Charles Machann is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. He operates Omega Wealth Group LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Additionally, he runs DZYNR LLC, a business involved in private-labeling and selling products via Amazon. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored recommendations and manages primarily non-discretionary assets, working extensively with defined contribution and benefit plans, charitable and corporate clients, and insurance-related advisory products.

Matthew Miehe is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Charles Schwab Bank and TD Ameritrade. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management services through model and customized portfolios, applying a fiduciary standard to its RIA offerings.

Jun Park is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, and New York Life Securities. 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 who have existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that includes affiliated funds.

Joseph Globensky is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at LPL Financial, Level Four Advisory Services, and Securities America Advisors, Inc. Outside of his advisory work, Mr. Globensky owns Globensky Consulting LLC, used for taxation and business purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a combination of proprietary and third-party investment strategies and technology platforms.

Alexandra Shanafelt is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Vanguard Advisers and Equitable Financial Life Insurance Co. Outside of finance, she was involved with Honeybee Facial Studio. 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 employer retirement plans, as well as to trusts, estates, and smaller retirement plans. The firm offers a range of investment models and acts as adviser to the TIAA Donor Advised Fund.

Russell Greer is a financial advisor at TIAA-CREF with Series 63 and Series 66 designations and 16 years of industry experience. He has worked at TIAA-CREF since 2010. 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 retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of investment management options including model portfolios and customized portfolios managed under client-approved investment policies.

Alec Rodriguez is a financial advisor at TIAA-CREF with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining TIAA-CREF, he held various roles including positions in education at Lewisville Independent School District and Collin County Community College District. 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 operates a vertically integrated advisory model combining one-time planning services with ongoing portfolio management under a fiduciary standard.

Olayinka Olawoyin is a financial advisor at TIAA-CREF with four years of industry experience. She holds the Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors and Redeemers Federal Credit Union. 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 both point-in-time planning services and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Edward Kinder is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 66 and Series 63 licenses and has four years of industry experience, including prior roles at JPMorgan Chase Bank and related entities. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers discretionary portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that employs both model and customized investment portfolios.

Sylvia Sriniwass is a financial advisor at TIAA-CREF with one year of industry experience. She holds the Series 66 designation and has prior work history including roles at KPMG and UNC Charlotte. Outside of her advisory work, she has been involved with organizations such as Make-A-Wish and Ben & Jerry's. 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 connected to TIAA-administered employer retirement plans. The firm provides a range of services from point-in-time financial planning to ongoing portfolio management using both model and customized investment approaches.

Jack Hauswirth is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with TIAA-CREF Individual & Institutional Services, LLC since 2023. His prior experience includes roles at Aquatic Sales Solutions, Delaware North Sportservice, and a four-year tenure at Nolan Catholic High School. 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 linked to TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Andres Martinez is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Fisher Investments and Fidelity in various capacities. Martinez is based in Frisco, TX. 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 connected through employer retirement plans and offers both model and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Jacob Thiede is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining TIAA-CREF in 2021, he worked at Amazon Fulfillment Center and Animal Care Technologies, and he attended the University of North Texas. Outside of finance, Thiede is involved in musical composition and publishing through his own entity, Jacob Theedee Music, and participates in custom marching band music production with Fannin Musical Productions. He is also the founder of 633 Collective, an art collective supporting Christian artists. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals—often linked to TIAA-administered employer retirement plans—as well as to trusts, estates, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and acts as advisor to donor-advised funds within a vertically integrated structure using affiliated funds.

Blake Riddle is a financial advisor with TIAA-CREF, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Edelman Financial Engines, Strategic Advisers LLC, and Fidelity. 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 both point-in-time planning services and ongoing discretionary management, including customized and model portfolio options.

Peter Garvey is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include long-term tenure at Monness Crespi Hardt & Co., Inc., as well as positions at JPMorgan Chase Bank and J.P. Morgan Securities. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, using model portfolios and custom strategies under a fiduciary standard.

Jason May is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and Ally Invest Advisors. May is currently based in Frisco, TX. 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 connected through TIAA-administered employer retirement plans and offers both model portfolio and customized portfolio management under a fiduciary standard.

Prem Suhalka is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds the ChFC® and Series 63 designations and has four years of industry experience. Prior to joining Eagle Strategies and related entities in 2022, he was self-employed for over two decades. Suhalka also owns a business that brokers non-registered insurance products. Eagle Strategies serves a broad array of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily operates on a non-discretionary basis, delivering advice through an integrated New York Life affiliate structure.

Hart Ponder is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining TIAA-CREF, he worked at Fidelity Personal and Workplace Advisors, Strategic Advisers LLC, and Fidelity Brokerage Services LLC. Outside of his advisory role, he has worked as an independent contractor providing transport services for Uber. 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 trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning from ongoing discretionary management and includes customized and model portfolio options under a fiduciary standard.

Christopher Sauser is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with TIAA and its affiliates continuously since 1998. 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 with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Kirk Quaschnick is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding the ChFC® designation and Series 63 license, with 34 years of industry experience. He has worked with multiple financial firms, including Mogul Wealth Strategies LLC and Integrated Financial, and currently serves on the board of Hope Fellowship Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a broad network of affiliated representatives. The firm offers a range of program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.