Thomas Sampson is a financial advisor with TIAA-CREF in New York, NY. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Pzena Investment Management and Commonwealth Financial Network. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Kristen Perkins is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals associated with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm distinguishes its services by separating one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund.

Volha Nikan is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, she held positions in various industries including entertainment and tax preparation. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized managed accounts.

Paul Jacobson is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including 19 years with TIAA-CREF. 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 also advises the TIAA Donor Advised Fund and operates within a vertically integrated structure using affiliated funds.

John Aldebot is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. Outside of his advisory role, he is the owner of Johnny Apple Sights, a business focused on promoting green products and small businesses. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management with a fiduciary standard applied to its advisory services.

Paul Cowie is a financial advisor with TIAA-CREF based in New York, NY, holding a Series 66 designation and with 26 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’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 pre-existing TIAA employer retirement plan relationships. The firm’s advisory approach includes point-in-time planning and ongoing discretionary management, using both model and customized portfolios under a fiduciary standard.

Jacob Brown is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 66 designation and has previously worked at the University of Miami and in several other roles including at Shoptech Industrial Software Corp., University Tees Inc., and Baronet Coffee Inc. TIAA-CREF Individual & Institutional Services, LLC 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’s advisory model separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Stacy Caraccio is a financial advisor with TIAA-CREF in New York, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been with TIAA-CREF and Tiaa since 2016. 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 with existing relationships through TIAA-administered retirement plans. The firm provides a range of advisory services that separate one-time planning from ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and donor-advised fund administration.

Cynthia Frick is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 65 credential and has previously worked at USAA from 2015 to 2019. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates within a vertically integrated structure and serves as adviser to a donor-advised fund.

Maha Alnajjar is a financial advisor with TIAA-CREF in New York, NY, holding a Series 66 designation. She has less than one year of experience at TIAA-CREF and its affiliated entities, with prior roles at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Company, and US Capital Global Securities, LLC. She also spent eight years at Stanford University and operated as an independent contractor for nine years. 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 with existing employer retirement plan relationships. The firm offers point-in-time financial planning alongside ongoing discretionary management and advisory services, including acting as an adviser to a donor-advised fund.

Annateresa Semeraro is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets, JPMorgan Securities LLC, and JPMorgan Chase Bank. 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 existing relationships through TIAA-administered employer retirement plans. The firm offers a range of investment approaches including model portfolios and customized portfolio management under fiduciary standards.

Patrick Mcelhatton is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2006. Outside of his advisory role, he serves on the board of the AES Crestwood Foundation, a nonprofit supporting Catholic education at Annunciation School in Westchester County. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary portfolio management, employing both model and customized portfolios.

Nicholas Rouillard is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Securities and UBS Financial Services. He is based in New York, NY. 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 with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Peter Berkery is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining TIAA-CREF in 2018, he worked at Scottrade Investment Management and Scottrade, Inc. for a combined six years. 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 prior relationships through TIAA-administered employer retirement plans. The firm offers a fiduciary standard for its RIA services and manages portfolios through model and customized strategies, including acting as adviser to a donor-advised fund.

Jonathan Mc Lean is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and previously worked six years with Minchin Moore Private Wealth and two years at Goldman Sachs. He owns an investment property in Australia. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management using model or customized portfolios.

Andrew Pressman is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Sanford C. Bernstein & Co., LLC from 2012 to 2017 before joining TIAA-CREF. Outside of his advisory role, Pressman serves as a board member for Patrick's Pals, a charity basketball tournament that raises funds for Fragile X research. 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 financial planning and ongoing discretionary management through model or customized portfolios, operating as a fiduciary under varying scopes depending on the service.

Joseph Manci is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63, 65, and 66 designations. His previous roles include positions at Apexium Financial, Nationwide Investment Advisors, and Nationwide Investment Services Corporation. 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 discretionary management, utilizing model portfolios and customized portfolio management under fiduciary standards.

Evander Thompson is a financial advisor with TIAA-CREF in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Morgan Stanley, Harrisdirect LLC, E*TRADE Capital Management, Equitable Advisors, and Northwestern Mutual Investment Services, among others. 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 connections to TIAA-administered employer retirement plans. The firm employs a fiduciary standard for its RIA services and provides both model-based and customized portfolio management through its vertically integrated structure.

Joseph Goldgrab is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 1997. 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 existing relationships through TIAA-administered employer retirement plans. The firm offers a range of investment solutions including model and customized portfolios and serves as adviser to the TIAA Donor Advised Fund.

Rasheed Defense is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at TIAA-CREF since 2017 and previously held roles at Merrill and Bank of America. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.