Seth Machacek is a financial advisor with TIAA-CREF holding Series 63 and Series 65 designations. He has one year of industry experience and previously worked in education at various schools from 2015 to 2025. 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 through TIAA‑administered employer retirement plans. The firm also acts as adviser to a donor-advised fund and employs a fiduciary standard within a vertically integrated structure using affiliated funds.

Patrick Lynch is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at The Vanguard Group, Inc. in various capacities from 2007 to 2024. 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, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to entities such as the TIAA Donor Advised Fund.

John Heisterkamp is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at TIAA-CREF since 2010, with a brief period at Allstate Good Hands Rescue Service. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 provides both point-in-time planning and ongoing discretionary portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

David Suess is a Certified Financial Planner® with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has held various roles within Beacon Pointe and related entities since 2019. Prior to that, he worked at The Prudential Insurance Co. of America and MassMutual Life Insurance Company. Outside of his advisory work, he coaches youth soccer teams with the Solar Soccer Club. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers portfolio management alongside comprehensive reporting and analytics.

Samuel Mitchell is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. His prior experience includes roles at Ironmark Advisors, LLC and various Beacon Pointe entities dating back to 2010. In addition to his advisory work, Mitchell is a licensed insurance agent involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach that combines quantitative and qualitative due diligence across active and passive strategies. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Sean Newman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Charles Schwab, JPMorgan Chase, and TD Ameritrade in various roles. TIAA‑CREF Individual & Institutional Services, LLC provides 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 offers model portfolio and customized portfolio management services, acting as adviser to a donor‑advised fund within a vertically integrated structure that uses affiliated funds.

Damian Caruso is a financial advisor with Lincoln Investment Planning, Inc. in Plano, Texas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Lincoln Investment since 2006. Outside of his advisory role, he is the sole member of DJC Financial Advisors, LLC, an entity created for tax-related purposes. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, advisor-led consulting, and portfolio management using both firm-managed and third-party models, supported by an in-house Investment Management & Research team.

George Cattat is a financial advisor with Independent Financial Partners in Lantana, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Outside of his advisory role, he serves as Treasurer and financial monitor for the nonprofit I Belong. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Jan Warzecha is a Series 65 licensed advisor with nine years of industry experience. She has worked at Private Advisor Group, LLC since 2021 and previously held positions at Level Four Advisory Services and Peter Marshall and Company. In addition to her advisory role, she provides tax advice and tax preparation services separately from her investment advisory work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party investment strategies supported by technology platforms.

John Wisnewski is a financial advisor at Guardian Life with three years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Premier Healthy Options and Convergint Technologies. Outside of his advisory role, he serves as a Division I college football official and is involved with the Little Elm Chamber of Commerce Board of Directors; he also manages an app-based fitness program for sports officials and is authoring a book for construction project managers. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party investment solutions, tailored financial planning, and integrated lending options.

Elizabeth Stallcup is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Truist Advisory Services and Truist Investment Services since 2022, previously spending nine years at BBVA Compass Insurance Agency. She is based in Frisco, Texas. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research and AI-enabled tools to support client goals and offers a range of services including asset allocation, fund monitoring, and manager selection through the Envestnet platform.

James Randall is a financial advisor at Corient with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Capital Advisors, Inc., Northwestern Mutual, and Edward Jones. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions, incorporating risk management tools and alternative investments when appropriate.

Daniel Wijaya is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and with one year of industry experience. Prior to joining TIAA-CREF, he worked at Equitable Advisors, LLC, and has experience outside finance as a server at Kura Revolving Sushi Bar. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and smaller retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolio management under a fiduciary standard.

Apekshit Mulay is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 registrations with seven years of industry experience. He has been involved in consulting for technology companies and economic revival projects and serves as a director of marketing for the Dallas Fort Worth Chapter of Vishwa Hindu Parishad of America, where he also promotes financial literacy through community workshops. Mulay is additionally engaged in authoring economic and macroeconomic works and maintains roles in health insurance referrals and rideshare advertising. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations, offering advisory and broker-dealer services including fee-based wrap programs, model portfolios, third-party money managers, and commission-based products. The firm operates as both a registered broker-dealer and RIA, supporting clients with a range of discretionary and non-discretionary investment options.

Yanfang Li is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She is involved in several business activities including ownership and management roles in land investment companies as well as providing tax filing and business assistance. She also works as a health insurance agent through an affiliated healthcare solutions team. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary options and manages a mix of fee-based and commission-based products.

Benjamin White is a financial advisor with TIAA-CREF in Frisco, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining TIAA-CREF, he worked at Raymond James & Associates Inc. and held positions at the University of Florida and Publix Supermarkets. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, often working with clients connected through employer retirement plans and serving as adviser to a donor-advised fund.

Matthew Strough is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having previously worked at Avantax and BB&T among other firms. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to various managed account platforms, operating under a fiduciary standard when agreements are in place.

Angel Vargas is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining TIAA-CREF, Vargas worked at Merrill and has experience in various roles including positions at the University of North Texas and UPS. 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 with existing employer retirement plan relationships. The firm offers both point-in-time financial planning and ongoing portfolio management, operating within a vertically integrated model that includes affiliated investment funds.

Orlando Copeland is a financial advisor at Creative Planning with 15 years of industry experience. He holds the Series 66 designation and previously worked at Fisher Investments for 15 years before joining Creative Planning in 2026. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

David Eddy is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds the Series 63 and Series 66 designations and has 12 years of industry experience. His prior roles include work with New York Life Insurance Co. and Nylife Securities LLC. He serves on the board of Camp Arnold Skate Church, a not-for-profit ministry. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm provides advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.