Collin Dufrane is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. His prior experience includes roles at Fidelity and its affiliated entities. Outside of finance, he has worked in the food service industry with positions at Revel Kitchen and Bar and Zachary's Chicago Pizza. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers a range of advisory models that separate one-time planning from ongoing portfolio management, applying a fiduciary standard across its investment advisory services.

Jakub Kulenty is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes two lengthy tenures at TIAA-CREF, from 2006 to 2020 and from 2022 to the present, with a brief period at Fisher Investment in 2021. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides planning services as well as ongoing portfolio management, applying a fiduciary standard to its advisory services while utilizing asset-based and wrap-fee structures.

Jared Kuzma is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at TIAA and Spirit of '76 Fireworks. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed accounts primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both one-time planning services and ongoing discretionary management through model or customized portfolios.

Elizabeth Gonzales is a financial advisor at TIAA-CREF with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2016. 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 offers both point-in-time planning and ongoing management using model and customized portfolios, serving clients often connected through TIAA-administered employer retirement plans.

Mason Matos is a financial advisor at TIAA-CREF with one year of industry experience. He holds the Series 66 designation and previously worked at SATX Pest Control and the Texas A&M Recreational Center. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services including both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Samip Thaker is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. 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 prior relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Zachary Michael is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, Community First Credit Union, and BMO Harris Financial Advisors. He is currently based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, applying a fiduciary standard to its RIA services and managing accounts through model or customized portfolios.

Trevor Gilman is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 designations and 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, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model with both point-in-time planning and ongoing portfolio management under a fiduciary standard.

Amy Au is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at notable firms including JPMorgan Chase Bank and J.P. Morgan Securities for seven years, as well as TD Ameritrade and Scottrade. 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. The firm serves many clients with pre-existing retirement plan relationships through TIAA and acts as adviser to the TIAA Donor Advised Fund, providing investment management through a combination of model and customized portfolio approaches.

Elvia Hostiguin Vargas is a financial advisor at TIAA-CREF with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with TIAA and TIAA-CREF since 2014. 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 to TIAA-administered employer retirement plans. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Joshua Rivera is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Brokerage Services LLC. Outside of his advisory role, he is affiliated with Stonebriar Country Club. 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 offers a range of investment management options, including model portfolios and customized accounts managed under client-approved investment policy statements.

Ryan Adler is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Fisher Investments, Vanguard Advisers, J.P. Morgan Securities, Fidelity, and Ameriprise Financial. Outside of finance, he has performed as a magician for nearly 30 years, primarily at charity events. 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 TIAA employer retirement plan relationships. The firm’s advisory approach distinguishes between point-in-time planning services and ongoing discretionary management, offering model or customized portfolios under a fiduciary standard.

Casaia Gaspard is a financial advisor at TIAA-CREF with Series 63 and 66 credentials and two years of industry experience. Prior to joining TIAA-CREF, Gaspard worked at Robinhood Asset Management, Robinhood Markets, and several other financial firms. Outside of financial services, Gaspard was involved with Friends of a Family from 2016 to 2020. 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, often serving clients with pre-existing retirement plan relationships. The firm separates point-in-time planning services from ongoing discretionary management and operates a fiduciary advisory model within a vertically integrated group.

Richmond Agyekum is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining TIAA-CREF in 2019, he worked in various roles including positions at AmerisourceBergen and Uber. Outside of his advisory role, Richmond operates a sole proprietorship focused on affiliate marketing and serves on the finance committee for a small church. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm offers a range of services including model portfolio management and customized portfolios, and acts as adviser to a donor-advised fund.

Christal Thomas is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and with 19 years of industry experience. She has been with TIAA-CREF since 2007. Outside of her advisory work, she is active as a rideshare driver for both Lyft and Uber. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with ties to TIAA-administered retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, using model or customized portfolios under a fiduciary standard.

Michael Prentice is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining TIAA-CREF in 2022, he worked at Freedom Financial Network and spent over a decade at TruGreen Lawncare. 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-administered employer retirement plans. The firm also acts as adviser to the TIAA Donor Advised Fund and uses a fiduciary standard within a vertically integrated group that offers both model and customized portfolio management.

Charles Anderson Jr. is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work includes roles at Fisher Investments, Merrill, Bank of America, Amazon, and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC's Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with varying investment models and a fiduciary standard applied to its RIA services.

Shafqat Manir is a financial advisor at TIAA‑CREF with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Distributors Company LLC and Fidelity Investments. Before entering the financial sector, he spent five years at A.G. Dresses Ltd. and one year at Fin-Bangla Apparels Ltd. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals with ties to TIAA‑administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management, applying a fiduciary standard to its advisory services within a vertically integrated group that manages both model and customized portfolios.

Catherine Vigen is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 credential and ten years of industry experience. Her prior roles include positions at Charles Schwab and Capital One Investing. Outside of her financial career, she owns and operates Catherine Vigen Photography, a portrait, lifestyle, and travel photography business with an associated blog. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Courtney Petkovich is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2017, previously working at PNC Bank, NA from 2009 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 relationships through TIAA-administered employer retirement plans. The firm offers a range of managed accounts, including model portfolio and customized portfolio options, and acts as adviser to a donor-advised fund.