Pedro Gonzalez is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. He has worked with Eagle Strategies and New York Life Insurance Company since 2019, and previously spent over a decade at TD Ameritrade. Outside of his advisory role, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Sungwon Ma is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA and 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, trusts, estates, partnerships, and small retirement plans. The firm also serves as investment adviser to a donor-advised fund and operates within a vertically integrated group that offers affiliated funds.

Danny Li is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Eagle Strategies since 2016 and has held roles at OpenWin Financial & Insurance Services, LLC and Heir Associates. Outside of advisory work, he is a partial owner of an OrangeTheory Fitness gym. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm offers multiple program types focused on tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Jacqueline Harvey is a financial advisor at Kestra Advisory with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Integrity Wealth Management and National Business Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Jeffrey Dils is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. Prior to his current role, he spent 18 years at Accenture and took a two-year retirement break. Outside of his advisory work, he serves on the boards of My Possibilities and My Possibilities Residential, nonprofit organizations based in Plano, Texas. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Sean Mossman is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA-CREF and Tiaa since 2007, following five years at 1st Global Advisors Inc. Mossman holds Series 65 and Series 66 designations. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and other entities. The firm offers a range of investment approaches including model and customized portfolios, and acts as adviser to a donor-advised fund.

William Ferguson II is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. His prior roles include positions at Citigroup Global Markets, J.P. Morgan Securities, TD Ameritrade, and Fidelity. He is also CEO and president of Ferguson Capital Group, a holding group for potential family business ventures. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model offering both point-in-time financial planning and ongoing portfolio management under a fiduciary standard.

Mallory Moser is a financial advisor at Cetera Planning Partners with two years of industry experience. She holds a Series 65 credential and previously worked at Avantax Planning Partners and M2 Financial Strategies LLC. Outside of her advisory role, Moser is an associate at ICAN, Inc., a company specializing in navigation and communications software, where she assists with client relationships and project support. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, and unique ancillary services such as tax preparation and estate planning through third-party providers, with a diversified investment approach tailored to client objectives and risk tolerance.

Marco Melero is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Fiduciary Investment Trusts and Principal Financial Group. Melero is involved in investment-related activities through PCRM, LLC, which focuses on fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services alongside tax advisory and consolidated financial reporting.

Taylor Snyder is a financial advisor with Sanctuary Advisors, LLC in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Sanctuary Advisors, he was affiliated with Sanctuary Securities, Inc. for four years and has a background working at the University of North Texas and James Bowie High School. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches and offers portfolio management through several account types while acting as a fiduciary under written agreements.

Patrick Mcneese is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 designations and with 19 years of industry experience. He has worked with TIAA-CREF since 2007. 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 also advises the TIAA Donor Advised Fund and uses a fiduciary standard in its investment advisory services.

James Beard is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 credential with three years of industry experience. Prior to his current role, he worked at Fidelity and several other firms across different industries including real estate and communications. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm distinguishes its planning services from ongoing discretionary management and provides customized portfolio management under a fiduciary standard.

Erik Tarpley is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Vanguard Marketing Corporation, E*TRADE Capital Management LLC, and TD Ameritrade Investment Management, LLC. Tarpley is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals affiliated with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers distinct planning and ongoing management services, including customized portfolios managed under client-approved investment policies.

Laveena Thankachy Sam is a financial advisor with TIAA-CREF, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Strategic Advisers LLC, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. TIAA‑CREF Individual & Institutional Services, LLC 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’s advisory model distinguishes between one-time planning services and ongoing discretionary management, employing both model and customized portfolios.

Brandon Agamennone is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Merrill and Bank of America, as well as earlier positions with New York Life and Eagle Strategies. Outside of his advisory work, he is involved with Baseball Prodigy, LLC, which focuses on college baseball recruiting through an app called Pro Look Sports Group. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm blends advisor-led discretionary management with model-based strategies and digital advisory solutions, providing a range of financial planning and consulting services tailored to client needs.

Jinyu Shi is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Transamerica, Shi has worked at UnitedHealthcare since 2018 and Fidelity National Information Services since 2006, where he serves as an IT architect consultant. He is also involved in selling Medicare and ACA health insurance products through affiliated companies. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Karelis Mendez is a financial advisor with TIAA-CREF, holding Series 66 and Series 63 licenses, and has two years of industry experience. Prior to joining TIAA-CREF, Mendez worked at Merrill and has experience in education, including a four-year period at Texas A&M University and Thomas Jefferson High School. 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 separates one-time planning services from ongoing discretionary management and operates within a vertically integrated group offering affiliated funds.

Manuel Esparza Jr. is a financial advisor with Guardian Life, holding the ChFC® and Series 63 credentials and bringing 36 years of industry experience. He has worked with Guardian Life and affiliated firms since 2003, including Park Avenue Securities and The Economic Planning Group Inc. Outside of his advisory role, he serves as Treasurer of the South Texas chapter of NAIFA and as Secretary of Coyote Cooks, a charitable cooking organization. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, tailoring client relationships with a range of financial planning and consulting services.

Sidney Fenton is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes prior roles at BBVA Compass Insurance Agency, BBVA Wealth Solutions, and BBVA Securities. Fenton is based in Westlake, Texas. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, providing ongoing reviews and client consultations.

Eric Michaud is a financial advisor at TIAA-CREF with 21 years of industry experience. He has worked at TIAA-CREF since 2014 and previously held positions at TD Ameritrade from 2007 to 2014. Michaud holds a Series 66 designation and serves as an adjunct instructor in a continuing education financial planning course. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a range of managed account options and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.