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.

Robyn Schmid is a Series 65-licensed advisor at Schwab Wealth Advisory with experience spanning roles in both investment and legal fields since 2011. Prior to joining Schwab Wealth Advisory in 2025, she worked at Fisher Investments and practiced law at multiple firms, including her own legal practice. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice and wealth management consultations, guided by Schwab’s proprietary asset-allocation models and research tools.

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.

Benjamin Crofford is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Ernst & Young Investment Advisers LLP, USAA Investment Services Company, Charles Schwab, J.P. Morgan Securities, Avantax, and TD Ameritrade. Outside of financial advising, he has worked as an Uber driver. 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 connected to TIAA-administered employer retirement plans. The firm distinguishes point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Crystal Roseman is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Nationwide Investment Advisors, LINCOLN FINANCIAL ADVISORS Corporation, Capitalwize, LLC, Fisher Investments, and Peak American Investment Advisors, Inc. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management under a fiduciary standard, operating within a vertically integrated structure that includes advisory services for donor-advised funds.

Amer Alzoubi is a financial advisor at TIAA-CREF with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Charles Schwab, Merrill, and Altruist Financial LLC. He has also worked in various positions outside of financial services, including at the University of Texas at Dallas and Lifetime Fitness. TIAA-CREF Individual & Institutional Services, LLC 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 offers both point-in-time planning and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and donor-advised fund services.

Saul Renteria is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA since 2014. 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 employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.

Carlo Tashjian is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2022, following prior roles at Charles Schwab & Co., Inc., and other organizations including Sturgis Charter Public School and UMass Amherst. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations while requiring client authorization for trades.

Sarah Jones is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for eight years. Outside of finance, she is a co-founder of Jones & Stahl LLC, a concierge service providing in-home fertility and wellness support. 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 planning services from ongoing portfolio management and operates within a vertically integrated platform that includes donor-advised funds and affiliated investment options.

Sean Mcalister is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Outside of his advisory role, he is an owner of a retail business selling goods on eBay, with most operations managed by his wife. 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 corporate entities, 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, using model and customized portfolios under a fiduciary standard.

Tyler Downing is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is co-owner of Comanche Street Properties, LLC, a company involved in commercial real estate management in Texas. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer personalized portfolio solutions under Commonwealth’s oversight.

John Eggleton is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at Ameritas Investment Corp, Foster Financial Group, Canvas Financial, Alamo Corporate Group, and AllianceBernstein L.P. He has also assisted family members with life insurance policy transactions. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of investment vehicles and program platforms, combining firm-developed and third-party model portfolios, along with technology solutions and specialized strategies.

Jessie Cervantes is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining TIAA-CREF, Jessie worked at AGIA, Valic Financial Advisors, and several insurance firms. Jessie is also appointed as an agent to sell non-securities insurance products for AGIA. 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 through TIAA-administered employer retirement plans. The firm provides a distinct separation between one-time planning services and ongoing portfolio management, applying a fiduciary standard to its RIA services within a vertically integrated structure.

Charles Wright is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has worked with Eagle Strategies since 2001 and has operated Lone Star Wealth Strategies since 2013. Outside of his advisory role, Wright serves as a Commissioner on the Texas Veterans Commission and is involved in publishing a book about a military figure through Gunny Publishing LLC. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and delivers solutions through various program types, with the majority of its assets managed on a non-discretionary basis.

Kenneth Russell IV is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Charles Schwab & Co., Inc. He has also provided private tennis lessons outside the investment industry. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and research tools.

Georgia Adams is a Series 66-licensed financial advisor at TIAA-CREF with 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Allstate Financial Services, and Northwestern Mutual Wealth Management. 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 connected through TIAA-administered employer retirement plans. The firm provides model and customized portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund.

Juan Sanchez is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Fisher Investments, Fidelity Investments, and USAA Financial Advisors. Sanchez is currently based in Westlake, TX. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice utilizes Charles Schwab’s asset-allocation models and internal research tools, with at‑least‑annual reviews customized to client goals and risk tolerance.

Michael Bradford is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with TIAA and TIAA-CREF since 2011, with a two-year gap from 2020 to 2022. 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 connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

Christina Guevara is a financial advisor with Transamerica Financial Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. Her career includes roles at multiple firms spanning insurance sales, estate planning, and advisory services, including her current involvement with Inheritguard, LLC and Prosperity Financial Inc. She provides education on estate planning and engages in debt negotiation referral services through affiliated business activities. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary management options.