William London is a financial advisor with TIAA-CREF in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, all with TIAA-CREF since 1994. 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 advises a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Timmothy Nootz is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with TIAA-CREF since 2017, following a year at Financial Engines and a year as a consultant. 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 offers a range of advisory services, including customized portfolio management and acts as adviser to a donor-advised fund.

Turner Schroll is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Harrisdirect LLC, E*TRADE Securities LLC, E*TRADE Capital Management LLC, and AXA Advisors, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals—often those connected with TIAA-administered retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

John Poe is a financial advisor at TIAA-CREF with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2013, based in Charlotte, NC. 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, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

John Stewart is a financial advisor at TIAA-CREF with six years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2019. Outside of his advisory role, he tutors students preparing for securities licensing exams through Varsity Tutors. 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 TIAA-administered employer retirement plans. The firm’s advisory approach includes both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.

Yug Milinic 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, Harrisdirect LLC, E*TRADE Securities LLC, Bank of America, and Merrill. Milinic is based in Seattle, WA. 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 distinguishes between point-in-time planning services and ongoing discretionary management, serving clients often connected through TIAA-administered employer retirement plans.

Brett Beavers is a financial advisor with TIAA-CREF in Frisco, Texas. He holds a Series 66 designation and has eight years of industry experience. His background includes roles at TIAA-CREF Individual & Institutional Services, the University of Arkansas Department of Athletics, Sowell Management Services, and Crews & Associates, Inc. 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’s advisory model separates planning services from ongoing discretionary management, using model portfolios or customized portfolios managed under client-approved investment policies.

Patricia Lampe is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 65 designation and has been with TIAA and its affiliates since 1999. 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 through TIAA-administered employer retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated group using affiliated funds.

James Griffith is a financial advisor with TIAA-CREF and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including roles at Edward Jones and MKM Partners LLC. He is currently based in Frisco, TX. 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 existing employer retirement plan relationships. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing portfolio management using both model and customized portfolios.

Jazeb Qamar is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 65 and Series 66 designations. Prior to joining TIAA-CREF, he worked at JPMorgan Chase Bank NA and Morgan Stanley in various roles. 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 connected to TIAA-administered employer retirement plans. The firm offers model portfolio-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Daniel Worley is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Edward Jones, E*TRADE Securities, E*TRADE Capital Management, and Harrisdirect, along with service in the U.S. Army National Guard. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management with customized and model portfolio options.

Michael Kloss is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and bringing 13 years of industry experience. He has been with TIAA and TIAA-CREF since 2011. Outside of his advisory role, Kloss serves on the board of the Anne Heinig Memorial Park Foundation, a local private park, where he participates in activities and decisions related to the park's maintenance and improvement. 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 trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating under a fiduciary standard with disclosure of potential conflicts related to affiliated funds.

Alexis Szathmary is a financial advisor with TIAA-CREF, holding a Series 66 designation and eight years of industry experience. Prior to joining TIAA-CREF in 2024, Alexis worked at Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, and Edward Jones among other firms. 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 with existing ties to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning services and ongoing discretionary management through various managed account options.

James O'Brien is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Putnam Investment Management and Allspring Funds Distributor. Outside of his advisory role, he serves as Treasurer for the Victor Girls Lacrosse Booster Club, managing financial reporting and tax filings. 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 TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model or customized portfolios.

Gabriel Blancarte is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2023. His prior experience includes roles at Fletching Capital and the University of Missouri. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and 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 offers both point-in-time financial planning and ongoing discretionary portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Rose Ann Thompson is a financial advisor at TIAA-CREF with Series 63 and Series 65 registrations and four years of industry experience. Prior to joining TIAA-CREF in 2021, she worked at Mecklenburg County DSS and held positions at Queens University of Charlotte and Atrium Health. Outside of her advisory role, Thompson owns Gemway Farms, LLC, which sells seasonal produce and offers garden planning consultations. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered 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 various managed account programs.

Joseph Langella is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Citigroup Global Markets, Wells Fargo Clearing, and Invest Financial Corporation. 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 uses a fiduciary advisory model that separates planning services from ongoing portfolio management.

Lane Sires is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds a Series 66 designation and previously worked at Principal Securities Inc. and Principal Life Insurance Company for over two decades. Outside of his advisory role, Lane serves on the boards of the Johnston Little League, the Hyperion Field Club, and the Johnston Community School Foundation, where he helps organize community activities and fundraising events. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and 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 discretionary portfolio management and maintains a fiduciary standard within its advisory services.

Joseph Shore is a financial advisor at TIAA-CREF with 15 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 provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm operates within a vertically integrated group, offering model and customized portfolios, and acts as adviser to the TIAA Donor Advised Fund.

Peter Chen is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.