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.

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 with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Florida Financial Advisors and F4 Wealth Advisors, as well as several years working with AirTech of Pensacola. TIAA-CREF Individual & Institutional Services, LLC offers 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 point-in-time financial planning and ongoing discretionary management through various managed account programs.

Eric Porsch is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with TIAA-CREF since 2005. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model with a separation between one-time planning services and ongoing discretionary management, offering both model portfolios and customized portfolio management.

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.

Bryan Topelsohn is a financial advisor with Eagle Strategies (NY Life) in Flower Mound, TX, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been associated with New York Life Insurance Co since 1999 and NYLIFE Distributors LLC since 2003. Outside of his advisory role, he occasionally resells NFL and other event tickets related to his personal seat license. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Griffin Rea is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Focus Partners Wealth in 2025, he worked at 49 Wealth Management, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network d/b/a 49 Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive, long-term portfolio construction.

Luis Gurrusquieta is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized managed account solutions.

Matthew Donahoe is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Kestra Investment Services, and Avantax Investment Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Jeffrey Grizzard is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF since 2008. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes between point-in-time planning and ongoing portfolio management, utilizing both model and customized portfolios.

Collin Dufrane is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. His prior experience includes roles at Fidelity and its affiliated entities. Outside of finance, he has worked in the food service industry with positions at Revel Kitchen and Bar and Zachary's Chicago Pizza. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers a range of advisory models that separate one-time planning from ongoing portfolio management, applying a fiduciary standard across its investment advisory services.

Jakub Kulenty is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes two lengthy tenures at TIAA-CREF, from 2006 to 2020 and from 2022 to the present, with a brief period at Fisher Investment in 2021. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides planning services as well as ongoing portfolio management, applying a fiduciary standard to its advisory services while utilizing asset-based and wrap-fee structures.

Jared Kuzma is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at TIAA and Spirit of '76 Fireworks. TIAA‑CREF Individual & Institutional Services provides financial planning and 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 discretionary management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within an integrated group that utilizes affiliated funds.

Elizabeth Gonzales is a financial advisor at TIAA-CREF with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF 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. The firm offers both point-in-time planning and ongoing management using model and customized portfolios, serving clients often connected through TIAA-administered employer retirement plans.