Juan Amador is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and TD Ameritrade. Outside of finance, he is the owner and partner of Amador Peppers LLC, a venture focused on buying and reselling pepper mash products. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and brokerage services primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm offers both model portfolio and customized portfolio management under a fiduciary standard and serves as adviser to a donor-advised fund through Charityvest.

Brian Neal is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at National Life Group, Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, Neal provides independent strengths-based coaching focused on personal development and leadership skills. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Tommy Fincher is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at WhiteStone Wealth Advisors, Institute for Wealth Partners, Institute for Wealth Advisors, Onyx Wealth Advisors, and Transamerica Financial Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party manager solutions with technology-supported tools.

Neil Resnik is a financial advisor at Equity Services, Inc. with 46 years of industry experience and holds a Series 63 designation. He has been with Equity Services since 2003 and has operated Resnik and Associates since 1980. Outside of his advisory work, he serves on the boards of local nonprofit organizations focused on social services and scholarships for at-risk youth. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Daniel Melander is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and over 25 years of industry experience. His career includes roles at Integrated Trust Systems, Magellan Research Group, WealthWave, and Managed Wealth Financial. He provides consulting and research services part-time to Magellan Research Group and works as a referral sales associate for Integrated Trust Systems on estate planning. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers. The firm operates both as a registered broker-dealer and RIA, supporting various client needs with discretionary and non-discretionary investment programs.

James Risalvato is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, GDS Wealth Management, Fisher Investments, and Morgan Stanley. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing both quantitative and qualitative analysis to deliver customized investment solutions across various asset classes and specialized portfolios.

Geoffrey Curry is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2018. Outside of his advisory work, he is establishing an LLC related to property management activities. 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 connected to TIAA-administered employer retirement plans. The firm employs a fiduciary standard in its advisory services and provides customized portfolio management alongside model portfolio options.

Michael Powers is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

William Glenn is a ChFC® credentialed financial advisor with four years of industry experience, currently with Hightower Advisors in Dallas, TX. His prior experience includes roles at Smith Anglin Financial, LLC, Bevinco Inc, and University of North Texas. From 2013 to 2021, he was involved with Tenant Link/Let's Party in a business capacity outside of finance. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a broad range of portfolio management and consulting services.

Kaitlyn Simmons is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has been with Beacon Pointe Advisors since 2019 and previously worked at Texas A&M University from 2015 to 2019. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes.

Dennis Walsh is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab & Co., Inc. before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes its comprehensive financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that includes affiliated funds.

Joshua Philp is a financial advisor with Empower Advisory Group in McKinney, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Empower, he worked at AT&T Mobility and Sprint Wireless. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Hanna Alyafai is a Series 66-licensed financial advisor with TIAA-CREF in Frisco, TX, with one year of industry experience. Prior to joining TIAA-CREF, she worked at Merrill for two years and has held roles in various insurance and management companies. Alyafai is also an officer of Yafii Management LLC, a property management company. 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 employer retirement plans. The firm offers model-based and customized portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

George Carlson is a CFP® certificant based in Plano, TX, with four years of experience in financial advising. He joined Savant Wealth Management in 2026 after working at firms including Exencial Wealth Advisors, Beacon Pointe Advisors, and Morgan Stanley. His background also includes roles at E*Trade, TD Ameritrade, and Northwestern Mutual. Savant Wealth Management serves a diverse range of clients including individuals, families, pension and profit-sharing plans, and high-net-worth clients, offering wealth management, financial planning, retirement consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust service affiliates.

Shawn Warren is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Arbor Point Advisors and Securities America from 2016 to 2024 and has been involved with American Financial Network since 1997. Outside of advising, he operates a business buying, modifying, and selling musical instruments. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments through integrated platform relationships and affiliated managers.

Yun Tong is a financial advisor with PNC Wealth Management in Allen, TX, holding a Series 66 designation and four years of industry experience. Prior to joining PNC Investments in 2025, Yun worked at Thrivent Investment Management and Thrivent Financial from 2023 to 2025, and held roles at Bank of America and Merrill from 2017 to 2023. Yun also founded Hello Yuki LLC, operating from 2012 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithmic risk assessment and discretionary model portfolios managed by PNC or third-party strategists.

Marcus Arnold is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 licenses, and has 16 years of industry experience. His prior roles include positions at Fidelity Investments and Strategic Advisers LLC. He is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Sarah Blackshear is a financial advisor at Prime Capital Financial with nine years of industry experience. She holds a Series 66 designation and has worked with firms including The Charles, Cambridge Investment Research, and Lawing Financial. Outside of advising, she was involved with Hotel Zaza (Z Resorts) for eight years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers comprehensive asset management, financial planning, and family office services, employing a mix of investment strategies and platforms to address a wide range of client needs.

Brett Wood is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds the Series 66, Series 65, and Series 63 registrations. Prior to joining TIAA-CREF, Wood worked at CoreCap Advisors and operated Wood Financial for 20 years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with connections to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various managed account options.

Nicholas Wanzer is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining TIAA-CREF, he worked at Charles Schwab & Co., Inc. and has an educational background from Mercer University. 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 connections to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various advisory services under a fiduciary standard.