Chris Wogbeh is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Valic Financial Advisors, and several other firms. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios, applying a fiduciary standard across its RIA services.

Bri Anna Franklin is a financial advisor at TIAA-CREF with two years of industry experience. She holds Series 63 and Series 65 designations. Prior to her current role at TIAA, she worked at Government Employees Insurance Company (GEICO) for seven years and is involved with DoorDash and 4Thriteen Kitchen and Sports Lounge. 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 also advises the TIAA Donor Advised Fund and separates one-time planning services from ongoing portfolio management using model and customized portfolios.

Benjamin Crofford is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Ernst & Young Investment Advisers LLP, USAA Investment Services Company, Charles Schwab, J.P. Morgan Securities, Avantax, and TD Ameritrade. Outside of financial advising, he has worked as an Uber driver. 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 to TIAA-administered employer retirement plans. The firm distinguishes point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Crystal Roseman is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Nationwide Investment Advisors, LINCOLN FINANCIAL ADVISORS Corporation, Capitalwize, LLC, Fisher Investments, and Peak American Investment Advisors, Inc. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management under a fiduciary standard, operating within a vertically integrated structure that includes advisory services for donor-advised funds.

Amer Alzoubi is a financial advisor at TIAA-CREF with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Charles Schwab, Merrill, and Altruist Financial LLC. He has also worked in various positions outside of financial services, including at the University of Texas at Dallas and Lifetime Fitness. 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 offers both point-in-time planning and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and donor-advised fund services.

Saul Renteria is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA since 2014. 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 connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.

Sarah Jones is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for eight years. Outside of finance, she is a co-founder of Jones & Stahl LLC, a concierge service providing in-home fertility and wellness support. 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 employer retirement plan relationships. The firm’s advisory model distinguishes planning services from ongoing portfolio management and operates within a vertically integrated platform that includes donor-advised funds and affiliated investment options.

Sean Mcalister is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Outside of his advisory role, he is an owner of a retail business selling goods on eBay, with most operations managed by his wife. 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 corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, using model and customized portfolios under a fiduciary standard.

Patrisha Lee is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked with multiple firms, including TruTrak Planning and Park Avenue Securities, and owns PLSH, LLC, doing business as Capital Financial Architects. Lee also teaches continuing education classes at Southern Methodist University. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of investment vehicles and program platforms.

Jessie Cervantes is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining TIAA-CREF, Jessie worked at AGIA, Valic Financial Advisors, and several insurance firms. Jessie is also appointed as an agent to sell non-securities insurance products for AGIA. 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 connected through TIAA-administered employer retirement plans. The firm provides a distinct separation between one-time planning services and ongoing portfolio management, applying a fiduciary standard to its RIA services within a vertically integrated structure.

Georgia Adams is a Series 66-licensed financial advisor at TIAA-CREF with 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Allstate Financial Services, and Northwestern Mutual Wealth Management. 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 provides model and customized portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund.

Michael Bradford is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with TIAA and TIAA-CREF since 2011, with a two-year gap from 2020 to 2022. 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 to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

Juan Valdez is a Series 66 licensed financial advisor with TIAA-CREF, based in Frisco, TX, and has one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Nuveen and held several positions outside the financial industry, including roles at Discount Tire and Twisted Root Burger Co., as well as teaching experience at R I Turner High School. TIAA-CREF Individual & Institutional Services provides financial planning and 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 one-time planning services and ongoing discretionary management through model and customized portfolios.

Keegan Justice is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior experience includes roles at Vanguard Advisers and Empower Financial Services. He has also been involved with H20 Sprinkler Systems outside of financial services. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and separate broker‑dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm offers a fiduciary standard for its advisory services and manages customized portfolios through dedicated portfolio managers under client-approved investment policies.

Janika Rodgers is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with TIAA-CREF since 2007. Outside of her advisory role, she owns Infinity Concepts Events, a consulting business focused on planning special occasions. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected to TIAA-administered retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard applied to its registered investment adviser services.

Freddie Rodgers is a financial advisor at TIAA-CREF with nine years of industry experience and holds Series 63 and Series 65 credentials. His prior roles include positions at Advised Assets Group, LLC and Gwfs Equities, Inc. Outside of finance, he was involved with Blackjack Pizza for five years. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing TIAA retirement plan relationships. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Christopher Robins is a financial advisor with TIAA-CREF in Frisco, TX. He holds the Series 63 and Series 65 designations and has three years of industry experience. Prior to joining TIAA-CREF, he worked at Wells Fargo Bank and Wells Fargo Clearing Services for six and four years respectively and served in the United States Army for 13 years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Joseph Kaniatobe is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Ross Campbell is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, he assists with a family-owned craft business and works as a part-time delivery driver for Amazon Flex and DoorDash. TIAA-CREF Individual & Institutional Services offers 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 provides both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Sungwon Ma is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. 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 also serves as investment adviser to a donor-advised fund and operates within a vertically integrated group that offers affiliated funds.