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 with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Ameritas Investment Corp and Equitable Advisors. Outside of financial advising, he volunteers as a country music disc jockey at KNON Radio and serves on the board of directors for Chase's Place, a school for special needs children. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supporting advisory relationships on both discretionary and non-discretionary bases.

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.

Henry Harris is a financial advisor with Money Concepts Capital Corp in Plano, TX, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has worked with Avantax Advisory Services and operates AltLand and Harris Financial Group, Inc., where he serves as CPA and CEO. Additionally, he is an instructor at Collin College, teaching certified bookkeeping courses. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Dennis White is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with First Command in various capacities since 2013. He also owns and operates Dennis B. White Financial Planning, LLC as an independent district advisor. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers.

John Schnorr is a financial advisor with Brookstone Capital Management LLC in Plano, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Brookstone since 2016 and has been self-employed since 2007. Outside of his advisory role, Schnorr is an insurance agent involved in fixed, index, life, and long-term care insurance sales, and he owns a firm that provides 401(k) rollover consulting services. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and integrated insurance and banking referral channels.

Michael Lewis is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Charles Schwab, along with entrepreneurial activities such as Delight Dispensing LLC and D&M Collaboration LLC. He has also been involved with companies like Uber and Lyft in various capacities. 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 connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model and customized portfolios within a vertically integrated advisory structure.

Gary Brownfield is a CFP® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network in Plano, TX. He has been associated with Commonwealth since 1999 and operates Gb Financial Services, LLC, a firm involved in securities and insurance activities. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to proprietary and third-party investment solutions.

Adam Cajandig is a financial advisor at Savant Wealth Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Exencial Wealth Advisors, LLC, Bank of America, and 7th Harvest Investments. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

William Gibson is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has worked at TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA‑administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing managed account services, and it acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Ian Troutman is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Fisher Investments, VisionPoint Advisory Group, LPL Financial LLC, CX Institutional, and Secrest Blakey & Associates. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected with TIAA-managed employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning and ongoing discretionary management and serves as adviser to a donor-advised fund through Charityvest.