Alexandria Haden is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and AIG Retirement Services. 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 TIAA-administered employer retirement plans. The firm provides a fiduciary advisory model separating point-in-time planning from ongoing portfolio management, and also acts as an adviser to a donor-advised fund.

Dragana Petrovic is a financial advisor at TIAA-CREF with six years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Bank of America, and Societe Generale Bank Serbia. Outside of her advisory role, she volunteers with the Dominion Heights Condominium Association, where she reviews financial statements. 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 connected through TIAA-administered employer retirement plans. The firm provides ongoing discretionary management through model portfolios and customized accounts, acting as adviser to a donor-advised fund within a vertically integrated structure.

Geoffrey Southwell is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes prior roles at LPL Financial and Fross and Fross Wealth Management. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model portfolios and customized portfolios managed under client-approved investment policies.

Alejandro Andrade is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and two years of industry experience. His background includes roles in both education and the service industry prior to joining TIAA-CREF. 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, and corporate entities. The firm operates within a vertically integrated group offering model and customized portfolio management under a fiduciary standard.

Ryan McCartney is a financial advisor at TIAA-CREF with a Series 66 designation and five years of industry experience. His prior work includes positions at Robinhood Financial, UBS Financial Services, Stifel, Nicolaus & Company, and Northwestern Mutual. He also worked at High Point University and Silver Point Beach Club in earlier roles. 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 financial planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Mark Libner is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he is a 50% owner of a short-term rental property business in Branson, Missouri, managed by a local property management company. 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 existing TIAA retirement plan relationships.

Coty Consic is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Vanguard Advisers, Bank of America, and Merrill. His background also includes a role at Doordash and involvement with Wooden Robot Brewery. 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 employer retirement plan relationships. The firm operates within a vertically integrated advisory model that combines point-in-time planning with ongoing portfolio management under a fiduciary standard.

Robert Treff is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2005. 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 both point-in-time planning services and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Raza Syed Ali is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at JP Morgan Securities, Vanguard Marketing Corporation, and Ameriprise Financial Services. He also has entrepreneurial experience with Change Realty, LLC. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers discretionary portfolio management with a fiduciary standard and acts as adviser to a donor-advised fund.

Stacy Trejo is a financial advisor with TIAA-CREF in Pasadena, CA, holding a Series 66 designation and 14 years of industry experience. She 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. The firm serves clients often connected through employer retirement plans and provides both point-in-time planning and ongoing portfolio management under a fiduciary standard.

Bridget Keefer is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Lincoln Investment. Keefer is also associated with the Mammini Company. 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 financial planning and ongoing discretionary management through a variety of managed account programs.

Edilberto Cancel is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and 25 years of industry experience. He has been with TIAA since 2005, based in Tampa, FL. 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 relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Carl Rankin is a financial advisor at TIAA-CREF in Troy, MI, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2018. Prior to that, he was employed by Scottrade Investment Management and Scottrade, Inc. for a total of 10 years. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time financial planning and ongoing portfolio management using model or customized portfolios under fiduciary standards.

Shari Rahmlow is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 credentials and has 22 years of industry experience. She worked at Merrill from 2012 to 2023 before joining TIAA-CREF. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management via model portfolios or customized portfolios managed under client-approved investment policies.

Ethan Cummings is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at Carolina Housing and Harris Teeter. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals with pre-existing relationships through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm operates a vertically integrated advisory model that separates point-in-time planning from ongoing portfolio management.

Kevin James is a CFA® charterholder with over 21 years of experience in the financial services industry. He has worked at TIAA and its affiliate TIAA-CREF since 2018 and was previously with BlackRock Investment Management for 11 years. James is based in Phoenix, AZ. TIAA‑CREF Individual & Institutional Services, LLC 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, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized and model-driven investment options.

Alfredo Negrete Abreu is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, UBS Financial Services, and Fisher Investments. Outside of his advisory role, he works as a rideshare contractor for Uber Technologies. TIAA-CREF’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 pre-existing relationships through employer retirement plans. The firm provides both point-in-time planning and ongoing managed account services, utilizing model and customized portfolios managed under client-approved investment policies.

Casimir Seweryn is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Vanguard and eMoney Advisor before returning to TIAA in 2020. 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 provides customized portfolio management alongside model portfolio options and acts as adviser to the TIAA Donor Advised Fund.

Michael Dipenta is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds a Series 66 designation 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 to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time financial planning services from ongoing portfolio management and serves as adviser to a donor-advised fund while operating within a vertically integrated group utilizing affiliated funds.

James Linsenmayer is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, UBS Financial Services, and Wells Fargo Clearing. Linsenmayer is based in Charlotte, NC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services including model and customized portfolio management under fiduciary standards and serves as adviser to a donor-advised fund.