Juan Cordova is a financial advisor with TIAA-CREF, holding Series 66 and Series 63 licenses and two years of industry experience. Before joining TIAA-CREF, he worked in various roles including positions at Chipotle and Kintaro Ramen, as well as involvement in the corporate cleaning sector. He also has experience in education, having worked at the University of Texas at Arlington and Arlington Heights High School. TIAA-CREF Individual & Institutional Services, LLC’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 to employer retirement plans administered by TIAA. The firm offers both point-in-time financial planning and ongoing discretionary management, operating within a vertically integrated group that includes advisory services for a donor-advised fund.

Jason Mertz is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked with TIAA-CREF and its affiliated entities since 2018. His prior experience includes roles at Nuveen Securities and Nuveen Asset Management. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, and it acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Jamie Jenkins is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Fullcircle Wealth, LLC for six years and in sales and marketing roles prior to that. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active management overseen by an internal Investment Committee.

Daniel Sciantarelli is a CFP® and ChFC® with 13 years of industry experience. He has been with First Command Advisory Services since 2015 and also holds roles at First Command Insurance Services, Inc. and First Command Financial Planning, Inc. Additionally, he is the owner of Sweet Water Financial LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Caulfield is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at notable firms including Charles Schwab, TD Ameritrade, and LPL Financial. Outside of his financial career, he is the CEO of MJC Publishing, a sole proprietorship focused on original creative content such as fictional writing, videographic productions, and music. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary management, offering both model portfolios and customized solutions under fiduciary standards.

Sean Agahi is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Independent Financial Group since 2015. In addition to his advisory role, he is the sole owner of Horizon Wealth Group, LLC, a separate business providing marketing, financial planning, and insurance services since 2007. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, with approximately $11.3 billion in regulatory assets under management distributed through a national network of Investment Adviser Representatives.

Taylor Tomlin is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fidelity Personal and Workplace Advisors, JPMorgan Chase Bank, and AXA Advisors. 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 connected through employer retirement plans. The firm offers a range of investment solutions including model portfolios and customized accounts managed under client-approved policies.

Justin Roundtree is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at TIAA since 2013 and was previously involved with Absolute Hardwood for nine years. Outside of his advisory role, he owns AMYNTAS LLC, a home remodeling business focusing on functional and structural renovations and updates. 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 TIAA-administered employer retirement plans. The firm offers a range of services including life goals analysis, personalized financial plans, and customized portfolio management, operating within a vertically integrated structure that uses affiliated funds.

Wyatt Coleman is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Coleman also operates A Tailored Method, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Dimitry Prophete is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Goldman Sachs & Co and Osaic Wealth. Outside of his advisory work, he owns Clean Casa Miami LLC, a home cleaning service, and Prophete Risk Management LLC, a consulting business supporting athlete enterprises. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party managers.

Philip Onorato is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including J.P. Morgan Securities, Charles Schwab, Merrill Lynch, and Axa Advisors. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment strategies.

Jason Braswell is a financial advisor at TIAA-CREF with 28 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2006. He holds the Series 63 and Series 65 designations. 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 relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Brandon Parsons is a financial advisor with TIAA-CREF, holding a Series 66 designation and 18 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm’s advisory approach combines one-time financial planning with ongoing discretionary portfolio management using both model and customized portfolios.

Tyler Brubaker is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining TIAA-CREF in 2022, he worked at Florida Financial Advisors and F4 Wealth Advisors and has experience in non-financial roles including AirTech of Pensacola. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small corporate retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated investment platform.

Eric Porsch is a financial advisor at TIAA-CREF with 22 years of industry experience. He has been with TIAA-CREF and its related entities since 2005. He holds Series 63 and Series 65 licenses. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates its planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Juan Guerra is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF Individual & Institutional Services, LLC 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that includes both one-time financial planning and ongoing portfolio management.

Kenneth Williams Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered 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 and offers customized portfolio management alongside model portfolio options.

Luis Gurrusquieta is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with TIAA-CREF since 2015. 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, often serving clients with existing TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized managed account solutions.

Matthew Donahoe is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Kestra Investment Services, and Avantax Investment Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Jeffrey Grizzard is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF since 2008. 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 TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes between point-in-time planning and ongoing portfolio management, utilizing both model and customized portfolios.