Jonathan Boldebuck is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2015. Outside of his advisory role, he serves as a Level 1 CrossFit coach and is the treasurer of The Hearts Project Foundation, a memorial dedicated to lives lost to the COVID-19 pandemic. 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’s advisory model separates point-in-time planning from ongoing discretionary management, applying a fiduciary standard and utilizing a combination of model and customized portfolios.

David Harris is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera, Regions Bank, Cambridge Investment Research, and Voya Financial Advisors. His background also includes five years at Domtar Personal Care. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm provides discretionary portfolio management with both model and customized portfolios and acts as adviser to the TIAA Donor Advised Fund.