Kolleen Freudiger is a CFP®-certified financial advisor at Creative Planning with 21 years of industry experience. She has worked at Creative Planning since 2020 and previously held roles at Stratford Consulting, LLC and Northwestern Mutual Investment Management. Creative Planning provides comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio approaches, supported by a broad team and centralized investment infrastructure.

Brett Phillips is a financial advisor at VOYA Financial Advisors, Inc. in Dallas, TX, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he works as an independent agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and outside strategists with technology-enabled tools to implement investment strategies, operating both on non-discretionary and limited discretionary bases.

Jing Xu is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. Xu has 22 years of industry experience and has previously worked with firms including LPL Financial, Cetera, and Avantax Advisory Services. In addition to financial advising, Xu is a partner at a tax preparation and accounting firm and co-manages a family ranch. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies and technology platforms while offering access to third-party managers and proprietary solutions.

Dale Facey is a financial advisor with Eagle Strategies (NY Life) in Plano, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2011. Outside of his advisory role, he serves as Vice President and Board Member of Blue Candlelight Music Series, a nonprofit promoting chamber music. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis through a variety of advisory programs.

Monte Hinkle is a CFP®-designated financial advisor with 44 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at Voya Financial Partners, LLC and Osaic FA, Inc. In addition to his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and third-party strategies with a focus on client-approved investment policy statements and model allocations.

Mark Wiggins is a financial advisor with Eagle Strategies (NY Life) based in Plano, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Eagle Strategies since 2013 and has operated his own firms, Wiggins Wealth Strategies and Tri Wealth, LLC, focusing on brokering non-registered insurance products alongside financial advisory services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across various program types, with the majority of its assets managed on a non-discretionary basis.

Brian Mc Cullough is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at Charles Schwab, TD Ameritrade, and RPI Surveys prior to joining TIAA-CREF in 2019. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and also advises a donor-advised fund sponsored by Charityvest.

Derek Barnes is a financial advisor at TIAA-CREF in Frisco, TX, with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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, and small retirement plans. The firm’s advisory model separates one-time planning from ongoing portfolio management, employing both model and customized portfolios under fiduciary standards.

Neil Guarniere is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. His career includes roles at firms such as J.P. Morgan Securities, Merrill, and Bank of America. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing discretionary management, utilizing model portfolios and customized management under fiduciary standards.

Haley Rodriques is a CFP® with 13 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2021. Prior to this, she worked for nine years at D.R. Saur Financial, Inc. She holds a Series 65 registration. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Won Heo is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining TIAA-CREF in 2023, he spent 26 years at Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning and ongoing portfolio management, utilizing both model portfolios and customized strategies under a fiduciary standard.

Connor Branch is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds the Series 66 designation and has worked previously at AW Securities and Equitable Advisor, LLC. Outside of his advisory role, Connor serves as an umpire for high school baseball through the Texas Association of Sports Officials. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations by providing financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm utilizes both quantitative and qualitative analysis via an Investment Committee to create customized allocations across various investment vehicles and offers multiple model and specialist portfolio strategies.

Jay Lewis is a financial advisor with Integrity Alliance, LLC in Plano, TX, holding Series 63, 65, and 66 registrations and bringing 11 years of industry experience. His prior roles include positions at Smith Frank & Partners, LLC, Kestra Advisory Services, LLC, and Forthright Capital Advisory. He is a co-owner of FJ Publishing, LLC, a book publishing venture unrelated to his advisory work. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, managing roughly $5.4 billion across over 300 advisors. The firm delivers investment advice through discretionary accounts, model portfolios, and third-party sub-advisers, offering a range of portfolio management and financial planning services.

Imran Akinteye is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fisher Investments and Fidelity Personal and Workplace Advisors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers separate broker-dealer services and manages donor-advised funds, using both model and customized portfolios within a fiduciary framework.

Ryan Fuchs is a CFP® professional affiliated with Creative Planning in Frisco, TX, with 16 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, and IFRAH Financial Services. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Rainey Rogers Sr. is a financial advisor with Kestra Advisory, holding a Series 63 designation and bringing 38 years of industry experience. His work history includes roles at Principal Securities Inc., Rogers-Tate Financial Group, and Principal Life Insurance Company. Outside of advisory services, he is involved in selling health and fixed life insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Vivian Van Ramirez is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Fidelity Investments and Fidelity Distributors Company LLC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with TIAA-administered retirement relationships. The firm's advisory model differentiates between point-in-time planning services and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Tyler Burtscher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2026. Prior to joining Mariner, he worked at Charles Schwab & Co., Inc. for over nine years. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, providing investment management, financial planning, tax services, and retirement plan consulting through discretionary, customized portfolios overseen by an internal team and investment committee.

David Gauhs is a Series 66 accredited financial advisor with 27 years of industry experience, currently with Fifth Third Securities, Inc. He has previously worked at Comerica Securities, Ameriprise Financial Services, Merrill, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory role, he is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations, trusts, and retirement accounts. The firm offers various investment advisory and brokerage services through multiple program types, including managed accounts and separately managed account strategies, supported by its position as a wholly owned subsidiary of Fifth Third Bank.

Jesse Faggioli is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Robinhood Markets, Fidelity Brokerage Services, and Broadridge Business Process Outsourcing. Outside of his advisory role, he is involved in pet care services through Rover. 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 to employer retirement plans administered by TIAA. The firm offers both point-in-time planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard.