Pamela Goforth is a financial advisor at Principal Financial Services with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Princor Financial Services Corporation and Principal Mutual Life since 1997. In addition to her advisory role, she serves as a bank officer to support and manage Principal retirement plan account relationships across multiple company divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Patrick Kimbrough is a financial advisor at Mariner with 16 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 65 licenses. His prior work experience includes roles at Mariner Wealth Advisors, Avantax Advisory Services, LPL Financial, and Edward Jones. Mariner serves a diverse range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm provides customized discretionary portfolios supported by an internal team and third-party managers, with integrated tax and accounting capabilities that are notable among large advisory enterprises.

Amandeep Somal is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining TIAA-CREF in 2024, he worked at Citigroup Global Markets and Citigroup from 2020 to 2023 and TD Ameritrade from 2019 to 2020. He also has experience outside finance, having spent time in homemaking roles. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with prior TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure that includes affiliated funds and serves as adviser to a donor-advised fund sponsored by Charityvest.

Monica Duran is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She previously worked at TIAA and TIAA-CREF from 2015 to 2022 and rejoined the firm in 2024. Outside of advising, she is the managing member of a startup real estate business focused on building, buying, and selling homes. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals with ties to TIAA employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both one-time planning and ongoing discretionary management through model and customized portfolios, and it serves as adviser to a donor-advised fund.

Jeremiah Neptune is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services LLC before joining TIAA in 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to 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.

Aleksey Palumbo is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 credentials and five years of industry experience. His work history includes roles at TIAA-CREF and Tiaa since 2021, as well as positions in healthcare and education. 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-administered employer retirement relationships. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios within a vertically integrated advisory structure.

Francis Mesina is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of his advisory role, Mesina serves on several nonprofit boards, including LiftFund and The Center for Grieving Children, and is also an associate pastor and an actor. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm offers multiple advisory programs with a focus on tailoring recommendations to client objectives and plan sponsor criteria, managing a majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Lena Marshall is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Her prior work includes roles at Pacific Excel Wealth Advisors, the University of North Texas Recreation Center, and the Dallas Stars/Children's Health Hockey Rink. 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’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering a range of portfolio management approaches.

Chi Gee Yip is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Fisher Investments and TD. In addition to his advisory role, he is also an agent involved in the sale of insurance products at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers a range of wealth advisory and consulting services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers, employing both active and passive strategies across public and private asset classes, and provides comprehensive performance reporting and plan-level analytics.

Derek True is a financial advisor with Ameritas Advisory Services, LLC in Allen, Texas, holding a Series 66 designation and six years of industry experience. He has worked with various Ameritas entities since 2011 and is also president of the National Association of Insurance and Financial Advisors-Dallas chapter. Outside of advisory work, he is involved in insurance sales through The DI Center, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified portfolio management through model portfolios, mutual funds, ETFs, and individual securities, utilizing multiple program platforms and third-party managers.

Robert Thomas is a CFP® professional with two years of experience in financial advising. He is currently with Allworth Financial, L.P., having joined the firm in 2026 after four years at Grunden Financial Advisory, Inc. Prior to his advisory career, he worked in education with the Denton and Van Independent School Districts. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies across a wide range of asset classes and model portfolios.

David Totah Jr. is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Savant Wealth Management and has prior experience at Exencial Wealth Advisors, where he also serves as an equity partner. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Kyle Grabenstetter is a CFP® with three years of industry experience, currently advising at Mariner. He previously worked at Capstone Financial Advisors Inc for eight years. Mariner serves a broad client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax, accounting, and administrative family office services.

Colton Wick is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he held roles at The University of Texas at Arlington, Texas Thrift, Chipotle, and Whataburger. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its RIA services.

Sharon Darjean is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with TIAA-CREF since 2007. 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 pre-existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, and acts as adviser to a donor-advised fund.

Jon Shoemaker is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Eagle Strategies (a New York Life company) since 2007 and has concurrently held roles at Nylife Securities LLC and New York Life Insurance Company since 2003. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Samuel Ndonga is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Uber, Amazon, QVC, and the U.S. Postal Service. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs primarily to individuals connected through employer retirement plans, as well as to trusts, estates, and other entities. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, employing a fiduciary standard for its RIA services.

Frederick Ehinmiakhena II is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior work includes roles at Mass Mutual and Northwestern Mutual. He is also involved in insurance brokering for non-registered products outside of his advisory work. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice across multiple program types and manages a significant portion of assets on a non-discretionary basis.

Mary Sanderson is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at TIAA-CREF since 2018 and previously was employed at Chicos FAS and operated Sanderson Consulting Group, LLC. Outside of her advisory role, she is the owner and manager of Sand Realty Holdings, LLC, a self-directed IRA investment entity. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through employer retirement plans administered by TIAA. The firm employs a fiduciary standard for its advisory services and offers both model-driven and customized portfolio management.

James Dawes is a financial advisor at TIAA-CREF with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Frost Investment Services, Frost Bank, and Capital One. He has been with TIAA-CREF since 2019. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time planning services and ongoing portfolio management using a fiduciary model, managing customized and model-based portfolios.