Jonathan Lucas is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Capital, Tata Consultancy Services, and World Financial Group. Lucas has also been involved with the Heartland Institute of Financial Education. 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 connected to TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing account management, providing both model-based and customized portfolio solutions.

Steve Cotton is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 26 years of industry experience. He previously worked at Independent Financial Partners and has been associated with LPL Financial for over 20 years. Outside of his advisory roles, Cotton serves as president of Cotton Wealth Management Associates, LLC, a firm involved in life, health, long-term care insurance, and fixed annuities. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of investment approaches and provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

Louis Bryant is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2003. 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes point-in-time planning from ongoing portfolio management and serves as adviser to the TIAA Donor Advised Fund.

Danny Mcfadden Jr. is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 credential and 26 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation. Outside of advising, he works as a freelance photographer. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm uses a mix of discretionary and non-discretionary management strategies, including fundamental and technical analysis, and incorporates digital advice solutions.

Dawn Schmidt is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. She has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services, including model portfolio management and customized portfolio solutions, and acts as adviser to the TIAA Donor Advised Fund.

Calley Cola is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and three years of industry experience. Prior to joining Commonwealth, Calley worked at RLC Wealth Management, Dominion Payroll, Payvision Online, Henderson Edwards Wilson Evetts, LLP, and Bain and Schindele Tax Consulting. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a range of operational and technology support services to affiliated advisors.

James Schwalbe Jr. is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes roles at Principal Securities, Nylife Securities LLC, New York Life Insurance Company, and The Prudential Insurance Company of America. He also engages in the sales and service of various insurance products and facilitates property and casualty insurance arrangements to support his clients' needs. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individuals, retirement plans, trusts, and corporations, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Ma Nang Lar is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and 18 years of industry experience. Her prior roles include positions at Citi Personal Wealth Management and Citigroup Global Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessments and approved model strategies implemented via mutual funds and ETFs.

Grover Brillhart II is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and 66 credentials and with 29 years of industry experience. He has been with Hornor, Townsend & Kent since 1999 and also has long-term affiliations with Cadaret, Grant & Co., Inc. and AIG. Outside of his advisory role, Brillhart is active as an insurance agent, involved in the sale and service of life, disability, long-term care insurance, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Jaclyn Mc Guire is a financial advisor at Independent Financial Group, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Charles Schwab & Co., Inc. from 2024 to 2026. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services, utilizing both in-house and third-party manager models and delivering advice through platforms such as AccessPoint and Schwab-custodied accounts.

Kristi Shumate is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2007. Outside of her advisory work, she owns a business that makes specialized horse show accessories and is involved in leasing and selling ponies. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected to TIAA-administered retirement plans. The firm offers customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund.

Jilly Dearaza is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she is a managing member of MJAMS LLC, which manages rental income properties. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Jordan Moore is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for four years and Sewell Automotive Companies for four years. Additionally, he is involved in fixed insurance sales, dedicating a portion of his business hours to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various custody and consulting services.

Chandler Peterson is a CFP® professional with two years of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners, he held roles at Buckingham Strategic Wealth, Cresset, U.S. Bank Private Wealth Management, and Wells Fargo Securities. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, corporate entities, and institutions, providing investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates both fundamental and quantitative analysis and offers access to a diverse set of investment strategies and affiliated service companies.

Daniel Malone is a CFP® professional with nine years of industry experience. He has been a financial advisor with Kestra Advisory since 2018 and previously worked with Cetera Advisors Networks LLC. Malone is also president of WDW Tax Services, a tax and accounting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds.

Michael Scovel is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding a Series 63 license and bringing 32 years of industry experience. He has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2010. Outside of his advisory work, he serves as president of The American College and volunteers as a board member for Mane Gait, an organization providing horse therapy for children and veterans; he is also an author. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides customized advice through multiple program types and works extensively with both retail and institutional clients within an integrated New York Life affiliate structure.

Randi Vonnahme is a financial advisor at TIAA-CREF with five years of industry experience and holds a Series 66 designation. Her prior roles include positions at Mary Kay, Bank of America, Merrill, and Credit Acceptance Corp. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Wesley Gregory IV is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has prior work experience including roles at YMCA of Wilmington, Porters Neck Country Club, and the University of North Carolina - Wilmington. TIAA‑CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm uses a fiduciary model with a range of managed account options including model portfolios and customized portfolio management.

David Barr is a financial advisor with Eagle Strategies (New York Life) based in Frisco, TX. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to his current role since 2018, he worked at Thrivent Investment Management and Thrivent Financial from 2015 to 2018. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional sponsors, and corporate clients. The firm delivers tailored recommendations through multiple program types and operates primarily on a non-discretionary asset management basis within the New York Life affiliate structure.

John Stewart is a financial advisor at TIAA-CREF with six years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2019. Outside of his advisory role, he tutors students preparing for securities licensing exams through Varsity Tutors. 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 TIAA-administered employer retirement plans. The firm’s advisory approach includes both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.