Marcus Jefferson is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked in education and retail sectors, including roles at Lewisville Independent School District and Walgreens. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through various advisory models.

Shawn Foster is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has been associated with multiple firms including Ameritas Investment Corp and Canvas Financial. He is also the owner of Shawn Foster Financial Group, LLC, where he manages business operations and taxes. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations. The firm offers varied managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

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 worked at firms including JP Morgan Securities, Vanguard Marketing Corporation, and Ameriprise Financial Services. In addition to his advisory roles, Ali has entrepreneurial experience with Change Realty, LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.

David Anderson is a financial advisor with Eagle Strategies (New York Life) based in Frisco, TX. He holds Series 63 and Series 65 licenses and has six years of experience in the financial services industry. Prior to joining Eagle Strategies, he worked with Promus Financial Group, LLC and New York Life Insurance Company. Outside of his advisory role, he owns an insurance brokering business focused on non-registered products. Eagle Strategies serves a diverse client base including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages a significant 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 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Randstad Digital, Allstate Insurance, Fortinet, Fidelity Investments, and CUSO Financial Services, LP. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages dynamic AIM strategies.

Curtis Reese is a financial advisor with Ameritas Advisory Services, LLC in Frisco, TX, holding Series 66 and Series 63 credentials and having 17 years of industry experience. His prior work includes roles at firms such as Fisher Investments, Exencial Wealth Advisors, and TD Ameritrade. He is also involved with Harvest Wealth Group, where he provides financial planning and advisory services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm delivers advisory relationships through a range of managed account programs supported by an Investment Committee and third-party partners, integrating multiple custodial platforms and maintaining conflict-management practices.

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.

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.

Michael Tannery is a financial advisor with Independent Financial Group, LLC in Richardson, Texas, holding Series 63 and Series 65 licenses and with 38 years of industry experience. Prior to joining Independent Financial Group in 2013, he worked at LPL Financial for 12 years. He is the owner of a tax preparation and accounting firm and serves as a volunteer board member at the Richardson YMCA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a range of portfolio management strategies and third-party asset managers, combining passive and active investments to create customized client solutions.

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. He holds Series 65 and Series 63 licenses and has three years of industry experience. In addition to his advisory role, he is involved in business management through Smith Aviation, LLC and real estate via Smith & Co Homes, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and supports portfolio management through an integrated platform that includes third-party partners and multiple custodial solutions.

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.

Clovis Morrison is a financial advisor at Centaurus Financial, Inc. with 38 years of industry experience. He has been with Centaurus since 1996 and has a nearly four-decade tenure at A.L. Williams. Morrison serves on the board of advisors for EQIS Capital Management and is an adjunct professor teaching retirement classes at Brookhaven College. He is also the author of a book managed through Foresight Education LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis, with both discretionary and non-discretionary arrangements.

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.

Steven Vander Velde is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research, Inc. and Lawing Financial Inc. Outside of his advisory work, Vander Velde serves as a precinct chair, engaging with the community to encourage voter participation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, managing accounts using both discretionary and non-discretionary strategies with various investment approaches.

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.