John York is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Trias Financial Group LLC, Eagle Strategies LLC, Eighteen Financial Group, LLC, and NYLIFE Securities LLC. Outside of his advisory work, he is a musician active in local bands and serves as a director for Brian's Wish, a charity focused on granting wishes to critically and terminally ill adults. Eagle Strategies serves a broad client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple programs, emphasizing mostly non-discretionary asset management and a fiduciary approach to retirement investors.

Samuel Calles is a financial advisor at TIAA-CREF with Series 63 and Series 65 credentials. He began his advisory career in 2026 and has prior experience at Florida Financial Advisors LLC and other roles outside the financial industry. Calles also has involvement in fixed insurance sales as part of his business activities. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard, utilizing model and customized portfolios.

Kalie Goudy is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has been with Schwab Wealth Advisory since 2016 and affiliated with Charles Schwab since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to guide investment selections, with recommendations tailored to clients’ goals and risk tolerance.

Brandon Gerfen is a financial advisor with Foundations Investment Advisors LLC in Frisco, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Trajan Wealth LLC, Edward Jones, and JP Morgan. Outside of advisory work, he is involved with Big G Rental Homes LLC, a property company focused on single-family real estate rental. Foundations Investment Advisors LLC provides financial planning and ongoing portfolio management to a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios along with discretionary and non-discretionary authority to manage client investments.

Cameron Perry is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with TIAA-CREF since 2011. Outside of his advisory role, he owns and oversees operations at Mustang Vending. 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 connected through TIAA-administered employer retirement plans. The firm separates one-time financial planning from ongoing portfolio management, offers both model and customized portfolios, and acts as adviser to donor-advised funds within a vertically integrated structure.

Thomas Green Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his financial advisory role, he officiates weddings as an associate with Love Notes Weddings. 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 retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through programs that utilize model or customized portfolios managed under a fiduciary standard.

Pedro Campos Mejorado is a CFP® with eight years of industry experience currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Since 2021, he has held various roles within Charles Schwab-affiliated entities and previously worked at JP Morgan securities. Outside of his advisory work, he has also worked as a delivery driver for Uber. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, with a focus on client goals and risk tolerance.

Charles Garner is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2021. His prior experience includes roles at USAA Investment Management Company, USAA Financial Planning Services, Ameriprise, Wells Fargo Clearing, and Prudential Equity Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using internal research tools and model portfolios, with client authorization required for all trades.

Reginald Suggs is a financial advisor at Lincoln Investment with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at VALIC Financial Advisors for 12 years and Agia for one year. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management services supported by an in-house Investment Management & Research team that constructs strategic model portfolios and Adaptive Intelligence Model strategies.

Matthew Burk is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Securities America Advisors, and 1st Global Advisors. Outside of his advisory work, he is a partner at Triple J Ranch, LLC, where he assists with property expenses and upkeep. 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 connected to TIAA-administered employer retirement plans. The firm offers a mix of model and customized portfolio management under a fiduciary standard and also advises the TIAA Donor Advised Fund.

Justin Scott is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with TIAA-CREF since 2019 and previously worked at firms including Ameriprise Financial Services and USAA. Outside of his advisory role, he is involved in peer-to-peer car sharing and owns a business focused on breeding American Bullies. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA retirement plan relationships. The firm’s advisory model separates one-time planning from ongoing portfolio management, employing both model-based and customized strategies under a fiduciary standard.

Dana Marlowe is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has been with TIAA and TIAA-CREF since 2014 and 2019, respectively. Outside of her advisory role, she manages short-term rental properties and has provided housing without rent for a family member during their educational pursuits. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and provides investment advisory services including donor-advised funds and customized portfolio management.

Dana Richman is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with TIAA-CREF since 2015 and with TIAA since 2013. Outside of his advisory role, he is involved with The Dog House Animal Shelter, a nonprofit focused on rescuing dogs and cats from euthanasia. 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. The firm serves clients often linked through employer retirement plans and offers both model-based and customized portfolios under a fiduciary standard.

Colleen Marchetti is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. She has worked with Kestra Investment Services since 2012 and serves as CEO and President of Hefner & Associates, which provides insurance products and corporate benefits consulting. Outside of her advisory roles, she is involved as a corporate and community sponsorships coordinator for the Hebron Band Booster Club. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a variety of institutional and individual clients, providing services such as fiduciary consulting, plan design, compliance testing, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Seth Machacek is a financial advisor with TIAA-CREF holding Series 63 and Series 65 designations. He has one year of industry experience and previously worked in education at various schools from 2015 to 2025. 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 connected through TIAA‑administered employer retirement plans. The firm also acts as adviser to a donor-advised fund and employs a fiduciary standard within a vertically integrated structure using affiliated funds.

Patrick Lynch is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at The Vanguard Group, Inc. in various capacities from 2007 to 2024. 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, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to entities such as the TIAA Donor Advised Fund.

John Heisterkamp is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at TIAA-CREF since 2010, with a brief period at Allstate Good Hands Rescue Service. 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 with existing TIAA-administered employer retirement relationships. The firm provides both point-in-time planning and ongoing discretionary portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

David Suess is a financial advisor with Beacon Pointe Advisors, LLC, holding the CFP® designation and Series 66 license. He has 23 years of industry experience and has worked at firms including The Prudential Insurance Co. of America and MassMutual Life Insurance Company. Outside of his advisory role, he coaches youth soccer teams. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using a proprietary “Focus List” and offers services such as discretionary wealth management, financial planning, and outsourced CIO solutions.

George Sorto is a CFP® professional at Schwab Wealth Advisory with nine years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2023 and previously spent five years at TD Ameritrade and three years at Fidelity Brokerage Services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Dylan Jones is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and Robinhood Markets. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab’s asset-allocation models and internal research tools. The firm offers tailored recommendations with annual reviews and typically recommends separately managed accounts handled by third-party or affiliated money managers.