Griffin Rea is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He has held positions at several firms, including 49 Wealth Management, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Prior to his advisory career, he worked at D.R. Horton and Sky Ranch Camps and spent several years in education with the Southlake Carroll School District. Focus Partners serves a broad range of clients, including individuals, high-net-worth families, family offices, and institutional investors, offering wealth management, financial planning, and retirement consulting. The firm employs an “enhanced open architecture” investment approach that combines active and passive strategies with quantitative analysis and specialized tools, providing access to a variety of proprietary and affiliated investment vehicles.

Luis Gurrusquieta is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 13 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 to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized managed account solutions.

Matthew Donahoe is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Kestra Investment Services, and Avantax Investment Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Jeffrey Grizzard is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF since 2008. 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 with existing TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes between point-in-time planning and ongoing portfolio management, utilizing both model and customized portfolios.

Collin Dufrane is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. His prior experience includes roles at Fidelity and its affiliated entities. Outside of finance, he has worked in the food service industry with positions at Revel Kitchen and Bar and Zachary's Chicago Pizza. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers a range of advisory models that separate one-time planning from ongoing portfolio management, applying a fiduciary standard across its investment advisory services.

Jakub Kulenty is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes two lengthy tenures at TIAA-CREF, from 2006 to 2020 and from 2022 to the present, with a brief period at Fisher Investment in 2021. 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 planning services as well as ongoing portfolio management, applying a fiduciary standard to its advisory services while utilizing asset-based and wrap-fee structures.

Jared Kuzma 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 TIAA and Spirit of '76 Fireworks. 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 existing relationships through TIAA-administered employer retirement plans. The firm offers discretionary management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within an integrated group that utilizes affiliated funds.

Elizabeth Gonzales is a financial advisor at TIAA-CREF with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2016. 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 offers both point-in-time planning and ongoing management using model and customized portfolios, serving clients often connected through TIAA-administered employer retirement plans.

Mason Matos is a financial advisor at TIAA-CREF with one year of industry experience. He holds the Series 66 designation and previously worked at SATX Pest Control and the Texas A&M Recreational Center. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services including both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Christopher Cervantes is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC since 2022. His prior work includes roles at Bank of America and Merrill, where he spent over two decades combined. He is a member of the Baylor University Board of Advocates and serves on the advisory board for Baylor's Hankamer School of Business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporate and institutional investors, trusts, and charitable organizations. The firm supports independent advisers with a range of portfolio management options and fiduciary services through a platform known for its strategic affiliations and innovative fee arrangements.

Samip Thaker is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. 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 prior relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Zachary Michael is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, Community First Credit Union, and BMO Harris Financial Advisors. He is currently based in Frisco, TX. 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 distinguishes between one-time planning services and ongoing discretionary management, applying a fiduciary standard to its RIA services and managing accounts through model or customized portfolios.

Trevor Gilman is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. 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 with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model with both point-in-time planning and ongoing portfolio management under a fiduciary standard.

Amy Au is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at notable firms including JPMorgan Chase Bank and J.P. Morgan Securities for seven years, as well as TD Ameritrade and Scottrade. 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. The firm serves many clients with pre-existing retirement plan relationships through TIAA and acts as adviser to the TIAA Donor Advised Fund, providing investment management through a combination of model and customized portfolio approaches.

Elvia Hostiguin Vargas is a financial advisor at TIAA-CREF with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with TIAA and TIAA-CREF since 2014. 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 separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Timothy Hoffman is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. His career includes roles at Personal Capital Advisors Corporation, Fisher Investments, David A. Noyes & Company, J.P. Morgan Securities, and Fidelity Brokerage Services. He holds Series 63 and Series 66 designations. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Eric Witte is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. His prior roles include positions at Ironmark Advisors, LLC and various entities within the Beacon Pointe organization dating back to 2016. In addition to his advisory work, he is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Joshua Rivera is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Brokerage Services LLC. Outside of his advisory role, he is affiliated with Stonebriar Country Club. 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 a range of investment management options, including model portfolios and customized accounts managed under client-approved investment policy statements.

Ryan Adler is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Fisher Investments, Vanguard Advisers, J.P. Morgan Securities, Fidelity, and Ameriprise Financial. Outside of finance, he has performed as a magician for nearly 30 years, primarily at charity events. TIAA‑CREF Individual & Institutional Services 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 employer retirement plan relationships. The firm’s advisory approach distinguishes between point-in-time planning services and ongoing discretionary management, offering model or customized portfolios under a fiduciary standard.

Casaia Gaspard is a financial advisor at TIAA-CREF with Series 63 and 66 credentials and two years of industry experience. Prior to joining TIAA-CREF, Gaspard worked at Robinhood Asset Management, Robinhood Markets, and several other financial firms. Outside of financial services, Gaspard was involved with Friends of a Family from 2016 to 2020. 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 pre-existing retirement plan relationships. The firm separates point-in-time planning services from ongoing discretionary management and operates a fiduciary advisory model within a vertically integrated group.