Kristen Duncan is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, Lincoln Financial Advisors Corporation, and GLP Investment Services. Outside of her advisory role, she assists with the budgeting and expenses of a bakery and catering business that she co-owns. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and also advises a donor-advised fund sponsored by Charityvest.

Aaron Frazier is a financial advisor at TIAA-CREF based in Frisco, TX, holding Series 63 and Series 65 designations with four years of industry experience. His previous work includes roles at Fisher Investments, Fidelity Investments, and Barclays Investment Bank. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model and customized portfolios, and acts as adviser to a donor-advised fund.

Michael Lee is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role since 2012, Lee serves as the superintendent of Booker Independent School District and is the owner of a family farm. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary investment programs.

Dyedy Yol is a financial advisor at TIAA-CREF with eight years of industry experience. They hold Series 63 and Series 66 licenses and have previously worked at US Oncology, Inc. and Dallas Zoo, Inc. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 uses a fiduciary standard for its RIA services and offers both model and customized portfolio management within a vertically integrated structure.

Cody Catron is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Vanguard Advisers, J.P. Morgan Securities, and Wells Fargo. Catron is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides 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 offers both point-in-time planning and ongoing discretionary management, employing a fiduciary standard for its RIA services and operating within a vertically integrated group that includes affiliated funds.

Oscar Barillas Jr. is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked at Fidelity in various advisory and brokerage roles and held positions at GM Financial and Uber. 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, and corporate entities. The firm separates one-time planning services from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Timur Stanton is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, Fisher Investments, and Crestview Wealth Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships.

Jonathan Barham is a financial advisor with PNC Wealth Management in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Texas Dow Employee Credit Union, Comerica Securities, JP Morgan Securities, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Hayden Vanover is a financial advisor at Mariner with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Peak American Investment Advisors. His background also includes service in the United States Marine Corps. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers and offers integrated tax, accounting, and family office services uncommon for a firm of its size.

Miyanas Hamakando is a financial advisor at TIAA-CREF with 2 years of industry experience. He holds Series 63 and Series 65 designations and previously worked in banking roles at the Bank of Zambia and African Banking Corporation, as well as a teaching position at the University of Lusaka. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers discretionary portfolio management and operates a donor-advised fund, applying a fiduciary standard across its advisory services.

Lauren Cantillo is a financial advisor with TIAA-CREF in Frisco, Texas, holding a Series 66 credential and eight years of industry experience. Prior to joining TIAA-CREF in 2025, she worked at firms including JPMorgan Chase Bank, Merrill, Beacon Pointe, and Stifel Nicolaus. Outside of her advisory role, she is involved in managing a rental property in California with her spouse. 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’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.

Grace Ottey is a financial advisor with Eagle Strategies (NY Life) in Plano, TX, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2012. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Tien Nguyen is a financial advisor at TIAA-CREF with four years of industry experience and holds a Series 66 designation. Prior to joining TIAA-CREF in 2026, he worked at Fidelity Personal and Workplace Advisors from 2021 to 2024. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides 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 offers model and customized portfolio management alongside referral services such as TIAA Trust and manages the TIAA Donor Advised Fund sponsored by Charityvest.

Clovis Russell is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Principal Securities, Inc. and Principal Life Insurance Company. Outside of his advisory role, he serves as a deacon and children's ministry teacher at Christian Center Family Church. 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 models, including model portfolios and customized portfolios managed by dedicated portfolio managers, and acts as adviser to a donor-advised fund.

Darren Hill is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities from 2009 to 2020 before joining Sanctuary Advisors in 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a range of portfolio management options, financial planning, and retirement consulting, employing multiple analytical approaches and maintaining fiduciary standards under written advisory agreements.

Hayden Solis is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 credential with one year of industry experience. Prior to joining TIAA-CREF, he worked at Wells Fargo, Goldman Sachs Wealth Services, and JP Morgan Chase Bank. He also served five years in the United States Marine Corps and has been affiliated with Texas Tech University since 2022. TIAA‑CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolios under fiduciary standards.

Xiaoliang Luan is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding a Series 66 designation. He has one year of experience with Transamerica and previously worked in roles at World Financial Group Insurance Agency, Protiviti, and SCSK. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Zeeshan Ali is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and bringing eight years of industry experience. He has held multiple roles in tax planning and financial services, including proprietorships in wealth management and tax preparation firms. Ali is also involved in business consulting through his ownership of Profinguide LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets and offering both discretionary and non-discretionary account options.

Jasmin Watkins is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Her career includes roles at J.P. Morgan Securities, Thrivent Investment Management, and Charles Schwab. Outside of finance, she is the founder and CEO of The Real Safe Space, a social enterprise focused on homemaking, self-development, and marriage preparation. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm distinguishes between one-time planning services and ongoing portfolio management through customized and model-based strategies.

Sachit Muduli is a financial advisor at Transamerica Financial Advisors with one year of industry experience. His credentials include Series 63 and Series 65 licenses. Prior to joining Transamerica, he worked at Wfgia and Boost Mobile and has been a student for over a decade. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary model portfolios and access to third-party money managers with discretionary and non-discretionary program options.