Jonathan Barham is a financial advisor with PNC Wealth Management in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Texas Dow Employee Credit Union, Comerica Securities, JP Morgan Securities, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Hayden Vanover is a financial advisor at Mariner with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Peak American Investment Advisors. His background also includes service in the United States Marine Corps. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers and offers integrated tax, accounting, and family office services uncommon for a firm of its size.

Miyanda Hamakando is a financial advisor at TIAA-CREF with two years of industry experience. Prior to joining TIAA-CREF in 2023, Hamakando held positions at the Bank of Zambia and African Banking Corporation and worked at the University of Lusaka. Hamakando holds Series 65 and Series 63 licenses. 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 relationships through TIAA-administered retirement plans. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund sponsored by Charityvest.

Lauren Cantillo is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 license and previously worked at firms including JPMorgan Chase Bank, Bank of America, Merrill, and Stifel Nicolaus. Lauren and her spouse are involved in managing a residential rental property in California. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals linked to employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, often utilizing model portfolios and customized investment strategies under a fiduciary standard.

Grace Ottey is a financial advisor with Eagle Strategies (NY Life) in Plano, TX, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2012. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Tien Nguyen is a financial advisor at TIAA-CREF with four years of industry experience and holds a Series 66 designation. Prior to joining TIAA-CREF in 2026, he worked at Fidelity Personal and Workplace Advisors from 2021 to 2024. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm offers model and customized portfolio management alongside referral services such as TIAA Trust and manages the TIAA Donor Advised Fund sponsored by Charityvest.

Clovis Russell is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and 12 years of industry experience. Prior to joining TIAA-CREF, he worked at Principal Securities, Inc. and Principal Life Insurance Company. Outside of his advisory role, he serves as a deacon and children’s ministry teacher at his local church. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both model-based and customized portfolio management and acts as adviser to a donor-advised fund.

Darren Hill is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities from 2009 to 2020 before joining Sanctuary Advisors in 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a range of portfolio management options, financial planning, and retirement consulting, employing multiple analytical approaches and maintaining fiduciary standards under written advisory agreements.

Hayden Solis is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 credential with one year of industry experience. Prior to joining TIAA-CREF, he worked at Wells Fargo, Goldman Sachs Wealth Services, and JP Morgan Chase Bank. He also served five years in the United States Marine Corps and has been affiliated with Texas Tech University since 2022. TIAA‑CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolios under fiduciary standards.

Zeeshan Ali is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and bringing eight years of industry experience. He has held multiple roles in tax planning and financial services, including proprietorships in wealth management and tax preparation firms. Ali is also involved in business consulting through his ownership of Profinguide LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets and offering both discretionary and non-discretionary account options.

Theresa Krupka is a financial advisor at Lincoln Investment with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Valic Financial Advisors and Capital Analysts. Krupka is also the owner of TLK Financial, LLC, an insurance business specializing in fixed life, disability, and other insurance products. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, using both in-house and third-party strategies overseen by an Investment Management & Research team employing strategic and tactical approaches.

Jasmin Watkins is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Her career includes roles at J.P. Morgan Securities, Thrivent Investment Management, and Charles Schwab. Outside of finance, she is the founder and CEO of The Real Safe Space, a social enterprise focused on homemaking, self-development, and marriage preparation. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm distinguishes between one-time planning services and ongoing portfolio management through customized and model-based strategies.

Sachit Muduli is a financial advisor at Transamerica Financial Advisors with one year of industry experience. His credentials include Series 63 and Series 65 licenses. Prior to joining Transamerica, he worked at Wfgia and Boost Mobile and has been a student for over a decade. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary model portfolios and access to third-party money managers with discretionary and non-discretionary program options.

Mary Duplantier is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. Prior to joining Mariner, she held roles at JP Morgan Chase Bank and Carter's. Outside of finance, she is the owner and CEO of Eve Luxe, Co., a business specializing in bath and body products and home fragrances. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Taylor Ridgeway is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining TIAA-CREF in 2023, Ridgeway worked in the automotive industry with roles at Moritz Kia, AutoNation, Patterson Kia, and in management at Dominos. 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 and ongoing portfolio management through model and customized portfolios, operating under a fiduciary standard within a vertically integrated structure.

Andrew Gale is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, and has one year of industry experience. His prior work includes positions at Pingpong Global Solutions Inc and ANZ Bank, among others. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm provides tailored advice across multiple program types with a significant focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

Elmer Heard is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Raymond James & Associates, Inc., Edward Jones, Better Mortgage, Family First Life, Wells Fargo Clearing Services, TD Ameritrade, and the Federal Aviation Administration. 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 provides both point-in-time planning services and ongoing discretionary portfolio management through model-based and customized investment strategies.

Asahia Smith is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining TIAA-CREF in 2024, she worked at Empower Advisory Group and PNC Investments. She also performs notary services occasionally as an independent notary signing agent. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, and corporate entities. The firm provides ongoing portfolio management through customizable and model-based solutions under a fiduciary standard.

Michael Nigro is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2008. 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 relationships through TIAA-administered employer retirement plans. The firm also offers access to affiliated services such as TIAA Trust and manages the TIAA Donor Advised Fund sponsored by Charityvest.

Antonio Biedma is a financial advisor with SPC, holding Series 65 and Series 63 licenses. He has prior work experience at Sigma Financial Corporation, TWFG Insurance, USA Mortgage, Amerihome Mortgage, and Ocwen Loan Servicing LLC. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers tailored, discretionary advice through a large network of advisors and delivers services via managed accounts, direct fund programs, and wrap offerings.