Troy Frazier is a financial advisor at AE Wealth Management, LLC with 16 years of industry experience and holds a Series 65 credential. He has previously worked at Fusion Capital Management and Investment Advisor Corp and has operated his own firm, Frazier Wealth Strategies, Inc., since 2009, where he serves as CEO. In addition to advisory services, he facilitates estate planning document services for clients. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Harrison Benedict is a CFP® professional with one year of experience in the financial industry. He is currently with Commonwealth Financial Network and previously worked at Gibraltar Capital Management, Miller Equity Capital Advisors, City Electric Supply, BDO LLP, and spent eight years at Texas Christian University and high school education roles. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and clients, managing over $212 billion in assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Tyrus Treadway is a financial advisor at Farther with a Series 65 credential and no prior industry experience outside the firm. He has been affiliated with Farther since 2026 and has owned and operated Treadway Realty since 2009. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing, employing a mix of ETFs, mutual funds, equities, fixed income, and AI-assisted advisor judgment.

Brett Boudreaux is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he is involved in animal breeding as a member manager of Farm Town Frenchies LLC and works as a food delivery contractor. 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 pre-existing TIAA employer retirement relationships. The firm offers model-based and customized portfolio management and acts as adviser to affiliated services such as a donor-advised fund.

Alesia Cooper is a financial advisor at TIAA-CREF with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo and J.P. Morgan Securities. Outside of finance, she operates an herbal goods business and is a freelance makeup artist. 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 TIAA retirement relationships. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Kenith Causey is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2011. Outside of his advisory role, he works as an Uber driver. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with pre-existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers model-based and customized portfolio management alongside separate broker-dealer services and acts as adviser to a donor-advised fund.

Michael Borders is a financial advisor at Kestra Advisory with Series 63, 65, and 66 credentials and three years of industry experience. Prior to joining Kestra Advisory Services in 2026, he worked in various school districts and held positions at Securities America Advisors, Sunset Financial Services, and Insphere Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and manages over $79 billion in assets.

Ramin Ghaffari is a financial advisor with United Planners' Financial Services of America, holding a Series 63 designation and bringing 36 years of industry experience. His career includes roles at Transamerica Financial Advisors, Signator Investors, and his own firm, Ron Ghaffari and Associates, LLC. He is also an insurance agent specializing in non-variable insurance. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through a network of independent advisors. The firm offers a combination of advisory and brokerage services, managing primarily non-discretionary assets with a distinctive limited-partnership ownership structure and formalized advisor transition support.

Umair Zaman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, New York Life Insurance Company, Citigroup Global Markets, and JP Morgan Securities. Outside of finance, he was involved as a co-founder and organizer of 3B Welding Inc., although the venture remains inactive. 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 connected to TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Nathan Floyd is a Planning Consultant at Fidelity Investments, where he works with clients to understand and align with their unique financial goals. In his role, he guides clients through the complexities of financial challenges and provides support tailored to their individual needs. Nathan has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative II before becoming a Planning Consultant in 2024. This experience has provided him with a comprehensive understanding of investment solutions and client relationship management. Further details about Nathan's education, credentials, personal interests, or community involvement have not been provided.

Jacob Davis is a financial advisor with Eagle Strategies (NY Life) based in Plano, TX. He holds Series 63 and Series 66 designations and has 10 years of industry experience. Davis has worked at Eagle Strategies and its affiliates, NYlife Securities LLC and New York Life Insurance Co., since 2015. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Francisco Medina is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing three years of industry experience. He has worked with several firms, including Ernst & Young Investment Advisers LLP and Bank of America. Outside of his advisory role, he operates an eBay storefront where he sells personal items. 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 both point-in-time planning and ongoing portfolio management through a fiduciary advisory model.

John Van De Steeg is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Mariner Wealth Advisors in Plano, TX. His background includes roles in education and nonprofit organizations, as well as experience outside the financial industry. Mariner serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, with integrated tax and accounting capabilities uncommon in large enterprise advisory firms.

David Yang is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at West Ocean Inc., Hwee Wyatts Holdings, and the Singapore Civil Defense Force. Outside of finance, he is the founder of David Yang Photography, a business specializing in various types of photoshoots including weddings and corporate events. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, and also acts as adviser to a donor-advised fund.

Jonathan Lucas is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Capital, Tata Consultancy Services, and World Financial Group. Lucas has also been involved with the Heartland Institute of Financial Education. 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 connected to TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing account management, providing both model-based and customized portfolio solutions.

Joseph Stevens Jr. is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and PFS Investments Inc. He has worked at TIAA-CREF since 2026. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized strategies within a vertically integrated framework that includes affiliated funds.

Louis Bryant is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2003. 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 operates a fiduciary advisory model that distinguishes point-in-time planning from ongoing portfolio management and serves as adviser to the TIAA Donor Advised Fund.

Dawn Schmidt is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. She has been with TIAA-CREF since 2013. 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 with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services, including model portfolio management and customized portfolio solutions, and acts as adviser to the TIAA Donor Advised Fund.

Calley Cola is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and three years of industry experience. Prior to joining Commonwealth, Calley worked at RLC Wealth Management, Dominion Payroll, Payvision Online, Henderson Edwards Wilson Evetts, LLP, and Bain and Schindele Tax Consulting. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a range of operational and technology support services to affiliated advisors.

Christopher Simmons is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including roles at Ameriprise Financial Services and AXA Advisors. Simmons is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.