Jonathan Larue is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 designation and has worked at TIAA and Raymond James & Associates, Inc. Prior to his current role at TIAA-CREF, he spent 10 years at TIAA in various capacities. 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’s advisory model separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Travis Gallton is a CFA® charterholder currently with TIAA-CREF in Rochester, NY, where he has worked since 2025. He has over a decade of industry experience, including roles at Karpus Investment Management from 2007 to 2018 and TIAA since 2018. 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 to trusts, estates, and various entities. The firm provides customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund, operating within a vertically integrated structure.

William Nelkin is a financial advisor at TIAA-CREF in Rochester, NY, with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with TIAA-CREF since 2016. Nelkin serves on the Finance Committee of Jewish Family Service of Rochester, where he has held various leadership roles including Board President. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected to TIAA-administered employer plans. The firm combines model portfolio management with customized portfolio options under a fiduciary standard and also acts as adviser to a donor-advised fund.

Matthew Melia is a financial advisor with TIAA-CREF, holding the Series 63 and Series 65 designations and bringing 18 years of industry experience. His prior roles include positions at Cetera Investment Services, Canandaigua National Bank, and M&T 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, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement relationships. The firm’s advisory model distinguishes point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while relying on both model and customized portfolios.

Michael Roorda is a financial advisor with TIAA-CREF in Rochester, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at M&T Securities, Inc. from 2015 to 2018 before joining TIAA-CREF in 2018. He serves on the board of the Colin F Kennedy Foundation, a local nonprofit focused on aiding underserved youth and their families. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers a fiduciary standard for its advisory services and operates a vertically integrated model using affiliated funds.

David Kleeman is a financial advisor with TIAA-CREF in Rochester, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at TIAA-CREF since 2017 and previously spent nine years at M&T Securities, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, operates within a vertically integrated group using affiliated funds, and serves as adviser to the TIAA Donor Advised Fund.

James O'Brien is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at Putnam Investment Management and Allspring Funds Distributor before joining TIAA-CREF. He serves as Treasurer for the Victor Girls Lacrosse Booster Club, managing financial reporting and tax filing for the organization. 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 relationships through TIAA-administered employer retirement plans.