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.

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, Inc. with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2018 and Montana West Inc. from 2016 to 2018. 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-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Marcus Jefferson is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining TIAA-CREF, he worked in educational and service roles, including positions at Lewisville Independent School District and Chadron State College. TIAA-CREF Individual & Institutional Services, LLC 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 planning services and ongoing discretionary management using model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Ryane Dobbinson is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Farmers Insurance-related firms. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved policies.

Shawn Foster is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses, with 35 years of industry experience. He is also the owner of Shawn Foster Financial Group, LLC. His career includes roles at Ameritas Investment Corp, Canvas Financial, and Foster Financial Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing a combination of model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Alejandro Andrade is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and two years of industry experience. His background includes roles in both education and the service industry prior to joining TIAA-CREF. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals often connected through employer retirement plans, as well as trusts, estates, and corporate entities. The firm operates within a vertically integrated group offering model and customized portfolio management under a fiduciary standard.

Mark Libner is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he is a 50% owner of a short-term rental property business in Branson, Missouri, managed by a local property management company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA retirement plan relationships.

Raza Syed Ali is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at JP Morgan Securities, Vanguard Marketing Corporation, and Ameriprise Financial Services. He also has entrepreneurial experience with Change Realty, LLC. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers discretionary portfolio management with a fiduciary standard and acts as adviser to a donor-advised fund.

David Anderson is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to his current role, he worked with PGA America and Jesuit College Prep. He also owns a business brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored advice and manages a substantial asset base primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Danniel Kazi is a financial advisor at Lincoln Investment in Frisco, TX, with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Randstad Digital, Allstate Insurance, Fidelity Investments, and Wells Fargo. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) plan participants. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

Curtis Reese is a financial advisor with Ameritas Advisory Services, LLC in Frisco, TX, holding Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at several firms including Fisher Investments, CoreCap Advisors, and TD Ameritrade. Reese is also involved with Harvest Wealth Group as a financial advisor. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse range of clients including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs various investment strategies using model portfolios, mutual funds, ETFs, and individual securities, and offers discretionary and non-discretionary programs across multiple platforms.

Jesse Vega is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Paradigm Advisors LLC, Portfolio Advisors, Inc., and Wells Fargo. Outside of finance, he was involved with Fresno Escape Room and Kids Footlocker. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm bases its guidance on proprietary asset allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Tricia Jones is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. She previously worked at Comerica Securities and Comerica Bank, and served in a communications role with Tradition Senior Living. Jones also serves as an elected volunteer on the Board of Directors for Birchbrook Manor Condominiums, where she participates in community management and communications. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, offering both model-based and customized portfolio options.

David Ragan is a CFP® professional with 19 years of industry experience. He currently works at Allworth Financial, L.P., where he has been since 2026, following a 23-year tenure at Grunden Financial Advisory. In addition to his advisory work, he serves as an adjunct finance professor at the University of North Texas, teaching personal finance topics. Allworth Financial serves a diverse client base that includes individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars.

Shawn Mooring is a financial advisor at Schwab Wealth Advisory with 6 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab, Robinhood Markets, and TD Ameritrade. Outside of his advisory role, he is listed as a member of a retail business related to his wife's candle sales and wedding planning services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Colton Green is a Series 66-licensed financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He previously worked at Lincoln Investment and Valic Financial Advisors and has a background that includes roles in education and small business operations. Outside of his advisory role, he is involved with RETIRESIMPLY, where he engages in insurance sales and client financial goal meetings. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analysis, as well as model portfolios and uses discretionary and non-discretionary management for clients.

Molly Phelps is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at TIAA-CREF since 2018. Prior to this, she spent 10 years with Jackson National Life and its distributors. 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. The firm serves clients often connected through TIAA-administered retirement plans and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.