Bradlee Berk is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model or customized portfolios, and it acts as adviser to a donor-advised fund.

Paul Gordon is a CFP® and ChFC® with 13 years of industry experience. He has worked at TIAA since 2017 and previously held roles at TD Bank and TD Private Client Wealth. Outside of his advisory work, he serves as interim office manager for The Maryland Institute for Pelvic Neuroscience. He is with TIAA-CREF Individual & Institutional Services, LLC, which provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm separates point-in-time planning from ongoing account management and acts as adviser to a donor-advised fund.

Kristy Green is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her career includes positions at National Planning Corporation and FINRA before joining TIAA-CREF in 2019. Outside of finance, she occasionally acts in movies and TV shows when opportunities arise. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of discretionary management options alongside point-in-time planning services and acts as adviser to a donor-advised fund sponsored by Charityvest.

Max Bozymski is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining TIAA-CREF, he worked at Vanguard Marketing Corporation and has a diverse professional background including roles in education and corporate settings. 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 trusts, estates, partnerships, and small retirement plans. The firm operates a fiduciary advisory model with varied service scopes and offers both model-based and customized portfolio management.

Stephen Marshall Jr. is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with four years of industry experience. His prior work includes positions at Wells Fargo Clearing Services, Wells Fargo Bank, and AT&T. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering customized portfolio management alongside model portfolio options.

Nathan Dufresne is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Fisher Investments and Wells Fargo. Nathan has been with TIAA-CREF since 2022. 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 to TIAA-administered employer retirement plans. The firm operates a fiduciary standard for its RIA services and offers customized portfolio management through its Private Asset Management program.

Baoli Guo is a financial advisor at TIAA-CREF with seven years of industry experience. He has held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A., accumulating nine years total at Wells Fargo 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 existing employer retirement relationships. The firm offers model portfolio management as well as customized portfolio services under a fiduciary standard.

Seth Bennett is a financial advisor with TIAA-CREF in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with TIAA-CREF and TIAA since 2014 and was previously associated with T. Rowe Price from 2020 to 2023. 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 point-in-time planning services separate from ongoing discretionary portfolio management, operates within a vertically integrated group using affiliated funds, and serves as adviser to a donor-advised fund.

Michael Beltre is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2021. Prior to that, he spent eight years with Wells Fargo Clearing and Wells Fargo Bank NA. 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 operates a vertically integrated advisory model that separates one-time planning services from ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.

Christian Long is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. prior to joining TIAA-CREF in 2024. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with pre-existing employer retirement relationships. The firm provides both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

James Peters is a CFP® and CFA® with 14 years of industry experience. He has been with TIAA and TIAA-CREF since 2016, currently serving at TIAA-CREF in Las Vegas, NV. TIAA-CREF Individual & Institutional Services, LLC 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, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes advisory services for a donor-advised fund.

Lori Corriveau is a financial advisor with TIAA-CREF in Providence, RI, holding a Series 66 designation and bringing 24 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 13 years and was the owner of Little Dipper Farm, a family-owned seasonal farm that hosted events and operated a market selling fresh produce. Corriveau also serves as chair of the marketing committee for the Eastern Regional Tourism District of Connecticut. TIAA-CREF’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 pre-existing relationships through TIAA-administered employer retirement plans. The firm separates planning services from ongoing portfolio management and offers a range of portfolio options, including model and customized portfolios managed under fiduciary standards.

Angela Cutler is a financial advisor with TIAA-CREF in Little Rock, Arkansas, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. She has been with TIAA-CREF since 2015 and previously worked at Ameriprise for one year. 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 serves clients often connected through TIAA-administered employer retirement plans and offers a range of advisory services including referrals to affiliated services such as TIAA Trust.

Daveona Harris is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., and JP Morgan Securities LLC from 2016 to 2024. 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 TIAA-administered employer retirement relationships. The firm offers both point-in-time planning as well as ongoing managed account services under a fiduciary standard.

Brian Mclinden is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and A. Gary Shilling & Co., Inc. His background also includes time with Thornhill Securities, Inc. 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 through TIAA-administered 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.

Heather Peters is a financial advisor with TIAA-CREF based in High Point, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at Valic Financial Advisors, Resources Investment Advisors, and BB&T Institutional Investment Advisers. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with ties to TIAA employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a mix of model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Cameron Hinshaw is a financial advisor with TIAA-CREF in Glendale, Colorado, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He previously worked for Mutual of America Securities Corporation and Mutual of America Life Insurance Company from 2008 to 2018 before joining TIAA-CREF in 2018. 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 with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of services including planning, customized portfolio management, and donor-advised fund advisory within a vertically integrated structure.

Christopher Connor is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Scottrade. Connor is based in Charlotte, NC. 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 connections to TIAA-administered employer retirement plans. The firm separates standalone planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while providing a range of managed account programs.

Gregory Kayel is a financial advisor with TIAA‑CREF in New York, NY, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with TIAA and TIAA‑CREF since 2007. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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, partnerships, corporate entities, and small retirement plans. The firm’s advisory approach distinguishes between point‑in‑time financial planning and ongoing discretionary management through managed accounts, including both model and customized portfolio options.