Elizabeth Gonzales is a financial advisor at TIAA-CREF with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2016. 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 offers both point-in-time planning and ongoing management using model and customized portfolios, serving clients often connected through TIAA-administered employer retirement plans.

Mason Matos is a financial advisor at TIAA-CREF with one year of industry experience. He holds the Series 66 designation and previously worked at SATX Pest Control and the Texas A&M Recreational Center. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services including both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

William Luster is a financial advisor with TIAA-CREF in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining TIAA-CREF and Tiaa in 2023, he worked at Edward Jones for five years and spent twenty years with Kimberly-Clark Corporation. He serves on the boards of the Fathers and Families Support Center, 100 Black Men of Metropolitan St. Louis, and the St. Louis County Library Foundation. 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 separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Eric Hill is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citizens Securities, Bank of America, Merrill, and David Lerner Associates. Hill is based in Philadelphia, PA. TIAA‑CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients linked to TIAA-administered employer retirement plans. The firm offers financial planning and discretionary managed account programs with a fiduciary standard applied to its RIA services.

Susan Soderberg is a financial advisor at TIAA-CREF with six years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Riverstone Wealth Partners. Her background also includes roles in the Indian Prairie School District. 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 to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model portfolios and customized accounts.

Samip Thaker is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. 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 prior relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Derek Burry is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha for 13 years. Outside of his advisory role, he is a non-managing partner in a family real estate LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized and model portfolio options, and serves as adviser to a donor-advised fund.

James Myczek is a financial advisor with TIAA-CREF in Chicago, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Merrill, Edward Jones, and PNC Investments. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed accounts, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model portfolio management as well as customized portfolio solutions and acts as adviser to a donor-advised fund.

Nora Knox is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and possessing 11 years of industry experience. She worked at LPL Financial from 2011 to 2019 before joining TIAA-CREF and TIAA in 2019. TIAA-CREF Individual & Institutional Services, LLC offers 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’s advisory model separates one-time planning services from ongoing discretionary management, utilizing both model and customized portfolios under fiduciary standards.

Addison Colgrove is a financial advisor with TIAA-CREF in Denver, CO, holding a Series 66 designation and 16 years of industry experience. He has been with TIAA-CREF since 2015. Outside of advising, he is the owner of Natural Medicinals LLC, a company focused on cultivating and selling Lion's Mane mushrooms, which are used for gourmet cooking and potential medicinal benefits. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

Matthew Maher is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, E*TRADE Securities, and Ameriprise Financial Services. Prior to his financial career, he spent two years working at Yelp. 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 employer retirement plan relationships. The firm offers both point-in-time planning and ongoing management through various programs, including customized portfolios managed under client-approved investment policies.

Arnold Bassett is a financial advisor with TIAA-CREF in Sacramento, CA, holding a Series 66 designation and having 21 years of industry experience. He has been with TIAA and its affiliated entities since 2016. 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. The firm also serves as investment adviser to the TIAA Donor Advised Fund and operates within a vertically integrated group that uses affiliated funds.

Marc Schneider is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2011. Outside of his advisory role, he is an equity shareholder in Baja Flyers Corporation, a shared ownership group for private aircraft maintenance and use. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a fiduciary standard through its registered investment advisory services and employs a mix of model and customized portfolios.

Verna Dottin Maitland is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Her prior roles include positions at JP Morgan Securities, Merrill, Bank of America, Sperry Federal Credit Union, and Wells Fargo. Outside of finance, she operates a custom homemade cake baking and decorating business. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected with TIAA-administered retirement plans as well as trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning and ongoing discretionary management, providing tailored investment solutions and acting as adviser to a donor-advised fund.

Lonnie Rodriguez is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation from 2014 to 2023. Outside of his advisory role, he coordinates events for Paragon Catering & Events, LLC. TIAA-CREF provides financial planning and discretionary managed account services primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm operates a fiduciary advisory model that separates one-time planning from ongoing portfolio management, offering both model-based and customized investment solutions.

Ryan Hallowell is a financial advisor with TIAA-CREF in Grand Rapids, MI, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2012. 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. The firm’s advisory model 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 uses affiliated funds.

Zachary Michael is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, Community First Credit Union, and BMO Harris Financial Advisors. He is currently based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC offers 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 distinguishes between one-time planning services and ongoing discretionary management, applying a fiduciary standard to its RIA services and managing accounts through model or customized portfolios.

Mark Di Gangi is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 credentials and 21 years of industry experience. His career includes roles at JP Morgan Chase Bank and J.P. Morgan Securities prior to his current position. 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 existing affiliations through TIAA-administered retirement plans. The firm operates a distinct advisory model that separates one-time financial planning from ongoing portfolio management and manages a donor-advised fund among other services.

Stephen Baumeister is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with TIAA-CREF since 1990. 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 differentiates between point-in-time planning and ongoing discretionary management, employing model portfolios and customized management under client-approved policies, and also serves as adviser to a donor-advised fund.

Trevor Gilman is a financial advisor at TIAA-CREF with 10 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 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 vertically integrated advisory model with both point-in-time planning and ongoing portfolio management under a fiduciary standard.