Joy Doss is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

Gwyn Felder is a financial advisor at Mariner with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2010. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations by providing investment management, financial planning, retirement plan consulting, and access to various pooled investments and third-party managers. The firm integrates tax and accounting services and offers specialized family office and employer financial wellness solutions alongside its customized portfolio management approach.

Mohanad Abdan is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and two years of industry experience. He previously worked at Merrill and Robinhood Financial, among other roles, and served in the US Army from 2014 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model with a separation between one-time planning services and ongoing portfolio management.

Tobias Bond is a CFP® certificant with 10 years of industry experience. He has worked at Mariner Wealth Advisors from 2016 to 2018 and is currently with Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, supported by in-house research and third-party manager allocations.

Patrick Kapiamba is a financial advisor at TIAA-CREF based in Frisco, TX, holding a Series 66 license with three years of industry experience. His prior roles include positions at Principal Life Insurance Co, Fidelity, Charles Schwab, and Guidestone Financial Resources. He has also served as a Retirement Consultant for Principal Advised Services, providing one-on-one investment advice to retirement plan participants. TIAA-CREF’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm applies a fiduciary standard to its advisory services and manages accounts through model portfolios and customized portfolios aligned with client-approved investment policies.

David Lo is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gold Coast Securities, Inc. and New England Securities. Outside of his advisory role, he operates under the DBA Dave Lowe Financial Services and is involved in selling fixed and indexed life insurance products, annuities, and limited long-term care, disability, and health insurance through a semi-captive arrangement with Turtle Creek Financial Group. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management via a turnkey asset management platform and employs strategic and dynamic asset-allocation models that incorporate ETFs, mutual funds, individual securities, options strategies, and proprietary funds.

Aileen Dizon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She also serves as a college consultant at the Heartland Institute of Financial Education and is a member of the National Association of Registered Social Security Analysts, where she occasionally conducts public workshops on Social Security. In addition to her advisory role, she works as a senior HR information system analyst at CHRISTUS Health. Transamerica Financial Advisors serves a diverse range of clients, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers.

Zaineb Subhe is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill for two years. Her background includes roles outside finance, such as nutritionist and work in various other sectors. 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 previous TIAA-administered retirement plan relationships. The firm offers model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Byron Jimmerson is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including NEXT Financial Group and Compass Retirement. Foundations Investment Advisors serves a broad client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, offering financial planning, investment management, and related services through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Michael Baer is a CFP® professional with nine years of industry experience. He currently works at Corient and previously held roles at Capital Advisors, Fluent Financial, Private Client Services, Fisher Investments, and SEI Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines proprietary strategies with third-party solutions and incorporates risk management tools and alternative investments where appropriate.

Christopher Patton is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., USAA, and several independent advisory firms. Outside of his advisory work, he is involved in a sports nutrition business through AdvoCare. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management, utilizing both model portfolios and customized management under a fiduciary standard.

Edward Peterson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles in insurance and tax-related services alongside his advisory work, including positions at J.Grant Insurance and involvement with student loan forgiveness programs. He also has experience in tax preparation assistance through QRS Business Solutions. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Melissa Trask is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and 10 years of industry experience. She has worked at TIAA-CREF and its affiliated entities since 2018, following a brief tenure at TD Ameritrade investment Management and TD Ameritrade. 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 distinguishes between one-time planning services and ongoing managed account oversight, applying a fiduciary standard to its advisory services within a vertically integrated structure.

Daniel Saur is a financial advisor with Beacon Pointe Advisors, LLC in Plano, TX, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include leadership at Kalos Capital, Inc. and founding D.R. Saur Financial, Inc. He is also a licensed insurance agent involved in life, disability, and long-term care insurance sales. 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-of-managers approach, utilizing proprietary due diligence and a mix of active and passive strategies, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for private funds.

Ryan Deakins is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Empower Advisory Group since 2023, following prior roles at Personal Capital and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm combines proprietary and third-party methodologies to deliver financial plans focused on long-term portfolio returns and savings rates, integrating its services with affiliated Empower platforms.

Claudia Brown is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including previous roles at Guided Path Financial and Lewis Brown. Her outside activities include serving as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Corey Durden is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has prior experience at Ernst & Young Investment Advisers LLP and Wayfair. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA-administered employer retirement plan relationships. The firm operates a fiduciary advisory model that distinguishes between one-time planning services and ongoing portfolio management through model portfolios or customized solutions.

Jake Gaster is a financial advisor with AE Wealth Management, LLC. He holds a Series 65 designation and has been in the industry since 2025, with prior experience at Frazier Wealth Strategies and roles in education at several schools. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes scalable model portfolio solutions and discretionary asset management, managing roughly $49.8 billion for over 127,000 clients.

Michael Baker is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining TIAA-CREF, he worked at Charles Schwab & Co., J.P. Morgan Securities, Citi Private Alternatives, Massachusetts Mutual Life Insurance, among other firms. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with TIAA-administered employer retirement plans, as well as various trusts, estates, and corporate entities. The firm’s advisory approach separates point-in-time planning from ongoing discretionary management, offering model-based and customized portfolio options.

Leonard Kerr III is a CFP® professional with 12 years of industry experience, currently serving at AE Wealth Management, LLC since 2017. He also operates Strategic Estate Planning Services, where he focuses on financial planning and insurance sales. Prior to AE Wealth Management, he was with Global Financial Private Capital, LLC from 2013 to 2017. AE Wealth Management is an SEC-registered adviser serving individual investors, retirement plans, trusts, charities, and businesses. The firm offers a platform-based approach combining model portfolios, discretionary management, and financial planning services, supporting a large client base through a network of 435 advisors.