Lauren Cantillo is a financial advisor with TIAA-CREF in Frisco, Texas, holding a Series 66 credential and eight years of industry experience. Prior to joining TIAA-CREF in 2025, she worked at firms including JPMorgan Chase Bank, Merrill, Beacon Pointe, and Stifel Nicolaus. Outside of her advisory role, she is involved in managing a rental property in California with her spouse. 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 to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.

Grace Ottey is a financial advisor with Eagle Strategies (NY Life) in Plano, TX, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2012. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Michael Hansen is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Lee Financial and Texas A&M University-Commerce. Allworth Financial serves a wide range of clients including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, qualified retirement plan consulting, and education through newsletters, podcasts, and seminars, combining quantitative and qualitative analysis to implement customized investment strategies.

Tien Nguyen is a financial advisor at TIAA-CREF with a Series 66 designation and four years of industry experience. Prior to joining TIAA-CREF in 2026, Nguyen worked at Fidelity Personal and Workplace Advisors from 2021 to 2024. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both model and customized portfolio management under a fiduciary standard and also advises donor-advised funds.

Clovis Russell is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Principal Securities, Inc. and Principal Life Insurance Company. Outside of his advisory role, he serves as a deacon and children's ministry teacher at Christian Center Family Church. 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 with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory models, including model portfolios and customized portfolios managed by dedicated portfolio managers, and acts as adviser to a donor-advised fund.

Matthew Craft is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked with Agia and West Dallas Community School. Outside of his advisory role, he has contributed editorial support to a devotional book project developed by his wife. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, using discretionary unified managed accounts via Envestnet’s platform and third-party managers.

Robert Sweeney is a financial advisor with Guardian Life based in Addison, TX. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. His prior roles include positions at Park Avenue Securities, Hornor, Townsend & Kent, Spectrum Strategies, Mass Mutual Investors Services, and Ameriprise. He serves as president of the Roehampton Court Homeowners Association. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management services, integrating proprietary and third-party investment platforms.

Darren Hill is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities from 2009 to 2020 before joining Sanctuary Advisors in 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a range of portfolio management options, financial planning, and retirement consulting, employing multiple analytical approaches and maintaining fiduciary standards under written advisory agreements.

Hayden Solis is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 credential with one year of industry experience. Prior to joining TIAA-CREF, he worked at Wells Fargo, Goldman Sachs Wealth Services, and JP Morgan Chase Bank. He also served five years in the United States Marine Corps and has been affiliated with Texas Tech University since 2022. TIAA‑CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolios under fiduciary standards.

Christina Broyles is a financial advisor at Lincoln Investment with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2015. Outside of her advisory role, she serves as an educational consultant, advocate, and tutor for students with learning differences. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with an investment approach supported by an in-house research team and a combination of advisor-led and firm-managed strategies.

Xiaoliang Luan is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Protiviti and SCSK, as well as involvement in health insurance sales and financial services through JX Financial Services LLC and World Financial Group Insurance Agency. Transamerica Financial Advisors serves individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, including fee-based wrap programs, access to third-party money managers, and commission-based products, operating as both a registered broker-dealer and a registered investment adviser.

Zeeshan Ali is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Penn Mutual Life Insurance Company and SG Tax Group LLC. Outside of his advisory role, he is the proprietor of Novel Wealth Strategies, providing financial planning and wealth management services, and is involved in tax planning and business consulting through several other ventures. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities, offering both discretionary and non-discretionary account options supported by a network of third-party asset managers.

Theresa Krupka is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at Valic Financial Advisors for 14 years and joined Lincoln Investment and Capital Analysts in 2021. Krupka is a partner at AIA Financial LLC, operating as Red River Wealth Advisors, and owns TLK Financial, LLC, which provides insurance services including fixed life, disability, and long-term care products. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm’s investment approach combines advisor-led consulting, strategic model portfolios, and third-party managers, supported by an in-house Investment Management & Research team.

Doris Silva is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked with Western Wealth Management, LLC, and LPL Financial, LLC. Outside of her advisory role, Silva co-owns Joshua Nutrition, a business focused on nutrition tea and protein shake sales, and serves as a board member for a homeowners association. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to serve a substantial client base.

James Arrington is a financial advisor at VOYA Financial Advisors, Inc. in Dallas, TX, with 40 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role since 2014, he worked at Voya Financial Partners, LLC for 18 years. Outside of his advisory work, he serves on the church council of First Baptist Church Richardson. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines model portfolios, investment policy statements, and technology-enabled tools to deliver both non-discretionary and discretionary investment management through a large network of advisers.

Jasmin Watkins is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Her career includes roles at J.P. Morgan Securities, Thrivent Investment Management, and Charles Schwab. Outside of finance, she is the founder and CEO of The Real Safe Space, a social enterprise focused on homemaking, self-development, and marriage preparation. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm distinguishes between one-time planning services and ongoing portfolio management through customized and model-based strategies.

Sachit Muduli is a financial advisor at Transamerica Financial Advisors with one year of industry experience. His credentials include Series 63 and Series 65 licenses. Prior to joining Transamerica, he worked at Wfgia and Boost Mobile and has been a student for over a decade. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary model portfolios and access to third-party money managers with discretionary and non-discretionary program options.

Mary Duplantier is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. Prior to joining Mariner, she held roles at JP Morgan Chase Bank and Carter's. Outside of finance, she is the owner and CEO of Eve Luxe, Co., a business specializing in bath and body products and home fragrances. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Taylor Ridgeway is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 66 designations and has previously worked in the automotive sales industry. 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 relationships through employer retirement plans. The firm offers a range of advisory services, including model and customized portfolios, and acts as adviser to a donor-advised fund.

Andrew Gale is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, and has one year of industry experience. His prior work includes positions at Pingpong Global Solutions Inc and ANZ Bank, among others. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm provides tailored advice across multiple program types with a significant focus on non-discretionary assets and fiduciary responsibilities to retirement investors.