Derrick Catherman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining TIAA-CREF, he worked at firms including Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he founded the Tomball Memorial Alumni Football Tournament, an event that brings together former student athletes and community members for a touch football competition. 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, and small retirement plans. The firm offers model and customized portfolios and acts as adviser to donor-advised funds while operating within a vertically integrated structure.

Jerry Stowers is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2008. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and advisory services such as a donor-advised fund.

Payton Gaines is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation. Gaines has been with TIAA-CREF and its Individual & Institutional Services division since 2026. Prior to this role, Gaines has held various positions across multiple industries and institutions, including roles at Innovation Partners LLC, Lemnis Capital, and Doordash, as well as educational positions at University of Arkansas and local schools. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm employs a fiduciary standard in its advisory services and provides both point-in-time planning and ongoing portfolio management, often utilizing model portfolios and customized investment strategies.

Kent Booke is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 credential and eight years of industry experience. His prior work includes positions at JPMorgan Securities LLC and Edward Jones. 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 connected to TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure using affiliated funds.

Noah Di Biase is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked with The Millstone Evans Group and Asian Tigers Japan. Outside of his financial career, he has experience running businesses including Golf For Life LLC and Half Fast Subs. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals and entities, often serving clients with existing retirement plan relationships. The firm offers a range of discretionary portfolio management options and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated investment funds.

Rutledge Gordon is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He has held roles at Retirement Advisors of America and RAA Wealth Management, LLC before joining Allworth Financial in 2020. Gordon holds Series 63 and Series 65 designations. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, using a mix of quantitative and qualitative analysis for customized investment strategies.

Jennifer Williamson is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. She holds the Series 66 designation and has two years of industry experience. Outside of her advisory role, she volunteers at Bishop Lynch High School, assisting in the school store where merchandise is sold to students and parents. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and largely manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonathan Lakin is a CFP® and CFA® with 16 years of experience in the financial services industry. He has worked at Wealth Enhancement Advisory Services, Mercer, Charles Schwab & Co., and Fidelity Investments. He is currently with Wealth Enhancement Advisory Services, LLC in Addison, TX. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-class based investment strategies that combine active and passive management, supported by a dedicated Investment Committee.

George Lynas is a ChFC® credentialed financial advisor with 34 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and has a background that includes long-term roles at New York Life Insurance Company and Nylife Securities Inc. Outside of his advisory work, he operates a part-time CPA firm focused on tax preparation and consulting. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailored solutions, with most assets managed on a non-discretionary basis.

Mary Burress is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Transamerica Financial Advisors since 2014 and has also worked with organizations such as the Richardson Adult Literacy Center and Nomad Productions. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Laura Haas is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. She previously attended The University of Texas at Austin. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.

Joshua Pinchek is a CFP® professional with 23 years of experience in the financial services industry. He currently serves as an advisor at Creative Planning and has prior experience at Allworth Financial, L.P. and Retirement Advisors of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Patrick Rowe Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. He has been with TIAA and its related entities since 2004. Outside of his advisory role, he serves as secretary of The Affluent Manner, a family venture involved in investment and consulting activities, including work with a company developing blockchain technology for medical applications. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, and various entities. The firm distinguishes between non-monitored planning services and ongoing discretionary management through model-based and customized portfolios, operating under a fiduciary standard and within a vertically integrated structure.

Tenesha Barron is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, Tata Consultancy Services, Transamerica Capitol, Inc., and Career Education Corporation. 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 many clients connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Matthew Rivera is a financial advisor at Hightower Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Glenmede Trust Company, Mariner Wealth Advisors, and Fisher Investments. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering a range of portfolio management, financial planning, and retirement consulting solutions through a multi-manager investment approach that incorporates both affiliated and third-party managers.

Robert Hogue is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009. His prior experience includes roles at Stanford Group Company, BNY Investment Center Inc., Pershing LLC, and Lockwood Financial Services, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services employing strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary management.

Simon Beresford is a CFP®-certified financial advisor at Corient with 18 years of industry experience. He previously worked at Capital Advisors, Inc. for eight years and TD Ameritrade, Inc. for ten years. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, continuously monitoring portfolios using risk management tools to align with client objectives.

Sergio Badillo is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and having six years of industry experience. He has been with TIAA-CREF since 2019 and was previously associated with TIAA starting in 2017. Outside of his advisory role, he works as a delivery driver. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, applying a fiduciary standard to its registered investment adviser services.

Joel Gomez is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company. Gomez serves as a board member for Los Primos Dallas, a nonprofit mentoring high school students, and for the Country Place Homeowners Association, supporting community events. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs tailored to client objectives and emphasizes non-discretionary asset management and fiduciary responsibilities, particularly in retirement plan consulting.

Sha'ron Clark is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, she worked at Park Avenue Securities, Opes One Wealth, and Guardian Life Insurance, and has experience in education and other sectors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time planning services and ongoing portfolio management using model and customized portfolios managed under a fiduciary standard.