Georgia Adams is a Series 66-licensed financial advisor at TIAA-CREF with 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Allstate Financial Services, and Northwestern Mutual Wealth Management. 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 provides model and customized portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund.

Michael Bradford 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 and TIAA-CREF since 2011, with a two-year gap from 2020 to 2022. 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 group that includes affiliated funds and donor-advised fund advisory services.

Christina Guevara is a financial advisor with Transamerica Financial Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. Her career includes roles at multiple firms spanning insurance sales, estate planning, and advisory services, including her current involvement with Inheritguard, LLC and Prosperity Financial Inc. She provides education on estate planning and engages in debt negotiation referral services through affiliated business activities. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Juan Valdez is a Series 66 licensed financial advisor with TIAA-CREF, based in Frisco, TX, and has one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Nuveen and held several positions outside the financial industry, including roles at Discount Tire and Twisted Root Burger Co., as well as teaching experience at R I Turner High School. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both one-time planning services and ongoing discretionary management through model and customized portfolios.

Keegan Justice is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior experience includes roles at Vanguard Advisers and Empower Financial Services. He has also been involved with H20 Sprinkler Systems outside of financial services. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and separate broker‑dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm offers a fiduciary standard for its advisory services and manages customized portfolios through dedicated portfolio managers under client-approved investment policies.

Janika Rodgers is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with TIAA-CREF since 2007. Outside of her advisory role, she owns Infinity Concepts Events, a consulting business focused on planning special occasions. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected to TIAA-administered retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard applied to its registered investment adviser services.

Freddie Rodgers is a financial advisor at TIAA-CREF with nine years of industry experience and holds Series 63 and Series 65 credentials. His prior roles include positions at Advised Assets Group, LLC and Gwfs Equities, Inc. Outside of finance, he was involved with Blackjack Pizza for five years. 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 retirement plan relationships. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Jarrod Fowler is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with TIAA and TIAA-CREF since 2005. Outside of his advisory role, he is a partner and owner of a small business. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and corporate entities. The firm offers various portfolio management options and serves as adviser to a donor-advised fund.

Jason Lipsett is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2021. Prior to that, he spent six years at Tolleson Private Wealth Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax, family office, and financial wellness services.

Christopher Robins is a financial advisor with TIAA-CREF in Frisco, TX. He holds the Series 63 and Series 65 designations and has three years of industry experience. Prior to joining TIAA-CREF, he worked at Wells Fargo Bank and Wells Fargo Clearing Services for six and four years respectively and served in the United States Army for 13 years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services 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 point-in-time planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Joseph Kaniatobe is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Nicholas Thomas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Commonwealth since 2016. Outside of his advisory role, he is co-owner of Taychas Advisors, LLC, an entity formed to own a restaurant. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing affiliated advisors discretion in portfolio construction alongside access to model portfolios managed by the firm’s Investment Management and Research team.

Ross Campbell is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, he assists with a family-owned craft business and works as a part-time delivery driver for Amazon Flex and DoorDash. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Pedro Gonzalez is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. He has worked with Eagle Strategies and New York Life Insurance Company since 2019, and previously spent over a decade at TD Ameritrade. Outside of his advisory role, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Sungwon Ma is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm also serves as investment adviser to a donor-advised fund and operates within a vertically integrated group that offers affiliated funds.

Danny Li is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Eagle Strategies since 2016 and has held roles at OpenWin Financial & Insurance Services, LLC and Heir Associates. Outside of advisory work, he is a partial owner of an OrangeTheory Fitness gym. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm offers multiple program types focused on tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Sean Mossman is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 65 and Series 66 designations and has 24 years of industry experience, including 19 years with TIAA-CREF. 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 clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund while employing a fiduciary standard in its advisory services.

William Ferguson II is a financial advisor with TIAA-CREF holding Series 63, 65, and 66 licenses and 34 years of industry experience. He has held positions at Citigroup Global Markets, J.P. Morgan Securities, and TD Ameritrade, and he is also president of Ferguson Capital Group, a holding company for potential family business ventures. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals connected to TIAA-administered retirement plans as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various programs, including customized portfolios managed under client-approved investment policies.

Taylor Snyder is a financial advisor with Sanctuary Advisors, LLC in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Sanctuary Advisors, he was affiliated with Sanctuary Securities, Inc. for four years and has a background working at the University of North Texas and James Bowie High School. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches and offers portfolio management through several account types while acting as a fiduciary under written agreements.

Patrick Mcneese is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 designations and with 19 years of industry experience. He has worked with TIAA-CREF since 2007. 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 also advises the TIAA Donor Advised Fund and uses a fiduciary standard in its investment advisory services.