Cody Catron is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Vanguard Advisers, J.P. Morgan Securities, and Wells Fargo. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, operating under a fiduciary standard for its advisory services.

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.

Jonathan Barham is a financial advisor with PNC Wealth Management in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Texas Dow Employee Credit Union, Comerica Securities, JP Morgan Securities, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Hayden Vanover is a financial advisor at Mariner with six years of industry experience and holds Series 63 and Series 65 credentials. His prior roles include positions at Fisher Investments and Peak American Investment Advisors, Inc., as well as service in the United States Marine Corps. Mariner serves a diverse client base including individuals, pension plans, trusts, corporations, and private funds through customized investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party manager allocations and offers integrated tax, accounting, and chief financial officer services alongside traditional portfolio management.

Miyanda Hamakando is a financial advisor at TIAA-CREF based in Frisco, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining TIAA-CREF, Hamakando worked at the Bank of Zambia and African Banking Corporation, with additional experience at the University of Lusaka. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients connected through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, applying a fiduciary standard to its advisory services within a vertically integrated structure that includes affiliated funds.

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.

Michael Hansen is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Lee Financial and Texas A&M University-Commerce. Allworth Financial serves a wide range of clients including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, qualified retirement plan consulting, and education through newsletters, podcasts, and seminars, combining quantitative and qualitative analysis to implement customized investment strategies.

Tien Nguyen is a financial advisor at TIAA-CREF with a Series 66 designation and four years of industry experience. Prior to joining TIAA-CREF in 2026, Nguyen worked at Fidelity Personal and Workplace Advisors from 2021 to 2024. TIAA-CREF Individual & Institutional Services provides 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 offers both model and customized portfolio management under a fiduciary standard and also advises donor-advised funds.

Clovis Russell is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 65 licenses and 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’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement relationships. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Matthew Craft is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked with Agia and West Dallas Community School. Outside of his advisory role, he has contributed editorial support to a devotional book project developed by his wife. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, using discretionary unified managed accounts via Envestnet’s platform and third-party managers.

Robert Sweeney is a financial advisor with Guardian Life based in Addison, TX. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. His prior roles include positions at Park Avenue Securities, Hornor, Townsend & Kent, Spectrum Strategies, Mass Mutual Investors Services, and Ameriprise. He serves as president of the Roehampton Court Homeowners Association. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management services, integrating proprietary and third-party investment platforms.

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.

Zeeshan Ali is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at multiple firms such as SG CPA Inc and Penn Mutual Life Insurance Company. Ali is also the proprietor of Novel Wealth Strategies, providing financial planning and wealth management services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that offers tailored financial planning and investment management, operating as both an SEC-registered investment advisor and a FINRA-member broker-dealer.

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.

Doris Silva is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked with Western Wealth Management, LLC, and LPL Financial, LLC. Outside of her advisory role, Silva co-owns Joshua Nutrition, a business focused on nutrition tea and protein shake sales, and serves as a board member for a homeowners association. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to serve a substantial client base.

James Arrington is a financial advisor at VOYA Financial Advisors, Inc. in Dallas, TX, with 40 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role since 2014, he worked at Voya Financial Partners, LLC for 18 years. Outside of his advisory work, he serves on the church council of First Baptist Church Richardson. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines model portfolios, investment policy statements, and technology-enabled tools to deliver both non-discretionary and discretionary investment management through a large network of advisers.