Kenneth Edge is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his current role starting in 2024, he has diverse work experience including roles at Door Dash and Nickel Mania. Outside of financial advising, he provides rideshare services with Uber Technologies. TIAA‑CREF’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 small retirement plans. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund.

Greyson Finch is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining TIAA-CREF in 2026, he worked at Fisher Investments and J.P. Morgan Securities LLC. Finch has also held various roles outside finance, including positions in the restaurant industry. 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 model-based and customized portfolio management, operates a donor-advised fund, and serves clients often connected through employer retirement plans.

Brian Herman is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fidelity Brokerage Services LLC, Charles Schwab, and TD Ameritrade. Herman is based in Frisco, TX. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and 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 distinguishes between point-in-time planning services and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Joseph Schleicher is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA and TIAA-CREF since 2000. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 offers a fiduciary standard in its RIA services and manages portfolios through a combination of model and customized approaches.

Lisa Miller is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. Her prior roles include positions at Western Colorado University and Echo Canyon River Expeditions LLC. 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, including customized portfolios managed under client-approved investment policies.

Nicolas Valles is a financial advisor at TIAA-CREF with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and CH Robinson. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing ties to TIAA employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management under a fiduciary standard.

Joni Campos is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with TIAA and its affiliated entities since 2005. 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 associated with 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 and serves as adviser to a donor-advised fund while operating within a vertically integrated investment group.

Morris Boson is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 designations and nine years of industry experience. His prior roles include positions at Appreciation Financial, Fisher Investments, and GuideStone Financial Services. He is also involved in Mentoring Brother 2 Brother, a community mentoring organization. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard applied to its advisory services.

Genesis Meave is a financial advisor at TIAA-CREF with seven years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade, among other firms. 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 retirement plans. The firm’s advisory approach distinguishes between point-in-time planning and ongoing discretionary management, utilizing model portfolios and customized strategies under fiduciary standards.

Pamela Goforth is a financial advisor with Principal Financial Services who holds Series 63 and Series 66 licenses and has 28 years of industry experience. She has worked with Princor Financial Services Corporation and Principal Mutual Life since 1997. She also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships across the firm’s insurance, broker-dealer, and trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Amandeep Somal is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining TIAA-CREF in 2024, he worked at Citigroup Global Markets and Citigroup from 2020 to 2023 and TD Ameritrade from 2019 to 2020. He also has experience outside finance, having spent time in homemaking roles. 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 with prior TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure that includes affiliated funds and serves as adviser to a donor-advised fund sponsored by Charityvest.

Monica Duran is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has been with TIAA-CREF since 2015, with a two-year break before rejoining the firm in 2024. Outside of her advisory role, she is the managing member of Collab Builders, LLC, a new startup involved in building, buying, and selling homes. 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 both point-in-time financial planning and ongoing portfolio management under a fiduciary standard, with model and customized portfolio options.

Willie Pousada is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 13 years of industry experience, including multiple roles at Guardian Life Insurance and Park Avenue Securities since 2013. Outside of his advisory work, he owns Sunset Ridge Consultants LLC, a health insurance business. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm offers a range of investment programs and strategies, including proprietary model portfolios and third-party managers, supporting both discretionary and non-discretionary account management.

Jeremiah Neptune is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes three years at Fidelity Brokerage Services LLC before joining TIAA-CREF in 2018. 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 connected through TIAA-administered employer retirement plans. The firm separates point-in-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

Aleksey Palumbo is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His career includes roles at TIAA-CREF since 2021, with prior experience across healthcare and academic institutions such as MD Kids Pediatrics and Texas A&M University. 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 small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated group that manages affiliated funds and advises a donor-advised fund.

Sharon Darjean is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with TIAA-CREF since 2007. 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 employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, and acts as adviser to a donor-advised fund.

Samuel Ndonga is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Uber, Amazon, QVC, and the U.S. Postal Service. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs primarily to individuals connected through employer retirement plans, as well as to trusts, estates, and other entities. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, employing a fiduciary standard for its RIA services.

Mary Sanderson is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at TIAA-CREF since 2018 and previously was employed at Chicos FAS and operated Sanderson Consulting Group, LLC. Outside of her advisory role, she is the owner and manager of Sand Realty Holdings, LLC, a self-directed IRA investment entity. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through employer retirement plans administered by TIAA. The firm employs a fiduciary standard for its advisory services and offers both model-driven and customized portfolio management.

James Dawes is a financial advisor at TIAA-CREF with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Frost Investment Services, Frost Bank, and Capital One. He has been with TIAA-CREF since 2019. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time planning services and ongoing portfolio management using a fiduciary model, managing customized and model-based portfolios.

Michael Lewis is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining TIAA-CREF, he worked at Bank of America, Merrill, and Charles Schwab, among other firms. Lewis is also involved with Delight Dispensing LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, using model portfolios and customized portfolios managed under client-approved investment policies.