Jeffrey Shadd is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining TIAA-CREF, he worked at Fidelity Investments and Fidelity Distributors Company LLC. 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 with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, including customized and model-based solutions, while acting as adviser to a donor-advised fund within a vertically integrated structure.

Jarrod Brock is a financial advisor at Mercer Global Advisors Inc. in Frisco, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Peak American Investment Advisors, Fisher Investments, and New York Life. Outside of finance, he has experience working with fitness centers and wellness organizations. Mercer Global Advisors serves individuals, families, small business owners, and non-profits, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm focuses on globally diversified, risk-appropriate portfolios using a mix of ETFs, index funds, and separate account managers, and provides specialized services such as retirement plan consulting and charitable advisory.

Adara Johnson is a financial advisor at TIAA-CREF with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones, PFS Investments Inc, and Primerica Financial Services. Outside of advising, she has been involved in property management as a landlord. 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. The firm serves clients often linked to TIAA-administered employer retirement plans and provides specialized advisory services including donor-advised funds and customized portfolio management.

Michael Bowser is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at TIAA and TIAA-CREF since 2014. Prior to his financial services career, he spent 15 years at Texas Roadhouse. TIAA-CREF Individual & Institutional Services, LLC’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 existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time financial planning and ongoing discretionary portfolio management through model and customized portfolios.

Jennifer Winters is a Series 66-licensed financial advisor with 23 years of industry experience. She has worked at D.A. Davidson & Co. since 2021 and was previously with Southwest Securities Inc. for nine years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jing Yan is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. Yan has no prior industry experience before joining Transamerica Financial Advisors in 2026, with earlier work history including roles at World Financial Group Insurance Agency, Walmart Inc., PricewaterhouseCoopers, and Deloitte. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, including proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Cameron Brockhoff is a financial advisor with TIAA-CREF holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at JPMorgan Chase Bank and Goldman Sachs and Co LLC prior to joining TIAA-CREF. 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 to TIAA-administered employer retirement plans. The firm offers customized portfolio management and advisory services within a vertically integrated group that includes affiliated funds.

Asha Shetty is a financial advisor with Bankers Life Advisory Services, Inc. in McKinney, TX, holding Series 63 and Series 65 licenses and with six years of industry experience. She has been associated with Bankers Life Advisory Services since 2020 and also serves as an Agency Director at Bankers Life & Casualty, Inc., where she manages a team of agents specializing in Medicare Supplement, annuity, life, health, and long-term care insurance products. Additionally, she participates in a local professional networking group focused on business development and education. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals and risk tolerances.

Bryan Sechrist is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF since 2012. Outside of his advisory role, he has worked in event concessions at Dickies Arena and in warehouse fulfillment at Amazon. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with prior employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model that separates planning from ongoing management and serves as adviser to a donor-advised fund.

Aahil Ali is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Robinhood Markets, Inc., among others. Outside the financial sector, he has experience with The Rebel Blowdry Spa. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm utilizes a fiduciary advisory model that separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Joah Yeoman is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with TIAA-CREF since 2007. 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 point-in-time financial planning and ongoing portfolio management under a fiduciary standard, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Arnolds Grava is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has worked with Ameritas and its affiliates since 2006 and is also the founder of a personal financial task management software company aimed at integrating client financial planning with technology. Additionally, he operates The DI Center, LLC, which focuses on disability insurance and related products. Ameritas Advisory Services 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 combination of model portfolios, mutual funds, ETFs, and individual securities, alongside multiple program platforms and third-party technology, to deliver customized investment solutions.

Kenny Truong is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 65 and Series 66 credentials. His prior firms include Wells Fargo Clearing, CUSO Financial Services, and Wells Fargo Investments. 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. The firm also acts as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Maximilian Gehler is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans administered by TIAA.

Christopher Houghton is a financial advisor at NewEdge Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mercer Global Advisors, Lake Point Advisory Group, TD Ameritrade, and the Texas A&M Engineering Extension Service. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers comprehensive portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support advisor and client needs.

Bryn Henry is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Guided Path Financial and Global Wealth Advisors, alongside multiple tenures at Commonwealth Financial Network. He is also the CEO and owner of GP Wealth Solutions, LLC, a private entity operating under the name Guided Path Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Avertis Willis is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining TIAA-CREF, Willis worked at Edward Jones and served in the United States Army. 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 connected through employer retirement plans administered by TIAA. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard.

Luke Lang is a financial advisor with Principal Financial Services in McKinney, TX, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company from 2020 to 2026. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christian Hudnall is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His prior work includes roles at J.P. Morgan Securities and Merrill Lynch. Outside of his advisory work, Hudnall serves as an officer of the Dallas A&M Club and holds the treasurer position on the board of directors for the Coppell Chamber of Commerce. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser under The Guardian Life Insurance Company of America, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, advisory, and financial planning services.

Andrew Peterson is a financial advisor at TIAA-CREF with six years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at firms including Goldman Sachs & Co. LLC and Fidelity Personal and Workplace Advisors. Peterson 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 with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized portfolios and model-based solutions under a fiduciary standard.