Daniel York is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes positions at Beacon Global Advisor Network, LLC, and GWM USA LLC. 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 both point-in-time planning and ongoing discretionary management using model portfolios and customized solutions, and acts as adviser to a donor-advised fund.

Scott Stein is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 licenses. Stein serves as Treasurer and Board Member for 86th Street Tenants Corp, overseeing the finance function of the residential cooperative building. 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 relationships through TIAA-administered employer retirement plans. The firm differentiates between one-time planning services and ongoing discretionary management, providing customized portfolios and acting as adviser to a donor-advised fund.

Charles Strlekar is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining TIAA-CREF, he worked at Hennion & Walsh Asset Management and Vanguard Marketing Corporation. His background also includes positions at Saint Joseph's University and MLB Network. 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 separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that utilizes affiliated funds.

Joseph Langella is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Citigroup Global Markets, Wells Fargo Clearing, and Invest Financial Corporation. 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 relationships through TIAA-administered employer retirement plans. The firm uses a fiduciary advisory model that separates planning services from ongoing portfolio management.

Michael Beltre is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2021. Prior to that, he spent eight years with Wells Fargo Clearing and Wells Fargo Bank NA. 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 operates a vertically integrated advisory model that separates one-time planning services from ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.

Brian Mclinden is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and A. Gary Shilling & Co., Inc. His background also includes time with Thornhill Securities, Inc. 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 retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Gregory Kayel is a financial advisor with TIAA‑CREF in New York, NY, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with TIAA and TIAA‑CREF since 2007. 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 trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory approach distinguishes between point‑in‑time financial planning and ongoing discretionary management through managed accounts, including both model and customized portfolio options.