Estevan Escarsega is a Financial Advisor at Merrill Lynch Wealth Management. He uses his experience as a former U.S. Army 1st Ranger Battalion member to bring discipline and strategy to helping clients grow and protect their wealth. Estevan works with veterans, business owners, and retirees to develop clear and confident financial strategies that support their long-term goals. His expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible and values-based investing, women and wealth, and tax minimization. Estevan holds the Chartered Retirement Planning Counselor (CRPC) certification and Personal Investment Advisor (PIA) designation. He earned a BBA in Finance from Georgia Southern University and is proficient in both English and Spanish. Outside of his professional work, Estevan is a member of The Rotary Club of Dallas. His personal interests include boxing, hunting, music, pickleball, reading, running, spending time with his family, traveling, watching movies, and practicing yoga.

Qiliang Zhu is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He is also the founder and president of Dream Alliance, Inc., a consulting and marketing services firm that assists business clients in reaching their customers. Zhu has been with Transamerica Financial Advisors since 2012 and has worked in the financial services industry since 2004. Transamerica Financial Advisors serves a wide client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment approaches.

Kirk Barrett is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Farther. His prior roles include positions at Silver Lake Capital Management, Malleck Wealth Management, Raymond James Financial Services, Fisher Investments, Avantax Advisory Services, and 1st Global Capital. Outside of his advisory work, he is a Gift Planner for the Lutheran Foundation of Southwest, focusing on legacy and charitable gift planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory with bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, equities, and fixed income.

Arquerhia Brand is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services focus on long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Ian Artho is a financial advisor at TIAA‑CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA‑CREF, he worked at Value Inc and held roles at Oklahoma State University, Karsten Creek Country Club, and Ridge View Ranch Golf Course. 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 ties to TIAA‑administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds.

Kay Parker is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Her prior work includes positions at Merrill and Bank of America. Outside of finance, she is the owner of Silver Sirens Press Iron, a health and fitness business focused on educational content and fitness guidance for menopausal women. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement relationships, as well as to trusts, estates, and small entities. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Jennifer Davis is a CFP® certificant with 12 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, and Charles Schwab in various advisory roles. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Elexys Ferreira is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation and has prior experience at United Thrift Management Inc and B and R Strategies LLC, as well as an academic background at The University of Texas at Arlington. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and other entities. The firm separates planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.

Shondra Williams is a financial advisor with TIAA-CREF in Frisco, Texas. She holds the Series 63 and Series 66 designations and has five years of industry experience. Prior to her current role at TIAA-CREF, she worked at Fedex Logistics Hub, the University of Texas at Arlington, and Openroad Lending/Vensure ER Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs 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 one-time financial planning services and ongoing discretionary management, using model portfolios or customized portfolios managed under client-approved investment policies.

Jason Weston is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has held multiple roles in insurance and mortgage-related businesses since 2001. Weston is involved in residential mortgage loan origination and insurance sales as part of his broader professional activities. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party model portfolios with discretionary and non-discretionary options, and supports clients with affiliated retirement and recordkeeping entities.

Itallo Pereira is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, E*Trade Securities, Charles Schwab, Wells Fargo, Ameriprise, and Comerica Bank. 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 pre-existing relationships through employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Shehroze Zubair is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Paycom and Equity Investments and spent several years at The University of Oklahoma. 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 relationships through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated model that includes affiliated funds and donor-advised fund advisory services.

Blakely Buhler is a financial advisor at TIAA-CREF with two years of industry experience. She holds the Series 66 designation and has prior experience with firms including Wells Fargo, Home Point Financial, Velocio Mortgage, and Citibank. Buhler is based in Frisco, Texas. 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 offers model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund sponsored by Charityvest.

Austin Cantor is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Frisco, TX, holding Series 63 and Series 65 licenses. He has two years of industry experience and has worked with Fifth Third Bank and FIFTH THIRD SECURITIES since 2022 and 2023, respectively. Cantor previously served six years in the United States Air National Guard and is involved in youth training as a coach with Athletic Performance Prep. FIFTH THIRD SECURITIES serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Kristen Duncan is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, Lincoln Financial Advisors Corporation, and GLP Investment Services. Outside of her advisory role, she assists with the budgeting and expenses of a bakery and catering business that she co-owns. TIAA-CREF Individual & Institutional Services provides 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 offers model and customized portfolio management under a fiduciary standard and also advises a donor-advised fund sponsored by Charityvest.

Aaron Frazier is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining TIAA-CREF, he worked at Fisher Investments, Fidelity, Primerica, and Barclays Investment Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a fiduciary standard for its advisory services and manages portfolios through model-based and customized approaches.

Dyedy Yol is a financial advisor at TIAA-CREF with eight years of industry experience. They hold Series 63 and Series 66 licenses and have previously worked at US Oncology, Inc. and Dallas Zoo, Inc. 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, partnerships, and small retirement plans. The firm uses a fiduciary standard for its RIA services and offers both model and customized portfolio management within a vertically integrated structure.

Cody Catron is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Vanguard Advisers, J.P. Morgan Securities, and Wells Fargo. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm operates within a vertically integrated structure and acts as adviser to a donor-advised fund.

Oscar Barillas Jr. is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked at Fidelity in various advisory and brokerage roles and held positions at GM Financial and Uber. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA‑administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Timur Stanton is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, Fisher Investments, and Crestview Wealth Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships.