Tenesha Barron is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, Tata Consultancy Services, Transamerica Capitol, Inc., and Career Education Corporation. 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. The firm serves many clients connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Simon Beresford is a CFP®-certified financial advisor at Corient with 18 years of industry experience. He previously worked at Capital Advisors, Inc. for eight years and TD Ameritrade, Inc. for ten years. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, continuously monitoring portfolios using risk management tools to align with client objectives.

Sergio Badillo is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and having six years of industry experience. He has been with TIAA-CREF since 2019 and was previously associated with TIAA starting in 2017. Outside of his advisory role, he works as a delivery driver. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, 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 offers both point-in-time planning services and ongoing discretionary management, applying a fiduciary standard to its registered investment adviser services.

Sha'ron Clark is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, she worked at Park Avenue Securities, Opes One Wealth, and Guardian Life Insurance, and has experience in education and other sectors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time planning services and ongoing portfolio management using model and customized portfolios managed under a fiduciary standard.

Daniel Yancy is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and six years of industry experience. Prior to joining TIAA-CREF in 2026, he worked at Fisher Investments, Merrill, Bank of America, Citigroup Global Markets, and several other financial firms. He was previously the owner of Cadet Medical Supply, LLC, a medical supply business that is no longer active. TIAA-CREF provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management through customized and model-based strategies.

Nicolas Gallo is a financial advisor at TIAA-CREF with Series 63 and Series 66 licenses and two years of industry experience. He has worked at TIAA-CREF Individual & Institutional Services, LLC since 2024. 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 employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary portfolio management through model portfolios and customized accounts.

William Wehner is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding a Series 66 designation and 19 years of industry experience. His career includes roles at USAA Financial Planning Services and Equitable Advisors prior to joining Eagle Strategies in 2017. He serves on the Board of Trustees for the Alpha Tau Omega fraternity’s Texas Theta Sigma chapter, providing guidance to its current executive board. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with a diverse range of client types including retirement plans, charitable, and corporate entities.

Ellina Cheney is a financial advisor at TIAA-CREF with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Valic Financial Advisors, Edward Jones, and Liberty Mutual Insurance Company. Cheney has been with TIAA-CREF since 2019. 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, partnerships, and corporate entities. The firm’s advisory approach distinguishes between one-time financial planning services and ongoing portfolio management, using both model and customized portfolios under a fiduciary standard.

Jesus Maymi is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been affiliated with Transamerica since 2012 and is also an author and motivational speaker, writing self-help books and serving as president of Empowered Life Ministries. His work includes ministry activities and writing, including the publication of "A Coming Man's Devotional." Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers to implement its advisory model.

Trajko Papuckoski is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fisher Investments and several firms within the Cetera network. Outside of his advisory role, he serves on the boards of two local Orthodox churches, contributing to their financial oversight and planning. TIAA‑CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA retirement plans, as well as trusts, estates, and smaller institutional clients. The firm distinguishes its planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group.

Joia Allen is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF in 2026, she worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC from 2022 to 2026. TIAA‑CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model portfolios and customized strategies.

Michael Foster is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with TIAA and TIAA-CREF since 2005. 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. The firm offers model and customized portfolios under a fiduciary standard and serves clients often connected through TIAA-administered retirement plans.

Antonio Sosa is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and nine years of industry experience. He has been with TIAA and its affiliated entities since 2017 and previously worked at Texas Tech University from 2011 to 2016. 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, and small retirement plans. The firm operates with a fiduciary standard for its RIA services and offers both model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Eric Mcintyre is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm’s advisory model distinguishes one-time planning services from ongoing portfolio management, and it acts as adviser to a donor-advised fund while operating within a vertically integrated structure that includes affiliated funds.

Saul Ruiz is a financial advisor at TIAA-CREF with seven years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments, Kaplan, Vanguard Advisers, Charles Schwab, Best Buy, and Wal-Mart. He is based in Frisco, TX. 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 through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management under a fiduciary standard through various managed account programs.

Elysa Flores is a financial advisor at Mariner in Plano, TX, holding a Series 65 credential. She has been with Mariner since 2023 and has prior work experience outside the industry at Baskin Robbins. Elysa’s background includes several years as a full-time student before entering the advisory field. Mariner serves a broad range of clients including individuals, trusts, and institutional investors by offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Tyler Teter is a CFP® and CFA® with nine years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Lifeway Financial Corporation, Charles Schwab, Hilltop Securities, and Fusion Capital Management. He maintains a Texas insurance license to renew policies and provide advice, though he is not appointed. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, and offers specialized programs alongside educational content and integrated service platforms.

Harris Pugh is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior work at Fisher Investments. 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 existing TIAA-administered employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing portfolio management, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds.

William Ferguson is a CFP® professional with six years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. He volunteers as a Career Development Committee Member for the Financial Planning Association's Dallas/Ft. Worth Chapter, helping organize professional events and speakers. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Brigette Parnell is a financial advisor at Corient with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Quasar Distributors, LLC, Minshall & Company, Inc., and Capital Advisors, Inc. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.