Janice Hopkins is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she owns Curvy Diamonds, a business selling clothes and accessories. 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 employer retirement plan relationships. The firm offers a range of advisory services, including model and customized portfolios, and acts as adviser to a donor-advised fund.

Grant Mink is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Old Hawthorne and the University of Missouri. 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 provides fiduciary-aligned advisory services alongside affiliated options such as donor-advised funds within a vertically integrated structure.

Mohammad Arien is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 credential and has worked at firms including PNC Wealth Management, Citigroup Global Markets, Bank of America, and Merrill. 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 relationships through TIAA-administered employer retirement plans. The firm offers a range of portfolio management options, including model and customized portfolios, and acts as adviser to the TIAA Donor Advised Fund.

Alex Mathern is a financial advisor at D.A. Davidson & Co. in Plano, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with D.A. Davidson & Co. since 2011. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with substantial assets, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Jason Tobias is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior work experience includes roles at Nylife Securities LLC and Mogul Wealth Strategies. He operates under the DBA name Tri Wealth, LLC to service insurance and financial product clients. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client goals, managing a majority of assets on a non-discretionary basis.

Audra Ross is a financial advisor with Voya Financial Advisors, Inc. in Dallas, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Voya, she worked for seven years at Children's Medical Center of Plano. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement plan advisory services through a large network of representatives, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools.

David Sims is a CFP® with 18 years of industry experience, currently affiliated with Principal Financial Services. His career includes roles at Principal Securities Incorporated and Principal Life Insurance Company since 2013, as well as prior experience with USAA Financial Planning Services and LPL Financial LLC. He is the owner of Ten Talents Wealth Management, a separate business entity. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct advisory and promoter arrangements.

Aaron Day is a financial advisor at Corient with 20 years of industry experience. He holds the Series 66 designation and previously worked at Capital Advisors, Inc. and TIAA Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and specialized offerings through affiliates.

Shawna Rusk is a financial advisor at Creative Planning with a Series 65 designation and five years of industry experience. She has worked at Creative Planning since 2019 and previously at Stratford Consulting and Think Finance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Michael Mc Lellan is a financial advisor with Empower Advisory Group based in Frisco, TX. He holds Series 66 and Series 63 licenses and has 14 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Fisher Investments, and USAA Financial Advisors, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their financial planning approach.

Robert Willis is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab, New American Funding, Mr Cooper, and Gateway Mortgage. 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 linked to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and includes management of donor-advised funds.

Anthony Lopez is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has worked at Strategic Advisers LLC, Fidelity Brokerage Services LLC, Fifth Third Bank, and Regions Bank, among others. Lopez is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning services and ongoing portfolio management, including customized managed accounts under a fiduciary standard.

Lori Welborn is a financial advisor with PNC Wealth Management in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven investment platform available to select PNC Bank employees. The firm uses approved model strategies executed by delegated investment managers with a focus on mutual funds and ETFs.

Matthew Peisker is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has 10 years of industry experience. In addition to his advisory role, he manages a team of agents as a Unit Sales Manager at Bankers Life & Casualty, overseeing hiring and training and working with insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs with a range of investment options.

Douglas Mcculley is a CFP® with 22 years of experience in the financial services industry. He currently works at Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, Buckingham Asset Management, Llc, JWA Financial Group, Inc., and USAA Financial Planning Services. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Charles Cronin is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA-CREF and Tiaa since 2005. Outside of his advisory role, he participates in a nonprofit initiative with the Pension Rights Center focused on addressing issues related to women’s retirement benefits at divorce. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers both model and customized portfolios within a vertically integrated investment platform.

Brooks Panhans is a financial advisor at Hightower Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is a passive investor in 4Minds AI, a startup focused on enterprise artificial intelligence solutions. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Gregory Swindling is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and Fisher Investments. 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 to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and a donor-advised fund.

Park Mc Curdy is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience and holds the Series 66 designation. Prior to joining Ameritas, he worked at Northwestern Mutual and has a background that includes employment at Baylor University and Palio's Pizza Cafe. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of portfolio construction tools and offers discretionary and non-discretionary programs, supported by multiple platforms and third-party managers.

John Norman is a ChFC® with 32 years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC since 2004. He holds multiple roles in insurance brokerage, including partnerships at firms specializing in life, disability, long-term care insurance, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory network, offering tailored financial planning and retirement consulting alongside brokerage services. The firm manages a diverse advisory platform featuring third-party asset manager relationships and both discretionary and non-discretionary account options.