Jake Gaster is a financial advisor with AE Wealth Management, LLC. He holds a Series 65 designation and has been in the industry since 2025, with prior experience at Frazier Wealth Strategies and roles in education at several schools. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes scalable model portfolio solutions and discretionary asset management, managing roughly $49.8 billion for over 127,000 clients.

Michael Baker is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining TIAA-CREF, he worked at Charles Schwab & Co., J.P. Morgan Securities, Citi Private Alternatives, Massachusetts Mutual Life Insurance, among other firms. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with TIAA-administered employer retirement plans, as well as various trusts, estates, and corporate entities. The firm’s advisory approach separates point-in-time planning from ongoing discretionary management, offering model-based and customized portfolio options.

Leonard Kerr III is a CFP® professional with 12 years of industry experience, currently serving at AE Wealth Management, LLC since 2017. He also operates Strategic Estate Planning Services, where he focuses on financial planning and insurance sales. Prior to AE Wealth Management, he was with Global Financial Private Capital, LLC from 2013 to 2017. AE Wealth Management is an SEC-registered adviser serving individual investors, retirement plans, trusts, charities, and businesses. The firm offers a platform-based approach combining model portfolios, discretionary management, and financial planning services, supporting a large client base through a network of 435 advisors.

Shaquille Stringer is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 66 and Series 63 registrations and previously worked at J.P. Morgan Securities LLC. Outside of advising, he has worked as a food delivery contractor. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected with TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as advisor to both individual clients and a donor-advised fund.

Kelvin Murphy Jr. is a CFP® professional with four years of industry experience, currently advising at Corient in Dallas, TX. He previously worked at RGT Wealth Advisors for eight years. Outside of his advisory role, he is involved in residential real estate through managing property rentals and home flipping activities. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house and third-party strategies, and offers specialized services including private fund management and trustee services.

Jonathan Miller is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory role, Miller works as a youth soccer referee. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers tailored advisory services including both point-in-time financial planning and ongoing portfolio management under a fiduciary standard.

James Ward is a CFP® with 32 years of industry experience and is currently with Beacon Pointe Advisors, LLC. He has been with Beacon Pointe in various capacities since 2016 and previously worked at Ironmark Advisors, LLC for 11 years. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life and accident/health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using both active and passive strategies, supported by a formal due-diligence process and third-party platforms such as Envestnet UMA.

Vivian Ong is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 65 and Series 63 licenses with six years of industry experience. She has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2019. Outside of her advisory role, she is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samuel Keenan is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equity Services since 2020, as well as National Life Group since 2018, following a two-year tenure at Branch Banking and Trust Company. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, delivering services through a network of investment adviser representatives.

Clark Woodruff is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2023, with prior experience at Farmers Insurance. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, supported by specialized programs and access to alternative investments within the broader Goldman Sachs ecosystem.

Caroline Zortman is a financial advisor at Farther with a Series 65 designation and one year of industry experience. Prior to joining Farther, she worked at SEI Investments for three years and has a background in education, having spent four years each at Bucknell University and Brebeuf Jesuit Preparatory School. 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 algorithmic model portfolios and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

John York is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Trias Financial Group LLC, Eagle Strategies LLC, Eighteen Financial Group, LLC, and NYLIFE Securities LLC. Outside of his advisory work, he is a musician active in local bands and serves as a director for Brian's Wish, a charity focused on granting wishes to critically and terminally ill adults. Eagle Strategies serves a broad client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple programs, emphasizing mostly non-discretionary asset management and a fiduciary approach to retirement investors.

Samuel Calles is a financial advisor with TIAA-CREF holding Series 63 and Series 65 licenses. He has been in the industry since 2026 and previously worked at Florida Financial Advisors LLC. Outside of his advisory role, he is involved in fixed insurance sales through a related business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and brokerage services primarily to individuals connected to TIAA employer retirement plans, as well as trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure.

Krista Hinton is a CFP® professional with 11 years of industry experience, currently serving at Corient in Dallas, TX. Her work history includes roles at RGT Wealth Advisors and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Cameron Perry is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with TIAA-CREF since 2011. Outside of his advisory role, he owns and oversees operations at Mustang Vending. 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 separates one-time financial planning from ongoing portfolio management, offers both model and customized portfolios, and acts as adviser to donor-advised funds within a vertically integrated structure.

Julie Anderson is a financial advisor at Beacon Pointe Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 12 years before joining Beacon Pointe in 2023. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of individual and institutional clients, utilizing a proprietary manager selection process and offering solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Thomas Green Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his financial advisory role, he officiates weddings as an associate with Love Notes Weddings. 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 retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through programs that utilize model or customized portfolios managed under a fiduciary standard.

Andrew Sawyer is a CFP® with three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he worked at Veterans United Home Loans and spent time in educational roles at the University of Missouri and Lafayette High School. Creative Planning is an enterprise firm managing approximately $217 billion in assets, providing investment advisory and financial planning services to a diverse client base including individuals, corporations, and retirement plans. The firm emphasizes a financial planning-led investment approach with a focus on low-cost indexing and offers a range of supplemental strategies alongside affiliated legal, trust, and recordkeeping services.

Chiew Sing Ling is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. In addition to her advisory role since 2012, she operates Cindy Ling Health Consulting, a part-time health consultancy focused on promoting holistic lifestyles through food, nutrition, and exercise. She also has a background in education as a professor at the University of Phoenix. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio approach and third-party managers to implement its advisory services, supported by multiple program platforms and an integrated retirement plan ecosystem.

Matthew Sibley is a CFP® professional based in Dallas, TX, with 17 years of industry experience. He is currently with Corient and has previously worked at MPA Wealth, LLC, Raymond James Financial Services, and Northwestern Mutual Investment Services. 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 uses a goals-based, team investment approach integrating in-house strategies with third-party managers and risk management tools.