Jeffrey Self is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Parkland Securities, LLC since 2014 and SPC since 2011. In addition to his advisory role, he is a licensed health insurance agent focusing on individual and group health insurance, primarily maintaining existing client relationships. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary management through a network of over 460 advisers managing approximately $5.66 billion in assets.

William Pearce is a financial advisor at Eagle Strategies (NY Life) with 24 years of industry experience. He has been with Eagle Strategies since 2011 and also maintains affiliations with Nylife Securities LLC and New York Life Insurance Company since 2010. Pearce serves as a board member of the Frisco Arts Foundation, where he helps organize events and advises on marketing efforts to support local artists and arts organizations. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Jarrod Leisure is a financial advisor with PNC Wealth Management in Plano, TX, holding ChFC® and securities licenses Series 63, 65, and 66. He has 26 years of industry experience, including seven years at BBVA in various roles and five years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary account using algorithmic risk assessments and managed portfolios composed of mutual funds and ETFs.

Richmond Agyekum is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining TIAA-CREF in 2019, he worked in various roles including positions at AmerisourceBergen and Uber. Outside of his advisory role, Richmond operates a sole proprietorship focused on affiliate marketing and serves on the finance committee for a small church. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm offers a range of services including model portfolio management and customized portfolios, and acts as adviser to a donor-advised fund.

Christal Thomas is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with TIAA-CREF since 2007. Outside of her advisory role, she also works as a driver for ride-sharing services Lyft and Uber. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing management services, including model and customized portfolios, and serves as adviser to donor-advised funds within a vertically integrated structure.

Michael Prentice is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining TIAA-CREF in 2022, he worked at Freedom Financial Network and spent over a decade at TruGreen Lawncare. 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 with existing TIAA-administered employer retirement plans. The firm also acts as adviser to the TIAA Donor Advised Fund and uses a fiduciary standard within a vertically integrated group that offers both model and customized portfolio management.

Charles Anderson Jr. is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work includes roles at Fisher Investments, Merrill, Bank of America, Amazon, and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC's Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with varying investment models and a fiduciary standard applied to its RIA services.

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® and Series 65-registered financial advisor with 16 years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously been with 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 a range 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.

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) in Frisco, TX, holding Series 63 and Series 65 credentials and over 10 years of industry experience. He has worked with Eagle Strategies since 2026 and operates Clearpath Wealth Strategies LLC, where he brokers non-registered insurance products. Outside of his advisory activities, Trevor owns Boundless Breakthrough Media, a personal brand focused on speaking, content creation, and affiliate marketing related to lifestyle and personal development. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis and operates 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 with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his current role starting in 2024, he has diverse work experience including roles at Door Dash and Nickel Mania. Outside of financial advising, he provides rideshare services with Uber Technologies. TIAA‑CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund.

Yoga Gudivada is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 65 and Series 63 licenses and having six years of industry experience. His work history includes roles in IT consulting and employee benefits, and he is involved as a founding director and bookkeeper of Gita Mandir Inc, a nonprofit focused on Indian cultural and heritage activities. Additionally, he provides college planning advice through College Funding Solutions Inc and supports estate planning by offering licensed software solutions. Transamerica Financial Advisors serves a diverse range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models, with discretionary and non-discretionary program options.