Jaclyn Johnson is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at United Advisors America, TD Ameritrade, and Scottrade. She is currently based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing managed account management, offering both model-based and customized portfolio solutions.

William Thorman is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining TIAA-CREF, he worked at OSAIC and The Next Level Planning Group. 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’s advisory approach separates one-time financial planning from ongoing discretionary management through model portfolios or customized portfolios managed under client-approved investment policies.

Jason Colquitt is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2017 and has concurrent roles with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, including retirement plan consulting and advisory services linked to insurance and annuity products, with a substantial portion of its assets managed on a non-discretionary basis.

Bradley Livingstone is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes a combination of firm- and third-party models to develop tailored client strategies, employing both passive and active investment approaches within a multi-manager framework.

Ivan Landeros is a financial advisor with TIAA-CREF, holding Series 65 and Series 63 licenses and five years of industry experience. He has been with TIAA-CREF Individual & Institutional Services, LLC since 2021. Prior to this, he held roles at Pfeifer Guard-All Building Solutions, Aerotek, Williams & Davis Boilers, and DFW Grating Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management, offering both model-based and customized investment solutions while operating within a vertically integrated group that includes affiliated funds.

Tonya Rollman is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior experience includes roles at Lincoln Investment, Burba Cole Overstreet LLC, and Creating & Managing Wealth, LLC. 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 retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time financial planning and ongoing discretionary management, with an emphasis on fiduciary standards and integrated investment solutions.

David Blassingame Jr. is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2012, with a brief employment gap from 2025 to 2026. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time financial planning services and ongoing portfolio management, using a fiduciary standard in its advisory services and managing conflict disclosures related to affiliated funds and fee structures.

Michael Daniels is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner since 2025. His prior experience includes roles at Sequoia Financial Group, UBS Financial Services, Merrill Lynch, and Bank of America. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized, discretionary portfolios and offers integrated tax and accounting services along with financial wellness solutions for employer clients.

Marcus Jefferson is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining TIAA-CREF, he worked in educational and service roles, including positions at Lewisville Independent School District and Chadron State College. 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 TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management using model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Ryane Dobbinson is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Farmers Insurance-related firms. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved policies.

Alejandro Andrade is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and two years of industry experience. His background includes roles in both education and the service industry prior to joining TIAA-CREF. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals often connected through employer retirement plans, as well as trusts, estates, and corporate entities. The firm operates within a vertically integrated group offering model and customized portfolio management under a fiduciary standard.

Mark Libner is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he is a 50% owner of a short-term rental property business in Branson, Missouri, managed by a local property management company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 with existing TIAA retirement plan relationships.

Raza Syed Ali is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including JP Morgan Securities, Vanguard Marketing Corporation, and Ameriprise Financial Services. Outside of his advisory role, he has entrepreneurial experience with Change Realty, LLC, which he has been involved with since 2012. 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 TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing management through custom and model portfolios, operating within a vertically integrated group that includes affiliated funds.

David Anderson is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at Promus Financial Group, LLC and New York Life Insurance Company. Outside of advisory services, he owns a business brokering non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Danniel Kazi is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work history includes roles at Randstad Digital, Allstate Insurance, Fortinet, and Fidelity Investments. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm’s investment approach combines in-house managed model portfolios with third-party managers, offering both advisor-led and firm-managed solutions.

Curtis Reese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 licenses and with 17 years of industry experience. He has worked at several firms, including Fisher Investments and TD Ameritrade, and is currently also involved with Harvest Wealth Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across various programs, combining proprietary and third-party strategies to tailor investment solutions.

Tricia Jones is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. She previously worked at Comerica Securities and Comerica Bank, and served in a communications role with Tradition Senior Living. Jones also serves as an elected volunteer on the Board of Directors for Birchbrook Manor Condominiums, where she participates in community management and communications. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, offering both model-based and customized portfolio options.

Andrew Hicks is a CFA® charterholder with 16 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at BOK Financial and AllianceBernstein L.P. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and direct security selection alongside access to alternative and private market solutions.

Molly Phelps is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at TIAA-CREF since 2018. Prior to this, she spent 10 years with Jackson National Life and its distributors. 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. The firm serves clients often connected through TIAA-administered retirement plans and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Ramon Vargas is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and TD Ameritrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized investment strategies.