Duncan Gates is a CFP® with 19 years of industry experience, currently affiliated with Cetera Planning Partners. His career includes roles at Avantax Advisory Services and its related entities, as well as leadership in tax and accounting at Five Star Advisor Partners and Joseph Hancock Tax and Financial Service, where he prepares tax returns for individuals and businesses. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees through investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate-planning services, utilizing a diversified investment approach tailored to client objectives and risk tolerance.

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 at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at Fisher Investments, Merrill, Bank of America, Amazon, and Charles Schwab. 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’s advisory model separates point-in-time planning from ongoing discretionary management and includes a fiduciary standard applied to its registered investment adviser services.

Eric Cannon is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Quasar Distributors, LLC, Minshall & Co., Inc., and Capital Advisors, Inc. Outside of his advisory role, he owns Soccer Genius, a company focused on measurement computation for youth soccer development. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, continuous portfolio monitoring, risk management, and may include alternative investments and private fund allocations.

Luis Lopez Jr. is a financial advisor at Eagle Strategies (NY Life) based in Frisco, TX, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with NYLIFE Securities LLC, New York Life Insurance Company, and Amazon. Eagle Strategies serves a diverse client base including individuals, institutions, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis within the New York Life affiliate structure.

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.

Mark Kissinger is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Eagle Strategies, New York Life Insurance Company, and Jeff Baird Allstate. Outside of his advisory work, he volunteers with the Radio Goats Football Podcast, focusing on Celina football through interviews and seasonal coverage. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Trevor Houston is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 65 and Series 63 licenses with 11 years of industry experience. He also operates Clearpath Wealth Strategies LLC, where he brokers non-registered insurance products. Outside of his advisory and insurance work, he owns Boundless Breakthrough Media, a personal brand focused on speaking, content creation, and affiliate marketing related to lifestyle and personal development. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and predominantly non-discretionary asset management within an integrated New York Life affiliate structure.

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.

Kenneth Edge is a financial advisor at TIAA-CREF with credentials including Series 65 and Series 63 licenses and two years of industry experience. Prior to his current role, he worked at Nickel Mania and Door Dash and has experience in various other fields. Outside of financial advising, he provides rideshare services as an Uber driver. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 combines point-in-time planning with ongoing portfolio management and serves as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

Greyson Finch is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fisher Investments and J.P. Morgan Securities LLC. Outside of finance, he has worked in the food service industry, including roles at Harvest Seasonal Kitchen and Mojo's Pints and Pies. 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 operates within a vertically integrated group, providing a range of advisory and brokerage services under a fiduciary standard.

Brian Herman is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Fidelity Brokerage Services, Charles Schwab, and TD Ameritrade. He is based in Frisco, TX. 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 multiple managed account options, including model portfolios and customized portfolios managed under client-approved investment policies, and acts as adviser to the TIAA Donor Advised Fund.

Thomas Schilreff is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has been with Brookstone since 2018. In addition to his advisory role, Schilreff serves as president of Schilreff & Associates, where he is also an insurance producer specializing in life, health, disability, and annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

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 based in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with TIAA-CREF Individual & Institutional Services, LLC since 2005. 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 with existing relationships through TIAA-administered employer retirement plans. The firm provides customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund.

Morris Boson is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at Appreciation Financial, Fisher Investments, and GuideStone Financial Services, and he has been involved with Mentoring Brother 2 Brother since 2007. 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 separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Genesis Meave is a financial advisor at TIAA-CREF with seven years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Charles Schwab and Co., Inc., TD Ameritrade, Inc., and Arvest Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals and various institutional clients, often those connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management using model or customized portfolios and serves as adviser to a donor-advised fund.