Alan Grossman is a financial advisor at D.A. Davidson & Co. with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has been with D.A. Davidson since 2013. Outside of his advisory role, Grossman owns and operates several consulting businesses and is a partner in an industrial recruiting firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, and operates under fiduciary standards with specialized municipal advisory capabilities.

Kenneth Hodges is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. His prior experience includes roles at HD Vest Insurance Agency, HD Vest Advisory Services, Five Star Advisor Partners, LLC, and H.D. Vest Financial Services. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporate entities, providing investment management, financial planning, retirement plan consulting, and tax services. The firm’s approach combines discretionary, customized portfolio management with integrated tax and accounting services, supported by an in-house Investment Committee and access to third-party managers.

Dahlia Goldberg is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mariner. Her career includes roles at Mariner Wealth Advisors since 2017 and Briar Hall from 2016 to 2017. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal investment committee and integrates tax and accounting services uncommon for a firm of its size.

Jeremy Morgan is a financial advisor at Eagle Strategies (NY Life) based in Frisco, TX, with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Eagle Strategies since 2018. Morgan also operates Inspired Wealth Solutions, LLC, a business focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a range of program types, emphasizing tailored solutions and fiduciary responsibilities.

Bob Van Erem is a Financial Consultant currently working at Fidelity Investments since 2021. He partners with individuals and families to design and implement personalized financial plans aimed at helping them work toward their long-term financial goals. Prior to his current role, Bob served as a Senior Vice President Financial Consultant at BBVA Securities from 2015 to 2021. His professional experience includes guiding clients through financial planning and investment strategies. Outside of his professional career, Bob has interests in fitness, golf, and running.

Ulysses Cervantes is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fisher Investments, Morgan Stanley, E*TRADE Capital Management, and TD Ameritrade. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers a range of advisory services, including discretionary portfolio management and donor-advised fund advisory, operating under a fiduciary standard with a vertically integrated investment approach.

Ethan Strickland is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Equitable Advisors, Charles Schwab & Co., Inc., and other firms. TIAA-CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, providing financial planning and discretionary managed account programs with a fiduciary standard applied to its RIA services.

Juan Amador is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and TD Ameritrade. Outside of finance, he is the owner and partner of Amador Peppers LLC, a venture focused on buying and reselling pepper mash products. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and brokerage services primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm offers both model portfolio and customized portfolio management under a fiduciary standard and serves as adviser to a donor-advised fund through Charityvest.

Geoffrey Curry is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2018. Outside of his advisory work, he is establishing an LLC related to property management activities. 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 connected to TIAA-administered employer retirement plans. The firm employs a fiduciary standard in its advisory services and provides customized portfolio management alongside model portfolio options.

Michael Powers is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

Kaitlyn Simmons is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has been with Beacon Pointe Advisors since 2019 and previously worked at Texas A&M University from 2015 to 2019. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes.

Joshua Philp is a financial advisor with Empower Advisory Group in McKinney, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Empower, he worked at AT&T Mobility and Sprint Wireless. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Hanna Alyafai is a Series 66-licensed financial advisor with TIAA-CREF in Frisco, TX, with one year of industry experience. Prior to joining TIAA-CREF, she worked at Merrill for two years and has held roles in various insurance and management companies. Alyafai is also an officer of Yafii Management LLC, a property management company. 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 through employer retirement plans. The firm offers model-based and customized portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

George Carlson is a CFP®-certified financial advisor with four years of industry experience. He is currently with Savant Wealth Management in Plano, TX, where he has worked since 2026. His prior experience includes roles at Exencial Wealth Advisors, Beacon Pointe Advisors, Morgan Stanley, E*Trade, TD Ameritrade, MassMutual, and Northwestern Mutual. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and sub-advised mandates, supported by a broad platform of affiliated accounting, legal, and trust services.

Yun Tong is a financial advisor with PNC Wealth Management in Allen, TX, holding a Series 66 designation and four years of industry experience. Prior to joining PNC Investments in 2025, Yun worked at Thrivent Investment Management and Thrivent Financial from 2023 to 2025, and held roles at Bank of America and Merrill from 2017 to 2023. Yun also founded Hello Yuki LLC, operating from 2012 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithmic risk assessment and discretionary model portfolios managed by PNC or third-party strategists.

Marcus Arnold is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 licenses, and has 16 years of industry experience. His prior roles include positions at Fidelity Investments and Strategic Advisers LLC. He is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Brett Wood is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. Prior to joining TIAA-CREF and Tiaa in 2024, he worked at CoreCap Advisors and operated Wood Financial for 20 years. 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 pre-existing TIAA retirement plan relationships. The firm offers a fiduciary standard within its RIA services and manages portfolios through model and customized approaches.

Mark Elder is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with NYLife Securities and New York Life since 2012 and is the owner of Clearpath Wealth Strategies, LLC, which sells New York Life products and brokers non-registered insurance products. Additionally, he volunteers on The VET SOS Show, a podcast supporting veterans and military community members with career transition resources. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis.

Clinton Wolfe is a financial advisor at TIAA-CREF with 10 years of industry experience. He has been with TIAA-CREF and TIAA since 2018 and previously worked at GWFS Equities Inc. from 2016 to 2018. Outside of advising, he is self-employed as a food delivery driver for DoorDash and rents out his vehicle through Turo. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients connected through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to the TIAA Donor Advised Fund.

Charles Kuketz is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2007. 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 TIAA-administered employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios through its Private Asset Management program, and acts as adviser to the TIAA Donor Advised Fund.