Vivian Ong is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. She holds Series 65 and Series 63 designations and has six years of industry experience. Prior to her current role, she has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2019. Outside of her advisory work, she is also appointed as an insurance broker for non-registered insurance products. 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 tailored to client objectives and emphasizes mostly non-discretionary asset management within an integrated New York Life affiliate structure.

Samuel Keenan is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 registrations. His prior work includes roles at National Life Group, Branch Banking and Trust Company, and Enterprise Rent-A-Car. Outside of his advisory work, he is a co-owner of a small rental property business managing two units. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and blends long-term investment strategies with options for shorter-term trading and specialized instruments.

John York is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Trias Financial Group LLC, Eagle Strategies LLC, Eighteen Financial Group, LLC, and NYLIFE Securities LLC. Outside of his advisory work, he is a musician active in local bands and serves as a director for Brian's Wish, a charity focused on granting wishes to critically and terminally ill adults. Eagle Strategies serves a broad client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple programs, emphasizing mostly non-discretionary asset management and a fiduciary approach to retirement investors.

Samuel Calles is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations. He has been with the firm since 2026 and has prior work experience including roles at UPS, Amazon, and the University of Texas Arlington. Calles is also involved as a financial consultant with Florida Financial Advisors. 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 connected through employer retirement plans. The firm offers a range of advisory services emphasizing both point-in-time planning and ongoing portfolio management under a fiduciary standard.

Kalie Goudy is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Schwab Wealth Advisory since 2016, working within the Schwab organization since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and does not engage in discretionary trading or direct client billing.

Cameron Perry is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with TIAA-CREF since 2011. Outside of his advisory role, he owns and oversees operations at Mustang Vending. 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 connected through TIAA-administered employer retirement plans. The firm separates one-time financial planning from ongoing portfolio management, offers both model and customized portfolios, and acts as adviser to donor-advised funds within a vertically integrated structure.

Thomas Green Jr. is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with TIAA-CREF since 2007. Outside of his advisory role, he is involved in organizing and officiating weddings through his association with Love Notes Weddings. 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, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios within a fiduciary framework.

Wesley Wood is a financial advisor at Sanctuary Advisors, LLC with 36 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is the owner of Wood Private Wealth Management LLC, where he provides financial planning and educational services to individuals and families without engaging in securities trading. Sanctuary Advisors offers investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, corporations, and charitable organizations. The firm provides customized investment programs through various account structures and utilizes a network of independent advisors and affiliated broker-dealers to implement multiple investment strategies.

Pedro Campos Mejorado is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previous experience at JP Morgan Securities, TD Ameritrade, and UnitedHealth Group. Outside of his advisory role, he works as a delivery driver for Uber. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations supported by Schwab’s proprietary research tools.

Charles Garner is a CFP® professional with 34 years of experience in financial advisory. He is currently with Schwab Wealth Advisory Inc. and has held roles across various Schwab entities and USAA Investment Management since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while maintaining an internal advisory structure within the Schwab ecosystem.

Matthew Burk is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Securities America Advisors, and 1st Global Advisors. Outside of his advisory work, he is a partner at Triple J Ranch, LLC, where he assists with property expenses and upkeep. 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 connected to TIAA-administered employer retirement plans. The firm offers a mix of model and customized portfolio management under a fiduciary standard and also advises the TIAA Donor Advised Fund.

Justin Scott is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has been with TIAA-CREF since 2019, following roles at firms including Ameriprise Financial Services, USAA, and Apex Systems. Outside of his advisory work, he is involved in peer-to-peer car sharing through Turo and is planning to start a kennel and breeding business for American Bullies. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing TIAA-administered retirement plans. The firm’s advisory approach includes point-in-time financial plans and ongoing portfolio management using model and customized portfolios, and it also advises a donor-advised fund sponsored by Charityvest.

Dana Marlowe is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has been with TIAA and TIAA-CREF since 2014 and 2019, respectively. Outside of her advisory role, she manages short-term rental properties and has provided housing without rent for a family member during their educational pursuits. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and provides investment advisory services including donor-advised funds and customized portfolio management.

Robert Ahearn is a CFP® professional with 22 years of experience in the financial industry. He has been with Eagle Strategies (NY Life) since 2017 and has held positions with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, including financial plans, fee-based advice, retirement plan consulting, and co-advisory relationships, with an emphasis on meeting client objectives and plan sponsor criteria.

Colleen Marchetti is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has worked at Kestra Investment Services since 2012 and has over 30 years of experience at Hefner & Associates, where she currently serves as CEO and president. Outside of her advisory roles, she is involved in community activities as the Corporate and Community Sponsorships Coordinator for the Hebron Band Booster Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and utilizes third-party managed solutions while operating within a supervisory framework that allows for complex products and discretionary trading.

Seth Machacek is a financial advisor with TIAA-CREF holding Series 63 and Series 65 designations. He has one year of industry experience and previously worked in education at various schools from 2015 to 2025. 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 connected through TIAA‑administered employer retirement plans. The firm also acts as adviser to a donor-advised fund and employs a fiduciary standard within a vertically integrated structure using affiliated funds.

Patrick Lynch is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at The Vanguard Group, Inc. in various capacities from 2007 to 2024. 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, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to entities such as the TIAA Donor Advised Fund.

John Heisterkamp is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at TIAA-CREF since 2010, with a brief period at Allstate Good Hands Rescue Service. 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 existing TIAA-administered employer retirement relationships. The firm provides both point-in-time planning and ongoing discretionary portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

David Suess is a financial advisor with Beacon Pointe Advisors, LLC, holding the CFP® designation and Series 66 license. He has 23 years of industry experience and has worked at firms including The Prudential Insurance Co. of America and MassMutual Life Insurance Company. Outside of his advisory role, he coaches youth soccer teams. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using a proprietary “Focus List” and offers services such as discretionary wealth management, financial planning, and outsourced CIO solutions.

George Sorto is a CFP® professional with nine years of industry experience. He currently serves as an advisor at Schwab Wealth Advisory and has previously worked at TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.