Matthew Parkman is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked with NYLife Securities LLC and New York Life Insurance, and he is also involved with Pax Pest Control. Eagle Strategies serves a diverse client base including individual and institutional investors by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gregery Odell is a financial advisor at Principal Financial Services with the designations ChFC® and Series 63, and 35 years of industry experience. His prior experience includes roles at New York Life Insurance Co., Guardian Life Insurance Company, and The Prudential Insurance Company of America. He serves as Vice Chair for the Lone Star Chapter of the Precision Metalforming Association, supporting membership growth and board activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Wyatt Coleman is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Coleman also operates A Tailored Method, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Quinten Smith is a financial advisor at Lincoln Investment with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Forthright Capital Advisory, Forthright Capital Partners, Mutual of Omaha Investor Services, and Castle Advisors, among other firms. Outside of his advisory role, Smith is the CEO of Forged by Fire, LLC, a coaching and consulting business focused on mentoring men in their personal and spiritual development. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth clients, trusts, charities, and retirement plans, including educators in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a layered delivery model combining advisor-led relationships with in-house research and external managers.

Kevin Grant is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has worked with Kestra Advisory since 2016 and has held roles at Higginbotham and its affiliates since 1998. In addition to his advisory work, he owns INCOME.FIT, a business focused on retirement income planning for individual participants in retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Dimitry Prophete is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Goldman Sachs & Co and Osaic Wealth. Outside of his advisory work, he owns Clean Casa Miami LLC, a home cleaning service, and Prophete Risk Management LLC, a consulting business supporting athlete enterprises. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party managers.

Steven Baaden is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked at Oppenheimer since 2013, following prior roles at Merrill, Citigroup Global Markets, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individual and institutional clients, including high net worth individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Karina Brunson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, she worked at Rgt Capital Management, Ltd. from 2014 to 2017 and spent a year as a caregiver. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and utilizes a financial planning–led investment process emphasizing low‑cost indexing and buy‑and‑hold strategies, supported by a broad range of supplemental investment and retirement plan services.

John Mcqueen is a financial advisor with Oppenheimer based in Dallas, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002. Mcqueen also maintains power of attorney over a family member’s IRA and retail account, managing those as needed. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Michael Welch is a Certified Financial Planner (CFP®) with 22 years of experience in the financial industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Kalos Capital, Inc. and D.R. Saur Financial, Inc. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jason Braswell is a financial advisor at TIAA-CREF with 28 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2006. He holds the Series 63 and Series 65 designations. 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 combines point-in-time planning services with ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Brandon Parsons is a financial advisor with TIAA-CREF, holding a Series 66 designation and 18 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm’s advisory approach combines one-time financial planning with ongoing discretionary portfolio management using both model and customized portfolios.

Tyler Brubaker is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Florida Financial Advisors and F4 Wealth Advisors, as well as several years working with AirTech of Pensacola. 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 connected to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing discretionary management through various managed account programs.

Brittany Smith is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX. She holds a Series 66 designation and has 15 years of industry experience. Smith has worked at several firms throughout her career, including Wells Fargo Advisors and Raymond James Financial Services Advisors, Inc. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement advisory services through a network of approximately 286 advisors and employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, and other securities.

Lora Hoff is a CFP® with 27 years of experience in the financial services industry. She is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Investment Planners, Inc., Mass Mutual Investors Services, and Osaic FA, Inc. Hoff provides insurance advice tailored to client needs as part of her professional activities. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers comprehensive wealth and investment management, financial planning, and retirement plan services, employing a customized, primarily long-term investment approach that includes ETFs, mutual funds, and alternative investments.

Eric Porsch is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 operates a fiduciary advisory model with a separation between one-time planning services and ongoing discretionary management, offering both model portfolios and customized portfolio management.

Deborah Duckworth is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has held roles at related Transamerica entities and other firms since 2005. Her activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and businesses, offering investment advisory and brokerage services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Juan Guerra is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. 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 existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that includes both one-time financial planning and ongoing portfolio management.

Kenneth Williams Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2011. 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 to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and offers customized portfolio management alongside model portfolio options.

Griffin Rea is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Focus Partners Wealth in 2025, he worked at 49 Wealth Management, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network d/b/a 49 Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitive, long-term portfolio construction.