Kyle Lane is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Clearing, LLC and Wells Fargo. Lane is based in St. Louis, MO. 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 through employer retirement plans administered by TIAA. The firm offers model portfolio and customized portfolio management options and serves as adviser to the TIAA Donor Advised Fund.

Joah Yeoman is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with TIAA-CREF since 2007. 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 point-in-time financial planning and ongoing portfolio management under a fiduciary standard, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Surai Quimby is a financial advisor at TIAA-CREF in Glendale, CO, holding a Series 66 designation with 14 years of industry experience. Quimby has been with TIAA and its affiliated entity since 2012. 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 to TIAA-administered employer retirement plans. The firm provides customized portfolio management as well as model portfolio options and acts as adviser to a donor-advised fund.

Grady Robbins is a financial advisor at TIAA-CREF with 24 years of industry experience. His background includes roles at Nuveen Asset Management, Nuveen Securities, Columbia Management Investment Advisers, Bofa Advisors, and multiple positions within TIAA. He holds Series 65 and Series 66 licenses. Robbins serves as a trustee for a condominium association in Boston, overseeing its operating account and bill payments. 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 both point-in-time planning and ongoing discretionary management through model-based and customized portfolios.

Sarina Campbell is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Founders Federal Credit Union and PNC Bank prior to joining TIAA-CREF. Outside of her advisory work, she is an Independent Business Owner with Amway Global, involved in retail sales and mentorship. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm offers a range of advisory services including customized portfolio management and acts as adviser to a donor-advised fund.

Madhuri Bendale is a financial advisor at TIAA-CREF with Series 63 and Series 65 licenses and five years of industry experience. Prior to joining TIAA-CREF, she worked at Wells Fargo Bank, NA and Wells Fargo Clearing for 11 years. 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 TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management with a fiduciary standard applied to its RIA services.