James Aughtry is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2006, including the firm’s affiliated entities. 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’s advisory model distinguishes point-in-time planning services from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Tate Johnson is a financial advisor at TIAA-CREF with two years of industry experience. He holds the Series 66 designation and has previously worked at Kipos Greek Taverna and Iza Whiskey and Eats. Johnson also has experience with the University of North Carolina at Chapel Hill and Metrolina Christian Academy. 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 to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model and customized portfolios.

Matthew Lavin is a financial advisor at TIAA-CREF with Series 65 and 63 licenses and three years of industry experience. He has worked at TIAA-CREF and Wells Fargo, among other firms. Outside of finance, he performs as a freelance musician with various performing arts organizations. 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 retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized and model-based solutions.

Donna Allardice is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2014. 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 connected through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management with a fiduciary standard applied to its advisory services.

Rashaan Robertson 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 2011, following his work at TIAA which began in 2002. Outside of his advisory role, he works part-time as a seasonal sortation associate. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management and serves as adviser to various client types, including those connected to employer retirement plans.

Adhithya Rajagopalan is a financial advisor at TIAA-CREF with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining TIAA-CREF, he worked at Florida Financial Advisors DBA Tristate Financial Advisors and has experience as a freelance tutor. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management with a fiduciary standard applied to its registered investment adviser services.

Brooklyn De Shazo Griffin is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation. Her previous work includes roles at Planet Fitness, Esher Ornamental Metal & Glass, and Dame's Chicken & Waffles. Outside of finance, she works as an Instacart shopper. 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 retirement relationships. The firm offers model and customized portfolio management through its Advice & Planning Services division.

Steven Leon is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining TIAA-CREF in 2021, he worked at Wells Fargo and held various contract positions in finance and staffing. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a variety of advisory services including model-based and customized portfolio management and acts as adviser to a donor-advised fund.

Samuel Hyatt is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with TIAA and its affiliated entities since 2000. 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 provides both point-in-time planning and ongoing portfolio management through model or customized portfolios managed under client-approved investment policies.

Reginald Arris is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Outside of his advisory work, Arris is an owner and breeder in animal production, specializing in Cane Corso dogs. 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 employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Ishan Chitale is a financial advisor at TIAA-CREF with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Vanguard. 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 combines point-in-time planning with ongoing discretionary management and acts as adviser to a donor-advised fund.

Adam Seidman is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with TIAA-CREF since 2005. 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 employer retirement plans, as well as to trusts, estates, and corporate entities. The firm distinguishes between one-time financial planning and ongoing portfolio management, utilizing model portfolios and customized management under fiduciary standards.

Michelle Huggins is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with TIAA since 2005. Outside of her advisory role, she owns a condo vacation rental in Myrtle Beach, South Carolina. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and delivers planning services separately from ongoing discretionary management through model and customized portfolios.

Stephen Bonjour is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and 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 both point-in-time planning services and ongoing discretionary portfolio management under a fiduciary standard, including customized portfolio options and advisory services for donor-advised funds.

Colman Pierzchala is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. He has been with TIAA-CREF since 2004. Outside of his advisory role, he serves as a consultative member of the Mission Board at Good Shepherd United Methodist Church, involved in community outreach activities. TIAA‑CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often supporting clients with existing TIAA-administered retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Robert Church is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses and one year of industry experience. His previous roles include positions at Fifth Third Securities, Fifth Third Bank, and PNC Bank. Outside of his advisory work, he is also engaged as a general contractor specializing in home construction and remodeling. 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-established relationships through employer retirement plans. The firm offers a range of services, including model portfolio management and customized portfolio options, and acts as adviser to the TIAA Donor Advised Fund.

Rori Godsey is a financial advisor with TIAA-CREF in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. Prior to joining TIAA-CREF in 2017, Godsey worked at F&M Bank for six years. Outside of advising, Godsey serves as a notary public. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and various entities, often serving clients with existing TIAA-administered retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated group.

Amy Henthorn Powell is a financial advisor with TIAA-CREF in Charlotte, NC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. Her prior roles include positions at Mercer Global Advisors, LPL Financial, Delta Community Credit Union, and Merrill Lynch. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Andrew Garcia Rico is a financial advisor at TIAA-CREF in Charlotte, NC. He holds a Series 66 designation and has been in the industry since 2025, with prior experience at Equitable Advisors and non-financial work at Chick-Fil-A. 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, operating within a vertically integrated structure that includes affiliated funds and fiduciary standards.

Simon Stokes is a financial advisor at TIAA-CREF with 28 years of industry experience. He has worked at TIAA-CREF since 2008 and holds Series 63 and Series 65 designations. 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. The firm also provides broker-dealer services and acts as adviser to the TIAA Donor Advised Fund.