Edi Crow is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. She has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often those connected to TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and offers customized portfolio management through a vertically integrated model.

Clint Edsall is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at Edward Jones, Charles Schwab & Co Inc, TD Ameritrade, and GM Financial. 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 distinguishes between one-time planning services and ongoing portfolio management, utilizing model-based and customized strategies under a fiduciary standard.

Kyle Deatherage is a financial advisor with Kestra Advisory, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has been affiliated with Kestra Advisory since 2016 and also owns Deatherage Financial Consulting, through which he provides advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large institutional investors. The firm provides fiduciary services, plan design, compliance testing, and employee education, leveraging multiple management platforms and extensive third-party relationships.

Karl Cole is a CFP® professional with 38 years of experience in the financial services industry. He has worked at Independent Financial Group, LLC since 2017 and previously spent 14 years with LPL Financial LLC. Cole is also a registered representative and owner of a DBA offering securities, insurance, and advisory services, and he holds a notary public commission and a Texas insurance agent license. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes both firm- and third-party models to develop tailored client strategies, combining active and passive exposures with ongoing portfolio monitoring and due diligence.

Zachary Morse is a financial advisor at TIAA-CREF with a Series 66 designation and two years of industry experience. He previously worked at NTT DATA Services and held various roles at universities and in the telecommunications and food service sectors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed accounts to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

David Gates is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and possessing four years of industry experience. Prior to joining TIAA-CREF in 2026, he worked at Fisher Investments, Citigroup Global Markets, and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with existing TIAA-administered retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time financial planning and ongoing managed account services, functioning within a vertically integrated structure that includes affiliated funds and fiduciary standards tailored by service.

Christopher Sanchez is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior experience includes roles at Citizens Securities, Citizens Bank, Carrington Advisors, and TIAA. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that provides financial planning, portfolio management, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver investment solutions, offering both non-discretionary and limited discretionary management options.

Matthew Aquino is a financial advisor at TIAA‑CREF with five years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Fisher Investments, Vanguard, and Charles Schwab. 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 distinguishes between one-time planning services and ongoing portfolio management, and serves as adviser to a donor-advised fund sponsored by Charityvest.

Cameron Smith is a CFP® professional with seven years of experience in financial advising. He is currently with Commonwealth Financial Network and Messett Financial, having previously worked at Charles Schwab & Co., Inc., Schwab Wealth Advisory Inc., TD Ameritrade, and several other firms. Prior to his financial career, he held positions at various service and technology companies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers a wide range of managed account programs, access to third-party asset managers, and comprehensive back-office support, managing approximately $212.7 billion in client assets.

Taylor Welch is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Fidelity Investments, J.P. Morgan Securities, and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and institutional clients, often those connected through TIAA-administered retirement plans. The firm’s advisory approach separates one-time planning from ongoing portfolio management, providing both model and customized portfolio options.

Nicholas English is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe Advisors since 2019, following a 13-year tenure at Westwood Wealth Management. Outside of his advisory role, he owns and manages a healthy food vending machine business operated with his children. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-focused investment approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

Alexander Johnston is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2016. Outside of his advisory role, Johnston works as a sales assistant and analyst at Morrison Financial, where he prepares analysis and due diligence of financial products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of platforms and investment strategies.

Aleksandar Curgus is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining TIAA-CREF, he worked at Fidelity and Equitable Advisors. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Juan Cordova is a financial advisor at TIAA-CREF with Series 66 and Series 63 licenses and two years of industry experience. He has worked at TIAA-CREF Individual & Institutional Services, LLC since 2024 and has previous experience in various roles including at the University of Texas at Arlington and in the service industry. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm offers a range of services including model portfolio management and customized portfolio solutions under a fiduciary standard within a vertically integrated structure.

Jason Mertz is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked with TIAA-CREF and its affiliated entities since 2018. His prior experience includes roles at Nuveen Securities and Nuveen Asset Management. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, and it acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Daniel Sciantarelli is a CFP® and ChFC® with 13 years of industry experience. He has been with First Command Advisory Services since 2015 and also holds roles at First Command Insurance Services, Inc. and First Command Financial Planning, Inc. Additionally, he is the owner of Sweet Water Financial LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Caulfield is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at notable firms including Charles Schwab, TD Ameritrade, and LPL Financial. Outside of his financial career, he is the CEO of MJC Publishing, a sole proprietorship focused on original creative content such as fictional writing, videographic productions, and music. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary 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’s advisory model distinguishes between one-time financial planning and ongoing discretionary management, offering both model portfolios and customized solutions under fiduciary standards.

Louis Shaff is a Series 65-credentialed financial advisor with 14 years of industry experience. He is currently a Partner and Wealth Advisor at Corient, where he has worked since 2025. Prior to joining Corient, he was involved with Cabana Asset Management since 2012 and held roles at Prevost, Shaff, Mason, & Carns, PLLC and Hesse, Hesse & Blythe PC. Outside of advisory work, Shaff serves as CFO of The Cabana Group, LLC, a holding company for multiple affiliated entities. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes advanced risk management tools and private fund capabilities.

Roshan Shirahatti is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining TIAA-CREF, Shirahatti worked at several firms including Vanguard Marketing Corporation, Robinhood Financial, and Morgan Stanley. Outside of advising, he has held a technology and operations internship at AvaWatz. 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 employer retirement plan relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, employing a fiduciary standard tailored to each service.

Taylor Tomlin is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity and J.P. Morgan 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 relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.