Julia Grose is a CFP®-certified financial advisor with 12 years of industry experience, currently with TIAA-CREF. Her prior experience includes roles at Schwab Wealth Advisory and Charles Schwab. Outside of financial advising, she works as an independent contractor in data annotation focused on creative writing and evaluating artificial intelligence responses. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a fiduciary standard for its advisory services and manages both model and customized portfolios.

Randolph Adams II is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Mass Mutual Investors Services. Outside of his advisory role, he is a co-owner of a rental property with non-family members. 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 to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through model and customized portfolios.

Cameron Loomis is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 credential and has worked at TIAA and related entities since 2022. Prior to his advisory role, his background includes positions at Hutkins Family and European Wax Center. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory approach separates stand-alone financial planning from ongoing portfolio management and offers customized investment strategies through dedicated portfolio managers.

James Moore is a financial advisor at TIAA-CREF in Cambridge, MA, holding a Series 66 designation with four years of industry experience. His background includes roles at Dynamic Skating and Michigan State University prior to joining TIAA-CREF. 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 TIAA-administered employer retirement plans. The firm offers a fiduciary standard on its RIA services and manages portfolios through model and customized strategies within a vertically integrated structure.

Jonathan Mc Lean is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and previously worked six years with Minchin Moore Private Wealth and two years at Goldman Sachs. He owns an investment property in Australia. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management using model or customized portfolios.

April Rose is a financial advisor with TIAA-CREF in Coldwater, MI, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Lincoln Financial Group, Voya Financial Partners, and Valic Financial Advisors. She serves as Finance Chair for the United Methodist Church, assisting with budgeting, financial oversight, and audits. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities. The firm offers both model-based and customized portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that discloses potential conflicts and applies a fiduciary standard across its services.

Robert Bacon is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with TIAA-CREF since 2017, following a year at PNC Investments. He is based in Charlotte, NC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily serving individuals with TIAA-administered retirement plans, as well as various trusts, estates, and corporate entities. The firm provides a range of investment management options, including model portfolios and customized solutions, and acts as adviser to a donor-advised fund.

Blakely Buhler is a financial advisor at TIAA-CREF with two years of industry experience. She holds the Series 66 designation and has prior experience with firms including Wells Fargo, Home Point Financial, Velocio Mortgage, and Citibank. Buhler is based in Frisco, Texas. 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 offers model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund sponsored by Charityvest.

Alex Davidson is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Equitable Advisors and Coca Cola Bottling Company Consolidated. Outside of his advisory role, he works as a fulfillment center associate at Amazon. TIAA-CREF’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 employer retirement plan relationships. The firm provides a range of managed account options, including model and customized portfolios, and serves as adviser to the TIAA Donor Advised Fund.

Brian Arredondo is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Bank of America, Merrill, and Vanguard Marketing Corporation. Arredondo also served in the North Carolina Army National Guard for six years. 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 employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing management, offering customized portfolio solutions alongside model-based programs.

Chukwubuikem Nwaesei is a financial advisor at TIAA-CREF with a Series 65 credential and one year of industry experience. Prior to joining TIAA-CREF, he held positions at Columbia University, Commonfund, BlackRock, Northern Trust Wealth Management, and TD Asset Management. 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 separates standalone planning services from ongoing discretionary portfolio management and offers both model-based and customized investment approaches.

Brandon Handy is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include a six-year tenure at CUSO Financial Services, LP and a brief period at LPL Financial. 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 separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Binbin Feng is a financial advisor at TIAA-CREF in Bellevue, WA, holding Series 63 and Series 65 designations with 10 years of industry experience. Feng has worked at TIAA-CREF since 2018 and previously held roles at JP Morgan Chase Bank and JP Morgan Securities LLC from 2015 to 2018. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with connections to TIAA employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates financial planning services from ongoing portfolio management and serves as adviser to donor-advised funds within a vertically integrated structure.

Aida Gonzalez is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2014. Outside of her advisory role, she serves as Vice President of The National Drifters Incorporated, a social organization that hosts annual fundraising events for academic scholarships. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and various entities, often those connected through TIAA-administered retirement plans. The firm’s advisory model combines point-in-time planning with ongoing portfolio management, offering both model-based and customized investment solutions.

Robert Carlone is a financial advisor with TIAA-CREF in Amherst, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals often connected through employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, using both model portfolios and customized portfolios managed under client-approved investment policies.

Daniel Catalano is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers discretionary management through various programs and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that uses affiliated funds.

Scott Williams is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 designations and 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 primarily for individuals with pre-existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing portfolio management and serves as adviser to a donor-advised fund.

Christina Bauer Dobias is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds the Series 66 designation and has worked previously at Healthcare Community Securities Corporation, Cammack Retirement Group, Osaic FA, Inc., and Morgan Stanley Dw Inc. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides model-based and customized portfolio management within a fiduciary framework and acts as adviser to the TIAA Donor Advised Fund.

Bryan Stevenson is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. He has worked at TIAA-CREF since 2012 and previously worked at Edward Jones from 2007 to 2011. Outside of his advisory role, Stevenson is COO and Sales Manager of Cardinal Trading Group, an e-commerce business specializing in sporting dog products. 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 retirement plan relationships. The firm offers model and customized portfolio management under a fiduciary standard within a vertically integrated structure that includes affiliated funds.

Michelle Robertson is a financial advisor at TIAA-CREF with 15 years of industry experience. She has been with TIAA-CREF and Tiaa since 2014 and previously worked at Transamerica Financial Advisors from 2011 to 2014. Robertson holds a Series 66 designation and is based in Fort Collins, CO. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management through customized and model portfolio options.