Venkatesh Kurvari is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including J.P. Morgan Securities and Prudential Insurance Company of America. Kurvari is based in Frisco, TX. 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 employs a fiduciary standard in its RIA services and provides a range of advisory models, including both model portfolios and customized management.

Desmond Wesley is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 65 certifications and has been with TIAA-CREF since 2007. Outside of his advisory role, he owns HOUSE OF WESLEY'S LLC, a business specializing in custom t-shirts, graphic design, and social media marketing. 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 employer retirement plan relationships. The firm operates a vertically integrated advisory model that separates financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund.

Madhura Shringare is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs, she worked at Morgan Stanley and has held various roles in academic institutions including Brandeis University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, leveraging centralized investment resources and affiliated teams to deliver tailored wealth management solutions across multiple client segments.

Andrew Arrington is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2020. His prior roles include positions at TIAA and Rodgers Capital Inc. He also provides baseball lessons to children a few nights a week. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures and a combination of advisory and brokerage services.

Scott Shannon is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has held positions at Charles Schwab & Co., Inc., Staples, Health Management Systems, Papa John's International, and The University of Texas at Dallas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations across a range of investments using Schwab’s research tools and asset allocation models, while leaving final trading decisions to clients.

Peyton Krueger is a financial advisor at TIAA-CREF with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining TIAA-CREF in 2022, Krueger was involved with Pinnacle Pain Medicine for 20 years. Outside of advising, Krueger manages a property through Mayes Holding Company. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing ties to TIAA employer retirement plans, as well as trusts, estates, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and offers customized investment solutions under a fiduciary standard.

Kamilu Alli is a financial advisor at Eagle Strategies (NY Life) based in Dallas, TX, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with New York Life and its affiliates since 2014. Outside of his advisory role, he serves as president of the Union of Nigerian Friends, Inc., and as an officer with the Ibadan Descendant Union Dallas/Fort Worth and director of the Nigerian Muslim Association DFW. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm offers tailored advice and multiple program types, emphasizing non-discretionary asset management and integrated services within the New York Life affiliate structure.

Christopher Deshotel is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he manages Innovative Striping Solutions LLC, a metal fabrication business. TIAA-CREF Individual & Institutional Services offers 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 distinguishes between one-time planning services and ongoing discretionary management and serves as an adviser to donor-advised funds within a vertically integrated structure.

Dean Belknap is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Westlake, TX. He previously worked at TD Ameritrade before joining Schwab Wealth Advisory and Charles Schwab & Co. in 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and uses standard asset allocation models and Schwab research tools, with recommendations made by its associates while leaving final trading decisions to clients.

Walter Collins is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and operates Truevision Financial Services, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Cindy Scott is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior experience includes roles at JPMorgan Securities LLC, Fisher Investments, and Transamerica Investors Securities Corporation. She is based in Westlake, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and recommends investments across various asset classes while leaving final trading decisions to clients.

Eleanor Ray is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Farther Finance Advisors since 2023 and previously spent 16 years at WPWealth. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or proprietary algorithmic portfolios, with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.

Laura Schutte is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 license and 20 years of industry experience. She has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, serving clients through a fiduciary standard and operating within a vertically integrated group that includes affiliated funds.

Jingwen Yi is a financial advisor at Schwab Wealth Advisory with five years of industry experience. Yi holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2020. Prior experience includes roles at Pricetrace LLC, Grand View Construction, and Fairway Insurance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations through a model-based approach that leaves final trading decisions to clients.

William San is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has been with Eagle Strategies since 2020 and affiliated with NYLIFE Securities and New York Life Insurance Company since 2015. In addition to his advisory work, he serves as an independent contractor brokering non-registered insurance products with outside insurance carriers. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of representatives, emphasizing tailored solutions and primarily managing assets on a non-discretionary basis.

Firestar Gomez is a financial advisor with TIAA-CREF, holding Series 65 and Series 63 licenses and having five years of industry experience. Prior to joining TIAA-CREF in 2021, Gomez worked at Equitable Advisors, LLC and has held various roles including positions at the University of Colorado and The Farm. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm differentiates its services by separating point-in-time planning from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Vidhi Amin is a financial advisor at TIAA-CREF with two years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at Fidelity, J.P. Morgan Securities, and Santander Bank. TIAA-CREF Individual & Institutional Services 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 employer retirement plans and acts as adviser to a donor-advised fund, offering both model and customized portfolio management under a fiduciary standard.

Sean Ryan is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Allworth Financial and AW Securities in 2025, he worked at Goldman Sachs Ayco and Charles Schwab. His background also includes military service in the United States Marine Corps and involvement with Geomet Recycling LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, including high-net-worth clients, as well as qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management utilizing a range of model strategies and employs technology to manage held-away employer retirement accounts without requiring client login credentials.

Hadley Joseph is a financial advisor at TIAA-CREF with 24 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill and Citizens Bank, with a significant portion of his career spent at Merrill from 2011 to 2022. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized and model-based investment strategies, and serves as adviser to donor-advised funds.

Nicki Beatty is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at TIAA-CREF since 2018 and previously held positions at Huntington Bank and Bayport Credit Union. Outside of her advisory role, she is a co-owner of a rental property, involved occasionally in its management. 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 employer retirement plan relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.