Gilbert Crews is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. Based in Philadelphia, PA, his career includes over a decade at his current firm. 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 separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Deanda Wilson is a financial advisor at TIAA-CREF with two years of industry experience. Prior to joining TIAA-CREF in 2023, Wilson worked at Businessolver and Pitcairn Trust Company and spent twelve years at the US Department of Housing and Urban Development. 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 employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard applied to its RIA services.

James Maniscalco is a financial advisor at TIAA-CREF with 26 years of industry experience. He has been with TIAA-CREF since 1995 and holds Series 63 and Series 66 designations. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Malaika Hamid is a financial advisor at TIAA-CREF with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities LLC, The Vanguard Group, and Citizens Bank. 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 services and ongoing discretionary management under a fiduciary standard, utilizing model and customized portfolios.

Peter Tappon is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, often utilizing model or customized portfolios under a fiduciary standard.

Eric Hill is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citizens Securities, Bank of America, Merrill, and David Lerner Associates. Hill is based in Philadelphia, PA. TIAA‑CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients linked to TIAA-administered employer retirement plans. The firm offers financial planning and discretionary managed account programs with a fiduciary standard applied to its RIA services.

Khalif Mink is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Vanguard Advisers, J.P. Morgan Securities, Fidelity Brokerage Services, and JPMorgan Chase Bank. 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, frequently serving clients with pre-existing TIAA-administered retirement plan relationships. The firm also provides referrals to affiliated services and acts as investment adviser to the TIAA Donor Advised Fund.

Stacy Linneman is a CFP® professional with 16 years of industry experience, currently serving at TIAA-CREF in Philadelphia, PA. She has been with TIAA and TIAA-CREF since 2013, holding roles across both entities during that time. 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 relationships through TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure and acts as adviser to a donor-advised fund.

Jessica Manard is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including PNC Investments and Citizens Securities INC prior to her tenure at TIAA-CREF, which began in 2017. Outside of her advisory role, she co-produces a podcast focused on true crime, supernatural subjects, and local South Jersey topics as a personal hobby. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, 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 within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Charles Guittari is a financial advisor at TIAA-CREF with nine years of industry experience. He holds a Series 66 designation and has held positions at several firms including LPL Financial LLC, Bank of America, Merrill, and First Republic Securities Company. His career includes roles focusing on investment management and financial advisory services. 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. The firm serves clients often with existing ties to TIAA-administered employer retirement plans and provides both model portfolio and customized portfolio management under a fiduciary standard.

William Craig Jr. is a CFP® professional with 3 years of experience, currently serving as a financial advisor at TIAA-CREF. His prior experience includes roles at TIAA since 2008 and Vanguard Advisers from 2000 to 2002. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary model with separate planning and management services and acts as adviser to a donor-advised fund sponsored by Charityvest.

Ron Koren is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Aegis Wealth Management, Equitable Life Insurance Company, Equitable Advisors, Brokers International Financial Services, and US Healthy Retirement Choices. Outside of finance, he is involved in music selection services as a DJ. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-managed employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management through model or customized portfolios overseen by dedicated managers.

Candice Fleischood is a financial advisor with TIAA-CREF in Philadelphia, PA. She holds Series 63 and Series 65 licenses and has entered the industry recently, with prior roles at PNC Private Bank and Wells Fargo Private Bank totaling 12 years of experience. 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 both one-time planning services and ongoing portfolio management, including customized portfolio options under a fiduciary standard.

Scott Mulvaney is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including CapTrust and Girard Investment Services. Mulvaney is based in Philadelphia, PA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporations, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through model and customized portfolios, serving clients often connected through TIAA-administered employer retirement plans.

John Vaughn is a financial advisor at TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 65 licenses with nine years of industry experience. His career includes roles at TIAA-CREF since 2018 and prior experience at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2013 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily serving individuals with existing relationships through employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing portfolio management, employing both model-based and customized investment strategies.

Brandon Heaven is a financial advisor with TIAA-CREF based in Philadelphia, PA. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. His prior roles include positions at Wells Fargo Bank, JP Morgan Chase Bank, Citizens Securities Inc., and Citizens Bank. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, with a fiduciary standard applied to its registered investment adviser services.

Kevin Shamy is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2007. 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 employer retirement plan relationships through TIAA. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Tyler Somodi is a financial advisor at TIAA-CREF with a Series 65 designation and one year of industry experience. His prior work includes roles at Tiaa, Litmus, and Rocket Mortgage. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Ivor Mills III is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, he owns rental properties. 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 prior TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

Daniel Koven is a financial advisor at TIAA-CREF with the Series 66 designation and four years of industry experience. He previously worked at Guardian Life from 2018 to 2023 and has been with TIAA-CREF since 2024. 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 offers model portfolio management and customized portfolios under a fiduciary standard and acts as adviser to a donor-advised fund.

Joy Massimi is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at TIAA-CREF since 2017, following four years at The Vanguard Group. Outside of her advisory role, she is an owner of a vacation home used as a rental property. 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 offers referrals to affiliated services and acts as investment adviser to a donor-advised fund.

Gregory Lahoda is a financial advisor with TIAA-CREF based in Philadelphia, PA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with TIAA-CREF since 2014. 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 under a fiduciary standard for its registered investment adviser services and offers customized portfolio management alongside model portfolio options.

Matthew Mc Kenna is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has previously worked at Coconut Joes, Thorne, Pearl Street Market, and the University of South Carolina. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans.

Christopher Scheper is a financial advisor with TIAA-CREF in Philadelphia, PA. He holds a Series 65 designation and has been with TIAA since 2013, joining TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through customized and model portfolios.

David Bernstein is a financial advisor with TIAA-CREF in Philadelphia, PA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with 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 to individuals—often those connected to TIAA‑administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor‑advised fund while operating within a vertically integrated structure using affiliated funds.

Caroline Bennett is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2018. Prior to her financial services career, she worked in the food service industry with roles at Jake's Seafood and The Pink Crab. TIAA-CREF Individual & Institutional Services, LLC specializes in financial planning and discretionary managed account programs for individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm operates within a vertically integrated model that includes advisory services, trust services, and donor-advised funds.

Changa Ellison is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing and Citizens Securities. Ellison is based in Philadelphia, PA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model differentiates between one-time planning services and ongoing managed account management, applying a fiduciary standard and utilizing both model and customized portfolios.

Conor Lydon is a financial advisor at TIAA-CREF with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at MassMutual Greater Philadelphia, myCIO Wealth Partners, and Ethos Capital Advisors. He has also worked in recruiting and held academic roles at Drexel University and Saint Joseph’s University. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory model distinguishes between planning services and ongoing discretionary management, offering both model-based and customized portfolio options.

Brian Berlin is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Private Client Wealth LLC and TD Bank N.A. from 2016 to 2026. 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 plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, using model portfolios and customized strategies under a fiduciary standard.

Fernando Camacho is a financial advisor with TIAA-CREF in Philadelphia, PA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Charles Schwab, and PNC Investments. He has been with TIAA-CREF since 2017. TIAA‑CREF’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios and customized portfolios managed under client-approved investment policies.

Matthew Fleming is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. Fleming is also an owner of a rental property in Philadelphia. 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. The firm offers a range of investment solutions including model portfolios and customized portfolios managed under client-approved investment policy statements.

Trevor Hickman is a CFP® with one year of experience at TIAA-CREF and seven years with TIAA. His prior experience includes a role at Bank of the West and work at the University of St Andrews. He is based in Philadelphia, PA. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing ties to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm provides both point-in-time planning and ongoing management through customizable portfolios and model-based solutions.

Martin Arslanian Torre is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Citizens Securities, and TD Bank. Outside of advisory work, he owns a residential rental property. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory services distinguish between one-time planning and ongoing portfolio management, offering both model and customized portfolio options.