Shehroze Zubair is a financial advisor at TIAA-CREF with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining TIAA-CREF, he worked at Paycom and Equity Investments, and spent seven years at The University of Oklahoma. 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 employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through various managed account programs.

Blakely Buhler is a financial advisor at TIAA-CREF with two years of industry experience. She holds the Series 66 designation and has prior experience with firms including Wells Fargo, Home Point Financial, Velocio Mortgage, and Citibank. Buhler is based in Frisco, Texas. 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 TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund sponsored by Charityvest.

Austin Cantor is a financial advisor at Fifth Third Securities, Inc. based in Frisco, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His background includes roles at Fifth Third Bank and service in the United States Air National Guard. Outside of his advisory duties, he is involved in youth athletic training as a coach and trainer at Athletic Performance Prep. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers a range of investment programs via its Passageway platform, combining third-party portfolio management with advisor-directed models and specialized strategies such as direct indexing and tax-loss harvesting.

Kristen Duncan is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, Lincoln Financial Advisors Corporation, and GLP Investment Services. Outside of her advisory role, she assists with the budgeting and expenses of a bakery and catering business that she co-owns. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and also advises a donor-advised fund sponsored by Charityvest.

John Mc Coy is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at Equitable Advisors, LLC and has been involved in community activities including the Georgetown Chamber of Commerce and Kappa Sigma Fraternity. 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 connections to TIAA-administered employer retirement plans. The firm provides a range of advisory services with a fiduciary standard and operates within a vertically integrated structure utilizing affiliated funds.

Aaron Frazier is a financial advisor at TIAA-CREF based in Frisco, TX, holding Series 63 and Series 65 designations with four years of industry experience. His previous work includes roles at Fisher Investments, Fidelity Investments, and Barclays Investment Bank. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model and customized portfolios, and acts as adviser to a donor-advised fund.

Dyedy Yol is a financial advisor at TIAA-CREF with eight years of industry experience. They hold Series 63 and Series 66 licenses and have previously worked at US Oncology, Inc. and Dallas Zoo, Inc. 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, and small retirement plans. The firm uses a fiduciary standard for its RIA services and offers both model and customized portfolio management within a vertically integrated structure.

Cody Catron is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Vanguard Advisers, J.P. Morgan Securities, and Wells Fargo. Catron is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides 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 offers both point-in-time planning and ongoing discretionary management, employing a fiduciary standard for its RIA services and operating within a vertically integrated group that includes affiliated funds.

Oscar Barillas Jr. is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked at Fidelity in various advisory and brokerage roles and held positions at GM Financial and Uber. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA‑administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Timur Stanton is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, Fisher Investments, and Crestview Wealth Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships.

Jonathan Barham is a financial advisor with PNC Wealth Management in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Texas Dow Employee Credit Union, Comerica Securities, JP Morgan Securities, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Miyanas Hamakando is a financial advisor at TIAA-CREF with 2 years of industry experience. He holds Series 63 and Series 65 designations and previously worked in banking roles at the Bank of Zambia and African Banking Corporation, as well as a teaching position at the University of Lusaka. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers discretionary portfolio management and operates a donor-advised fund, applying a fiduciary standard across its advisory services.

Lauren Cantillo is a financial advisor with TIAA-CREF in Frisco, Texas, holding a Series 66 credential and eight years of industry experience. Prior to joining TIAA-CREF in 2025, she worked at firms including JPMorgan Chase Bank, Merrill, Beacon Pointe, and Stifel Nicolaus. Outside of her advisory role, she is involved in managing a rental property in California with her spouse. 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’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.

Tien Nguyen is a financial advisor at TIAA-CREF with a Series 66 designation and four years of industry experience. Prior to joining TIAA-CREF in 2026, Nguyen worked at Fidelity Personal and Workplace Advisors from 2021 to 2024. TIAA-CREF Individual & Institutional Services 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 both model and customized portfolio management under a fiduciary standard and also advises donor-advised funds.

Clovis Russell is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Principal Securities, Inc. and Principal Life Insurance Company. Outside of his advisory role, he serves as a deacon and children's ministry teacher at Christian Center Family Church. 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 models, including model portfolios and customized portfolios managed by dedicated portfolio managers, and acts as adviser to a donor-advised fund.

Hayden Solis is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 credential with one year of industry experience. Prior to joining TIAA-CREF, he worked at Wells Fargo, Goldman Sachs Wealth Services, and JP Morgan Chase Bank. He also served five years in the United States Marine Corps and has been affiliated with Texas Tech University since 2022. TIAA‑CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolios under fiduciary standards.

Zeeshan Ali is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at multiple firms such as SG CPA Inc and Penn Mutual Life Insurance Company. Ali is also the proprietor of Novel Wealth Strategies, providing financial planning and wealth management services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that offers tailored financial planning and investment management, operating as both an SEC-registered investment advisor and a FINRA-member broker-dealer.

Theresa Krupka is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at Valic Financial Advisors for 14 years and joined Lincoln Investment and Capital Analysts in 2021. Krupka is a partner at AIA Financial LLC, operating as Red River Wealth Advisors, and owns TLK Financial, LLC, which provides insurance services including fixed life, disability, and long-term care products. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm’s investment approach combines advisor-led consulting, strategic model portfolios, and third-party managers, supported by an in-house Investment Management & Research team.

Jasmin Watkins is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Her career includes roles at J.P. Morgan Securities, Thrivent Investment Management, and Charles Schwab. Outside of finance, she is the founder and CEO of The Real Safe Space, a social enterprise focused on homemaking, self-development, and marriage preparation. TIAA-CREF Individual & Institutional Services 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 distinguishes between one-time planning services and ongoing portfolio management through customized and model-based strategies.

Taylor Ridgeway is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 66 designations and has previously worked in the automotive sales industry. 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 employer retirement plans. The firm offers a range of advisory services, including model and customized portfolios, and acts as adviser to a donor-advised fund.