Noel Lagneaux is a financial advisor with TIAA-CREF in Ames, IA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with TIAA and TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals—often those connected to TIAA-administered employer retirement plans—as well as trusts, estates, and small retirement plans. The firm offers model and customized portfolio management and serves as adviser to a donor-advised fund while applying a fiduciary standard across its advisory services.

Sarah Koth is a Series 66-licensed financial advisor at TIAA-CREF with 27 years of industry experience. Her prior roles include positions at Athene Securities, Powell Financial Partners, Cetera Advisor Networks, and VOYA Financial Advisors. Outside of finance, she serves as a brand ambassador for Thelma's Treats, a manufacturer and distributor of specialty ice cream sandwiches. 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 offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios.

Ethan Mechling is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Princor Financial Services Corporation and Principal Life Insurance Company. In addition to his advisory role, he serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships. 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 connected to TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing managed account services and acts as adviser to a donor-advised fund while applying a fiduciary standard within a vertically integrated investment framework.

Kelsey Summers is a financial advisor at TIAA-CREF with 16 years of industry experience. She 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 existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management, offering model and customized portfolios under a fiduciary standard.

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.