Asim Awan is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Capital Analysts, Voya Financial Advisors, Valic Financial Advisors, and Ameriprise. He is also the founding partner of Red River Wealth Advisors, a financial services firm. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm’s investment approach is supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios, while advisors use these tools to tailor strategies and provide both discretionary and non-discretionary advice.

Matthew Aquino is a financial advisor at TIAA‑CREF with five years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Fisher Investments, Vanguard, and Charles Schwab. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, and serves as adviser to a donor-advised fund sponsored by Charityvest.

Nancy Dinh is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at several firms, including Capital Analysts, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, Valic Financial Advisors, New England Securities, and PRUCO Securities, LLC. Outside of advising, she is executive vice-president of the DFW Asian American Citizens Council and a part owner of an IT support services company. Lincoln Investment Planning, LLC is a large enterprise 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, portfolio management, and advisor-led consulting, supported by an in-house investment management team and third-party managers.

Taylor Welch is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Fidelity Investments, J.P. Morgan Securities, and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and institutional clients, often those connected through TIAA-administered retirement plans. The firm’s advisory approach separates one-time planning from ongoing portfolio management, providing both model and customized portfolio options.

Nicholas English is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe Advisors since 2019, following a 13-year tenure at Westwood Wealth Management. Outside of his advisory role, he owns and manages a healthy food vending machine business operated with his children. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-focused investment approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

Alexander Johnston is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2016. Outside of his advisory role, Johnston works as a sales assistant and analyst at Morrison Financial, where he prepares analysis and due diligence of financial products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of platforms and investment strategies.

Aleksandar Curgus is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining TIAA-CREF, he worked at Fidelity and Equitable Advisors. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, 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.

Juan Cordova is a financial advisor at TIAA-CREF with Series 66 and Series 63 licenses and two years of industry experience. He has worked at TIAA-CREF Individual & Institutional Services, LLC since 2024 and has previous experience in various roles including at the University of Texas at Arlington and in the service industry. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm offers a range of services including model portfolio management and customized portfolio solutions under a fiduciary standard within a vertically integrated structure.

Jason Mertz is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked with TIAA-CREF and its affiliated entities since 2018. His prior experience includes roles at Nuveen Securities and Nuveen Asset Management. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, and it acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Daniel Sciantarelli is a CFP® and ChFC® with 13 years of industry experience. He has been with First Command Advisory Services since 2015 and also holds roles at First Command Insurance Services, Inc. and First Command Financial Planning, Inc. Additionally, he is the owner of Sweet Water Financial LLC. First Command Advisory Services, Inc. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Caulfield is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at notable firms including Charles Schwab, TD Ameritrade, and LPL Financial. Outside of his financial career, he is the CEO of MJC Publishing, a sole proprietorship focused on original creative content such as fictional writing, videographic productions, and music. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary management, offering both model portfolios and customized solutions under fiduciary standards.

Susannah Thomas is a CFP® professional with four years of industry experience. She joined Allworth Financial, L.P. in 2026 after five years at Grunden Financial Advisory, Inc., where she also worked from 2013 to 2021. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, and charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis through an Investment Committee to create customized investment strategies across various asset classes.

Louis Shaff is a Series 65-credentialed financial advisor with 14 years of industry experience. He is currently a Partner and Wealth Advisor at Corient, where he has worked since 2025. Prior to joining Corient, he was involved with Cabana Asset Management since 2012 and held roles at Prevost, Shaff, Mason, & Carns, PLLC and Hesse, Hesse & Blythe PC. Outside of advisory work, Shaff serves as CFO of The Cabana Group, LLC, a holding company for multiple affiliated entities. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes advanced risk management tools and private fund capabilities.

Roshan Shirahatti is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining TIAA-CREF, Shirahatti worked at several firms including Vanguard Marketing Corporation, Robinhood Financial, and Morgan Stanley. Outside of advising, he has held a technology and operations internship at AvaWatz. 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 employer retirement plan relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, employing a fiduciary standard tailored to each service.

Taylor Tomlin is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity and J.P. Morgan Securities. 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 with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Justin Roundtree is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at TIAA since 2013 and was previously involved with Absolute Hardwood for nine years. Outside of his advisory role, he owns AMYNTAS LLC, a home remodeling business focusing on functional and structural renovations and updates. 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 a range of services including life goals analysis, personalized financial plans, and customized portfolio management, operating within a vertically integrated structure that uses affiliated funds.

Gregery Odell is a financial advisor at Principal Financial Services with the designations ChFC® and Series 63, and 35 years of industry experience. His prior experience includes roles at New York Life Insurance Co., Guardian Life Insurance Company, and The Prudential Insurance Company of America. He serves as Vice Chair for the Lone Star Chapter of the Precision Metalforming Association, supporting membership growth and board activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Wyatt Coleman is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Coleman also operates A Tailored Method, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Kevin Grant is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has worked with Kestra Advisory since 2016 and has held roles at Higginbotham and its affiliates since 1998. In addition to his advisory work, he owns INCOME.FIT, a business focused on retirement income planning for individual participants in retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Dimitry Prophete is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Goldman Sachs & Co and Osaic Wealth. Outside of his advisory work, he owns Clean Casa Miami LLC, a home cleaning service, and Prophete Risk Management LLC, a consulting business supporting athlete enterprises. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party managers.