William San is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has been with Eagle Strategies since 2020 and affiliated with NYLIFE Securities and New York Life Insurance Company since 2015. In addition to his advisory work, he serves as an independent contractor brokering non-registered insurance products with outside insurance carriers. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of representatives, emphasizing tailored solutions and primarily managing assets on a non-discretionary basis.

Firestar Gomez is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining TIAA-CREF in 2021, Firestar held positions at Equitable Advisors, LLC and the University of Colorado, among others. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a fiduciary advisory model that separates one-time planning services from ongoing portfolio management, utilizing both model and customized portfolios within a vertically integrated structure.

Erik Baas is a CFA® charterholder and holds the Series 66 designation, with one year of industry experience. He currently works at \u0026PARTNERS and previously held roles at Kenfo and Marcard, Stein & Co. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and brokerage services. The firm employs a mix of fundamental, technical, and quantitative analysis, managing accounts directly or through third-party managers.

Vidhi Amin is a financial advisor at TIAA-CREF with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity, J.P. Morgan Securities, and Santander Securities. 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 TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios and model-based strategies, within a vertically integrated structure that includes advisory services for a donor-advised fund.

Hadley Joseph is a financial advisor at TIAA-CREF with 24 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill and Citizens Bank, with a significant portion of his career spent at Merrill from 2011 to 2022. 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. The firm provides both point-in-time planning services and ongoing portfolio management, including customized and model-based investment strategies, and serves as adviser to donor-advised funds.

Nicki Beatty is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at TIAA-CREF since 2018 and previously held positions at Huntington Bank and Bayport Credit Union. Outside of her advisory role, she is a co-owner of a rental property, involved occasionally in its management. 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 employer retirement plan relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Jason Kahle is a financial advisor at TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Transamerica Retirement Advisors, Victory Capital Management, The Champion Group, and New York Life Insurance. 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 TIAA-administered employer retirement plans. The firm offers planning services separate from ongoing portfolio management and manages advisory accounts under a fiduciary standard.

Jaclyn Johnson is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at United Advisors America, TD Ameritrade, and Scottrade. She is currently based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing managed account management, offering both model-based and customized portfolio solutions.

Haiyu Qi is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Qi has worked with Transamerica Financial Advisors since 2012 and is also engaged with Legacy Shield, Community Health Choice, and BlueCross BlueShield in various roles related to health insurance and estate planning. Outside of financial advising, Qi has experience as a referral agent focusing on estate planning. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models, with discretionary and non-discretionary program options.

William Thorman is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining TIAA-CREF, he worked at OSAIC and The Next Level Planning Group. 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 TIAA-administered employer retirement plans. The firm’s advisory approach separates one-time financial planning from ongoing discretionary management through model portfolios or customized portfolios managed under client-approved investment policies.

Jason Colquitt is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2017 and has concurrent roles with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, including retirement plan consulting and advisory services linked to insurance and annuity products, with a substantial portion of its assets managed on a non-discretionary basis.

Ivan Landeros is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TIAA-CREF in 2019, he worked in various roles at Pfeifer Guard-All Building Solutions, Aerotek, Williams & Davis Boilers, and DFW Grating Inc. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, corporations, and small retirement plans. The firm distinguishes between one-time financial planning and ongoing discretionary management, offering customized and model portfolios, and serves as adviser to a donor-advised fund.

Alexander Gido is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co. in 2026, he worked at Goldman Sachs from 2023 to 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with reviews tailored to clients’ goals and risk tolerance.

Tyler Rea is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at American Contractors Insurance Group and Ernst and Young. Additionally, he is involved in insurance sales, advising clients on insurance products. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.

Matthew Howard is a Series 65-licensed financial advisor with five years of industry experience. He is currently associated with Brookstone Capital Management LLC and Guardian Financial Management. Prior to these roles, he worked for PR Liquidating Trust for eleven years. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a variety of investment products, and both internal and external sub-advisors to implement client portfolios.

Tonya Rollman is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior experience includes roles at Lincoln Investment and Creating & Managing Wealth, LLC. 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 working with clients who have existing TIAA-administered employer retirement plans. The firm offers a range of model and customized portfolio management options within a vertically integrated structure.

David Blassingame Jr. is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2012, with a brief employment gap from 2025 to 2026. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time financial planning services and ongoing portfolio management, using a fiduciary standard in its advisory services and managing conflict disclosures related to affiliated funds and fee structures.

Jeanette Hilton is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Her career includes roles at Integrated Trust Systems, WealthWave, and Fannie Mae, among others. Hilton is also involved in several entrepreneurial ventures, including ownership of a publishing business producing books for royalty income and participation in an oil and gas royalty enterprise. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations. The firm offers a variety of advisory and broker-dealer services, featuring proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Michael Daniels is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner since 2025. His prior experience includes roles at Sequoia Financial Group, UBS Financial Services, Merrill Lynch, and Bank of America. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized, discretionary portfolios and offers integrated tax and accounting services along with financial wellness solutions for employer clients.

Yuanxi Su is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked with Charles Schwab since 2018, including his current role at Schwab Wealth Advisory since 2023. Prior to this, he was employed at Montana West Inc. and Elite Language Institute. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset allocation models and internal research tools, with at‑least‑annual reviews tailored to client goals and risk tolerance.