Phillip Bettis is a financial advisor with TIAA-CREF in Coralville, Iowa, holding a Series 66 designation and 11 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, Bettis owns and operates two valet parking service businesses and serves on the board of Community Crisis Services and Food Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a range of discretionary management options, applying a fiduciary standard to its advisory services while utilizing both model and customized portfolios.

Adam Reutzel is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 14 years of industry experience. He has worked with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios and serves as adviser to a donor-advised fund.

Taylor O'Neill is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Charles Schwab and Uber. Outside of finance, he operated Taylor Freymann Photography for five years. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with connections to TIAA-sponsored retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both one-time planning and ongoing portfolio management through model and customized strategies.

Stephen Genkinger is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 1997. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management services and advises the TIAA Donor Advised Fund.

Mark Hagen is a financial advisor with TIAA-CREF in Coralville, IA, holding a Series 66 designation and 23 years of industry experience. He has worked with TIAA-CREF since 2007. 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 TIAA-administered employer retirement plans. The firm combines point-in-time financial planning services with ongoing discretionary management using model portfolios or customized portfolios managed under client-approved investment policies.

Ronald Neems is a financial advisor with TIAA-CREF in Coralville, Iowa, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with TIAA-CREF since 2008. Outside of his advisory role, he owns a stationery store and serves on the board of a natural foods cooperative. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and other entities, often serving clients connected to TIAA-administered retirement plans. The firm combines point-in-time planning with ongoing discretionary management under a fiduciary standard, offering customized and model-based portfolio options.

Cindy Webb is a financial advisor with TIAA-CREF in Coralville, IA, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. She has been with TIAA-CREF, including its predecessor TIAA, 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 connected through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing managed accounts, employing fiduciary standards and a combination of model and customized portfolios.

Patrick Conlon is a financial advisor with TIAA-CREF in Coralville, IA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2005. Outside of his advisory role, he serves on the finance council and as a trustee for Saint Patrick’s Church in Iowa City. 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 pre-existing TIAA retirement relationships. The firm’s advisory approach includes model and customized portfolios managed under a fiduciary standard and provides access to affiliated services such as TIAA Trust and donor-advised funds.

Christopher Harris is a financial advisor with TIAA-CREF based in Coralville, Iowa. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Harris has been with TIAA-CREF since 2001. He also serves as an adjunct instructor at the University of Iowa’s Tippie College of Business, teaching a wealth management class to upper-level undergraduate students. 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 pre-existing relationships through TIAA-administered employer retirement plans.

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.