William Connors Jr. is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2013, following prior roles at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory work, he serves on the board of the Father Jude Ice Hockey Extra Attacker Club, a fundraising organization for a high school ice hockey program, and works as a delivery person for a food service company. 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 connected to TIAA-administered employer retirement plans. The firm offers both model portfolio and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund through an integrated group with affiliated funds.

Roger Judy is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA and its affiliated entities since 2004. Outside of his advisory role, he serves as chair of the Investment Committee at St. Margarets Episcopal Church and is a managing partner in a family investment LLC. 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 pre-existing retirement plan relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, employing both model and customized portfolios.

Jessica Cuevas is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and five years of industry experience. Her prior roles include positions at Stifel, Nicolaus & Company, Incorporated, and Costelloe Financial, along with involvement in various ventures such as Rishi Yoga and Greatfull Gardens. TIAA-CREF Individual & Institutional Services, LLC 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, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios and acts as adviser to a donor-advised fund.

Heidi Duckworth is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that utilizes affiliated funds.

Rori Godsey is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. Prior to joining TIAA-CREF in 2017, Godsey worked at F&M Bank for six years. Outside of advising, Godsey serves as a notary public. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and various entities, often serving clients with existing TIAA-administered retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated group.

Amy Henthorn Powell is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Mercer Global Advisors Inc., LPL Financial LLC, and Merrill Lynch Pierce Fenner & Smith. 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 trusts, estates, partnerships, and corporate entities. The firm offers both point-in-time planning and ongoing discretionary management using various managed account programs and operates as an adviser to a donor-advised fund.

Mazin Hakim is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2018. Prior to that, he was employed at PNC Investments and PNC Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those with existing relationships through TIAA-administered retirement plans. The firm offers both model portfolio options and customized portfolio management under a fiduciary standard.

Andrew Garcia Rico is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining TIAA-CREF, he worked at Equitable Advisors and spent two years in a non-financial role at Chick-Fil-A. 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 with existing relationships through employer retirement plans. The firm’s advisory model separates time-limited planning services from ongoing discretionary management, offering both model-based and customized portfolio options.

Michael Lowder is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, Harrisdirect LLC, E*TRADE Capital Management, Wells Fargo Clearing Services, J.P. Morgan, and Fidelity. He is based in Salt Lake City, UT. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through 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 discretionary management, using a combination of model and customized portfolios managed under client-approved investment policies.

Simon Stokes is a financial advisor at TIAA-CREF with 28 years of industry experience. He has worked at TIAA-CREF since 2008 and holds Series 63 and Series 65 designations. 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 provides broker-dealer services and acts as adviser to the TIAA Donor Advised Fund.

Adam Dawson is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. He has been with TIAA-CREF since 2011. 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 employer retirement plan relationships. The firm provides various managed account portfolios and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Mary Landsfield is a financial advisor at TIAA-CREF with seven years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining TIAA-CREF in 2023, she worked at Mass Mutual Life Insurance Company and its affiliates from 2018 to 2023, and co-founded Skymira, LLC, a software and radio technology company. She also serves on the advisory board of the University of New Haven’s Pompea College of 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 with relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its RIA services within a vertically integrated group.

Jason Kahle is a financial advisor at TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Transamerica Retirement Advisors, Victory Capital Management, The Champion Group, and New York Life Insurance. 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 through TIAA-administered employer retirement plans. The firm offers planning services separate from ongoing portfolio management and manages advisory accounts under a fiduciary standard.

Benjamin Keith is a financial advisor with TIAA-CREF in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he is a part owner of a boat slip rental and manages a rental property. 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 with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning services and ongoing discretionary management using both model and customized portfolios.

Pamela Barnett is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2019, following a tenure at TIAA dating back to 2006. 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 connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management through model portfolios and customized accounts managed under fiduciary standards.

Jaclyn Johnson is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at United Advisors America, TD Ameritrade, and Scottrade. She is currently based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing managed account management, offering both model-based and customized portfolio solutions.

Steven Fattorini is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at KeyBank, Key Investment Services, E*TRADE Securities, and Scottrade. 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 financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

William Thorman is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining TIAA-CREF, he worked at OSAIC and The Next Level Planning Group. 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’s advisory approach separates one-time financial planning from ongoing discretionary management through model portfolios or customized portfolios managed under client-approved investment policies.

Gavin Masa is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF and Tiaa since 2025. His prior experience includes roles at Lowe's Home Improvement and Housatonic Partners. 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 combines planning services with ongoing portfolio management and acts as adviser to a donor-advised fund.

Robert Hahn is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo and Citizens Bank. Hahn is based in Latham, NY. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized strategies.