Desmond Wesley is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 65 certifications and has been with TIAA-CREF since 2007. Outside of his advisory role, he owns HOUSE OF WESLEY'S LLC, a business specializing in custom t-shirts, graphic design, and social media marketing. 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 employer retirement plan relationships. The firm operates a vertically integrated advisory model that separates financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund.

Peyton Krueger is a financial advisor at TIAA-CREF with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining TIAA-CREF in 2022, Krueger worked in the healthcare field for two decades at Pinnacle Pain Medicine. Outside of advising, Krueger is involved with Mayes Holding Company, where he performs property management and cleaning services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management using model or customized portfolios, and also serves as adviser to a donor-advised fund.

Christopher Deshotel is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he manages Innovative Striping Solutions LLC, a metal fabrication business. TIAA-CREF Individual & Institutional Services offers 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 distinguishes between one-time planning services and ongoing discretionary management and serves as an adviser to donor-advised funds within a vertically integrated structure.

Laura Schutte is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2006, following a one-year tenure at Ameriprise. 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 with existing TIAA-administered employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios and acts as adviser to a donor-advised fund.

William San is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has been with Eagle Strategies since 2020 and affiliated with NYLIFE Securities and New York Life Insurance Company since 2015. In addition to his advisory work, he serves as an independent contractor brokering non-registered insurance products with outside insurance carriers. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of representatives, emphasizing tailored solutions and primarily managing assets on a non-discretionary basis.

Firestar Gomez is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and bringing five years of industry experience. Prior to joining TIAA-CREF in 2021, Gomez held roles at Equitable Advisors and completed various other positions including work at the University of Colorado and The Farm. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and entities, often supporting clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management within a fiduciary framework.

Erik Baas is a CFA® charterholder and holds the Series 66 designation, with one year of industry experience. He currently works at \u0026PARTNERS and previously held roles at Kenfo and Marcard, Stein & Co. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and brokerage services. The firm employs a mix of fundamental, technical, and quantitative analysis, managing accounts directly or through third-party managers.

Vidhi Amin is a financial advisor at TIAA-CREF with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity, J.P. Morgan Securities, and Santander Securities. 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 TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios and model-based strategies, within a vertically integrated structure that includes advisory services for a donor-advised fund.

Hadley Joseph is a financial advisor at TIAA-CREF with 24 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill and Citizens Bank, with a significant portion of his career spent at Merrill from 2011 to 2022. 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 provides both point-in-time planning services and ongoing portfolio management, including customized and model-based investment strategies, and serves as adviser to donor-advised funds.

Nicki Beatty is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at TIAA-CREF since 2018 and previously held positions at Huntington Bank and Bayport Credit Union. Outside of her advisory role, she is a co-owner of a rental property, involved occasionally in its management. 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 employer retirement plan relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Jason Kahle is a financial advisor at TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Transamerica Retirement Advisors, Victory Capital Management, The Champion Group, and New York Life Insurance. 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 TIAA-administered employer retirement plans. The firm offers planning services separate from ongoing portfolio management and manages advisory accounts under a fiduciary standard.

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.

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.