Shawn Foster is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses, with 35 years of industry experience. He is also the owner of Shawn Foster Financial Group, LLC. His career includes roles at Ameritas Investment Corp, Canvas Financial, and Foster Financial Group. 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, utilizing a combination of model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Alejandro Andrade is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and two years of industry experience. His background includes roles in both education and the service industry prior to joining TIAA-CREF. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals often connected through employer retirement plans, as well as trusts, estates, and corporate entities. The firm operates within a vertically integrated group offering model and customized portfolio management under a fiduciary standard.

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 at TIAA-CREF with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including JP Morgan Securities, Vanguard Marketing Corporation, and Ameriprise Financial Services. Outside of his advisory role, he has entrepreneurial experience with Change Realty, LLC, which he has been involved with since 2012. 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 relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing management through custom and model portfolios, operating within a vertically integrated group that includes affiliated funds.

David Anderson is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at Promus Financial Group, LLC and New York Life Insurance Company. Outside of advisory services, he owns a business brokering non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Danniel Kazi is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work history includes roles at Randstad Digital, Allstate Insurance, Fortinet, and Fidelity Investments. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm’s investment approach combines in-house managed model portfolios with third-party managers, offering both advisor-led and firm-managed solutions.

Curtis Reese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 licenses and with 17 years of industry experience. He has worked at several firms, including Fisher Investments and TD Ameritrade, and is currently also involved with Harvest Wealth Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across various programs, combining proprietary and third-party strategies to tailor investment solutions.

Gregory McCurry is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. McCurry has worked with several firms, including Penn Mutual Life Insurance Company and Eagle Strategies. He is also the owner of McCurry Insurance Agency LLC, where he provides multi-line insurance brokerage services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining both investment advisory and broker-dealer services.

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.

Andrew Hicks is a CFA® charterholder with 16 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at BOK Financial and AllianceBernstein L.P. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and direct security selection alongside access to alternative and private market solutions.

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 in Dallas, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with several related firms, including Ameritas Investment Company, Foster Financial Group, and Canvas Financial. Outside of his advisory role, he is involved in business management through Smith Aviation, LLC and real estate ventures via Smith & Co Homes, LLC. 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 offers multiple program platforms and combines model portfolios, mutual funds, ETFs, and individual securities, leveraging third-party technology and maintaining a corporate structure that includes affiliated broker-dealer and insurance entities.

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 at TIAA-CREF with two years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management with a fiduciary standard applied to its registered investment adviser services.

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.