Elexys Ferreira is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation and has prior experience at United Thrift Management Inc and B and R Strategies LLC, as well as an academic background at The University of Texas at Arlington. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and other entities. The firm separates planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.

Shondra Williams is a financial advisor with TIAA-CREF in Frisco, Texas. She holds the Series 63 and Series 66 designations and has five years of industry experience. Prior to her current role at TIAA-CREF, she worked at Fedex Logistics Hub, the University of Texas at Arlington, and Openroad Lending/Vensure ER Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both one-time financial planning services and ongoing discretionary management, using model portfolios or customized portfolios managed under client-approved investment policies.

Tallie Young is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Ameritas Life Insurance Corp., Ameritas Investment Corp., Principal Financial Services, and Carillon Investments, Inc. In addition to her advisory work, she owns and operates Tallie O. Young & Associates, LLC and has been involved with Shaklee, marketing nutritional supplements and natural products since 2012. Ameritas Advisory Services provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing a range of model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Jason Weston is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has held multiple roles in insurance and mortgage-related businesses since 2001. Weston is involved in residential mortgage loan origination and insurance sales as part of his broader professional activities. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party model portfolios with discretionary and non-discretionary options, and supports clients with affiliated retirement and recordkeeping entities.

Brian Bergman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at Smith Anglin Financial, Fidelity Investments, and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Carter Street is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2025. His prior experience includes roles at J.P. Morgan Securities LLC, Merrill, and Bank of America, among others. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and retirement plan consulting, utilizing both quantitative and qualitative analysis to deliver customized investment strategies across various asset classes.

Itallo Pereira is a financial advisor at TIAA-CREF with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Morgan Stanley, E*Trade Securities, Charles Schwab, and Wells Fargo. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to various trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, utilizing model portfolios and customized strategies managed under client-approved investment policies.

Shehroze Zubair is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining TIAA-CREF, he worked at Paycom and in equity investments. He also spent seven years at The University of Oklahoma. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both model portfolio and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Valarie Wright is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Cabot Lodge Securities LLC, IFS Securities Inc., Fuller Wealth Management, Keller Williams, and Raymond James & Associates. She also serves as a FINRA arbitrator in Dallas, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Chandler Maxwell is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding a Series 66 designation and four years of industry experience. He is also involved with Foster Financial Group, where he serves as a client service specialist. 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 a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

James Hall is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2025. His prior roles include positions at Ayco/Goldman Sachs and First Command Financial Services. Allworth Financial serves a broad client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations, offering comprehensive financial planning and portfolio management services. The firm employs a combination of quantitative and qualitative analysis to construct customized investment allocations and provides a variety of model strategies and specialist portfolios.

Blakely Buhler is a financial advisor at TIAA-CREF with two years of industry experience. She holds the Series 66 designation and has prior experience with firms including Wells Fargo, Home Point Financial, Velocio Mortgage, and Citibank. Buhler is based in Frisco, Texas. 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 TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund sponsored by Charityvest.

Stephen Valelly is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fuller Wealth Management, LLC and Raymond James & Associates. In addition to his advisory role, he is also an insurance agent based in Dallas, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Austin Cantor is a financial advisor at Fifth Third Securities, Inc. based in Frisco, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His background includes roles at Fifth Third Bank and service in the United States Air National Guard. Outside of his advisory duties, he is involved in youth athletic training as a coach and trainer at Athletic Performance Prep. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers a range of investment programs via its Passageway platform, combining third-party portfolio management with advisor-directed models and specialized strategies such as direct indexing and tax-loss harvesting.

Ava Overman is a financial advisor with Valic Financial Advisors in Addison, TX, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Valic Financial Advisors since 2013 and also works as an agent for Agia, a role involving non-securities insurance products. Valic Financial Advisors serves primarily U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kristen Duncan is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, Lincoln Financial Advisors Corporation, and GLP Investment Services. Outside of her advisory role, she assists with the budgeting and expenses of a bakery and catering business that she co-owns. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and also advises a donor-advised fund sponsored by Charityvest.

John Mc Coy is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at Equitable Advisors, LLC and has been involved in community activities including the Georgetown Chamber of Commerce and Kappa Sigma Fraternity. 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 with connections to TIAA-administered employer retirement plans. The firm provides a range of advisory services with a fiduciary standard and operates within a vertically integrated structure utilizing affiliated funds.

Aaron Frazier is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 designations and four years of industry experience. He previously worked at Fisher Investments, Fidelity, Primerica, and Barclays Investment Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing discretionary portfolio management, including customized and model-based portfolios, while operating as part of a vertically integrated group that manages affiliated funds.

Michael Lee is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role since 2012, Lee serves as the superintendent of Booker Independent School District and is the owner of a family farm. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary investment programs.

Dyedy Yol is a financial advisor at TIAA-CREF with eight years of industry experience. They hold Series 63 and Series 66 licenses and have previously worked at US Oncology, Inc. and Dallas Zoo, Inc. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm uses a fiduciary standard for its RIA services and offers both model and customized portfolio management within a vertically integrated structure.