Clement Woo is a financial advisor at Transamerica Financial Advisors with industry credentials including Series 63 and Series 65. He has been with Transamerica since 2026 and has a background that includes roles at Dallas Theological Seminary and World Financial Group Insurance Agency. He has also been involved in volunteering for over two decades and has self-employed experience spanning 11 years. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Aleksey Palumbo is a financial advisor with TIAA‑CREF in Frisco, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at MD Kids Pediatrics, Propath, and Texas A&M University. 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 employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated group that utilizes affiliated funds.

Francis Mesina is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of his advisory role, Mesina serves on several nonprofit boards, including LiftFund and The Center for Grieving Children, and is also an associate pastor and an actor. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm offers multiple advisory programs with a focus on tailoring recommendations to client objectives and plan sponsor criteria, managing a majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Lena Marshall is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Her prior work includes roles at Pacific Excel Wealth Advisors, the University of North Texas Recreation Center, and the Dallas Stars/Children's Health Hockey Rink. 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’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering a range of portfolio management approaches.

Chi Gee Yip is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at Fisher Investments and TD. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. 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, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Derek True is a financial advisor with Ameritas Advisory Services, LLC in Allen, Texas, holding a Series 66 designation and six years of industry experience. He has worked with various Ameritas entities since 2011 and is also president of the National Association of Insurance and Financial Advisors-Dallas chapter. Outside of advisory work, he is involved in insurance sales through The DI Center, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified portfolio management through model portfolios, mutual funds, ETFs, and individual securities, utilizing multiple program platforms and third-party managers.

David Totah Jr. is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Savant Wealth Management and has prior experience at Exencial Wealth Advisors, where he also serves as an equity partner. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jon Paul Pattinson is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Purshe Kaplan Sterling Investments, Stone Creek Capital Management, Merit Financial Group, and LPL Financial. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, combining financial planning with tax and administrative services.

Kyle Grabenstetter is a CFP® with three years of industry experience, currently advising at Mariner. He previously worked at Capstone Financial Advisors Inc for eight years. Mariner serves a broad client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax, accounting, and administrative family office services.

Colton Wick is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he held roles at The University of Texas at Arlington, Texas Thrift, Chipotle, and Whataburger. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its RIA services.

Timothy Mullaney is a financial advisor at Transamerica Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at various organizations including WealthWave, NetLaw Inc., and Champion Health, Inc. His outside activities include providing financial education courses through the Heartland Institute of Financial Education and serving as a notary. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

David Le is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes long-term roles at HealthMarkets, Inc., Blue Cross and Blue Shield of Texas, and the Heartland Institute of Financial Education, alongside self-employment as a tax preparer and involvement with FM 98.7 Radio Vietnam. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm provides advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary management options, and access to insurance and brokerage products.

Sharon Darjean is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with TIAA-CREF since 2007. 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 pre-existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, and acts as adviser to a donor-advised fund.

Jon Shoemaker is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Eagle Strategies (a New York Life company) since 2007 and has concurrently held roles at Nylife Securities LLC and New York Life Insurance Company since 2003. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Samuel Ndonga is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Uber, Amazon, QVC, and the U.S. Postal Service. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs primarily to individuals connected through employer retirement plans, as well as to trusts, estates, and other entities. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, employing a fiduciary standard for its RIA services.

Gary Strawn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Fare Holdings, LLC, Zander & Associates, and World Financial Group, Inc. He is also involved in the sale of insurance and specialty insurance products through Blue Cross Blue Shield of Texas. Transamerica Financial Advisors serves a wide range of clients including individual investors, retirement plans, trusts, and businesses, utilizing model portfolios and third-party managers to deliver investment advisory and brokerage services. The firm operates a large advisor network and offers integrated retirement plan services alongside proprietary and externally managed model portfolios.

Mary Sanderson is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at TIAA-CREF since 2018 and previously was employed at Chicos FAS and operated Sanderson Consulting Group, LLC. Outside of her advisory role, she is the owner and manager of Sand Realty Holdings, LLC, a self-directed IRA investment entity. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through employer retirement plans administered by TIAA. The firm employs a fiduciary standard for its advisory services and offers both model-driven and customized portfolio management.

James Dawes is a financial advisor at TIAA-CREF with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Frost Investment Services, Frost Bank, and Capital One. He has been with TIAA-CREF since 2019. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both one-time planning services and ongoing portfolio management using a fiduciary model, managing customized and model-based portfolios.

Mark Mundy is a financial advisor at Ameritas Advisory Services, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Equitable Advisors and Ameritas Investment Corp. Outside of advising, he volunteers as a country music DJ on a Dallas radio station and serves on the board of a school for special needs children. Ameritas Advisory Services provides investment advisory and planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment programs and employs a combination of model portfolios, mutual funds, ETFs, and individual securities to build customized client portfolios.

Emilio Garcia is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 20 years of industry experience. He has worked in various consulting, insurance, and financial education roles, including operating several small businesses such as an e-commerce company and an auto rental venture. Garcia is also a certified financial educator and tax preparer. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, offering discretionary and non-discretionary investment programs.