Prakash Muduli is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. His prior work includes roles at Mu Sigma Inc. and Wabtec Corporation, and he currently volunteers as a team member for the Richwoods Homeowners Association in Frisco, Texas. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Eric Cannon is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Quasar Distributors, LLC, Minshall & Co., Inc., and Capital Advisors, Inc. Outside of his advisory role, he owns Soccer Genius, a company focused on measurement computation for youth soccer development. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, continuous portfolio monitoring, risk management, and may include alternative investments and private fund allocations.

Luis Lopez Jr. is a financial advisor at Eagle Strategies (NY Life) based in Frisco, TX, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with NYLIFE Securities LLC, New York Life Insurance Company, and Amazon. Eagle Strategies serves a diverse client base including individuals, institutions, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis within the New York Life affiliate structure.

Don Khieu is a CFP® professional with 30 years of experience, currently serving at Transamerica Financial Advisors. He has been with the firm since 2012 and has held roles at Blue Cross Blue Shield of Texas and Wellcare Health Plan, among others. Outside of his advisory work, he is a certified pickleball coach and volunteers as a financial coach with several nonprofit organizations, including Catholic Charities Dallas and The Wings for Widow. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through a large advisor network and multiple program platforms.

Bethany Ketron is a CFP® with 16 years of industry experience, currently serving at Focus Partners Wealth, LLC. She previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and JWA Financial Group, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Shafqat Manir is a financial advisor at TIAA‑CREF with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Distributors Company LLC and Fidelity Investments. Before entering the financial sector, he spent five years at A.G. Dresses Ltd. and one year at Fin-Bangla Apparels Ltd. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals with ties 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 portfolio management, applying a fiduciary standard to its advisory services within a vertically integrated group that manages both model and customized portfolios.

Catherine Vigen is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 credential and ten years of industry experience. Her prior roles include positions at Charles Schwab and Capital One Investing. Outside of her financial career, she owns and operates Catherine Vigen Photography, a portrait, lifestyle, and travel photography business with an associated blog. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

John Sutterfield is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, Fidelity Brokerage Services LLC, and U.S. Bancorp Investments, Inc. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients, offering a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Mark Kissinger is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Eagle Strategies, New York Life Insurance Company, and Jeff Baird Allstate. Outside of his advisory work, he volunteers with the Radio Goats Football Podcast, focusing on Celina football through interviews and seasonal coverage. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Trevor Houston is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Eagle Strategies since 2026 and concurrently operates Clearpath Wealth Strategies LLC, where he sells New York Life products and brokers non-registered insurance products. Outside of finance, he manages Boundless Breakthrough Media, a personal brand focused on speaking, content creation, and affiliate marketing related to lifestyle and personal development. Eagle Strategies serves a broad client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice delivered through various program types and manages the vast majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Courtney Petkovich is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2017, previously working at PNC Bank, NA from 2009 to 2017. 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 managed accounts, including model portfolio and customized portfolio options, and acts as adviser to a donor-advised fund.

Kenneth Edge is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 65 licenses and is based in Frisco, TX. Outside of his advisory role, he provides rideshare services as an Uber driver. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management through model or customized portfolios managed under a fiduciary standard.

Yoga Gudivada is a financial advisor at Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His background includes roles in IT consulting, insurance, and nonprofit management, notably serving as a founding director of Gita Mandir Inc, a nonprofit focused on building an Indian cultural and heritage center. Gudivada also advises on college planning and implements Oracle financial systems for corporate clients. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, managing substantial discretionary and non-discretionary assets.

Greyson Finch is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fisher Investments and J.P. Morgan Securities LLC. Outside of finance, he has worked in the food service industry, including roles at Harvest Seasonal Kitchen and Mojo's Pints and Pies. TIAA-CREF Individual & Institutional Services, LLC offers 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 operates within a vertically integrated group, providing a range of advisory and brokerage services under a fiduciary standard.

Charles Jaquess is a financial advisor at SPC with 13 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2024, as well as at Sigma Planning Corporation and Sigma Financial Corporation since 2016. Outside of his advisory role, he serves as campaign treasurer for a Texas House of Representatives candidate and acts as trustee for his deceased grandparents' trust. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client suitability.

Brian Herman is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Charles Schwab, and TD Ameritrade. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, utilizing both model and customized portfolios under a fiduciary standard.

Todd Justice is a CFA® charterholder with 24 years of experience in the financial industry. He currently serves as an advisor at Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab & Co., Morgan Stanley, Citigroup Global Markets, Merrill, and Goldman Sachs Wealth Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. Its approach is guided by proprietary asset allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Thomas Schilreff is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has been with Brookstone since 2018. In addition to his advisory role, Schilreff serves as president of Schilreff & Associates, where he is also an insurance producer specializing in life, health, disability, and annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Joseph Schleicher is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA and TIAA-CREF since 2000. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 offers a fiduciary standard in its RIA services and manages portfolios through a combination of model and customized approaches.

Sean Hosey is a Series 65-licensed financial advisor at Mariner with one year of industry experience. His background includes multiple roles at Mariner Wealth Advisors, as well as prior work with Leroy's Tavern and the University of Kansas. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office solutions. The firm employs customized discretionary portfolios supported by an internal investment team and third-party managers, with a notable integration of tax and accounting services.