Jason Lee is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at TIAA-CREF in Seattle, WA. His career includes over a decade with TIAA and TIAA-CREF combined. Outside of his advisory role, he manages rental property income from a unit in his home. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates planning services from ongoing portfolio management and includes customized and model-based investment strategies.

Rachel Carmony is a Series 66-licensed financial advisor with TIAA-CREF, based in Seattle, WA. She has been with TIAA-CREF since 2023 and has a total of nine years of experience in the financial industry, including prior roles at Hallie Spies and Debra Glazer. Outside of her advisory work, she owns a two-unit residential property, residing in one unit and renting the other. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated group that employs affiliated funds.

Jeffrey Huston is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA since 2004. Based in Seattle, WA, Huston's career has been focused at TIAA-CREF throughout this time. TIAA-CREF Individual & Institutional Services, LLC’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 ties to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Melissa Haley is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. She has been with TIAA-CREF since 2005. TIAA‑CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm distinguishes between discrete financial planning services and ongoing discretionary management through model or customized portfolios, operating under a fiduciary standard for its RIA services.

Cameron Browning is a CFP® professional with eight years of industry experience, currently affiliated with TIAA-CREF. His career includes various roles at TIAA and SunTrust Advisory Services. Outside of financial advising, he was involved with All Star Youth Camps LLC for nine years. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with 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 through model and customized portfolios.

Karina Bianca Dahilig is a financial advisor at TIAA-CREF with seven years of industry experience. She holds the CFA® designation and Series 65 license. Her prior work includes positions at SEI Investments Management Corp, Taiyo Pacific Partners, Badgley Phelps Wealth Managers, Directional Financial Services, and Empirical Wealth Management. 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, frequently serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management using model or customized portfolios managed under client-approved investment policies.

Sasha Whyte is a financial advisor at TIAA-CREF with nine years of industry experience. She has held roles at TIAA-CREF since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily for individuals connected to 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 portfolio management, offering both model and customized portfolios under a fiduciary standard.

Michael Zarlengo is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Charles Schwab, TD Ameritrade, and AXA Advisors. 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 with existing employer retirement plan relationships. The firm offers model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Cary Doerr is a financial advisor with TIAA-CREF in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he has a rental property investment. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected to TIAA-administered retirement plans. The firm combines point-in-time planning services with ongoing portfolio management and acts as adviser to a donor-advised fund.

Peggy Maravilla is a financial advisor at TIAA‑CREF with 25 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining TIAA‑CREF in 2023. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning and ongoing discretionary management, offering both model and customized portfolio solutions.

Grant Williams is a financial advisor at TIAA-CREF in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Ameriprise and Humana, among other roles. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm differentiates its one-time planning services from ongoing management and acts as adviser to a donor-advised fund within a vertically integrated group that includes affiliated funds.

Andargachew Tadesse is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 credential and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs 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, utilizing model and customized portfolios under a fiduciary standard.

Hallie Eads is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with TIAA-CREF since 2017 and previously worked at Eagle Strategies and New York Life insurance-related entities from 2011 to 2017. 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 TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within a vertically integrated group that uses affiliated funds.

Sarah Le is a financial advisor at TIAA-CREF in Seattle, WA, holding a Series 65 designation with one year of industry experience. She has been with TIAA since 2017 and previously worked at the University of Washington from 2012 to 2017. 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 connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Yulia Aiden is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with TIAA since 2017. Outside of her advisory role, she previously operated Yulia, LLC DBA Vino & Picasso for five years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Timothy Headings is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF and Tiaa since 2017. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and other entities. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, using both model portfolios and customized strategies.

John Trask is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2011. The firm serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients who have pre-existing relationships through TIAA-administered employer retirement plans. TIAA-CREF provides financial planning, discretionary managed account programs, and separate broker-dealer services, with a fiduciary standard applied to its registered investment adviser offerings.

Clinton Robinson is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with TIAA-CREF since 2014. Robinson serves on the finance committee and board of PlantAmnesty, a nonprofit organization focused on education and advocacy to prevent malpruning and preserve urban greenspaces. TIAA‑CREF Individual & Institutional Services, LLC 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’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 structure using affiliated funds.

Benjamin Keith is a financial advisor with TIAA-CREF in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he is a part owner of a boat slip rental and manages a rental property. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning services and ongoing discretionary management using both model and customized portfolios.

Brittany Winkelman is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at RBC Capital Markets and has been with TIAA-CREF since 2010. Winkelman serves as Co-Chair of the Seattle Chapter of Women in Pensions Network (WIPN), organizing industry events and managing chapter communications. She also designs and sells printed materials on the Etsy marketplace. 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 employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, utilizing a fiduciary standard and various investment approaches including model and customized portfolios.

Yug Milinic is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, Bank of America, and Merrill. Milinic is based in Seattle, WA. 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 distinguishes between point-in-time planning services and ongoing discretionary management, serving clients often connected through TIAA-administered employer retirement plans.