Christopher Sauser is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with TIAA and its affiliates continuously since 1998. 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Ulysses Cervantes is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fisher Investments, Morgan Stanley, E*TRADE Capital Management, and TD Ameritrade. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers a range of advisory services, including discretionary portfolio management and donor-advised fund advisory, operating under a fiduciary standard with a vertically integrated investment approach.

Ethan Strickland is a financial advisor at TIAA-CREF with Series 63 and Series 65 licenses and two years of industry experience. He has worked previously at Charles Schwab & Co., Inc. and Equitable Advisors, LLC. TIAA-CREF Individual & Institutional Services, LLC 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 provides both point-in-time planning services and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

Juan Amador 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 JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and TD Ameritrade. Outside of finance, he is the owner and partner of Amador Peppers LLC, a venture focused on buying and reselling pepper mash products. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and brokerage services primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm offers both model portfolio and customized portfolio management under a fiduciary standard and serves as adviser to a donor-advised fund through Charityvest.

Geoffrey Curry is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2018. Outside of his advisory work, he is establishing an LLC related to property management activities. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm employs a fiduciary standard in its advisory services and provides customized portfolio management alongside model portfolio options.

Michael Powers is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with existing TIAA employer retirement plan relationships, as well as 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, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

Hanna Alyafai is a Series 66-licensed financial advisor with TIAA-CREF in Frisco, TX, with one year of industry experience. Prior to joining TIAA-CREF, she worked at Merrill for two years and has held roles in various insurance and management companies. Alyafai is also an officer of Yafii Management LLC, a property management company. TIAA-CREF Individual & Institutional Services, LLC 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 offers model-based and customized portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Marcus Arnold is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 licenses, and has 16 years of industry experience. His prior roles include positions at Fidelity Investments and Strategic Advisers LLC. He is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC’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 connected through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Brett Wood is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63, 65, and 66 credentials and bringing 14 years of industry experience. His prior roles include positions at CoreCap Advisors and operating Wood Financial for two decades. 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 connections to TIAA-administered employer retirement plans. The firm employs a fiduciary standard in its advisory services and provides access to customized portfolio management and donor-advised fund services.

Clinton Wolfe is a financial advisor at TIAA-CREF with 10 years of industry experience. He has been with TIAA-CREF and TIAA since 2018 and previously worked at GWFS Equities Inc. from 2016 to 2018. Outside of advising, he is self-employed as a food delivery driver for DoorDash and rents out his vehicle through Turo. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients connected through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to the TIAA Donor Advised Fund.

Charles Kuketz is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2007. 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 existing TIAA-administered employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios through its Private Asset Management program, and acts as adviser to the TIAA Donor Advised Fund.

Chris Wogbeh is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Valic Financial Advisors, and several other firms. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 portfolio management and customized portfolios, applying a fiduciary standard across its RIA services.

Bri Anna Franklin is a financial advisor at TIAA-CREF with two years of industry experience. She holds Series 63 and Series 65 designations. Prior to her current role at TIAA, she worked at Government Employees Insurance Company (GEICO) for seven years and is involved with DoorDash and 4Thriteen Kitchen and Sports Lounge. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and separates one-time planning services from ongoing portfolio management using model and customized portfolios.

Benjamin Crofford is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Ernst & Young Investment Advisers LLP, USAA Investment Services Company, Charles Schwab, J.P. Morgan Securities, Avantax, and TD Ameritrade. Outside of financial advising, he has worked as an Uber driver. 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 to TIAA-administered employer retirement plans. The firm distinguishes point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Crystal Roseman is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Nationwide Investment Advisors, LINCOLN FINANCIAL ADVISORS Corporation, Capitalwize, LLC, Fisher Investments, and Peak American Investment Advisors, Inc. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management under a fiduciary standard, operating within a vertically integrated structure that includes advisory services for donor-advised funds.

Amer Alzoubi is a financial advisor at TIAA-CREF with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Charles Schwab, Merrill, and Altruist Financial LLC. He has also worked in various positions outside of financial services, including at the University of Texas at Dallas and Lifetime Fitness. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and donor-advised fund services.

Saul Renteria is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services 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 operates a fiduciary advisory model that separates one-time planning services from ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.

Sarah Jones is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for eight years. Outside of finance, she is a co-founder of Jones & Stahl LLC, a concierge service providing in-home fertility and wellness support. 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 existing employer retirement plan relationships. The firm’s advisory model distinguishes planning services from ongoing portfolio management and operates within a vertically integrated platform that includes donor-advised funds and affiliated investment options.

Sean Mcalister is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Outside of his advisory role, he is an owner of a retail business selling goods on eBay, with most operations managed by his wife. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, using model and customized portfolios under a fiduciary standard.

Jessie Cervantes is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining TIAA-CREF, Jessie worked at AGIA, Valic Financial Advisors, and several insurance firms. Jessie is also appointed as an agent to sell non-securities insurance products for AGIA. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides a distinct separation between one-time planning services and ongoing portfolio management, applying a fiduciary standard to its RIA services within a vertically integrated structure.