Vincent Hawkins is a financial advisor at Mercer Global Advisors Inc. with 19 years of industry experience. He holds the Series 66 designation and previously worked for Steward Financial Group, LLC for 16 years before joining Mercer Global Advisors. Outside of advising, he is a one-third owner of HESland, a commercial real estate firm, where he manages banking and finance. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, offering a range of portfolio management and financial planning services.

Brandon Dyson is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and Tiaa since 2011, with a one-year break in 2017-2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management under a fiduciary standard, with a focus on model and customized portfolios.

Jacob Pavlasek is a financial advisor with Lincoln Investment in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he held various roles in retail and education sectors. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team and third-party managers.

Leslie Greco Pool is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Benjamin F. Edwards in 2026, Leslie worked for Raymond James & Associates for 10 years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing strategies managed in-house, by advisors, and through third-party managers.

Charles Wedemeyer is a CFP® professional with 21 years of industry experience, currently advising at Allworth Financial, L.P. in Addison, TX. His prior roles include positions at Mercer Global Advisors, Fisher Investments, The Vanguard Group, and Fidelity Investments. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a variety of strategies and employs third-party sub-advisers when appropriate.

Keith Lynch is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Fidelity Brokerage Services and multiple wealth management firms. Lynch operates under the DBA Tri Wealth, LLC, servicing insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages a majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Michael Mc Clinton is a financial advisor with Eagle Strategies (NY Life) based in Addison, TX. He holds Series 65 and Series 63 credentials and has experience at Principal Financial Group and Collin College prior to joining Eagle Strategies. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Mark Pruitt is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at AE Wealth Management since 2017. Prior to that, he was with Global Financial Private Capital, LLC from 2015 to 2017 and has been involved with Strategic Estate Planning Services since 2005. He serves as a board member for the Mustang Ridge Office Complex homeowners association. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Labique Fazal Din is a financial advisor at Commonwealth Financial Network with a Series 66 designation and over 11 years of industry experience, including 11 years at Fidelity Investments before joining Commonwealth in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Zachry Fearing is a financial advisor with Centaurus Financial, Inc. in Highland Village, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Centaurus Financial since 2016. In addition to his advisory role, he is involved in property and casualty insurance sales and provides support for life insurance products. Centaurus Financial serves a diverse client base including individuals, families, small businesses, and institutional clients, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs both discretionary and non-discretionary management styles and utilizes various analytical approaches alongside model overlay programs and third-party money manager referrals.

Michael Smith is a financial advisor with Hornor, Townsend & Kent, LLC in Addison, TX, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend And Kent, Inc. since 2008. In addition to advisory services, he is involved in insurance brokerage through Penn Mutual Wealth Strategies and Wealth Coordination Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Colin Kirkpatrick is a financial advisor at Valic Financial Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Citizens Securities, Inc., and Total Benefit Communications. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models in portfolio construction.

Amalea Zegarzewski is a CFP® professional with 10 years of industry experience, currently affiliated with Schwab Wealth Advisory. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Fidelity Investments, and AXA Equitable. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Derrick Catherman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining TIAA-CREF, he worked at firms including Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he founded the Tomball Memorial Alumni Football Tournament, an event that brings together former student athletes and community members for a touch football competition. 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, and small retirement plans. The firm offers model and customized portfolios and acts as adviser to donor-advised funds while operating within a vertically integrated structure.

Jerry Stowers is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2008. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, 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, operating within a vertically integrated structure that includes affiliated funds and advisory services such as a donor-advised fund.

Christopher Cerulla is a financial advisor at VOYA Financial Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Voya-affiliated firms since 2014, as well as Directed Services, LLC from 2009 to 2018. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm combines both advisory and broker-dealer roles, providing services primarily through non-discretionary recommendation-based relationships.

Eric Maya is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley from 2016 to 2021 before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Kent Booke is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 credential and eight years of industry experience. His prior work includes positions at JPMorgan Securities LLC and Edward Jones. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure using affiliated funds.

Noah Di Biase is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked with The Millstone Evans Group and Asian Tigers Japan. Outside of his financial career, he has experience running businesses including Golf For Life LLC and Half Fast Subs. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals and entities, often serving clients with existing retirement plan relationships. The firm offers a range of discretionary portfolio management options and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated investment funds.

Dianne Paroubek is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. Her career includes prior roles at LPL Financial, Independent Financial Partners, Merrill, and A. G. Edwards & Sons, Inc. She provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and both proprietary and third-party strategies to meet client goals.