Guglielmo Tullio is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Clarfeld, Citizens Securities, Inc., and Wells Fargo Clearing. 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 with existing employer retirement plan relationships. The firm provides tailored portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund, utilizing a vertically integrated approach with affiliated funds.

John Seifried is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with TIAA-CREF since 2006. 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 acts as adviser to a donor-advised fund and provides a mix of model and customized portfolio management under a fiduciary standard.

Jessica Miller is a financial advisor with TIAA-CREF in Radnor, PA, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with TIAA-CREF since 2007. 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 connected to TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model separating one-time planning from ongoing portfolio management and manages donor-advised funds while using affiliated investment products within its vertically integrated structure.

Vincent Bona is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at TIAA-CREF since 2018, following three years at PNC Investments and PNC Bank. TIAA-CREF Individual & Institutional Services, LLC provides 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, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management through customized and model portfolio strategies.

Aida Gonzalez is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2014. Outside of her advisory role, she serves as Vice President of The National Drifters Incorporated, a social organization that hosts annual fundraising events for academic scholarships. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and various entities, often those connected through TIAA-administered retirement plans. The firm’s advisory model combines point-in-time planning with ongoing portfolio management, offering both model-based and customized investment solutions.

Dennis Piccone is a financial advisor with TIAA-CREF in Radnor, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His work history includes roles at Citizens Bank, Citizens Securities Inc., and PNC Investments LLC before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, and various entities. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, offering tailored portfolio solutions under a fiduciary standard.

Casimir Seweryn is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Vanguard and eMoney Advisor before returning to TIAA in 2020. 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 provides customized portfolio management alongside model portfolio options and acts as adviser to the TIAA Donor Advised Fund.