Avertis Willis is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at Edward Jones and Key Bank, as well as service in the United States Army. 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 through TIAA-administered employer retirement plans. The firm’s advisory services separate point-in-time financial planning from ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.

Luke Lang is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and six years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company from 2020 to 2026. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christian Hudnall is a financial advisor with Guardian Life and holds a Series 66 designation. He has 10 years of industry experience, with prior roles at J.P. Morgan Securities LLC and Merrill Lynch. Outside of his advisory work, Hudnall serves as an officer of the Dallas A&M Club and is a board member and treasurer for the Coppell Chamber of Commerce. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to client needs.

Andrew Peterson is a financial advisor at TIAA-CREF with six years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at firms including Goldman Sachs & Co. LLC and Fidelity Personal and Workplace Advisors. Peterson 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized portfolios and model-based solutions under a fiduciary standard.

Yosyas Assefa is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining TIAA-CREF in 2023, Assefa worked at Charles Schwab, Liberty Mutual, and CVS, among other positions. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management with a fiduciary standard applied to its registered investment advisory services.

James Davis is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has served in the U.S. Army Reserves for 19 years. Outside of his advisory role, he works part-time as a food delivery driver for DoorDash. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers a range of advisory services including life goals analysis, customized portfolio management, and acts as adviser to a donor-advised fund within a vertically integrated structure.

Estevan Escarsega is a Financial Advisor at Merrill Lynch Wealth Management. He uses his experience as a former U.S. Army 1st Ranger Battalion member to bring discipline and strategy to helping clients grow and protect their wealth. Estevan works with veterans, business owners, and retirees to develop clear and confident financial strategies that support their long-term goals. His expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible and values-based investing, women and wealth, and tax minimization. Estevan holds the Chartered Retirement Planning Counselor (CRPC) certification and Personal Investment Advisor (PIA) designation. He earned a BBA in Finance from Georgia Southern University and is proficient in both English and Spanish. Outside of his professional work, Estevan is a member of The Rotary Club of Dallas. His personal interests include boxing, hunting, music, pickleball, reading, running, spending time with his family, traveling, watching movies, and practicing yoga.

Arquerhia Brand is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and PNC Bank. 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 focus on long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Ian Artho is a financial advisor at TIAA‑CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA‑CREF, he worked at Value Inc and held roles at Oklahoma State University, Karsten Creek Country Club, and Ridge View Ranch Golf Course. 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 ties to TIAA‑administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds.

Kay Parker is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Her prior work includes positions at Merrill and Bank of America. Outside of finance, she is the owner of Silver Sirens Press Iron, a health and fitness business focused on educational content and fitness guidance for menopausal women. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement relationships, as well as to trusts, estates, and small entities. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Jennifer Davis is a CFP® professional with 12 years of experience in the financial industry. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Relative Value Partners, and Brownson, Rehmus & Foxworth, among others. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing a range of services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with attention to tax and fee sensitivity, utilizing a combination of active and passive strategies and customized portfolios.

Elexys Ferreira is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation and has prior experience at United Thrift Management Inc and B and R Strategies LLC, as well as an academic background at The University of Texas at Arlington. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and other entities. The firm separates planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.

Shondra Williams is a financial advisor with TIAA-CREF in Frisco, Texas. She holds the Series 63 and Series 66 designations and has five years of industry experience. Prior to her current role at TIAA-CREF, she worked at Fedex Logistics Hub, the University of Texas at Arlington, and Openroad Lending/Vensure ER Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs 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 one-time financial planning services and ongoing discretionary management, using model portfolios or customized portfolios managed under client-approved investment policies.

Itallo Pereira is a financial advisor at TIAA-CREF with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Morgan Stanley, E*Trade Securities, Charles Schwab, and Wells Fargo. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to various trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, utilizing model portfolios and customized strategies managed under client-approved investment policies.

Shehroze Zubair is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining TIAA-CREF, he worked at Paycom and in equity investments. He also spent seven years at The University of Oklahoma. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both model portfolio and customized portfolio management under a fiduciary standard within a vertically integrated structure.

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 with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 designations and four years of industry experience. He previously worked at Fisher Investments, Fidelity, Primerica, and Barclays Investment Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing discretionary portfolio management, including customized and model-based portfolios, while operating as part of a vertically integrated group that manages affiliated funds.