Gabriel Blancarte is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2023. His prior experience includes roles at Fletching Capital and the University of Missouri. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and 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 offers both point-in-time financial planning and ongoing discretionary portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Stephen Trousdale is a CERTIFIED FINANCIAL PLANNER™ at Focus Partners Wealth, LLC with 11 years of industry experience. He has worked at Buckingham Asset Management, LLC since 2015 and joined The Colony Group, LLC in 2024. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach that incorporates both active and passive strategies, third-party managers, and customized portfolios based on clients' risk tolerance, liquidity, and tax situations.

Robert Northcut is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Ameritas Advisory Services since 2021. Northcut is also the mayor of Melissa, Texas, a role he has held since 2016. He operates Northcut Financial LLC, an independent insurance agency specializing in fixed life and health insurance products. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a combination of model portfolios, mutual funds, ETFs, and individual securities, and offers various program platforms and sub-adviser options.

Rusty Hood is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has held positions at multiple firms and ventures, including roles with Avalanche Ventures, NetLaw, and LifeLock, and has experience referring clients for services such as trust and wills, identity theft protection, college loan consulting, and tax mitigation. Transamerica Financial Advisors serves a wide range of clients including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Nathan Dufresne is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments and Wells Fargo. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with 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.

Kevin Jackson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, and Charles Schwab. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and integrates in-house research with third-party managers across a range of asset classes and strategies.

Daveona Harris is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., and JP Morgan Securities LLC from 2016 to 2024. 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 relationships. The firm offers both point-in-time planning as well as ongoing managed account services under a fiduciary standard.

Julio Bejarano is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2025. His prior experience includes roles at JPMorgan Chase Bank, American Fidelity, and several other companies across different sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches, with a focus on non-discretionary recommendations and ESG considerations.

Jose Oseguera is a financial advisor at Merrill with six years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank N.A. Outside of his advisory work, he is involved with JJP Dream Homes LLC and Rowtex Remodeling, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Bohannan is a financial advisor with J.P. Morgan Securities based in Plano, TX. He holds a Series 66 designation and has three years of industry experience, including roles at JPMorgan Chase Bank and Bok Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with both quantitative and qualitative research, and they offer services supported by affiliates including J.P. Morgan Wealth Management Solutions.

Philip Hammitt is a financial advisor with RBC Capital Markets based in Frisco, Texas. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His career includes tenures at City National Bank, RBC Capital Markets, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies and a variety of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Eugene Weinstein is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Fidelity Investments for 11 years. Outside of his advisory role, he manages an operating LLC related to the expenditures of his financial planning business. Ameriprise is an institutional firm serving clients approaching or in retirement, offering retirement-income planning services that include written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling techniques with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients with significant assets under management at Ameriprise.

Omar Tovar is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2022. His prior roles include positions at Charles Schwab, USAA Investment Management Company, and Edward Jones. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs. The firm is notable for its large scale and digital delivery model, managing hundreds of thousands of client relationships with over 2,200 advisors.

Ethan Dawson is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining J.P. Morgan, he worked at Equitable Advisors and operated a mobile detailing business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Sidharath Sakhuja is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked at Bank of America and has held various positions including at Dilko English and AMA, American Academy. Outside of advising, he is a co-owner of family rental properties in Michigan and Illinois. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Jesse Alonzo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., USAA Investment Services Company, and USAA Financial Advisors, Inc. He also managed a separate business, MDK Fence & Patio LLC, for seven years. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to set personalized asset allocations, with portfolios made up mainly of Vanguard funds and ETFs and a range of customization options.

Eduardo Benavides is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jalen Walsh is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes positions at United Trust Bank, UBS Asset Management, and roles outside finance such as at the Chicago Bears and Crossroads YMCA. Vanguard Advisers provides automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans through digital platforms and personalized portfolio management. The firm employs a goal-based, algorithm-driven investment approach largely using Vanguard funds and ETFs, supported by a large team serving a broad client base.

Matthew Ventura is a financial advisor with Morgan Stanley in Plano, TX, holding Series 65 and Series 63 licenses and 21 years of industry experience. He previously worked at Exencial Wealth Advisors and Frontier Investment Management Co. Ventura is also an officer of MJV Ventures, LLC, an investment-related business based in Plano. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Sarah Selin is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her career includes roles at Bank of America, Raymond James Financial Services, RBC Capital Markets, J.P. Morgan Securities, Morgan Stanley, and Citigroup Global Markets. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.