James Beard is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 credential with three years of industry experience. Prior to his current role, he worked at Fidelity and several other firms across different industries including real estate and communications. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm distinguishes its planning services from ongoing discretionary management and provides customized portfolio management under a fiduciary standard.

Erik Tarpley is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Vanguard Marketing Corporation, E*TRADE Capital Management LLC, and TD Ameritrade Investment Management, LLC. Tarpley is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals affiliated with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers distinct planning and ongoing management services, including customized portfolios managed under client-approved investment policies.

Laveena Thankachy Sam is a financial advisor with TIAA-CREF, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Strategic Advisers LLC, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. 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’s advisory model distinguishes between one-time planning services and ongoing discretionary management, employing both model and customized portfolios.

Brandon Agamennone is a financial advisor with Guardian Life and Park Avenue Securities, holding the Series 63 and Series 66 designations and seven years of industry experience. His career includes prior roles at New York Life Insurance Company, Bank of America, and Merrill. Outside of advising, he is involved with Baseball Prodigy, LLC, a college baseball recruiting app. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs utilizing proprietary and third-party strategies.

Jinyu Shi is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Transamerica, Shi has worked at UnitedHealthcare since 2018 and Fidelity National Information Services since 2006, where he serves as an IT architect consultant. He is also involved in selling Medicare and ACA health insurance products through affiliated companies. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Karelis Mendez is a financial advisor with TIAA-CREF, holding Series 66 and Series 63 licenses and two years of industry experience. Mendez's prior work includes roles at Merrill and various other organizations. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals and entities, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, including customized and model-based investment solutions.

Eric Michaud is a financial advisor with TIAA-CREF in Frisco, TX. He holds a Series 66 designation and has 20 years of industry experience. Since 2014, Michaud has been with TIAA-CREF and TIAA. Outside of his advisory role, he serves as an adjunct instructor for a continuing education financial planning course and has worked as a food delivery contractor. TIAA-CREF’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 with existing TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management under a fiduciary standard, with a range of model and customized portfolio options.

Andrew Payton is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA since 2015. 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 ties to TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and operates within a vertically integrated model using affiliated funds.

Qi Dong is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2017. Additionally, he is involved with the Heartland Institute of Financial Education, where he provides employee financial education classes. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a range of fee-based and commission-based investment programs and utilizes both proprietary and third-party model portfolios.

David Herron Jr. is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Charles Schwab Bank for over 16 years. Outside of his advisory role, he assists with strategy and training for Excellence with Etiquette, providing seminars on etiquette topics for youth and adults. TIAA-CREF Individual & Institutional Services, LLC offers 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 operates a vertically integrated advisory model with both planning and ongoing management services.

Tyrone Van Aswegen is a financial advisor at Transamerica Financial Advisors in Plano, TX, with five years of industry experience. He holds Series 65 and Series 63 designations and has been involved professionally in golf as the owner and coach at Assimilation Center For Golf since 2024. Van Aswegen also plays professional golf and has been self-employed since 2010. Transamerica Financial Advisors serves a broad client base, including individuals, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary assets and operates as both a registered broker-dealer and an RIA with affiliated retirement and recordkeeping entities.

Brandon Dyson is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and Tiaa since 2011, with a one-year break in 2017-2018. 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 provides both point-in-time planning and ongoing portfolio management under a fiduciary standard, with a focus on model and customized portfolios.

Jacob Pavlasek is a financial advisor with Lincoln Investment, holding a Series 66 designation and working in the industry for one year. Prior to his role at Lincoln Investment, he held positions at Tommy Hilfiger, Dynamo Distribution, and Texas State University. Lincoln Investment serves individuals, 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 investment programs, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Keith Lynch is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Fidelity Brokerage Services and multiple wealth management firms. Lynch operates under the DBA Tri Wealth, LLC, servicing insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages a majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Mark Pruitt is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at AE Wealth Management since 2017. Prior to that, he was with Global Financial Private Capital, LLC from 2015 to 2017 and has been involved with Strategic Estate Planning Services since 2005. He serves as a board member for the Mustang Ridge Office Complex homeowners association. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Howard Sandefer is a Series 63-licensed financial advisor with 34 years of industry experience. He is currently with PNC Wealth Management and has previously worked at BBVA Securities Inc., BBVA Wealth Solutions Inc., Compass Bank, and BBVA Compass Insurance Agency. Outside of finance, he has been a karate instructor at Shote Karate-Do since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation only to employees. The firm utilizes approved model strategies executed via mutual funds and ETFs, with an emphasis on algorithm-driven portfolio selection and limited direct client contact.

Jesse Fox is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual Life Insurance Company. His background also includes roles outside finance, such as work with Proud Larrys and Outland Boat Tours. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm emphasizes fiduciary standards and employs both qualitative and quantitative analysis, offering a range of services from retirement plan advisory to private wealth planning for high-net-worth clients.

Sylvia Mckinney is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2001. Her career also includes long-term roles with Mary Kay, Inc. and Parkland Health System. She is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple platform programs, utilizing model portfolios and third-party managers for investment management.

Derrick Catherman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining TIAA-CREF, he worked at firms including Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he founded the Tomball Memorial Alumni Football Tournament, an event that brings together former student athletes and community members for a touch football competition. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers model and customized portfolios and acts as adviser to donor-advised funds while operating within a vertically integrated structure.

Jerry Stowers is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2008. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and advisory services such as a donor-advised fund.