Mark Libner is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he is a 50% owner of a short-term rental property business in Branson, Missouri, managed by a local property management company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA retirement plan relationships.

Raza Syed Ali is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at JP Morgan Securities, Vanguard Marketing Corporation, and Ameriprise Financial Services. He also has entrepreneurial experience with Change Realty, LLC. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers discretionary portfolio management with a fiduciary standard and acts as adviser to a donor-advised fund.

David Anderson is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to his current role, he worked with PGA America and Jesuit College Prep. He also owns a business brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored advice and manages a substantial asset base primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Danniel Kazi is a financial advisor at Lincoln Investment in Frisco, TX, with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Randstad Digital, Allstate Insurance, Fidelity Investments, and Wells Fargo. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) plan participants. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

Curtis Reese is a financial advisor with Ameritas Advisory Services, LLC in Frisco, TX, holding Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at several firms including Fisher Investments, CoreCap Advisors, and TD Ameritrade. Reese is also involved with Harvest Wealth Group as a financial advisor. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse range of clients including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs various investment strategies using model portfolios, mutual funds, ETFs, and individual securities, and offers discretionary and non-discretionary programs across multiple platforms.

Gregory Mccurry is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Hornor, Townsend & Kent in 2020, he worked at Penn Mutual Life Insurance Company, The O.N. Equity Sales Company, Ohio National Financial Services, and operated the McCurry Insurance Agency LLC, which he continues to own and manage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as a registered investment adviser and broker-dealer, combining advisory services with custody and brokerage capabilities.

Tricia Jones is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. She previously worked at Comerica Securities and Comerica Bank, and served in a communications role with Tradition Senior Living. Jones also serves as an elected volunteer on the Board of Directors for Birchbrook Manor Condominiums, where she participates in community management and communications. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, offering both model-based and customized portfolio options.

Brandon Montgomery is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Personal Capital Advisors Corporation and JP Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Molly Phelps is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at TIAA-CREF since 2018. Prior to this, she spent 10 years with Jackson National Life and its distributors. 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 clients often connected through TIAA-administered retirement plans and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Weidong Li is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His work history includes roles at LSPN Pro, LLC, Eclat Star Financial Services, The Brokerage Inc, and Value Audio Connexion, where he serves as president coordinating international audio import-export operations. In addition to his advisory work, he is involved in sales of healthcare insurance and estate planning services through related entities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily uses model portfolios and third-party managers, delivering services through multiple platforms and a large advisor network.

Nicholas Smith is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having three years of industry experience. He has held roles at multiple firms including Ameritas Investment Company, Foster Financial Group, and Canvas Financial. Outside of advisory work, he is involved in business management and property renovations through Smith Aviation, LLC. Ameritas Advisory Services, LLC 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 offers asset management, financial planning, and retirement plan advisory across a variety of programs, utilizing model portfolios, mutual funds, ETFs, and individual securities.

Ramon Vargas is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and TD Ameritrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized investment strategies.

Alexander Valerio is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 designations. He has nine years of industry experience, including four years in the hospitality sector prior to joining TIAA-CREF in 2017. 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 connected to TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that separates planning services from ongoing portfolio management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Annie Shah is a financial advisor with TIAA-CREF in Frisco, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining TIAA-CREF, she worked at Merrill and Bank of America, N.A. for four years. 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 offers a combination of point-in-time planning services and ongoing portfolio management, serving many clients with existing retirement plan relationships through TIAA.

Jarred Johnson is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he owns a short-term rental property. 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 relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Rafael Alfaro is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 designations and bringing eight years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. for five years and American Income Life for two years. TIAA‑CREF Individual & Institutional Services, LLC provides 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 offers both point-in-time planning services and ongoing discretionary account management using model or customized portfolios.

John Henifin is a Series 66-credentialed financial advisor with 19 years of industry experience. He has been with TIAA-CREF and Tiaa since 2010, based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time financial planning and ongoing discretionary management, utilizing model portfolios and customized strategies guided by fiduciary standards.

Arrin Simpson is a financial advisor with Private Advisor Group, LLC in Plano, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Trajan Wealth, Fisher Investments, and First Command Financial Planning. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions, utilizing a fiduciary-based advisory model and a variety of investment strategies often implemented through third-party managers and technology platforms.

Hugo Azpeitia Pedroza is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he manages a rental property independently. 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 pre-existing TIAA employer retirement relationships. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Anita Pring is a financial advisor at TIAA-CREF with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including LPL Enterprise LLC, Prudential Advisors, and Fidelity. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers distinct point-in-time planning services alongside ongoing discretionary management, utilizing model portfolios and customized portfolio management under a fiduciary standard.