Kyle Weitekamp is a financial advisor at TIAA-CREF with 16 years of industry experience. He has held roles at TIAA-CREF and TIAA since 2018 and previously worked at J.P. Morgan Securities from 2014 to 2018. He holds Series 63 and Series 66 licenses and is based in East Lansing, Michigan. 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 to TIAA-administered employer retirement plans. The firm provides a combination of point-in-time planning and ongoing portfolio management, with an advisory model that includes model-based and customized portfolios.

John Vandersloot is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 credentials and with 24 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides 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 offers discretionary management options ranging from model portfolios to customized solutions under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund.

Stacy Talarico is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 66 and Series 63 licenses and has 15 years of industry experience. Prior to joining TIAA-CREF in 2024, she worked at Fidelity Investments from 2022 to 2024 and held positions at Edward Jones, Financial Engines Advisors, and Sigma Financial Corporation. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Todd Howard is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He worked at Hantz Financial Services, Inc. for 11 years before joining TIAA-CREF in 2017. 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. The firm offers both point-in-time planning services and ongoing portfolio management through model portfolios and customized solutions, operating under a fiduciary standard within a vertically integrated structure.

Brett Leonard is a financial advisor with TIAA-CREF, holding a Series 65 designation and one year of industry experience. He has previously worked at Northern Trust and has been associated with TIAA since 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Bradford Newitt is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining TIAA-CREF in 2017, he worked for Hantz Financial Services, Inc. for 14 years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.

Scott Heise is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with TIAA and TIAA-CREF since 2000. 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 employer retirement plan relationships. The firm differentiates its planning services from ongoing managed account management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Jon Scott is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining TIAA-CREF, he worked at Hoskin Capital and TeamDynamix. He serves as Corresponding Secretary for the Kappa Delta Lambda chapter of Alpha Phi Alpha Fraternity, Inc., and is a commissioner on the Lansing City Board of Fire Commissioners. 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 existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model or customized strategies and acts as adviser to a donor-advised fund.

Justin Braman is a financial advisor at TIAA-CREF in East Lansing, MI, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA and its related entities 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, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolios.

Dane Colberg is a financial advisor with TIAA-CREF in East Lansing, MI, holding a Series 66 designation and 12 years of industry experience. He has previously worked at Agia, Valic Financial Advisors, OneAmerica Securities, American United Life, State Farm, and Hantz Financial Services. Outside of his advisory role, he is also an agent for non-securities insurance products. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized and model-based strategies, while acting as adviser to a donor-advised fund.