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.

Joshua Torres is a CFP® professional with 19 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has worked in various roles across firms including Charles Schwab & Co., Inc., Wells Fargo Clearing, Merrill, and Morgan Stanley. Torres is based in Westlake, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance leverages Charles Schwab’s asset-allocation models and internal research, focusing on personalized reviews and recommendations without discretionary trading authority.

Sherese Calvert is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory Inc. since 2020, following earlier work at Charles Schwab & Co., Inc. starting in 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, with personalized recommendations and at-least-annual reviews tailored to clients’ goals and risk tolerance.

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.

Maxwell Mitcham is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and five years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab & Co. since 2026 and previously held roles at JP Morgan Chase Bank, J.P. Morgan Securities, and Wells Fargo Clearing Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset allocation models and internal research tools, with investment decisions executed only upon client authorization.

Kristina Love is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Charles Schwab & Co., Bank of America, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm’s approach is guided by Schwab’s asset-allocation models and internal research, offering tailored recommendations with trades executed only upon client authorization.

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 at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Protiviti and SCSK, as well as involvement in health insurance sales and financial services through JX Financial Services LLC and World Financial Group Insurance Agency. Transamerica Financial Advisors serves individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, including fee-based wrap programs, access to third-party money managers, and commission-based products, operating as both a registered broker-dealer and a registered investment adviser.

Cailley Camp is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. She has worked at Charles Schwab and previously held roles outside finance, including positions at Baylor University and Cupertino Dental Group. Schwab Wealth Advisory Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to guide investment selection, with trades executed only upon client authorization.

Christopher Hayes is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and has been associated with Charles Schwab since 2007. Schwab Wealth Advisory, Inc. provides non‑discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on internal research and asset-allocation models, with recommendations tailored to clients' goals and risk tolerance, and trades executed only with client authorization.

Mallory Armijo is a financial advisor at Prime Capital Financial with 15 years of industry experience. She holds a Series 66 designation and previously worked at Sageview Advisory Group and Cetera Wealth Services, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and provides tax planning and bill-pay services through its affiliated accounting subsidiary.

Brandon Watson is a financial advisor with Schwab Wealth Advisory. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments, Mobius Financial Advisors, and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to deliver tailored investment recommendations without exercising discretionary trading authority.