Bob Van Erem is a Financial Consultant currently working at Fidelity Investments since 2021. He partners with individuals and families to design and implement personalized financial plans aimed at helping them work toward their long-term financial goals. Prior to his current role, Bob served as a Senior Vice President Financial Consultant at BBVA Securities from 2015 to 2021. His professional experience includes guiding clients through financial planning and investment strategies. Outside of his professional career, Bob has interests in fitness, golf, and running.

Ulysses Cervantes is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fisher Investments, Morgan Stanley, E*TRADE Capital Management, and TD Ameritrade. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers a range of advisory services, including discretionary portfolio management and donor-advised fund advisory, operating under a fiduciary standard with a vertically integrated investment approach.

Ethan Strickland is a financial advisor at TIAA-CREF with Series 63 and Series 65 licenses and two years of industry experience. He has worked previously at Charles Schwab & Co., Inc. and Equitable Advisors, 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 connected through TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

Juan Amador is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and TD Ameritrade. Outside of finance, he is the owner and partner of Amador Peppers LLC, a venture focused on buying and reselling pepper mash products. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and brokerage services primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm offers both model portfolio and customized portfolio management under a fiduciary standard and serves as adviser to a donor-advised fund through Charityvest.

Matthew Maresch is a financial advisor with TLG Advisors, Inc. holding Series 65 and Series 66 credentials and 22 years of industry experience. He has worked extensively with Equitable Advisors and has held roles including independent insurance agent and founder of Ashbury Boutique Wealth Management. Maresch is also involved in nonprofit educational activities through the Association of Financial Consultants and is founder of Senior Healthcare Planning LLC, an agency focused on Medicare agent development. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans, providing investment supervisory services, portfolio management, and fiduciary services. The firm’s investment process emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and it offers a direct-to-consumer digital program, Starlight Portfolios, with portfolio reviews and tactical adjustments.

Daniel Melander is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and over 25 years of industry experience. His career includes roles at Integrated Trust Systems, Magellan Research Group, WealthWave, and Managed Wealth Financial. He provides consulting and research services part-time to Magellan Research Group and works as a referral sales associate for Integrated Trust Systems on estate planning. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers. The firm operates both as a registered broker-dealer and RIA, supporting various client needs with discretionary and non-discretionary investment programs.

Geoffrey Curry is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2018. Outside of his advisory work, he is establishing an LLC related to property management activities. 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 connected to TIAA-administered employer retirement plans. The firm employs a fiduciary standard in its advisory services and provides customized portfolio management alongside model portfolio options.

Michael Powers is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with 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 with existing TIAA employer retirement plan relationships, 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 through model and customized portfolios, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

Kaitlyn Simmons is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has been with Beacon Pointe Advisors since 2019 and previously worked at Texas A&M University from 2015 to 2019. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes.

Joshua Philp is a financial advisor with Empower Advisory Group in McKinney, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Empower, he worked at AT&T Mobility and Sprint Wireless. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Hanna Alyafai is a Series 66-licensed financial advisor with TIAA-CREF in Frisco, TX, with one year of industry experience. Prior to joining TIAA-CREF, she worked at Merrill for two years and has held roles in various insurance and management companies. Alyafai is also an officer of Yafii Management LLC, a property management company. 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 model-based and customized portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

George Carlson is a CFP® with four years of industry experience, currently serving as a financial advisor at Savant Wealth Management in Plano, TX. His prior experience includes roles at Exencial Wealth Advisors, Beacon Pointe Advisors, Morgan Stanley, E*Trade, TD Ameritrade, MassMutual, and Northwestern Mutual. Early in his career, Carlson worked outside finance at MOs Irish Pub and McKinney Volkswagen. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, and institutional clients. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by in-house legal, accounting, and trust affiliates.

Yun Tong is a financial advisor with PNC Wealth Management in Allen, TX, holding a Series 66 designation and four years of industry experience. Prior to joining PNC Investments in 2025, Yun worked at Thrivent Investment Management and Thrivent Financial from 2023 to 2025, and held roles at Bank of America and Merrill from 2017 to 2023. Yun also founded Hello Yuki LLC, operating from 2012 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithmic risk assessment and discretionary model portfolios managed by PNC or third-party strategists.

Marcus Arnold is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 licenses, and has 16 years of industry experience. His prior roles include positions at Fidelity Investments and Strategic Advisers LLC. He is based in Frisco, TX. 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, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Brett Wood is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63, 65, and 66 credentials and bringing 14 years of industry experience. His prior roles include positions at CoreCap Advisors and operating Wood Financial for two decades. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with connections to TIAA-administered employer retirement plans. The firm employs a fiduciary standard in its advisory services and provides access to customized portfolio management and donor-advised fund services.

Mark Elder is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with NYLife Securities and New York Life since 2012 and is the owner of Clearpath Wealth Strategies, LLC, which sells New York Life products and brokers non-registered insurance products. Additionally, he volunteers on The VET SOS Show, a podcast supporting veterans and military community members with career transition resources. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis.

Clinton Wolfe is a financial advisor at TIAA-CREF with 10 years of industry experience. He has been with TIAA-CREF and TIAA since 2018 and previously worked at GWFS Equities Inc. from 2016 to 2018. Outside of advising, he is self-employed as a food delivery driver for DoorDash and rents out his vehicle through Turo. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients connected through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to the TIAA Donor Advised Fund.

Charles Kuketz is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2007. 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, including customized portfolios through its Private Asset Management program, and acts as adviser to the TIAA Donor Advised Fund.

Chris Wogbeh is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Valic Financial Advisors, and several other firms. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios, applying a fiduciary standard across its RIA services.

Bri Anna Franklin is a financial advisor at TIAA-CREF with two years of industry experience. She holds Series 63 and Series 65 designations. Prior to her current role at TIAA, she worked at Government Employees Insurance Company (GEICO) for seven years and is involved with DoorDash and 4Thriteen Kitchen and Sports Lounge. 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 also advises the TIAA Donor Advised Fund and separates one-time planning services from ongoing portfolio management using model and customized portfolios.