Peter Stratton is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. Outside of his advisory work, he is a drummer and percussionist in the Hypnotic Eye band. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm distinguishes its planning services from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

William Connors Jr. is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2013. Outside of his advisory role, he serves as a board member for the Father Jude Ice Hockey Extra Attacker Club, a fundraiser for a high school ice hockey program. 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, frequently serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.