Simeon Hills is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 20 years of industry experience. He has worked at TIAA-CREF since 2001, with a nine-year tenure at LPL Financial LLC in between. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, 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 structure utilizing affiliated funds.

Douglas Juda is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Ameriprise and the London Stock Exchange Group. 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 retirement plan relationships. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Priya Jagdeo is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Merrill and Credit Union Investment Services, as well as SECU Brokerage Services and State Employees' Credit Union. 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 plan relationships. The firm’s advisory model separates one-time planning services from ongoing discretionary management, utilizing both model and customized portfolios.

Sean Able is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and has previously worked at Vanguard Advisers, New York Life Insurance Company, and Enterprise Rent-A-Car. 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 to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Darlene Young is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with TIAA and its affiliated entities since 2002. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients connected through employer retirement plans. The firm provides model-based and customized portfolio management within a vertically integrated structure and acts as adviser to a donor-advised fund.

Wilson Mc Kinney is a financial advisor with TIAA-CREF, holding Series 66 and Series 63 licenses and four years of industry experience. He has been with TIAA-CREF since 2022. Outside of finance, he has experience working in the hospitality sector, including roles at Storie Street Grill and Eseeola Lodge. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing retirement plan relationships through TIAA. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.

Alec Strause is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual and the Ballantyne Country Club, among other positions prior to joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 provides model-based and customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Julio Gaviria is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and previously worked at firms including WealthPoint Advisors, Dempsey Lord Smith, LLC, and Belmont Capital Advisors, Inc. Outside of his advisory role, he has full ownership of Gavi Wealth Management, LLC. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected through employer retirement plans. The firm provides tailored investment management alongside referrals to affiliated services and serves as adviser to donor-advised funds.

Jacob Smith is a financial advisor at TIAA-CREF with two years of industry experience. He holds a Series 66 designation and previously worked at Principal Life Insurance Company, Principal Advised Services, and Principal Securities, Inc. before joining TIAA-CREF. 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 connected through employer retirement plans administered by TIAA. The firm provides a range of advisory services including model portfolio management and customized portfolios under fiduciary standards.

Craig Officer is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining TIAA-CREF in 2026, he worked at Strategic Advisers LLC and Fidelity Investments in various capacities from 2022 to 2026. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both one-time planning services and ongoing portfolio management, utilizing a fiduciary standard and a vertically integrated model that includes affiliated funds and donor-advised fund advisory.

Elizabeth Munday is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Nuveen Securities, LLC and Wells Fargo Funds Management, LLC. Munday is based in Charlotte, NC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Amber Nelson is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. She has been with TIAA and its affiliates since 2006. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm offers a range of services including customized portfolio management and acts as adviser to a donor-advised fund.

David Toms is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2013. 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. The firm operates within a vertically integrated structure, offering both model and customized portfolio management options and serving as adviser to a donor-advised fund.

Christopher Mcclure is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA and TIAA-CREF since 2003. Outside of his advisory role, he is involved as an agent for an LLC focused on rental properties and has a small ownership stake in a local sports franchise, the Charlottetowne Hops FC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Lindsey Prokay is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both model and customized portfolio management and serves as adviser to a donor-advised fund.

Dionne Loney is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Her prior experience includes three years at Edward Jones and roles in health-related services before joining TIAA in 2026. 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 relationships through employer retirement plans. The firm operates a vertically integrated advisory model offering both point-in-time planning and ongoing portfolio management, including customized and model-based investment solutions.

Jonathan Pickett is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and held roles at Linden Thomas Advisory Services LLC and Linden Thomas and Company Securities, LLC. Pickett joined TIAA-CREF in 2026. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and institutional clients, often serving those with existing TIAA retirement plan relationships. The firm’s advisory approach separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Richard Page is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes prior roles at Wachovia Securities and a long tenure with TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs primarily to individuals connected to TIAA employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management, providing both model portfolios and customized portfolio options.

Chad Beaver is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2013. 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 ties to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, and acts as adviser to a donor-advised fund.

Marco Tejada is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining TIAA-CREF in 2021, he worked at Equitable Advisors from 2015 to 2020. Tejada serves as a board member and Treasurer of Centro Campesino Farmworker Center, a nonprofit focused on affordable housing and community support. 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 ties to TIAA-administered employer retirement plans. The firm offers a variety of advisory models and acts as adviser to the TIAA Donor Advised Fund.