Freeman Irby III is a financial advisor with TIAA-CREF based in Frisco, TX. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including nine years at Securities America Advisors and Securities America Inc before joining TIAA-CREF in 2024. TIAA‑CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected 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 discretionary management and serves as adviser to a donor-advised fund.

Ryan Marquez is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Empower Advisory Group LLC and Empower Financial Services Inc. since 2026, and previously spent eight years at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as three years with Fidelity Brokerage Services LLC and one year with FIDELITY Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s services utilize an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions focused on long-term portfolio returns and savings rates.

Craig Gallen is a financial advisor with Eagle Strategies (New York Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Merrill, MassMutual, and Northwestern Mutual. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of advisory programs tailored to client objectives, managing most assets on a non-discretionary basis and working extensively with institutional plan sponsors.

Abraham Cordero is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. His approach to financial planning emphasizes building long-term relationships with clients, supporting them through every stage of their financial journey. He has extensive experience within Fidelity Investments, having held various roles since 2019, including Investment Solutions Representative III, Investment Solutions Representative II, Workplace Planning Consultant at multiple levels, and High Net Worth Representative. This progression reflects his comprehensive expertise in financial planning and investment solutions. Abraham holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in fitness, food, movies, and traveling.

Solomon Munyambu is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. He previously worked at Equitable Advisors, LLC and has a varied employment background including roles in retail and food service. Outside of his advisory work, he also drives for Uber Eats on a limited basis. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and institutional clients, often those connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management services along with affiliated investment options and donor-advised fund advisory.

Julho Kara is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Mass Mutual Life Insurance Co, and Santander Consumer USA. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized options under fiduciary standards.

Raymundo Castorena is a financial advisor with TIAA-CREF, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and consulting work at Guidehouse and KRPB Consulting. He has also worked in other fields, including managing operations at Custom Coats and Cowboy Chicken. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm provides both one-time planning services and ongoing portfolio management through model or customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Jonathan Pearn is a financial advisor at TIAA-CREF with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2018, following an 11-year tenure with National Planning Corporation. Outside of advising, he is registered as a FINRA Dispute Resolution arbitration panelist, though he has not been selected to serve on a panel. 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 connected through employer retirement plans administered by TIAA. The firm combines point-in-time planning with ongoing discretionary management and acts as adviser to a donor-advised fund.

Freddie Broadway is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Vanguard Advisers, Inc., Fisher Investments, Capital One Advisors, and USAA Financial Planning Services. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Ryan Ojeda is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 66 and Series 63 licenses and has previous experience at NexPoint Securities, Inc. and Vanguard Advisers, Inc. Outside of his financial career, he has been involved with the Summit Valley Band for five years. 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 connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to donor-advised funds within a vertically integrated structure.

Marian Younan is a financial advisor with TIAA-CREF, holding a Series 66 designation and six years of industry experience. Prior to joining TIAA-CREF in 2026, Marian worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Edward Jones. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with existing relationships through employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, applying a fiduciary standard to its advisory services within a vertically integrated structure.

Ariel Crespo is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2005. 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, often serving clients connected through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that includes affiliated funds.

Janice Hopkins is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she owns Curvy Diamonds, a business selling clothes and accessories. 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 employer retirement plan relationships. The firm offers a range of advisory services, including model and customized portfolios, and acts as adviser to a donor-advised fund.

Grant Mink is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Old Hawthorne and the University of Missouri. 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 relationships through TIAA-administered employer retirement plans. The firm provides fiduciary-aligned advisory services alongside affiliated options such as donor-advised funds within a vertically integrated structure.

Mohammad Arien is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 credential and has worked at firms including PNC Wealth Management, Citigroup Global Markets, Bank of America, and Merrill. 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 offers a range of portfolio management options, including model and customized portfolios, and acts as adviser to the TIAA Donor Advised Fund.

Jason Tobias is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior work experience includes roles at Nylife Securities LLC and Mogul Wealth Strategies. He operates under the DBA name Tri Wealth, LLC to service insurance and financial product clients. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client goals, managing a majority of assets on a non-discretionary basis.

Aaron Day is a financial advisor at Corient with 20 years of industry experience. He holds the Series 66 designation and previously worked at Capital Advisors, Inc. and TIAA Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and specialized offerings through affiliates.

Shawna Rusk is a financial advisor at Creative Planning with a Series 65 designation and five years of industry experience. She has worked at Creative Planning since 2019 and previously at Stratford Consulting and Think Finance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Michael Mc Lellan is a financial advisor with Empower Advisory Group based in Frisco, TX. He holds Series 66 and Series 63 licenses and has 14 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Fisher Investments, and USAA Financial Advisors, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their financial planning approach.

Robert Willis is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab, New American Funding, Mr Cooper, and Gateway Mortgage. 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 linked to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and includes management of donor-advised funds.