Patrick Kapiamba is a financial advisor at TIAA-CREF based in Frisco, TX, holding a Series 66 license with three years of industry experience. His prior roles include positions at Principal Life Insurance Co, Fidelity, Charles Schwab, and Guidestone Financial Resources. He has also served as a Retirement Consultant for Principal Advised Services, providing one-on-one investment advice to retirement plan participants. TIAA-CREF’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm applies a fiduciary standard to its advisory services and manages accounts through model portfolios and customized portfolios aligned with client-approved investment policies.

Chalitta Moore is a financial advisor at TIAA-CREF with Series 66 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Fidelity Investments, Merrill Lynch, and Bank of America. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory approach distinguishes between point-in-time planning and ongoing discretionary management, employing both model and customized portfolios under a fiduciary standard.

Zaineb Subhe is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill for two years. Her background includes roles outside finance, such as nutritionist and work in various other sectors. 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 previous TIAA-administered retirement plan relationships. The firm offers model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Michael Baer is a CFP® professional with nine years of industry experience. He currently works at Corient and previously held roles at Capital Advisors, Fluent Financial, Private Client Services, Fisher Investments, and SEI Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines proprietary strategies with third-party solutions and incorporates risk management tools and alternative investments where appropriate.

Christopher Patton is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., USAA, and several independent advisory firms. Outside of his advisory work, he is involved in a sports nutrition business through AdvoCare. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management, utilizing both model portfolios and customized management under a fiduciary standard.

Melissa Trask is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and 10 years of industry experience. She has worked at TIAA-CREF and its affiliated entities since 2018, following a brief tenure at TD Ameritrade investment Management and TD Ameritrade. 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 distinguishes between one-time planning services and ongoing managed account oversight, applying a fiduciary standard to its advisory services within a vertically integrated structure.

Corey Durden is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has prior experience at Ernst & Young Investment Advisers LLP and Wayfair. 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 pre-existing TIAA-administered employer retirement plan relationships. The firm operates a fiduciary advisory model that distinguishes between one-time planning services and ongoing portfolio management through model portfolios or customized solutions.

Michael Baker is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining TIAA-CREF, he worked at Charles Schwab & Co., J.P. Morgan Securities, Citi Private Alternatives, Massachusetts Mutual Life Insurance, among other firms. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with TIAA-administered employer retirement plans, as well as various trusts, estates, and corporate entities. The firm’s advisory approach separates point-in-time planning from ongoing discretionary management, offering model-based and customized portfolio options.

Shaquille Stringer is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 66 and Series 63 registrations and previously worked at J.P. Morgan Securities LLC. Outside of advising, he has worked as a food delivery contractor. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected with TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as advisor to both individual clients and a donor-advised fund.

Cameron Reeves is a financial advisor with Eagle Strategies (NY Life) based in Prosper, TX. He holds a Series 66 designation and has 25 years of industry experience, having worked at Eagle Strategies since 2005 and affiliated firms since 2001. Outside of his advisory role, Reeves serves as a town councilman in Prosper, participates on the board of the Prosper Education Foundation, volunteers with the security team at Prestonwood Baptist Church, and is involved in brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm emphasizes tailored recommendations and manages assets primarily on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors within the integrated New York Life affiliate structure.

Jonathan Miller is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory role, Miller works as a youth soccer referee. 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 tailored advisory services including both point-in-time financial planning and ongoing portfolio management under a fiduciary standard.

Samuel Calles is a financial advisor at TIAA-CREF with Series 63 and Series 65 credentials. He began his advisory career in 2026 and has prior experience at Florida Financial Advisors LLC and other roles outside the financial industry. Calles also has involvement in fixed insurance sales as part of his business activities. 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, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard, utilizing model and customized portfolios.

Brandon Gerfen is a financial advisor with Foundations Investment Advisors LLC in Frisco, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Trajan Wealth LLC, Edward Jones, and JP Morgan. Outside of advisory work, he is involved with Big G Rental Homes LLC, a property company focused on single-family real estate rental. Foundations Investment Advisors LLC provides financial planning and ongoing portfolio management to a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios along with discretionary and non-discretionary authority to manage client investments.

Cameron Perry is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with TIAA-CREF since 2011. Outside of his advisory role, he owns and oversees operations at Mustang Vending. 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 TIAA-administered employer retirement plans. The firm separates one-time financial planning from ongoing portfolio management, offers both model and customized portfolios, and acts as adviser to donor-advised funds within a vertically integrated structure.

Thomas Green Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his financial advisory role, he officiates weddings as an associate with Love Notes Weddings. 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 retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through programs that utilize model or customized portfolios managed under a fiduciary standard.

Reginald Suggs is a financial advisor at Lincoln Investment with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at VALIC Financial Advisors for 12 years and Agia for one year. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management services supported by an in-house Investment Management & Research team that constructs strategic model portfolios and Adaptive Intelligence Model strategies.

Matthew Burk is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Securities America Advisors, and 1st Global Advisors. Outside of his advisory work, he is a partner at Triple J Ranch, LLC, where he assists with property expenses and upkeep. 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 connected to TIAA-administered employer retirement plans. The firm offers a mix of model and customized portfolio management under a fiduciary standard and also advises the TIAA Donor Advised Fund.

Justin Scott is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with TIAA-CREF since 2019 and previously worked at firms including Ameriprise Financial Services and USAA. Outside of his advisory role, he is involved in peer-to-peer car sharing and owns a business focused on breeding American Bullies. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA retirement plan relationships. The firm’s advisory model separates one-time planning from ongoing portfolio management, employing both model-based and customized strategies under a fiduciary standard.

Dana Marlowe is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has been with TIAA and TIAA-CREF since 2014 and 2019, respectively. Outside of her advisory role, she manages short-term rental properties and has provided housing without rent for a family member during their educational pursuits. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and provides investment advisory services including donor-advised funds and customized portfolio management.

Dana Richman is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with TIAA-CREF since 2015 and with TIAA since 2013. Outside of his advisory role, he is involved with The Dog House Animal Shelter, a nonprofit focused on rescuing dogs and cats from euthanasia. 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 serves clients often linked through employer retirement plans and offers both model-based and customized portfolios under a fiduciary standard.