Danny Mcfadden Jr. is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 credential and 26 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation. Outside of advising, he works as a freelance photographer. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm uses a mix of discretionary and non-discretionary management strategies, including fundamental and technical analysis, and incorporates digital advice solutions.

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.

Ma Nang Lar is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and 18 years of industry experience. Her prior roles include positions at Citi Personal Wealth Management and Citigroup Global Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessments and approved model strategies implemented via mutual funds and ETFs.

Christopher Simmons is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has eight years of industry experience, having worked at firms including Ameriprise Financial Services, AXA Advisors, and currently Park Avenue Securities and Guardian Life Insurance Company. Simmons also spent three years working at the University of North Texas. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Kristi Shumate is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2007. Outside of her advisory work, she owns a business that makes specialized horse show accessories and is involved in leasing and selling ponies. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected to TIAA-administered retirement plans. The firm offers customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund.

Jilly Dearaza is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she is a managing member of MJAMS LLC, which manages rental income properties. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Chandler Peterson is a CFP® professional at Focus Partners Wealth, LLC with two years of industry experience. He has previously worked at Buckingham Strategic Wealth, Cresset, U.S. Bank Private Wealth Management, and Wells Fargo Securities. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with integrated wealth management and advisory services. The firm’s investment approach uses a combination of active and passive strategies within an enhanced open architecture framework, incorporating quantitative analysis and options overlay strategies.

Daniel Malone is a CFP® professional with nine years of industry experience. He has been a financial advisor with Kestra Advisory since 2018 and previously worked with Cetera Advisors Networks LLC. Malone is also president of WDW Tax Services, a tax and accounting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds.

Randi Baker is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 license and six years of industry experience. Her work history includes roles at Bank of America, Merrill, and Mary Kay, alongside her current position at TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs for individuals—often those connected through employer retirement plans—as well as trusts, estates, partnerships, and small retirement plans. The firm provides both model-based and customized portfolio management and serves as adviser to a donor-advised fund.

Wesley Gregory IV is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has prior work experience including roles at YMCA of Wilmington, Porters Neck Country Club, and the University of North Carolina - Wilmington. TIAA‑CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm uses a fiduciary model with a range of managed account options including model portfolios and customized portfolio management.

David Barr is a financial advisor with Eagle Strategies (New York Life) based in Frisco, TX. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to his current role since 2018, he worked at Thrivent Investment Management and Thrivent Financial from 2015 to 2018. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional sponsors, and corporate clients. The firm delivers tailored recommendations through multiple program types and operates primarily on a non-discretionary asset management basis within the New York Life affiliate structure.

John Stewart is a financial advisor at TIAA-CREF with six years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2019. Outside of his advisory role, he tutors students preparing for securities licensing exams through Varsity Tutors. 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 TIAA-administered employer retirement plans. The firm’s advisory approach includes both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.

Brett Beavers is a financial advisor with TIAA-CREF in Frisco, Texas. He holds a Series 66 designation and has eight years of industry experience. His background includes roles at TIAA-CREF Individual & Institutional Services, the University of Arkansas Department of Athletics, Sowell Management Services, and Crews & Associates, Inc. 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. The firm’s advisory model separates planning services from ongoing discretionary management, using model portfolios or customized portfolios managed under client-approved investment policies.

Adam Millman is a financial advisor at Mariner with nine years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Zacks Investment Management, Fisher Investments, and USAA in various advisory and financial planning roles. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and offers integrated tax services and operational solutions such as family office and financial wellness platforms.

Sean Sweeney is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and with 12 years of industry experience. He has worked at The Mayben Company LLC since 2016, serving as Director of Client Accounts in addition to his role at United Planners. United Planners Financial Services is a national wealth-management firm with approximately $12.77 billion in assets under management and over 350 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and trusts, offering advisory and brokerage services primarily through independent investment adviser representatives.

Joe Ledford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at LPL Financial, Woodbury Financial Services, and Householder Group Estate and Retirement Specialists. Outside of his advisory work, he is involved with Barton Financial Services, a business entity used for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that combines strategic asset allocation, passive and active management, and research-driven analysis.

James Griffith is a financial advisor with TIAA-CREF and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including roles at Edward Jones and MKM Partners LLC. He is currently based in Frisco, TX. 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 employer retirement plan relationships. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing portfolio management using both model and customized portfolios.

Gabriel Blancarte is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2023. His prior experience includes roles at Fletching Capital and the University of Missouri. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and 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 both point-in-time financial planning and ongoing discretionary portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Stephen Trousdale is a CFP® with 11 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.