Michelle Swiger is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds the Series 66 designation and has worked at TIAA-CREF since 2018, following six years at The Huntington Investment Company. 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’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, utilizing model and customized portfolios under fiduciary standards.

Colleen Knight is a financial advisor at TIAA-CREF with nine years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and Clear Mountain Bank. Knight serves as a board member for the United Way of Monongalia and Preston Counties and is a 25% owner of a farming operation in West Virginia. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often leveraging pre-existing TIAA employer retirement plan relationships. The firm provides customized portfolio management alongside model-based strategies and acts as adviser to a donor-advised fund as part of its vertically integrated group.

Raymond Prendergast is a financial advisor with TIAA-CREF in Morgantown, WV, holding a Series 66 designation and 24 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2016. 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 TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and operates within a vertically integrated structure using affiliated funds.

Nicolas Heywood is a financial advisor with TIAA-CREF, holding a Series 66 designation and 18 years of industry experience. He has worked at TIAA-CREF since 2012 and previously spent four years with BB&T Investment Services, Inc. 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 connected to employer retirement plans administered by TIAA. The firm offers a range of managed account options, including model portfolio and customized portfolio approaches, while acting as adviser to the TIAA Donor Advised Fund.