Marco Melero is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Fiduciary Investment Trusts and Principal Financial Group. Melero is involved in investment-related activities through PCRM, LLC, which focuses on fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services alongside tax advisory and consolidated financial reporting.

Taylor Snyder is a financial advisor with Sanctuary Advisors, LLC in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Sanctuary Advisors, he was affiliated with Sanctuary Securities, Inc. for four years and has a background working at the University of North Texas and James Bowie High School. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches and offers portfolio management through several account types while acting as a fiduciary under written agreements.

Patrick Mcneese is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 designations and with 19 years of industry experience. He has worked with TIAA-CREF since 2007. 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 also advises the TIAA Donor Advised Fund and uses a fiduciary standard in its investment advisory services.

James Beard is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 credential with three years of industry experience. Prior to his current role, he worked at Fidelity and several other firms across different industries including real estate and communications. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm distinguishes its planning services from ongoing discretionary management and provides customized portfolio management under a fiduciary standard.

Erik Tarpley is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Vanguard Marketing Corporation, E*TRADE Capital Management LLC, and TD Ameritrade Investment Management, LLC. Tarpley is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals affiliated with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers distinct planning and ongoing management services, including customized portfolios managed under client-approved investment policies.

Laveena Thankachy Sam is a financial advisor with TIAA-CREF, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Strategic Advisers LLC, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, employing both model and customized portfolios.

Jorje Godina is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Co. and has served in the Texas Air National Guard since 2014. Godina is also the finance officer for Wings without Borders, a nonprofit charitable organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Brandon Agamennone is a financial advisor with Guardian Life and Park Avenue Securities, holding the Series 63 and Series 66 designations and seven years of industry experience. His career includes prior roles at New York Life Insurance Company, Bank of America, and Merrill. Outside of advising, he is involved with Baseball Prodigy, LLC, a college baseball recruiting app. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs utilizing proprietary and third-party strategies.

Jinyu Shi is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Transamerica, Shi has worked at UnitedHealthcare since 2018 and Fidelity National Information Services since 2006, where he serves as an IT architect consultant. He is also involved in selling Medicare and ACA health insurance products through affiliated companies. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Karelis Mendez is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining TIAA-CREF, Mendez worked at Merrill and has experience in behavioral services and education. 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 small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Eric Michaud is a financial advisor at TIAA-CREF with 21 years of industry experience. He has worked at TIAA-CREF since 2014 and previously held positions at TD Ameritrade from 2007 to 2014. Michaud holds a Series 66 designation and serves as an adjunct instructor in a continuing education financial planning course. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a range of managed account options and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Andrew Payton is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and operates within a vertically integrated model using affiliated funds.

Daniela Lopez Hernandez is a financial advisor with Schwab Wealth Advisory Inc., holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Schwab, she worked at Lululemon and Target Corporation, and has experience in education spanning several years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab’s asset-allocation models and internal research, offering tailored investment guidance without exercising discretionary trading authority.

David Herron Jr. is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Charles Schwab Bank for over 16 years. Outside of his advisory role, he assists with strategy and training for Excellence with Etiquette, providing seminars on etiquette topics for youth and adults. 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 with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model with both planning and ongoing management services.

Jaime Rangel is a financial advisor at Schwab Wealth Advisory with 2 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Charles Schwab & Co., Ally Invest Securities LLC, and Capital One Investing, LLC. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, with tailored recommendations made at least annually.

Brandon Dyson is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and Tiaa since 2011, with a one-year break in 2017-2018. 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 both point-in-time planning and ongoing portfolio management under a fiduciary standard, with a focus on model and customized portfolios.

Jacob Pavlasek is a financial advisor with Lincoln Investment in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he held various roles in retail and education sectors. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team and third-party managers.

Rosa Kiphen is a CFP® professional with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has held roles at Charles Schwab & Co., TD Ameritrade, and First National Bank Texas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, utilizing asset-allocation models and internal research tools to tailor recommendations without exercising discretionary trading authority.

Leslie Greco Pool is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Raymond James & Associates and Deutsche Bank Securities Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, using both proprietary and third-party investment strategies.

Keith Lynch is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63, 65, and 66 licenses and over 30 years of industry experience. His career includes roles at Fidelity Brokerage Services, Fidelity Personal Trust Company, and his current work at Eagle Strategies and affiliated entities. Lynch also operates under the DBA Tri Wealth, LLC, providing insurance and financial product services. Eagle Strategies serves a diverse client base including individual investors and institutional plans, delivering financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.