Asahia Smith is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining TIAA-CREF in 2024, she worked at Empower Advisory Group and PNC Investments. She also performs notary services occasionally as an independent notary signing agent. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, and corporate entities. The firm provides ongoing portfolio management through customizable and model-based solutions under a fiduciary standard.

Michael Nigro is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2008. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm also offers access to affiliated services such as TIAA Trust and manages the TIAA Donor Advised Fund sponsored by Charityvest.

Drew Labarbera is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He has been with Transamerica Financial Advisors and World Financial Group since 2014 and is also involved in ownership and land development at Northern Challenge Golf Course and Champions Edge Development, LLC. In addition, he operates a sole proprietorship selling health insurance and other non-investment related products. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services, providing fee-based wrap programs, access to proprietary and third-party model portfolios, and commission-based insurance and brokerage products.

Irma Sandoval is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior work includes roles at Colonial Life & Accident Insurance Company, WealthWave, Debtmerica Relief, and Wfgia. She also sells insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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 a combination of advisory and broker-dealer services through proprietary and third-party investment models, providing both discretionary and non-discretionary program options.

Christopher Carrion is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of advisory work, he serves as Programming Co-Chair for a networking group called Conscious Capitalism, helping organize events and schedules. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering a range of discretionary and non-discretionary investment management options.

Antonio Biedma is a financial advisor at SPC with Series 65 and Series 63 licenses. He began his advisory career in 2026 and previously worked in mortgage and insurance roles, including positions at TWFG Insurance and Amerihome Mortgage. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers services through multiple account programs, with investment advice tailored and discretionary at the individual advisor level.

Kyle Knutson is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding the ChFC® and Series 63 designations and bringing 27 years of industry experience. He has been with Eagle Strategies since 2009 and has been affiliated with New York Life and Nylife Securities since 2001. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Faisal Raza is a financial advisor at Farther with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Farther, he worked at Stifel Nicolaus & Co Inc, Bank of America, Merrill Lynch, and Morgan Stanley. He is also a managing member of an investment holding entity, Pakam FW LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios or bespoke allocations with algorithmic rebalancing and incorporates AI tools under internal review.

Nitame Thomas Sr. is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with various organizations, including the U.S. Department of Labor and the Veterans Health Administration. He is the founder of Growapprised, a business education company focused on entrepreneurial growth and strategic oversight. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios.

Raymond Bellucci is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with TIAA and TIAA-CREF since 1983. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients connected through TIAA-administered employer retirement plans. The firm offers financial planning, discretionary managed account programs, and broker-dealer services, and acts as an adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Jerod Frank is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He has worked with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. In addition to his advisory role, he is a partner at Wealth Coordination Partners, an insurance brokerage specializing in multi-line insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing billions in assets under management.

Gabriel Devoto is a financial advisor at TIAA-CREF with three years of industry experience and holds a Series 66 designation. His prior roles include positions at Fidelity Personal and Workplace Advisors and Texas Securities, Inc. Before entering the financial sector, he was involved with Premier Gymnastics Academy and Infinite Bounds Training Center. 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 relationships through TIAA-administered employer retirement plans. The firm’s approach separates one-time planning services from ongoing discretionary management and includes acting as adviser to a donor-advised fund.

Mathew Smart is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining TIAA-CREF in 2025, he held roles at Uber, Tesla, Oasis Outsourcing, Coherent Corp., Volt Information Services, and United Parcel Service. He is also affiliated with DeVry University. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm provides tailored investment management options under a fiduciary standard and acts as adviser to a donor-advised fund.

Venkatesh Kurvari is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Prudential Insurance Company of America, and other firms. Kurvari is based in Frisco, TX. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as various trusts, estates, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Desmond Wesley is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 65 certifications and has been with TIAA-CREF since 2007. Outside of his advisory role, he owns HOUSE OF WESLEY'S LLC, a business specializing in custom t-shirts, graphic design, and social media marketing. 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 employer retirement plan relationships. The firm operates a vertically integrated advisory model that separates financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund.

Peyton Krueger is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66 and Series 63 licenses and possessing three years of industry experience. Prior to joining TIAA-CREF in 2022, Krueger had a 20-year tenure with Pinnacle Pain Medicine. Outside of his advisory role, he manages a personal rental property through Mayes Holding Company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time financial planning and ongoing portfolio management, providing model and customized portfolios under a fiduciary standard within a vertically integrated structure.

Kayo Kawamoto is a financial advisor at Transamerica Financial Advisors in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Transamerica, Kawamoto worked at Upland Software for nine years. Outside of financial advising, Kawamoto is involved with The Asia Institute and Brandon K Drews PLLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Christopher Deshotel is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he manages Innovative Striping Solutions LLC, a metal fabrication business. TIAA-CREF Individual & Institutional Services offers 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 between one-time planning services and ongoing discretionary management and serves as an adviser to donor-advised funds within a vertically integrated structure.

Laura Schutte is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2006, following a one-year tenure at Ameriprise. 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 through model and customized portfolios and acts as adviser to a donor-advised fund.

William San is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has been with Eagle Strategies since 2020 and affiliated with NYLIFE Securities and New York Life Insurance Company since 2015. In addition to his advisory work, he serves as an independent contractor brokering non-registered insurance products with outside insurance carriers. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of representatives, emphasizing tailored solutions and primarily managing assets on a non-discretionary basis.