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.

David Le is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes long-term roles at HealthMarkets, Inc., Blue Cross and Blue Shield of Texas, and the Heartland Institute of Financial Education, alongside self-employment as a tax preparer and involvement with FM 98.7 Radio Vietnam. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm provides advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary management options, and access to insurance and brokerage products.

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.

Henry Harris is a financial advisor with Money Concepts Capital Corp in Plano, TX, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has worked with Avantax Advisory Services and operates AltLand and Harris Financial Group, Inc., where he serves as CPA and CEO. Additionally, he is an instructor at Collin College, teaching certified bookkeeping courses. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

John Schnorr is a financial advisor with Brookstone Capital Management LLC in Plano, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Brookstone since 2016 and has been self-employed since 2007. Outside of his advisory role, Schnorr is an insurance agent involved in fixed, index, life, and long-term care insurance sales, and he owns a firm that provides 401(k) rollover consulting services. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and integrated insurance and banking referral channels.

Michael Lewis is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Charles Schwab, along with entrepreneurial activities such as Delight Dispensing LLC and D&M Collaboration LLC. He has also been involved with companies like Uber and Lyft in various capacities. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model and customized portfolios within a vertically integrated advisory structure.

Adam Cajandig is a financial advisor at Savant Wealth Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Exencial Wealth Advisors, LLC, Bank of America, and 7th Harvest Investments. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

William Gibson is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has worked at TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA‑administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing managed account services, and it acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Ian Troutman is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Fisher Investments, VisionPoint Advisory Group, LPL Financial LLC, CX Institutional, and Secrest Blakey & Associates. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected with TIAA-managed employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning and ongoing discretionary management and serves as adviser to a donor-advised fund through Charityvest.

Farah Khalfan is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2020. Prior to that, she was employed at JP Morgan Securities LLC and JP Morgan Chase Bank. 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 advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Kevonte Clay is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. Prior to joining TIAA-CREF, he worked at Bank of America, Merrill, Texans Credit Union, and Woodforest National Bank. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and various entities. The firm provides both one-time planning services and ongoing discretionary management through model or customized portfolios and acts as adviser to a donor-advised fund.

Glenn Hafstad is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant in 2026, he worked for seven years at Exencial Wealth Advisors LLC and for eleven years at InKnowVision, LLC, where he continues to provide limited consulting on estate, business, and life insurance planning. He also holds an individual life insurance license and dedicates a small amount of time to related sales activities. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to a range of clients including individuals, families, pension plans, and high-net-worth entities. The firm employs a blend of evidence-based asset allocation and actively managed strategies supported by substantial in-house resources and affiliated legal, accounting, and trust services.

Freeman Irby III is a financial advisor with TIAA-CREF based in Frisco, TX. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including nine years at Securities America Advisors and Securities America Inc before joining TIAA-CREF in 2024. TIAA‑CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

Ryan Marquez is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Empower Advisory Group LLC and Empower Financial Services Inc. since 2026, and previously spent eight years at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as three years with Fidelity Brokerage Services LLC and one year with FIDELITY Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s services utilize an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions focused on long-term portfolio returns and savings rates.