Emily Yu is a financial advisor with TIAA-CREF in San Diego, CA, holding a Series 66 designation and three years of industry experience. She previously worked at Axos Invest, Inc., Axos Invest LLC, Axos Bank, and Sofun Media Corp. 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, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm’s advisory model differentiates point-in-time planning services from ongoing discretionary managed accounts, utilizing both model and customized portfolios under a fiduciary standard.

Marc Schneider is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF since 2011. Outside of his advisory role, he is an equity shareholder in Baja Flyers Corporation, a shared ownership group for private aircraft maintenance and use. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a fiduciary standard through its registered investment advisory services and employs a mix of model and customized portfolios.

Daniel Parent is a financial advisor with TIAA-CREF in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 19 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—often those connected to TIAA-administered 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 discretionary management through managed accounts that utilize model portfolios or customized portfolios managed under client-approved investment policies.

Philip Hoffnagle is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining TIAA-CREF in 2023, he worked at JPMorgan Chase Bank and JPMORGAN Securities for seven years. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals—often those connected through employer retirement plans—as well as trusts, estates, and small retirement plans. The firm features a fiduciary-advised model with discretionary management options and serves as adviser to a donor-advised fund sponsored by Charityvest.

Saahil Jain is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Morgan Stanley and E*TRADE Capital Management. He serves as Vice President of his local homeowners association board in San Diego, CA. TIAA-CREF’s Advice & Planning Services division provides financial planning and 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 both point-in-time planning and ongoing discretionary management using model and customized portfolios.

Matthew Banez is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has over a decade of experience partnering with high net worth families, focusing on developing tailored financial strategies that align with their unique goals and situations. Prior to his current role, Matthew worked as a Senior Financial Consultant at TD Ameritrade from 2018 to 2020, and held roles at Scottrade Inc. including Branch Manager from 2017 to 2018 and Investment Consultant from 2012 to 2017. Matthew holds a California Insurance License, which complements his expertise in financial consulting. His approach is influenced by his personal background and dedication to understanding his clients' stories, enabling him to co-create appropriate financial strategies. Outside of his professional work, Matthew enjoys family activities, fitness, football, and outdoor adventures.

Anthony Stapleton Jr. is a financial advisor at TIAA-CREF with over 30 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley, E*TRADE Capital Management, and Scottrade. Outside of his advisory role, he is involved in managing a rental property alongside his wife. 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 retirement relationships. The firm offers customized portfolio management and fiduciary services within a vertically integrated structure that includes affiliated funds.