Michael Baker is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining TIAA-CREF, he worked at Charles Schwab & Co., J.P. Morgan Securities, Citi Private Alternatives, Massachusetts Mutual Life Insurance, among other firms. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with TIAA-administered employer retirement plans, as well as various trusts, estates, and corporate entities. The firm’s advisory approach separates point-in-time planning from ongoing discretionary management, offering model-based and customized portfolio options.

Leonard Kerr III is a CFP® professional with 12 years of industry experience, currently serving at AE Wealth Management, LLC since 2017. He also operates Strategic Estate Planning Services, where he focuses on financial planning and insurance sales. Prior to AE Wealth Management, he was with Global Financial Private Capital, LLC from 2013 to 2017. AE Wealth Management is an SEC-registered adviser serving individual investors, retirement plans, trusts, charities, and businesses. The firm offers a platform-based approach combining model portfolios, discretionary management, and financial planning services, supporting a large client base through a network of 435 advisors.

Cameron Reeves is a financial advisor with Eagle Strategies (NY Life) based in Prosper, TX. He holds a Series 66 designation and has 25 years of industry experience, having worked at Eagle Strategies since 2005 and affiliated firms since 2001. Outside of his advisory role, Reeves serves as a town councilman in Prosper, participates on the board of the Prosper Education Foundation, volunteers with the security team at Prestonwood Baptist Church, and is involved in brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm emphasizes tailored recommendations and manages assets primarily on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors within the integrated New York Life affiliate structure.

Jonathan Miller is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory role, Miller works as a youth soccer referee. 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 tailored advisory services including both point-in-time financial planning and ongoing portfolio management under a fiduciary standard.

James Ward is a CFP® with 32 years of industry experience and is currently with Beacon Pointe Advisors, LLC. He has been with Beacon Pointe in various capacities since 2016 and previously worked at Ironmark Advisors, LLC for 11 years. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life and accident/health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using both active and passive strategies, supported by a formal due-diligence process and third-party platforms such as Envestnet UMA.

Vivian Ong is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. She holds Series 65 and Series 63 designations and has six years of industry experience. Prior to her current role, she has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2019. Outside of her advisory work, she is also appointed as an insurance broker for non-registered insurance products. 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 tailored to client objectives and emphasizes mostly non-discretionary asset management within an integrated New York Life affiliate structure.

John York is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Trias Financial Group LLC, Eagle Strategies LLC, Eighteen Financial Group, LLC, and NYLIFE Securities LLC. Outside of his advisory work, he is a musician active in local bands and serves as a director for Brian's Wish, a charity focused on granting wishes to critically and terminally ill adults. Eagle Strategies serves a broad client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple programs, emphasizing mostly non-discretionary asset management and a fiduciary approach to retirement investors.

Samuel Calles is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations. He has been with the firm since 2026 and has prior work experience including roles at UPS, Amazon, and the University of Texas Arlington. Calles is also involved as a financial consultant with Florida Financial Advisors. 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 connected through employer retirement plans. The firm offers a range of advisory services emphasizing both point-in-time planning and ongoing portfolio management under a fiduciary standard.

Cameron Perry is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with TIAA-CREF since 2011. Outside of his advisory role, he owns and oversees operations at Mustang Vending. 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 through TIAA-administered employer retirement plans. The firm separates one-time financial planning from ongoing portfolio management, offers both model and customized portfolios, and acts as adviser to donor-advised funds within a vertically integrated structure.

Thomas Green Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his financial advisory role, he officiates weddings as an associate with Love Notes Weddings. 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 retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through programs that utilize model or customized portfolios managed under a fiduciary standard.

Reginald Suggs is a financial advisor at Lincoln Investment with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at VALIC Financial Advisors for 12 years and Agia for one year. Based in Celina, TX, he joined Lincoln Investment in 2023. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of model portfolios, employing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Matthew Burk is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Securities America Advisors, and 1st Global Advisors. Outside of his advisory work, he is a partner at Triple J Ranch, LLC, where he assists with property expenses and upkeep. 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 to TIAA-administered employer retirement plans. The firm offers a mix of model and customized portfolio management under a fiduciary standard and also advises the TIAA Donor Advised Fund.

Justin Scott is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has been with TIAA-CREF since 2019, following roles at firms including Ameriprise Financial Services, USAA, and Apex Systems. Outside of his advisory work, he is involved in peer-to-peer car sharing through Turo and is planning to start a kennel and breeding business for American Bullies. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing TIAA-administered retirement plans. The firm’s advisory approach includes point-in-time financial plans and ongoing portfolio management using model and customized portfolios, and it also advises a donor-advised fund sponsored by Charityvest.

Dana Marlowe is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has been with TIAA and TIAA-CREF since 2014 and 2019, respectively. Outside of her advisory role, she manages short-term rental properties and has provided housing without rent for a family member during their educational pursuits. TIAA-CREF Individual & Institutional Services offers 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 employer retirement plans and provides investment advisory services including donor-advised funds and customized portfolio management.

Dana Richman is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with TIAA-CREF since 2015 and with TIAA since 2013. Outside of his advisory role, he is involved with The Dog House Animal Shelter, a nonprofit focused on rescuing dogs and cats from euthanasia. 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 serves clients often linked through employer retirement plans and offers both model-based and customized portfolios under a fiduciary standard.

Colleen Marchetti is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has worked at Kestra Investment Services since 2012 and has over 30 years of experience at Hefner & Associates, where she currently serves as CEO and president. Outside of her advisory roles, she is involved in community activities as the Corporate and Community Sponsorships Coordinator for the Hebron Band Booster Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and utilizes third-party managed solutions while operating within a supervisory framework that allows for complex products and discretionary trading.

Seth Machacek is a financial advisor with TIAA-CREF holding Series 63 and Series 65 designations. He has one year of industry experience and previously worked in education at various schools from 2015 to 2025. 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 through TIAA‑administered employer retirement plans. The firm also acts as adviser to a donor-advised fund and employs a fiduciary standard within a vertically integrated structure using affiliated funds.

Patrick Lynch is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at The Vanguard Group, Inc. in various capacities from 2007 to 2024. 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, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to entities such as the TIAA Donor Advised Fund.

John Heisterkamp is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at TIAA-CREF since 2010, with a brief period at Allstate Good Hands Rescue Service. 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 existing TIAA-administered employer retirement relationships. The firm provides both point-in-time planning and ongoing discretionary portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

David Suess is a financial advisor with Beacon Pointe Advisors, LLC, holding the CFP® designation and Series 66 license. He has 23 years of industry experience and has worked at firms including The Prudential Insurance Co. of America and MassMutual Life Insurance Company. Outside of his advisory role, he coaches youth soccer teams. 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-driven investment approach using a proprietary “Focus List” and offers services such as discretionary wealth management, financial planning, and outsourced CIO solutions.