David Wilder is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he serves as an elder and committee member at Triangle Grace Church and is the treasurer for the Voyager Academy Booster Club. TIAA-CREF’s Advice & Planning Services division 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 separates point-in-time planning from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that includes affiliated funds.

Amber Mc Neill is a financial advisor at TIAA-CREF based in Durham, NC, holding a Series 65 designation. She has been with TIAA-related firms 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, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Stuart Donovan is a financial advisor with TIAA-CREF in Durham, NC, holding Series 65 and Series 66 designations and bringing 25 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory role, he manages rental properties in Raleigh and Atlantic Beach, NC. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm offers a range of investment solutions including model and customized portfolios under a fiduciary standard.

Lee Abbey is a financial advisor with TIAA-CREF based in Durham, NC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with TIAA-CREF and its predecessor, Tiaa, since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs 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 planning and ongoing discretionary portfolio management, functioning within a vertically integrated group that includes affiliated funds and acts as adviser to a donor-advised fund.

Donna King is a financial advisor with TIAA-CREF in Durham, NC, holding a Series 66 credential and seven years of industry experience. She has worked at several firms, including Allstate Financial Advisors and Edward Jones, before joining TIAA-CREF in 2020. Outside of her advisory work, she manages a rental property business involving coordination of repairs and tax filings. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory offerings include point-in-time planning and ongoing discretionary portfolio management with a fiduciary standard applied to its registered investment adviser services.

Jeffrey Thompson is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services offers 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 operates a vertically integrated advisory model that includes both point-in-time planning and ongoing discretionary management under a fiduciary standard.

Molly Mccormack is a financial advisor at TIAA-CREF with 25 years of industry experience. She has held her position at TIAA-CREF since 2005 and holds Series 63 and Series 66 designations. 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. The firm operates within a vertically integrated group and provides services including access to donor-advised funds and various managed account options.

William Dotterer is a financial advisor at TIAA-CREF with 25 years of industry experience. He has held his current role since 2011. Dotterer holds Series 63 and Series 65 licenses. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Ryan Mathis is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2005. 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 offers a fiduciary standard across its advisory services and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that utilizes affiliated funds.

Lance Dobler is a CFP®-certified financial advisor with TIAA-CREF, based in Durham, NC. He has six years of industry experience, including roles at TIAA since 2012 and TIAA-CREF since 2025. Outside of his advisory work, Dobler owns and operates Diamond Glove Care LLC, a local business providing baseball and softball glove relacing and break-in services for youth players. TIAA-CREF Individual & Institutional Services 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 provides both point-in-time planning services and ongoing portfolio management under a fiduciary standard.

Rameet Singh is a financial advisor at TIAA-CREF in Durham, NC, holding Series 63 and Series 66 licenses with 11 years of industry experience. Prior to joining TIAA-CREF, he worked at Edward Jones and JP Morgan Securities. Outside of finance, he operates a portrait and family photography business. 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 with existing TIAA-administered employer retirement plan relationships. The firm provides a range of advisory services including customized portfolio management and acts as adviser to donor-advised funds.

Albert Waisanen Jr. is a financial advisor at TIAA-CREF with two years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Group Insurance Analysts/GIA Risk Management. Outside of his advisory role, he serves as a board member for The Park Homeowners Association Inc., where he participates in budget decisions and community meetings. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to donor-advised funds while operating within a vertically integrated group.

Frederick Freeman is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Fidelity, and Wells Fargo before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with existing TIAA employer retirement relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time financial planning with ongoing discretionary management through model and customized portfolios.

Marc Anstrom is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63, Series 65, and Series 66 designations and over 31 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals—including those connected to TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers financial planning, discretionary managed account programs, and brokerage services, operating with a fiduciary standard in its RIA services and acting as adviser to a donor-advised fund.

Sarah Hickey is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She has accumulated over a decade of experience in financial services, working in various capacities including service management, investment solutions, and client relationship management. Her professional background includes positions at RBC Wealth Management, Fidelity Investments, Stifel, Nicolaus & Company, J.P. Morgan Wealth Management, and Barclays Wealth. Throughout her career, she has focused on understanding clients' unique needs and circumstances to develop financial plans that align with their goals and values. Outside of her professional work, Sarah has interests in art, food, parenthood, and yoga.

James Simone is a financial advisor with TIAA-CREF in Durham, NC, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with TIAA and TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected to TIAA-administered employer retirement plans. The firm also advises donor-advised funds and combines point-in-time planning with ongoing portfolio management under a fiduciary standard.

Casey Pickett is a financial advisor at TIAA-CREF with seven years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services, Vanguard Marketing Corporation, Transamerica Life Insurance, and Merrill, among others. 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 relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model and customized portfolios, and acts as adviser to a donor-advised fund.

Michael Dipenta is a financial advisor at TIAA-CREF with 19 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 offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time financial planning services from ongoing portfolio management and serves as adviser to a donor-advised fund while operating within a vertically integrated group utilizing affiliated funds.

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.