Francisco Medina is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing three years of industry experience. He has worked with several firms, including Ernst & Young Investment Advisers LLP and Bank of America. Outside of his advisory role, he operates an eBay storefront where he sells personal items. 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 trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary advisory model.

John Van De Steeg is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Mariner Wealth Advisors in Plano, TX. His background includes roles in education and nonprofit organizations, as well as experience outside the financial industry. Mariner serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, with integrated tax and accounting capabilities uncommon in large enterprise advisory firms.

David Yang is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at West Ocean Inc., Hwee Wyatts Holdings, and the Singapore Civil Defense Force. Outside of finance, he is the founder of David Yang Photography, a business specializing in various types of photoshoots including weddings and corporate events. TIAA-CREF Individual & Institutional Services, LLC offers 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 distinguishes between one-time planning services and ongoing portfolio management, and also acts as adviser to a donor-advised fund.

Jonathan Lucas is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Capital, Tata Consultancy Services, and World Financial Group. Lucas has also been involved with the Heartland Institute of Financial Education. 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 connected to TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing account management, providing both model-based and customized portfolio solutions.

Joseph Stevens Jr. is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and PFS Investments Inc. He has worked at TIAA-CREF since 2026. 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 trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized strategies within a vertically integrated framework that includes affiliated funds.

Louis Bryant is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2003. 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 relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes point-in-time planning from ongoing portfolio management and serves as adviser to the TIAA Donor Advised Fund.

Dawn Schmidt is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. She has been with TIAA-CREF since 2013. 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 with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services, including model portfolio management and customized portfolio solutions, and acts as adviser to the TIAA Donor Advised Fund.

Calley Cola is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and three years of industry experience. Prior to joining Commonwealth, Calley worked at RLC Wealth Management, Dominion Payroll, Payvision Online, Henderson Edwards Wilson Evetts, LLP, and Bain and Schindele Tax Consulting. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a range of operational and technology support services to affiliated advisors.

Christopher Simmons is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has eight years of industry experience, having worked at firms including Ameriprise Financial Services, AXA Advisors, and currently Park Avenue Securities and Guardian Life Insurance Company. Simmons also spent three years working at the University of North Texas. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Jamille Thomas is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. Before joining TIAA-CREF in 2026, Jamille worked at Ameriprise Financial Services LLC and J.P. Morgan, and also operated a small business, Cloud 9 Custom Cookies LLC, from 2021 to 2023. 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 offers both point-in-time planning and ongoing portfolio management, operating within an integrated structure that includes affiliated funds and advisory services such as a donor-advised fund.

Kristi Shumate is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2007. Outside of her advisory work, she owns a business that makes specialized horse show accessories and is involved in leasing and selling ponies. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected to TIAA-administered retirement plans. The firm offers customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund.

Jilly Dearaza is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she is a managing member of MJAMS LLC, which manages rental income properties. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Chandler Peterson is a CFP® professional at Focus Partners Wealth, LLC with two years of industry experience. He has previously worked at Buckingham Strategic Wealth, Cresset, U.S. Bank Private Wealth Management, and Wells Fargo Securities. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with integrated wealth management and advisory services. The firm’s investment approach uses a combination of active and passive strategies within an enhanced open architecture framework, incorporating quantitative analysis and options overlay strategies.

William Harris is a ChFC® credentialed financial advisor with 16 years of industry experience. He is currently with Eagle Strategies (NY Life) and has held roles at NYLIFE Securities LLC and New York Life Insurance Company since 2008. Harris also acts as an insurance broker, receiving renewal commissions. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, delivering tailored solutions through various program types within an integrated New York Life affiliate structure.

Randi Baker is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 license and six years of industry experience. Her work history includes roles at Bank of America, Merrill, and Mary Kay, alongside her current position at TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs for individuals—often those connected through employer retirement plans—as well as trusts, estates, partnerships, and small retirement plans. The firm provides both model-based and customized portfolio management and serves as adviser to a donor-advised fund.

Wesley Gregory IV is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has prior work experience including roles at YMCA of Wilmington, Porters Neck Country Club, and the University of North Carolina - Wilmington. TIAA‑CREF’s Advice & Planning Services division provides 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 uses a fiduciary model with a range of managed account options including model portfolios and customized portfolio management.

David Barr is a financial advisor with Eagle Strategies (New York Life) based in Frisco, TX. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to his current role since 2018, he worked at Thrivent Investment Management and Thrivent Financial from 2015 to 2018. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional sponsors, and corporate clients. The firm delivers tailored recommendations through multiple program types and operates primarily on a non-discretionary asset management basis within the New York Life affiliate structure.

John Stewart is a financial advisor at TIAA-CREF with six years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2019. Outside of his advisory role, he tutors students preparing for securities licensing exams through Varsity Tutors. 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 TIAA-administered employer retirement plans. The firm’s advisory approach includes both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.

Brett Beavers is a financial advisor with TIAA-CREF in Frisco, Texas. He holds a Series 66 designation and has eight years of industry experience. His background includes roles at TIAA-CREF Individual & Institutional Services, the University of Arkansas Department of Athletics, Sowell Management Services, and Crews & Associates, Inc. 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’s advisory model separates planning services from ongoing discretionary management, using model portfolios or customized portfolios managed under client-approved investment policies.

Adam Millman is a financial advisor at Mariner with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Zacks Investment Management, Fisher Investments, and USAA. Millman is based in Plano, TX. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm emphasizes discretionary, customized portfolios supported by in-house research and third-party allocations, along with integrated tax and accounting services and unique administrative CFO capabilities.