Colleen Marchetti is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has worked at Kestra Investment Services since 2012 and has over 30 years of experience at Hefner & Associates, where she currently serves as CEO and president. Outside of her advisory roles, she is involved in community activities as the Corporate and Community Sponsorships Coordinator for the Hebron Band Booster Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and utilizes third-party managed solutions while operating within a supervisory framework that allows for complex products and discretionary trading.

Seth Machacek is a financial advisor with TIAA-CREF holding Series 63 and Series 65 designations. He has one year of industry experience and previously worked in education at various schools from 2015 to 2025. 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 through TIAA‑administered employer retirement plans. The firm also acts as adviser to a donor-advised fund and employs a fiduciary standard within a vertically integrated structure using affiliated funds.

Patrick Lynch is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at The Vanguard Group, Inc. in various capacities from 2007 to 2024. 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, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to entities such as the TIAA Donor Advised Fund.

John Heisterkamp is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at TIAA-CREF since 2010, with a brief period at Allstate Good Hands Rescue Service. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 relationships. The firm provides both point-in-time planning and ongoing discretionary portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

David Suess is a financial advisor with Beacon Pointe Advisors, LLC, holding the CFP® designation and Series 66 license. He has 23 years of industry experience and has worked at firms including The Prudential Insurance Co. of America and MassMutual Life Insurance Company. Outside of his advisory role, he coaches youth soccer teams. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using a proprietary “Focus List” and offers services such as discretionary wealth management, financial planning, and outsourced CIO solutions.

Samuel Mitchell is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. His prior experience includes roles at Ironmark Advisors, LLC and various Beacon Pointe entities dating back to 2010. In addition to his advisory work, Mitchell is a licensed insurance agent involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach that combines quantitative and qualitative due diligence across active and passive strategies. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Brian Sayers is a financial advisor with Oppenheimer in Plano, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he serves as trustee of a personal trust. Oppenheimer serves a diverse client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives.

Matthew Krauss is a CFA® charterholder with 12 years of industry experience. He is currently with Corient, where he has worked since 2022, including time at Corient Services LLC and CIPW Service Company, LLC. Prior to joining Corient, Krauss was with RGT Wealth Advisors, LLC for 13 years. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party solutions and employs various risk management tools and alternative investment options.

Sean Newman is a financial advisor with TIAA-CREF based in Frisco, TX. He holds the Series 63 and Series 66 designations and has seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., J.P. Morgan Securities, and TD Ameritrade. 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 employer retirement plan relationships. The firm offers a range of advisory services, including model portfolio management and customized portfolio solutions, operating within a vertically integrated structure that includes affiliated funds.

Jacqueline Daniels is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. She is currently with Mercer Global Advisors Inc. in Dallas, TX, where she has worked since 2021. Her prior experience includes roles at Quest Capital Management, Raymond James Financial Services, Fsc Securities Corp, and Brennan Wealth Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, supported by educational programs and an integrated platform of affiliated services.

Alexander Berrey is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX. He holds the Series 63 and Series 66 designations and has four years of industry experience. His prior work includes roles at Three Pillars Wealth, LLC and Eighteen Financial Group, LLC. Berrey is also an insurance broker, appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Fang Hsi Lee is a financial advisor at Private Advisor Group, LLC with three years of industry experience. Lee holds a Series 66 credential and has prior experience with firms including Avantax Investment Services Inc., Cetera, and LPL Financial. Outside of advising, Lee works as a tax accountant and partner at Paxel Consulting LLC, providing tax return preparation, tax and estate planning, and financial statement services. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides access to third-party asset managers, turnkey platforms, and a proprietary separately managed account program through a nationwide network of investment adviser representatives.

Damian Caruso is a financial advisor with Lincoln Investment in Plano, Texas, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2006. Outside of his advisory role, he is the sole member of DJC Financial Advisors, LLC, an entity established for tax-related purposes. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and dynamic approaches, and manages approximately $22.9 billion in advisory assets.

Caleb Loud is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked with multiple firms, including Innovative Wealth Strategies LLC and Cloud Wealth Strategies LLC, where he serves as owner. Loud is a board member and Membership Chair for NAIFA Dallas and also serves as Secretary on the board of DFW Aviation Happy Hour, a commercial aviation networking organization that supports charity events. 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 emphasizes tailored advice and manages a substantial portion of assets on a non-discretionary basis, working with a broad range of client types including defined contribution plans and charitable organizations.

Ashleigh Frohberg is a financial advisor at TIAA-CREF with Series 63 and Series 66 licenses and four years of industry experience. She has held previous roles at AllSouth Federal Credit Union, Hudson Valley Federal Credit Union, and has worked in educational settings including the State University of New York campuses at New Paltz and Oswego. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily serving individuals with pre-existing TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management services, operating within a vertically integrated model that includes advisory services for a donor-advised fund.

Yasmin Alkahlout is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Her prior roles include positions at Creative Solutions Services LLC and QTC Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers financial planning using proprietary and third-party methodologies focused on long-term portfolio returns and saving rates, delivered through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Brent Sikes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at Triad Advisors, Inc. and Fullcircle Wealth LLC. Outside of his advisory role, he is involved with Heritage Capital Strategies as a fixed insurance agent and is a passive investor in Ironwill Earthworks LLC. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment process combining passive and active management supported by an internal Investment Committee.

David Jeffery is a CFP® and CFA® based in Dallas, TX, with four years of industry experience. He currently serves at Corient and has previously worked at RGT Wealth Advisors and American Airlines. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house security strategies with third-party managers and customized asset allocation, utilizing risk management tools and private fund platforms.

David Bittermann is a CFA® charterholder with 43 years of industry experience, currently serving at Oppenheimer. He has been with Fahnestock & Co. Inc. since 2003. Based in Fort Worth, TX, Bittermann holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles tailored to client objectives.

Weston Pollock is a financial advisor with Hightower Advisors, holding a Series 66 designation and 24 years of industry experience. He previously worked at Smith Anglin Financial, LLC for 18 years and Purshe Kaplan Sterling Investments, Inc. for 12 years. Outside of advisory work, he operates a sole proprietorship focused on group insurance. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.