Mark Elder is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with NYLife Securities and New York Life since 2012 and is the owner of Clearpath Wealth Strategies, LLC, which sells New York Life products and brokers non-registered insurance products. Additionally, he volunteers on The VET SOS Show, a podcast supporting veterans and military community members with career transition resources. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis.

Clinton Wolfe is a financial advisor at TIAA-CREF with 10 years of industry experience. He has been with TIAA-CREF and TIAA since 2018 and previously worked at GWFS Equities Inc. from 2016 to 2018. Outside of advising, he is self-employed as a food delivery driver for DoorDash and rents out his vehicle through Turo. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients connected through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to the TIAA Donor Advised Fund.

Charles Kuketz is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2007. 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 serving clients with existing TIAA-administered employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios through its Private Asset Management program, and acts as adviser to the TIAA Donor Advised Fund.

Chris Wogbeh is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Valic Financial Advisors, LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios or customized strategies within a fiduciary framework.

Robyn Schmid is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and experience that includes prior roles at Fisher Investments and as an attorney. She has worked in both legal and investment fields since 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering services such as annual financial reviews and investment recommendations guided by Schwab’s asset allocation models and research tools.

Benjamin Crofford is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Ernst & Young Investment Advisers LLP, USAA Investment Services Company, Charles Schwab, J.P. Morgan Securities, Avantax, and TD Ameritrade. Outside of financial advising, he has worked as an Uber driver. 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 connected to TIAA-administered employer retirement plans. The firm distinguishes point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Crystal Roseman is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Nationwide Investment Advisors, LINCOLN FINANCIAL ADVISORS Corporation, Capitalwize, LLC, Fisher Investments, and Peak American Investment Advisors, Inc. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management under a fiduciary standard, operating within a vertically integrated structure that includes advisory services for donor-advised funds.

Amer Alzoubi is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Merrill, Charles Schwab, and Altruist Financial LLC. TIAA-CREF’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 serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and includes management of donor-advised funds.

Saul Renteria is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.

Carlo Tashjian is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Schwab Wealth Advisory since 2022 and has also worked with Charles Schwab & Co., Inc. since 2019. Prior to his advisory roles, he held positions at Sturgis Charter Public School, UMass Amherst, and SourceOne, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled 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.

Sarah Jones is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for eight years. Outside of finance, she is a co-founder of Jones & Stahl LLC, a concierge fertility and wellness service providing in-home care and patient support. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model separates planning services from ongoing portfolio management, utilizing model portfolios or customized strategies managed by dedicated portfolio managers.

Christopher Stark is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 designations. He has five years of industry experience, having worked previously at Knights of Columbus Asset Advisors LLC and Knights of Columbus Insurance. Stark is also active as an insurance agent with Texas National Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and offers access to multiple advisory platforms and third-party asset managers.

Sean Mcalister is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Outside of his advisory role, he is an owner of a retail business selling goods on eBay, with most operations managed by his wife. 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 corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, using model and customized portfolios under a fiduciary standard.

Neal Shields is a financial advisor at OSAIC Advisory Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors and Triad Advisors. Outside of his advisory role, Neal serves as a director and financial advisor at Morgan Capital Solutions, LLC. OSAIC Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management and a range of financial planning and consulting services, utilizing multiple program models and a blend of proprietary and third-party platforms.

Amy Crawford is a financial advisor at Creative Planning with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2020, following twelve years at Stratford Consulting, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Joel Carson is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has worked at Hornor, Townsend & Kent since 2019 and previously held positions at Penn Mutual Life Insurance Company and Mass Mutual Investors Services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Tyler Downing is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is co-owner of Comanche Street Properties, LLC, a company involved in commercial real estate management in Texas. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer personalized portfolio solutions under Commonwealth’s oversight.

John Eggleton is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Canvas Financial, Alamo Corporate Group, Ameritas Investment Corp, and Foster Financial Group. He is involved in assisting clients with life insurance policy sales through a family-related business activity. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and portfolio management using model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual and institutional clients.

Jessie Cervantes is a financial advisor at TIAA-CREF with one year of industry experience. Prior to joining TIAA-CREF, Jessie worked at AGIA and Valic Financial Advisors. Jessie also holds Series 65 and Series 63 licenses and is appointed as an agent to sell non-securities insurance products. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm provides a range of investment advisory services, including customized portfolio management and acts as adviser to a donor-advised fund.

Charles Wright is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has worked with Eagle Strategies since 2001 and has operated Lone Star Wealth Strategies since 2013. Outside of his advisory role, Wright serves as a Commissioner on the Texas Veterans Commission and is involved in publishing a book about a military figure through Gunny Publishing LLC. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and delivers solutions through various program types, with the majority of its assets managed on a non-discretionary basis.