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.

Daniel York is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Beacon Global Advisor Network, LLC and GWM USA LLC before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily serving individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and other entities. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Scott Stein is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Best Quality and Columbia University Business School. Outside of his advisory role, he serves as Treasurer and Board Member for 86th Street Tenants Corp, overseeing the finance function of a residential co-op building in New York. TIAA-CREF’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 TIAA retirement plan relationships. The firm offers model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

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.