Ryan Ojeda is a financial advisor at TIAA-CREF with Series 63 and Series 66 licenses and four years of industry experience. His previous roles include positions at Vanguard Advisers, Inc. and NexPoint Securities, Inc. Outside of finance, he has been involved with the Summit Valley Band since 2021. 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 retirement plans. The firm offers a range of advisory services that separate one-time planning from ongoing portfolio management and serves as adviser to a donor-advised fund.

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.

Alex Mathern is a financial advisor at D.A. Davidson & Co. in Plano, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with D.A. Davidson & Co. since 2011. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with substantial assets, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

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.

Anthony Lopez is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has worked at Strategic Advisers LLC, Fidelity Brokerage Services LLC, Fifth Third Bank, and Regions Bank, among others. Lopez is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning services and ongoing portfolio management, including customized managed accounts under a fiduciary standard.

Darrah Lay is a financial advisor with Cetera Planning Partners in Lantana, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Cetera Planning Partners and Cetera Wealth Services, Darrah worked at Avantax Planning Partners and Charles Schwab for over a decade. Outside of advising, Darrah serves as Territory Director for The Lay Collective, LLC, a local magazine focused on marketing to new home buyers, and is active in the Argyle Business Association. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers, utilizing a diversified investment process grounded in mutual funds and ETFs tailored to client objectives and risk tolerance.

Douglas Mcculley is a CFP® with 22 years of experience in the financial services industry. He currently works at Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, Buckingham Asset Management, Llc, JWA Financial Group, Inc., and USAA Financial Planning Services. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Charles Cronin is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA-CREF and Tiaa since 2005. Outside of his advisory role, he participates in a nonprofit initiative with the Pension Rights Center focused on addressing issues related to women’s retirement benefits at divorce. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers both model and customized portfolios within a vertically integrated investment platform.

Gregory Swindling is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and Fisher Investments. 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 to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and a donor-advised fund.

Joy Doss is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

William Burks III is a financial advisor at Centaurus Financial, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 2019. Outside of his advisory role, Burks serves as president of a general contracting company and is co-owner of an exotic animal breeding farm. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, utilizing a variety of investment analyses and both discretionary and non-discretionary account arrangements.

Gwyn Felder is a financial advisor at Mariner with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2010. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations by providing investment management, financial planning, retirement plan consulting, and access to various pooled investments and third-party managers. The firm integrates tax and accounting services and offers specialized family office and employer financial wellness solutions alongside its customized portfolio management approach.