Mark Kissinger is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Eagle Strategies, New York Life Insurance Company, and Jeff Baird Allstate. Outside of his advisory work, he volunteers with the Radio Goats Football Podcast, focusing on Celina football through interviews and seasonal coverage. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Trevor Houston is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 65 credentials and over 10 years of industry experience. He has worked with Eagle Strategies since 2026 and operates Clearpath Wealth Strategies LLC, where he brokers non-registered insurance products. Outside of his advisory activities, Trevor owns Boundless Breakthrough Media, a personal brand focused on speaking, content creation, and affiliate marketing related to lifestyle and personal development. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Courtney Petkovich is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2017, previously working at PNC Bank, NA from 2009 to 2017. 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 offers a range of managed accounts, including model portfolio and customized portfolio options, and acts as adviser to a donor-advised fund.

Kenneth Edge is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his current role starting in 2024, he has diverse work experience including roles at Door Dash and Nickel Mania. Outside of financial advising, he provides rideshare services with Uber Technologies. TIAA‑CREF’s Advice & Planning Services division offers 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 separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund.

Joanna Jadlow is a CFP® with 13 years of industry experience and is currently with Corient in Dallas, TX. Her prior roles include long tenure at RGT Wealth Advisors, LLC, followed by positions at CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies, with continuous portfolio monitoring and risk management tools.

Yoga Gudivada is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 65 and Series 63 licenses and having six years of industry experience. His work history includes roles in IT consulting and employee benefits, and he is involved as a founding director and bookkeeper of Gita Mandir Inc, a nonprofit focused on Indian cultural and heritage activities. Additionally, he provides college planning advice through College Funding Solutions Inc and supports estate planning by offering licensed software solutions. Transamerica Financial Advisors serves a diverse range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models, with discretionary and non-discretionary program options.

Robert Case is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 65 designation and has previously worked at Fisher Investments and Personal Capital Advisors Corporation. 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 clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns, annual rebalancing, and savings rates, delivered within a model closely tied to Empower’s recordkeeping and administrative platforms.

Derek Demars is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation and over seven years of industry experience. His prior roles include positions at Leaf Commercial Capital, Inc. and involvement with Lakeshore Church. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing a range of investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms.

Ryan Lee is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. He previously worked at Guided Path Financial and has held roles at Kanakuk Ministries and Twice As Nice Retail. Lee also spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver personalized advice within Commonwealth’s platform.

Einat Sadka is a financial advisor at Citigroup Global Markets with 21 years of industry experience, including 19 years at the firm. She holds Series 63 and Series 65 credentials. Outside of her advisory role, she is the managing member of EQUALI LLC, a bookkeeping business unrelated to investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with extensive oversight and maintains a combination of large institutional scale and specialized market roles.

Robert Christiansen Jr. is a financial advisor with First Command Advisory Services in Carrollton, Texas. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his financial advisory career, he served 26 years in the United States Air Force. Outside of advising, he operates a retail comic book business from his residence. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage model portfolios through discretionary authority granted by clients.

Greyson Finch is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining TIAA-CREF in 2026, he worked at Fisher Investments and J.P. Morgan Securities LLC. Finch has also held various roles outside finance, including positions in the restaurant industry. 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. The firm offers model-based and customized portfolio management, operates a donor-advised fund, and serves clients often connected through employer retirement plans.

Charles Jaquess is a financial advisor at SPC with 13 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2024, as well as at Sigma Planning Corporation and Sigma Financial Corporation since 2016. Outside of his advisory role, he serves as campaign treasurer for a Texas House of Representatives candidate and acts as trustee for his deceased grandparents' trust. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client suitability.

Christopher Barton is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at Steward Partners in various capacities since 2017 and previously at Raymond James Financial Services and Morgan Stanley Smith Barney. In addition to his advisory role, he serves as Divisional President of Sales and Recruiting for Steward Partners Investment Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Steven Lamon is a Series 66-licensed financial advisor with one year of experience, currently with Rockefeller Financial LLC. He previously worked at USAA for two years and spent six years at West Monroe Partners. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

William Reed III is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at Morgan Stanley and One Network Enterprises. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and emphasizes a comprehensive approach that includes access to alternative and private investments.

Brian Herman is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fidelity Brokerage Services LLC, Charles Schwab, and TD Ameritrade. Herman is based in Frisco, TX. TIAA‑CREF Individual & Institutional Services, LLC offers 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 distinguishes between point-in-time planning services and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Arthur Alexander Jr. is a financial advisor at Rockefeller Capital Management with 52 years of industry experience. He holds a Series 63 designation and has worked at Rockefeller Capital Management since 2019, following a long career at Merrill and Bank of America. Outside of advising, he is a trustee of a family trust and holds a limited partnership interest in the Sandestin Beach Hilton Hotel in Florida. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth management services to high-net-worth individuals and families.

Todd Justice is a financial advisor at Schwab Wealth Advisory with 24 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank National Association before joining Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients, differentiating its approach from many other enterprise wealth managers.

Kevin Hickey is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he operated Backyard Fitness LLC, a CrossFit gym, for nine years. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering tailored solutions through multiple program types within an integrated New York Life affiliate structure.