Chicago, IL W. Wacker Drive Office

Susan Soderberg is a financial advisor at TIAA-CREF with six years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Riverstone Wealth Partners. Her background also includes roles in the Indian Prairie School District. 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 to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model portfolios and customized accounts.

James Myczek is a financial advisor with TIAA-CREF in Chicago, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Merrill, Edward Jones, and PNC Investments. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed accounts, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model portfolio management as well as customized portfolio solutions and acts as adviser to a donor-advised fund.

Catherine Chamberlin is a financial advisor at TIAA-CREF with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and TIAA-CREF during her career. Outside of finance, she has been involved with the Colorado Ballet Company. 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 fiduciary standard through its RIA services and operates within a vertically integrated structure that includes adviser services for donor-advised funds.

Emmanuel Nager is a financial advisor at TIAA-CREF based in Chicago, IL, holding a Series 66 designation. He has one year of industry experience and has previously worked at Halo Investment Services, LLC and Halo Securities, LLC. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and other entities. The firm’s advisory approach includes standalone planning services and ongoing portfolio management through model-based and customized strategies.

Michael Margolis is a financial advisor with TIAA-CREF in Chicago, Illinois, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His prior work includes positions at Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, TD Ameritrade, and Merrill. Margolis holds a 1% stake and the title of CFO in a family enterprise related to a patented multi-use cup holder, though he is not actively involved in the business. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing ties to TIAA retirement plans, as well as trusts, estates, and corporate entities. The firm provides distinct planning and ongoing management services, including customized portfolio management, and acts as adviser to the TIAA Donor Advised Fund.

Grant Trisch is a financial advisor with TIAA-CREF based in Chicago, IL. He holds a Series 66 designation and has five years of industry experience. Prior to joining TIAA-CREF, he worked at Michigan State University and had brief roles at Master Stroke Painting and Bieker Farms. TIAA-CREF’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 relationships through TIAA-administered employer retirement plans. The firm offers a range of investment approaches including model portfolios and customized management under a fiduciary standard.

Carter O’Neil is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has previously worked at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. 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-existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through a fiduciary advisory model.

Arlene Searle is a financial advisor at TIAA-CREF with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. 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 distinguishes between point-in-time financial planning and ongoing discretionary management, providing customizable portfolio management under a fiduciary standard.

Alyssa White is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2013. Outside of her advisory role, she serves as Treasurer for the Girl Scouts of Greater Chicago and Northwest Indiana. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning and ongoing portfolio management, offering model and customized portfolios under a fiduciary standard.

Katherine Fox is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2013. Fox serves as a board member for the Admiral at the Lake Foundation, a continuing care retirement community in Chicago. 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. The firm combines point-in-time financial planning with ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated investment structure.

Paul Kubasiak is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northern Trust Bank, Sheridan Road Advisors, Independent Financial Partners, and LPL Financial. Kubasiak is based in Chicago, IL. 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 relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, and it also acts as adviser to a donor-advised fund sponsored by Charityvest.

Thomas Fahey is a CFA® charterholder with six years of industry experience. He currently works at TIAA-CREF and has held roles at TIAA since 2014, as well as a prior position at Merrill. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management under a fiduciary standard within a vertically integrated structure.

Mark Tyszkiewicz is a financial advisor with TIAA-CREF in Chicago, IL, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, U.S. Bank, and BMO Harris Financial Advisors. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm operates an advisory model that distinguishes between point-in-time planning services and ongoing discretionary management through managed account programs.

Anthony Goeke is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA and TIAA-CREF Individual & Institutional Services since 2018. Prior to this, he held positions at Clover Technologies Group, Chicago History Museum, Arlington Heights Historical Museum, and Stericycle. 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. The firm distinguishes its advisory model by separating one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Edwin Belogorlov is a financial advisor with TIAA-CREF in Chicago, IL, holding a Series 66 designation and seven years of industry experience. Prior to joining TIAA-CREF, he worked at Nuveen Securities, LLC for nine years and has additional experience at Verizon and T-Mobile. 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 to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes time-limited planning services from ongoing portfolio management, with an emphasis on fiduciary standards and the use of both model and customized portfolios.