Bobby Slate is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Equitable Advisors, AXA Advisors, and Raymond James Financial Services. Slate is based in Honolulu, HI. TIAA-CREF Individual & Institutional Services 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 provides both one-time planning services and ongoing portfolio management through a fiduciary model with various program options.

Jonathan Nakamoto is a financial advisor at TIAA-CREF in Honolulu, HI, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at TIAA-CREF since 2016. 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 connected through employer retirement plans. The firm operates within a vertically integrated group and offers both model-based and customized portfolio management under fiduciary standards.