Adam Millman is a financial advisor at Mariner with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Zacks Investment Management, Fisher Investments, and USAA in various advisory roles. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax, accounting, and financial wellness capabilities uncommon at this scale.

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 credentials and 19 years of industry experience. His prior work includes positions at LPL Financial, Woodbury Financial Services, and SII Investments. Outside of advisory roles, he is involved with Barton Financial Services, a family business active since 1996. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that combines passive and active management with oversight from an internal Investment Committee.

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 CERTIFIED FINANCIAL PLANNER™ at Focus Partners Wealth, LLC with 11 years of industry experience. He has worked at Buckingham Asset Management, LLC since 2015 and joined The Colony Group, LLC in 2024. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach that incorporates both active and passive strategies, third-party managers, and customized portfolios based on clients' risk tolerance, liquidity, and tax situations.

Robert Northcut is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Ameritas Advisory Services since 2021. Northcut is also the mayor of Melissa, Texas, a role he has held since 2016. He operates Northcut Financial LLC, an independent insurance agency specializing in fixed life and health insurance products. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a combination of model portfolios, mutual funds, ETFs, and individual securities, and offers various program platforms and sub-adviser options.

Rusty Hood is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has held positions at multiple firms and ventures, including roles with Avalanche Ventures, NetLaw, and LifeLock, and has experience referring clients for services such as trust and wills, identity theft protection, college loan consulting, and tax mitigation. Transamerica Financial Advisors serves a wide range of clients including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Nathan Dufresne is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments and Wells Fargo. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, and acts as adviser to a donor-advised fund.

Kevin Jackson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, and Charles Schwab. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and integrates in-house research with third-party managers across a range of asset classes and strategies.

Ross Hunter is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to define their financial goals and develop portfolio strategies aimed at achieving those objectives. He provides ongoing advice and adjusts portfolios as clients' situations evolve. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Georgia Southern University.

Daveona Harris is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., and JP Morgan Securities LLC from 2016 to 2024. 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 with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning as well as ongoing managed account services under a fiduciary standard.

Nathan Durfee is a financial advisor with Empower Advisory Group in Savannah, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Arvest Wealth Management and Empower Financial Services, Inc. Outside of financial services, he has experience in the retail and healthcare sectors, including positions at JL Beers and Avera Heart Hospital. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm combines proprietary and third-party methodologies in its planning services and operates within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Giovanni Gutierrez is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments, he held roles at Oliva Partners Management, Woodforest National Bank, and several other firms across finance and technology sectors. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Julio Bejarano is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2025. His prior experience includes roles at JPMorgan Chase Bank, American Fidelity, and several other companies across different sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches, with a focus on non-discretionary recommendations and ESG considerations.

Jose Oseguera is a financial advisor at Merrill with six years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank N.A. Outside of his advisory work, he is involved with JJP Dream Homes LLC and Rowtex Remodeling, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Theodore Parks is a Series 65-licensed financial advisor with seven years of industry experience. He has been with Fisher Investments since 2019 and previously worked at Woodruff Sawyer & Co and TARGET. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and offers tax-aware risk management strategies.

Tyler Bohannan is a financial advisor with J.P. Morgan Securities based in Plano, TX. He holds a Series 66 designation and has three years of industry experience, including roles at JPMorgan Chase Bank and Bok Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with both quantitative and qualitative research, and they offer services supported by affiliates including J.P. Morgan Wealth Management Solutions.

Nicholas Heath is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and three years of industry experience. He previously worked at PE Solar, Skips Western Outfitters, and PWC, LLC. Outside of finance, Heath is the founder and CEO of Medusa Filtration Systems LLC, a wastewater filtration research startup. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques in its portfolio management.