Joseph Niederee is a financial advisor with TIAA-CREF in Omaha, NE, holding a Series 66 designation and 15 years of industry experience. He has worked at TIAA-CREF since 2016 and previously held roles at Amerivest Investment Management, LLC and TD Ameritrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services to individuals and entities, often serving clients with pre-existing relationships through employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Leslie Johnson is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including Charles Schwab and Markle Financial. TIAA-CREF’s Advice & Planning Services division serves individuals, trusts, estates, and small retirement plans, providing financial planning and discretionary managed accounts through model portfolios and customized solutions. The firm also advises donor-advised funds and offers a range of affiliated services within a vertically integrated structure.

Chad Greenway is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2017, previously spending six years at TD Ameritrade Investment Management. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with prior employer retirement plan relationships through TIAA. The firm provides a separation between one-time planning services and ongoing portfolio management, acting as adviser to the TIAA Donor Advised Fund and operating within a vertically integrated structure that employs affiliated funds.