Kenneth Edge is a financial advisor at TIAA-CREF with credentials including Series 65 and Series 63 licenses and two years of industry experience. Prior to his current role, he worked at Nickel Mania and Door Dash and has experience in various other fields. Outside of financial advising, he provides rideshare services as an Uber driver. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management and serves as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

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 63 and Series 65 licenses with six years of industry experience. He has worked with multiple companies, including roles in IT consulting and insurance services. Outside of financial advising, he serves as a director of Gita Mandir Inc, a nonprofit focused on building a cultural and heritage center. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios.

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.

Michael Smith is a financial advisor with CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding Series 63, 65, and 66 designations and bringing 14 years of industry experience. He has previously worked at Venturi Private Wealth, Ryan Smith Consulting, Luther King Capital Management Corporation, and Raymond James Financial. Smith serves as a board member for Omni Courts, a company providing inventory management solutions for retailers. CIBC Private Wealth Advisors serves a diverse client base including high net worth individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and utilizes customized portfolio strategies, including options hedges and structured notes, distinguishing itself by higher assets under management per advisor and its involvement with investment company clients.

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.

Einat Sadka is a financial advisor with Citigroup Global Markets in Dallas, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has been with Citigroup and its related entities since 2007. Outside of her advisory role, she serves as managing member of EQUALI LLC, a bookkeeping business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and security pricing, while providing tailored solutions for high-net-worth clients.

Robert Christiansen Jr. is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses and two years of industry experience. Prior to his financial services career, he served 26 years in the United States Air Force. Outside of advising, he operates a retail comic book business based in Vail, Arizona. 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 provides financial planning and multiple wrap-fee asset management programs featuring centrally managed model portfolios and third-party managers selected by its internal Investment Management Team and Wealth Portfolio Managers.

Greyson Finch is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fisher Investments and J.P. Morgan Securities LLC. Outside of finance, he has worked in the food service industry, including roles at Harvest Seasonal Kitchen and Mojo's Pints and Pies. 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 relationships through TIAA-administered employer retirement plans. The firm operates within a vertically integrated group, providing a range of advisory and brokerage services under a fiduciary standard.

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.

Forrest Green is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Sanford C. Bernstein & Co. and JPMorgan Securities, LLC, including JPMorgan Chase Bank. He serves as a board member of the Houston Racquet Club, a private social and tennis club, where he participates in long-term facilities planning. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform offering solutions across equities, fixed income, and alternatives.

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 with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and three years of industry experience. His background includes roles at Morgan Stanley and One Network Enterprises, as well as earlier experience spanning several organizations. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Cameron Sheets is a financial advisor at Rockefeller Financial LLC based in Dallas, TX. He holds a Series 66 credential and has recently begun his career in the financial industry, with prior experience at JPMorgan Chase Bank, J.P. Morgan Securities, and Amegy Bank. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines portfolio management, financial planning, and brokerage services within a Private Advisor model and a consolidated investment platform, offering a range of solutions across equities, fixed income, and alternative investments.

Brian Herman is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Fidelity Brokerage Services, Charles Schwab, and TD Ameritrade. He is based in Frisco, TX. 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 multiple managed account options, including model portfolios and customized portfolios managed under client-approved investment policies, and acts as adviser to the TIAA Donor Advised Fund.

Arthur Alexander Jr. is a financial advisor at Rockefeller Financial LLC with 52 years of industry experience. He holds a Series 63 designation and has previously worked 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 Financial LLC serves high-net-worth individuals, families, and institutional clients, offering portfolio management, financial planning, and investment services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform delivering discretionary and non-discretionary solutions across various asset classes.

Todd Justice is a CFA® charterholder with 24 years of experience in the financial industry. He currently serves as an advisor at Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab & Co., Morgan Stanley, Citigroup Global Markets, Merrill, and Goldman Sachs Wealth Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. Its approach is guided by proprietary asset allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

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.

Justin Mandly is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at firms including Brownson, Rehmus & Foxworth, Inc., Portola Partners, and CIPW Service Company, LLC. He serves as an individual trustee for a client of Corient. 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 corporations. The firm employs a goals-based, team investment approach that integrates both proprietary and third-party strategies, with ongoing portfolio monitoring and risk management.