Shaundrea Cordier is a financial advisor at TIAA-CREF with a Series 65 credential and one year of industry experience. She has been associated with TIAA since 2007. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated group that uses affiliated funds and acts as adviser to the TIAA Donor Advised Fund.

Kevin Higgins is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2017. Higgins serves as a board member for Lamorinda Lacrosse, a local youth sports organization. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients who have existing relationships through TIAA-administered employer retirement plans. The firm offers both model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Angela Berry is a financial advisor at TIAA-CREF in Walnut Creek, CA, with 22 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Fidelity, JPMorgan Securities, Merrill, and Bank of America. Outside of her advisory role, she is involved with a modeling agency. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement relationships. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions within a fiduciary framework.

Julio Dolorico is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab and MassMutual, among other firms. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated organizational structure.

Daniel Ayenew is a financial advisor with TIAA-CREF in Walnut Creek, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory work, he owns two motorsports-related businesses focused on content creation, affiliate marketing, and sponsorship. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to donor-advised funds.

Shivam Sami is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant from 2023 to 2025 and as a Relationship Manager from 2022 to 2023, both with Fidelity Investments. Before joining Fidelity, he worked as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021. Shivam works closely with his team to leverage Fidelity's brand, technology, and platform to assist clients in creating retirement, income, and wealth plans. He holds a California Insurance License, which supports his advisory capabilities. Outside of his professional life, Shivam enjoys activities such as spending time at the beach, family activities, visiting museums, outdoor adventures, traveling, and practicing yoga.

Alexandros Mavrellis is a financial advisor with TIAA-CREF, holding a Series 66 designation and 16 years of industry experience. Prior to joining TIAA-CREF in 2018, he spent six years with TD Ameritrade Investment Management. Outside of his advisory work, he is a silent part owner of an online resource focused on Halloumi cheese. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management using model or customized portfolios.

Konstantine Giannoutsos is a financial advisor with TIAA-CREF in Walnut Creek, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with TIAA-CREF since 2002. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers point-in-time planning as well as ongoing discretionary management using model and customized portfolios.