Amy Redd is a Series 66-registered financial advisor with PNC Wealth Management in McKinney, TX, and has four years of industry experience. Prior to joining PNC in 2026, she worked at Edward Jones for eight years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that employs algorithmic risk assessment and discretionary management via mutual funds and ETFs.

Michael Davis is a financial advisor with Money Concepts Capital Corp in Frisco, TX, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Money Concepts since 1995 and has worked at Texas Instruments since 1997. Outside of his advisory role, Davis is the President and CEO of Genesis WW Sports Management Group, LLC, and serves as President and Executive Director of Ethos Education Group, Inc., a nonprofit organization. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, including proprietary retirement model portfolios and third-party sub-advisers, serving approximately 14,700 clients through an integrated broker-dealer and insurance platform.

Brian Robb 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. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and corporate entities. The firm’s advisory services distinguish between one-time planning and ongoing account management, using both model and customized portfolios.

Jane Landsberger is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. Her background includes roles in various sectors such as oil and gas production and estate planning referrals. Outside of her advisory work, she is involved in managing rental properties and holds royalty interests in energy companies. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.

Joshua Eakman is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise, Kestra Investment Services, MGM Resorts International, and Ace Parking Management. He is the owner of JEakman LLC, a business entity currently not active in any operations. 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 relationships through TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Juniwati Katopo is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and two years of industry experience. Prior to joining Transamerica in 2024, she worked at WFGIA and Medline Industries. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, operating as both a registered investment adviser and broker-dealer.

Jacob Israel is a financial advisor at TIAA-CREF with Series 63, 65, and 66 licenses and four years of industry experience. Prior to joining TIAA-CREF, he worked at Fisher Investments, Merrill Lynch, and J.P. Morgan Securities LLC among other firms. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers model and customized portfolio management within a fiduciary framework and serves as adviser to the TIAA Donor Advised Fund.

Steven Kosta is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Brokerage Services and Strategic Advisers Inc. His career includes experience in both advisory and client service roles. 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 relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management services, applying a fiduciary standard to its RIA services within a vertically integrated platform.

Alexandra Madsen is a financial advisor at TIAA-CREF with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, U.S. Bank, and First United Bank and Trust/American Bank of Texas. Alexandra is also the owner and financial manager of a small vending machine business in her local community. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model portfolios and customized solutions within a vertically integrated structure.

Joseph Widmaier is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 operates within a vertically integrated structure utilizing affiliated funds.

Scott Winstead is a financial advisor with Foundations Investment Advisors LLC based in Plano, TX, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at AE Wealth Management, LLC and Compass Retirement, Inc. He is also the founder of RetireSimply, an insurance agency that sells disability, annuities, and life insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.

Jing Xu is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. Xu has 22 years of industry experience and has previously worked with firms including LPL Financial, Cetera, and Avantax Advisory Services. In addition to financial advising, Xu is a partner at a tax preparation and accounting firm and co-manages a family ranch. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies and technology platforms while offering access to third-party managers and proprietary solutions.

Dale Facey is a financial advisor with Eagle Strategies (NY Life) in Plano, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2011. Outside of his advisory role, he serves as Vice President and Board Member of Blue Candlelight Music Series, a nonprofit promoting chamber music. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis through a variety of advisory programs.

Mark Wiggins is a financial advisor with Eagle Strategies (NY Life) based in Plano, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Eagle Strategies since 2013 and has operated his own firms, Wiggins Wealth Strategies and Tri Wealth, LLC, focusing on brokering non-registered insurance products alongside financial advisory services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across various program types, with the majority of its assets managed on a non-discretionary basis.

Brian Mc Cullough is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. His professional background includes roles at Charles Schwab, TD Ameritrade, and RPI Surveys prior to joining TIAA-CREF in 2019. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time financial planning and ongoing managed account solutions, including model and customized portfolios, under a fiduciary standard.

Derek Barnes is a financial advisor at TIAA-CREF in Frisco, TX, with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning from ongoing portfolio management, employing both model and customized portfolios under fiduciary standards.

Neil Guarniere is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at J.P. Morgan Securities, Merrill, Bank of America, and several other financial firms. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals with existing retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management and generally applies a fiduciary standard within a wrap-fee structure.

Haley Rodriques is a CFP® with 13 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2021. Prior to this, she worked for nine years at D.R. Saur Financial, Inc. She holds a Series 65 registration. 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-driven investment approach using a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Won Heo is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for 26 years before joining TIAA-CREF in 2023. 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 relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing managed account services under a fiduciary standard, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Jay Lewis is a financial advisor with Integrity Alliance, LLC, holding Series 63, Series 65, and Series 66 licenses and 11 years of industry experience. His prior work includes roles at Kestra Advisory Services, Kestra Investment Services, Smith Frank & Partners, and Forthright Capital Advisory. Outside of his advisory work, he is a co-owner of FJ Publishing, LLC, a book publishing company. Integrity Alliance provides advisory and brokerage services to a diverse client base, managing approximately $5.4 billion in assets through over 300 independent investment adviser representatives. The firm offers portfolio management, financial planning, and a range of investment programs utilizing discretionary accounts, model portfolios, and third-party sub-advisers.