William Hall is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and New York Life Insurance Company. Outside of financial services, he operates a photography business providing editing and printing services. 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 employer retirement relationships. The firm combines point-in-time planning with ongoing portfolio management, providing tailored investment solutions through a fiduciary standard.

Nicholas Prelosky is a financial advisor with TIAA-CREF, holding a Series 66 credential and bringing six years of industry experience. Before joining TIAA-CREF in 2024, he worked at Bank of America and Merrill from 2019 to 2024. Outside of his financial career, he hosts a podcast focused on current political campaigns and issues in Oregon. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-sponsored employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory approach includes both point-in-time financial planning and ongoing discretionary portfolio management using model or customized portfolios.

Laura Zoucha is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at TIAA-CREF and Tiaa since 2018, and previously held roles at Amerivest Investment Management LLC and TDAmeritrade Inc. in the Portland, OR area. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, using a fiduciary standard for its RIA services and operating within a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

Andrew Martinez is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with TIAA-CREF since 2011. 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 trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model portfolio and customized portfolio options.

Kyle Watt is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. 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 connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing discretionary management using both model and customized portfolios, and it acts as adviser to the TIAA Donor Advised Fund.

Justin Kimmer is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2015. Based in Portland, OR, he provides advisory services within a large enterprise firm. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a fiduciary-standard advisory model with both point-in-time planning and ongoing discretionary portfolio management, including customized and model-based investment strategies.

Frederick Schaefer is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF and TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers distinct planning and ongoing management services, including customized portfolios and model-based programs, and serves as adviser to a donor-advised fund.

Christian Long is a financial advisor with TIAA-CREF in Portland, OR, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. prior to joining TIAA-CREF in 2024. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with pre-existing employer retirement relationships. The firm provides both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.