Collin Main is a financial advisor with TIAA-CREF in Spokane, WA, holding a Series 66 designation and 14 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2016. 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 within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Braden Danielson is a financial advisor with TIAA-CREF in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his professional work, he is a musician who plays guitar, mandolin, and violin and occasionally performs with his band at local events. 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 TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Christopher Lane is a financial advisor with TIAA-CREF in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes multiple roles at TIAA-CREF and TIAA from 2010 to the present, with additional experience at Becu, LPL Financial, CUSO Financial Services, and Spokane Teachers Credit Union. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model-based and customized portfolios within a fiduciary framework.