David Eddy is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds the Series 63 and Series 66 designations and has 12 years of industry experience. His prior roles include work with New York Life Insurance Co. and Nylife Securities LLC. He serves on the board of Camp Arnold Skate Church, a not-for-profit ministry. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm provides advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Toby Brown is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at TIAA-CREF since 2018. Prior to joining TIAA-CREF, he had brief roles at Cognizant, Learnvest Planning Services, and Northwestern Mutual. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as trusts, estates, and smaller retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary advisory model.

Michael Davis is a financial advisor with Money Concepts Capital Corp in Frisco, TX, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Money Concepts since 1995 and has worked at Texas Instruments since 1997. Outside of his advisory role, Davis is the President and CEO of Genesis WW Sports Management Group, LLC, and serves as President and Executive Director of Ethos Education Group, Inc., a nonprofit organization. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, including proprietary retirement model portfolios and third-party sub-advisers, serving approximately 14,700 clients through an integrated broker-dealer and insurance platform.

Brian Robb 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. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and corporate entities. The firm’s advisory services distinguish between one-time planning and ongoing account management, using both model and customized portfolios.

Joshua Eakman is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise, Kestra Investment Services, MGM Resorts International, and Ace Parking Management. He is the owner of JEakman LLC, a business entity currently not active in any operations. 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 model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Alan Perdue Jr. is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Merrill, Robinhood Markets, Inc., and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Jacob Israel is a financial advisor at TIAA-CREF with four years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining TIAA-CREF, he worked at Fisher Investments, Merrill Lynch, J.P. Morgan Securities LLC, and several other financial firms. 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. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model-based and customized portfolio management under a fiduciary standard.

Steven Kosta is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Brokerage Services and Strategic Advisers Inc. His career includes experience in both advisory and client service roles. 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 planning and ongoing portfolio management services, applying a fiduciary standard to its RIA services within a vertically integrated platform.

Alexandra Madsen is a financial advisor at TIAA-CREF with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, U.S. Bank, and First United Bank and Trust/American Bank of Texas. Alexandra is also the owner and financial manager of a small vending machine business in her local community. 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 to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model portfolios and customized solutions within a vertically integrated structure.

Michael Bui is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Lighthouse Wealth Management, LLC and Journey Wealth Management. Outside of his advisory roles, he has experience with insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed by AEWM, third-party strategists, and advisor-managed models, along with financial planning and consulting services.

Joseph Widmaier is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with TIAA-CREF since 2010. 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 through TIAA-administered employer retirement plans. The firm also acts as adviser to a donor-advised fund and operates within a vertically integrated structure utilizing affiliated funds.

Brian Mc Cullough is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at Charles Schwab, TD Ameritrade, and RPI Surveys prior to joining TIAA-CREF in 2019. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and also advises a donor-advised fund sponsored by Charityvest.

Derek Barnes is a financial advisor at TIAA-CREF in Frisco, TX, with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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, and small retirement plans. The firm’s advisory model separates one-time planning from ongoing portfolio management, employing both model and customized portfolios under fiduciary standards.

Neil Guarniere is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. His career includes roles at firms such as J.P. Morgan Securities, Merrill, and Bank of America. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing discretionary management, utilizing model portfolios and customized management under fiduciary standards.

Won Heo is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining TIAA-CREF in 2023, he spent 26 years at Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning and ongoing portfolio management, utilizing both model portfolios and customized strategies under a fiduciary standard.

Imran Akinteye is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fisher Investments and Fidelity Personal and Workplace Advisors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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, corporate entities, and small retirement plans. The firm offers separate broker-dealer services and manages donor-advised funds, using both model and customized portfolios within a fiduciary framework.

Ryan Fuchs is a CFP® professional affiliated with Creative Planning in Frisco, TX, with 16 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, and IFRAH Financial Services. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Vivian Van Ramirez is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Fidelity Investments and Fidelity Distributors Company LLC. 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 TIAA-administered retirement relationships. The firm's advisory model differentiates between point-in-time planning services and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Jesse Faggioli is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Robinhood Markets, Fidelity Brokerage Services, and Broadridge Business Process Outsourcing. Outside of his advisory role, he is involved in pet care services through Rover. 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 employer retirement plans administered by TIAA. The firm offers both point-in-time planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Sophie Springs is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining TIAA-CREF, she worked at Coca-Cola and has experience in hospitality and food service from previous roles. Outside of finance, she was affiliated with Brier Creek Country Club and TRUE Crafted Pizza. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA retirement plans, as well as to trusts, estates, and other entities. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary portfolio management, employing a fiduciary standard within a vertically integrated structure.