Jamie Jenkins is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Fullcircle Wealth, LLC for six years and in sales and marketing roles prior to that. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active management overseen by an internal Investment Committee.

Daniel Sciantarelli is a CFP® and ChFC® with 13 years of industry experience. He has been with First Command Advisory Services since 2015 and also holds roles at First Command Insurance Services, Inc. and First Command Financial Planning, Inc. Additionally, he is the owner of Sweet Water Financial LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Caulfield is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at notable firms including Charles Schwab, TD Ameritrade, and LPL Financial. Outside of his financial career, he is the CEO of MJC Publishing, a sole proprietorship focused on original creative content such as fictional writing, videographic productions, and music. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary management, offering both model portfolios and customized solutions under fiduciary standards.

Louis Shaff is a Series 65-credentialed financial advisor with 14 years of industry experience. He is currently a Partner and Wealth Advisor at Corient, where he has worked since 2025. Prior to joining Corient, he was involved with Cabana Asset Management since 2012 and held roles at Prevost, Shaff, Mason, & Carns, PLLC and Hesse, Hesse & Blythe PC. Outside of advisory work, Shaff serves as CFO of The Cabana Group, LLC, a holding company for multiple affiliated entities. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes advanced risk management tools and private fund capabilities.

Roshan Shirahatti is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining TIAA-CREF, Shirahatti worked at several firms including Vanguard Marketing Corporation, Robinhood Financial, and Morgan Stanley. Outside of advising, he has held a technology and operations internship at AvaWatz. 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 employer retirement plan relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, employing a fiduciary standard tailored to each service.

Taylor Tomlin is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity and J.P. Morgan Securities. 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 both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Justin Roundtree is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at TIAA since 2013 and was previously involved with Absolute Hardwood for nine years. Outside of his advisory role, he owns AMYNTAS LLC, a home remodeling business focusing on functional and structural renovations and updates. 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 TIAA-administered employer retirement plans. The firm offers a range of services including life goals analysis, personalized financial plans, and customized portfolio management, operating within a vertically integrated structure that uses affiliated funds.

Wyatt Coleman is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Coleman also operates A Tailored Method, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Quinten Smith is a financial advisor at Lincoln Investment with three years of industry experience. He previously worked at Forthright Capital Advisory and Mutual of Omaha Investor Services. Outside of his advisory role, Smith owns and operates Forged by Fire, LLC, a coaching and consulting business focused on men's spiritual growth and leadership. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and participants in 403(b) and 457(b) plans. The firm offers a range of financial planning and retirement services, employing both strategic and dynamic investment strategies managed by an internal research team.

Dimitry Prophete is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Goldman Sachs & Co and Osaic Wealth. Outside of his advisory work, he owns Clean Casa Miami LLC, a home cleaning service, and Prophete Risk Management LLC, a consulting business supporting athlete enterprises. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party managers.

Philip Onorato is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, and Axa Advisors. Onorato joined Hightower Advisors in 2024. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Michael Welch is a Certified Financial Planner (CFP®) with 22 years of experience in the financial industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Kalos Capital, Inc. and D.R. Saur Financial, Inc. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jason Braswell is a financial advisor at TIAA-CREF with 28 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2006. He holds the Series 63 and Series 65 designations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides 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 combines point-in-time planning services with ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Brandon Parsons is a financial advisor with TIAA-CREF, holding a Series 66 designation and 18 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm’s advisory approach combines one-time financial planning with ongoing discretionary portfolio management using both model and customized portfolios.

Tyler Brubaker is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining TIAA-CREF in 2022, he worked at Florida Financial Advisors and F4 Wealth Advisors and has experience in non-financial roles including AirTech of Pensacola. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small corporate retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated investment platform.

Eric Porsch is a financial advisor at TIAA-CREF with 22 years of industry experience. He has been with TIAA-CREF and its related entities since 2005. He holds Series 63 and Series 65 licenses. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates its planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Deborah Duckworth is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has held roles at related Transamerica entities and other firms since 2005. Her activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and businesses, offering investment advisory and brokerage services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Juan Guerra is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. 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 operates a vertically integrated advisory model that includes both one-time financial planning and ongoing portfolio management.

Kenneth Williams Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and offers customized portfolio management alongside model portfolio options.

Griffin Rea is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He has held positions at several firms, including 49 Wealth Management, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Prior to his advisory career, he worked at D.R. Horton and Sky Ranch Camps and spent several years in education with the Southlake Carroll School District. Focus Partners serves a broad range of clients, including individuals, high-net-worth families, family offices, and institutional investors, offering wealth management, financial planning, and retirement consulting. The firm employs an “enhanced open architecture” investment approach that combines active and passive strategies with quantitative analysis and specialized tools, providing access to a variety of proprietary and affiliated investment vehicles.