Dale Facey is a financial advisor with Eagle Strategies (NY Life) in Plano, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2011. Outside of his advisory role, he serves as Vice President and Board Member of Blue Candlelight Music Series, a nonprofit promoting chamber music. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis through a variety of advisory programs.

Mark Wiggins is a financial advisor with Eagle Strategies (NY Life) based in Plano, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Eagle Strategies since 2013 and has operated his own firms, Wiggins Wealth Strategies and Tri Wealth, LLC, focusing on brokering non-registered insurance products alongside financial advisory services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across various program types, with the majority of its assets managed on a non-discretionary basis.

Brian Mc Cullough is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at Charles Schwab, TD Ameritrade, and RPI Surveys prior to joining TIAA-CREF in 2019. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and also advises a donor-advised fund sponsored by Charityvest.

Derek Barnes is a financial advisor at TIAA-CREF in Frisco, TX, with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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, and small retirement plans. The firm’s advisory model separates one-time planning from ongoing portfolio management, employing both model and customized portfolios under fiduciary standards.

Neil Guarniere is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. His career includes roles at firms such as J.P. Morgan Securities, Merrill, and Bank of America. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing discretionary management, utilizing model portfolios and customized management under fiduciary standards.

Haley Rodriques is a CFP® with 13 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2021. Prior to this, she worked for nine years at D.R. Saur Financial, Inc. She holds a Series 65 registration. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Won Heo is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining TIAA-CREF in 2023, he spent 26 years at Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning and ongoing portfolio management, utilizing both model portfolios and customized strategies under a fiduciary standard.

Imran Akinteye is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fisher Investments and Fidelity Personal and Workplace Advisors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers separate broker-dealer services and manages donor-advised funds, using both model and customized portfolios within a fiduciary framework.

Ryan Fuchs is a CFP® professional affiliated with Creative Planning in Frisco, TX, with 16 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, and IFRAH Financial Services. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Rainey Rogers Sr. is a financial advisor with Kestra Advisory, holding a Series 63 designation and bringing 38 years of industry experience. His work history includes roles at Principal Securities Inc., Rogers-Tate Financial Group, and Principal Life Insurance Company. Outside of advisory services, he is involved in selling health and fixed life insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Vivian Van Ramirez is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Fidelity Investments and Fidelity Distributors Company LLC. 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 with TIAA-administered retirement relationships. The firm's advisory model differentiates between point-in-time planning services and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Tyler Burtscher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2026. Prior to joining Mariner, he worked at Charles Schwab & Co., Inc. for over nine years. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, providing investment management, financial planning, tax services, and retirement plan consulting through discretionary, customized portfolios overseen by an internal team and investment committee.

Jesse Faggioli is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Robinhood Markets, Fidelity Brokerage Services, and Broadridge Business Process Outsourcing. Outside of his advisory role, he is involved in pet care services through Rover. 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 connected to employer retirement plans administered by TIAA. The firm offers both point-in-time planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Christie Russell is a CFP® and ChFC® with 11 years of industry experience. She is currently affiliated with Guardian Life and Park Avenue Securities, with prior experience at Northwestern Mutual Wealth Management Company. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and digital advisory solutions.

Sophie Springs is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining TIAA-CREF, she worked at Coca-Cola and has experience in hospitality and food service from previous roles. Outside of finance, she was affiliated with Brier Creek Country Club and TRUE Crafted Pizza. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA retirement plans, as well as to trusts, estates, and other entities. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary portfolio management, employing a fiduciary standard within a vertically integrated structure.

Charles Machann is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. He operates Omega Wealth Group LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Additionally, he runs DZYNR LLC, a business involved in private-labeling and selling products via Amazon. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored recommendations and manages primarily non-discretionary assets, working extensively with defined contribution and benefit plans, charitable and corporate clients, and insurance-related advisory products.

Ignacio Quiroz is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021 and previously spent seven years at TIAA. Outside of his advisory role, he owns a fitness and nutrition coaching business focused on mindset coaching and personal transformation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education. The firm uses proprietary portfolio construction tools provided by Morningstar Investment Management and manages a large client base primarily through non-discretionary asset allocations.

Matthew Miehe is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Charles Schwab Bank and TD Ameritrade. 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 trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management services through model and customized portfolios, applying a fiduciary standard to its RIA offerings.

Jun Park is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, and New York Life Securities. 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 who have existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that includes affiliated funds.

Kejia Wang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Wang has worked concurrently at Transamerica Financial Advisors and World Financial Group, Inc since 2012 and has been with Globalfoundries since 2015. Outside of advisory work, Wang is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.