Jason Kahle is a financial advisor at TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Transamerica Retirement Advisors, Victory Capital Management, The Champion Group, and New York Life Insurance. 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 connected through TIAA-administered employer retirement plans. The firm offers planning services separate from ongoing portfolio management and manages advisory accounts under a fiduciary standard.

Mirmehdi Hussain is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 credential and has previously worked at firms including MML Investors Services LLC and MassMutual Life Insurance Company. Outside of advisory roles, he is involved in IT consulting, providing data architecture and programming services for analytics projects, and also engages in tax preparation services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates an integrated advisory and broker-dealer platform, managing a multi-billion-dollar portfolio of assets through a combination of discretionary and non-discretionary strategies.

Jaclyn Johnson is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at United Advisors America, TD Ameritrade, and Scottrade. She is currently based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing managed account management, offering both model-based and customized portfolio solutions.

Haiyu Qi is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Qi has worked with Transamerica Financial Advisors since 2012 and is also engaged with Legacy Shield, Community Health Choice, and BlueCross BlueShield in various roles related to health insurance and estate planning. Outside of financial advising, Qi has experience as a referral agent focusing on estate planning. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models, with discretionary and non-discretionary program options.

William Thorman is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining TIAA-CREF, he worked at OSAIC and The Next Level Planning Group. 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’s advisory approach separates one-time financial planning from ongoing discretionary management through model portfolios or customized portfolios managed under client-approved investment policies.

Jason Colquitt is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2017 and has concurrent roles with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, including retirement plan consulting and advisory services linked to insurance and annuity products, with a substantial portion of its assets managed on a non-discretionary basis.

Ivan Landeros is a financial advisor with TIAA-CREF, holding Series 65 and Series 63 licenses and five years of industry experience. He has been with TIAA-CREF Individual & Institutional Services, LLC since 2021. Prior to this, he held roles at Pfeifer Guard-All Building Solutions, Aerotek, Williams & Davis Boilers, and DFW Grating Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management, offering both model-based and customized investment solutions while operating within a vertically integrated group that includes affiliated funds.

Kevin Konkal is a financial advisor with VALIC Financial Advisors in Addison, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with VALIC Financial Advisors since 2000 and has also been associated with Agia since 2022. Outside of his advisory work, he serves as a mentor with Dallas Fellows, a program focused on developing leadership skills in college students through faith-based apprenticeships. VALIC Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

Tyler Rea is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at American Contractors Insurance Group and Ernst and Young. Additionally, he is involved in insurance sales, advising clients on insurance products. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.

Matthew Howard is a Series 65-licensed financial advisor with five years of industry experience. He is currently associated with Brookstone Capital Management LLC and Guardian Financial Management. Prior to these roles, he worked for PR Liquidating Trust for eleven years. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a variety of investment products, and both internal and external sub-advisors to implement client portfolios.

Tonya Rollman is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior experience includes roles at Lincoln Investment, Burba Cole Overstreet LLC, and Creating & Managing Wealth, LLC. 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 retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time financial planning and ongoing discretionary management, with an emphasis on fiduciary standards and integrated investment solutions.

David Blassingame Jr. is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2012, with a brief employment gap from 2025 to 2026. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time financial planning services and ongoing portfolio management, using a fiduciary standard in its advisory services and managing conflict disclosures related to affiliated funds and fee structures.

Jeanette Hilton is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Her career includes roles at Integrated Trust Systems, WealthWave, and Fannie Mae, among others. Hilton is also involved in several entrepreneurial ventures, including ownership of a publishing business producing books for royalty income and participation in an oil and gas royalty enterprise. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations. The firm offers a variety of advisory and broker-dealer services, featuring proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Michael Daniels is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner since 2025. His prior experience includes roles at Sequoia Financial Group, UBS Financial Services, Merrill Lynch, and Bank of America. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized, discretionary portfolios and offers integrated tax and accounting services along with financial wellness solutions for employer clients.

Marcus Jefferson is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining TIAA-CREF, he worked in educational and service roles, including positions at Lewisville Independent School District and Chadron State College. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and 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 planning services and ongoing discretionary management using model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Ryane Dobbinson is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Farmers Insurance-related firms. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved policies.

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.