Kevonte Clay is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. Prior to joining TIAA-CREF, he worked at Bank of America, Merrill, Texans Credit Union, and Woodforest National Bank. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and various entities. The firm provides both one-time planning services and ongoing discretionary management through model or customized portfolios and acts as adviser to a donor-advised fund.

Glenn Hafstad is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant in 2026, he worked for seven years at Exencial Wealth Advisors LLC and for eleven years at InKnowVision, LLC, where he continues to provide limited consulting on estate, business, and life insurance planning. He also holds an individual life insurance license and dedicates a small amount of time to related sales activities. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to a range of clients including individuals, families, pension plans, and high-net-worth entities. The firm employs a blend of evidence-based asset allocation and actively managed strategies supported by substantial in-house resources and affiliated legal, accounting, and trust services.

Freeman Irby III is a financial advisor with TIAA-CREF based in Frisco, TX. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including nine years at Securities America Advisors and Securities America Inc before joining TIAA-CREF in 2024. TIAA‑CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

Ryan Marquez is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Empower Advisory Group LLC and Empower Financial Services Inc. since 2026, and previously spent eight years at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as three years with Fidelity Brokerage Services LLC and one year with FIDELITY Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s services utilize an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions focused on long-term portfolio returns and savings rates.

Robert Messett Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Commonwealth since 2017 and previously worked at WFG Investments from 2011 to 2017. He is also co-owner of Messett Rice & Associates, a private entity facilitating securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and practice-management support. The firm offers a range of portfolio construction options and discretionary model portfolios managed by its Investment Management and Research team.

Craig Gallen is a financial advisor with Eagle Strategies (New York Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Merrill, MassMutual, and Northwestern Mutual. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of advisory programs tailored to client objectives, managing most assets on a non-discretionary basis and working extensively with institutional plan sponsors.

Solomon Munyambu is a financial advisor at TIAA-CREF with a Series 66 credential and less than one year of industry experience. Prior to joining TIAA-CREF, he worked at Equitable Advisors, LLC for one year. Outside of his advisory role, he has worked as an Uber Eats driver. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals who have employer retirement plans administered by TIAA, as well as trusts, estates, partnerships, and small retirement plans, offering both model and customized portfolio management options.

Julho Kara is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Mass Mutual Life Insurance Co, and Santander Consumer USA. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized options under fiduciary standards.

Raymundo Castorena is a financial advisor with TIAA-CREF holding Series 65 and Series 63 credentials and four years of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Fidelity Brokerage Services LLC from 2021 to 2025. 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 employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Michael Grimm is a CFP® with 15 years of experience in financial advising. He is currently with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. since 2026. Prior to this, he worked at Madison Avenue Securities, Csenge Advisory Group, The Wingard Group DBA Wayfinder Group, and TIAA-CREF. Grimm also serves as a senior planner with The Wingard Group DBA Wayfinder Group, providing holistic financial planning and investment advice. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm provides annual financial reviews and investment recommendations, but trading decisions remain with clients.

Jonathan Pearn is a financial advisor at TIAA-CREF with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2018, following an 11-year tenure with National Planning Corporation. Outside of advising, he is registered as a FINRA Dispute Resolution arbitration panelist, though he has not been selected to serve on a panel. 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 connected through employer retirement plans administered by TIAA. The firm combines point-in-time planning with ongoing discretionary management and acts as adviser to a donor-advised fund.

Ryan Ojeda is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Vanguard Advisers, Inc. and NexPoint Securities, Inc. Outside of his advisory career, he has been involved with the Summit Valley Band for five years. 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 operates a vertically integrated advisory model that includes both point-in-time planning and ongoing portfolio management through customizable and model-based strategies.

Samuel Engulu is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Charles Schwab & Co., Inc. and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and generally does not exercise discretionary trading authority.

Scott Andricks is a financial advisor at Creative Planning with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Lockton Investment Advisors, Lockton Companies, and Lockton Financial Advisors from 2010 to 2021. Based in Dallas, TX, he has been with Creative Planning since 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a centralized investment infrastructure and a broad range of affiliated non-investment businesses.

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 at TIAA-CREF with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA since 2012. Outside of her advisory role, she owns Curvy Diamonds, a business involved in the sale of clothes and accessories. 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 offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds.

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