Dylan Vertner is a Series 66-licensed advisor at Goldman Sachs Wealth Services with four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Veterans United Home Loans and has held various roles including at Columbia Country Club, University of Missouri Operations, and Macklan Ent. Outside of advisory work, he is an independent contractor at TaskRabbit, performing general labor tasks. Goldman Sachs Wealth Services serves a wide range of clients from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm employs strategic and tactical allocation models supported by proprietary analytics and integrates capabilities across Goldman Sachs affiliates to deliver comprehensive wealth advisory solutions.

Robert Williams is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The Vanguard Group, Empower Financial Services, and Valic Financial Advisors. His background spans a range of financial services roles prior to joining Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and uses Schwab’s research tools and asset allocation models, with final trading decisions left to clients.

Juan Guerra is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. 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 existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that includes both one-time financial planning and ongoing portfolio management.

Kenneth Williams Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and offers customized portfolio management alongside model portfolio options.

Bryan Topelsohn is a financial advisor with Eagle Strategies (NY Life) in Flower Mound, TX, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been associated with New York Life Insurance Co since 1999 and NYLIFE Distributors LLC since 2003. Outside of his advisory role, he occasionally resells NFL and other event tickets related to his personal seat license. 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Griffin Rea is a financial advisor at Focus Partners Wealth, LLC in Plano, TX, with five years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at 49 Wealth Management, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network d/b/a 49 Financial. Before entering the financial industry, he worked in education and camp leadership roles. Focus Partners Wealth serves a diverse range of clients including individuals, families, retirement plans, and institutions, offering investment management, financial counseling, and integrated wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and provides both discretionary and nondiscretionary advice across a broad array of asset classes and investment strategies.

Luis Gurrusquieta is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with TIAA-CREF since 2015. 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 TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized managed account solutions.

Stacey Kirkpatrick is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Farther since 2025. Her prior roles include positions at Raymond James Financial Services and Cetera, among others. Outside of finance, she was previously involved in operating SDK Desserts LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach, using proprietary model portfolios with algorithmic rebalancing, and incorporates exchange-traded funds, mutual funds, equities, fixed income, and AI tools in portfolio management.

Kirk Badii is a financial advisor with Independent Financial Group, LLC in Southlake, Texas, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at UBS Financial Services, Raymond James Financial Services, and Cantella & Co., Inc. He is also involved in two DBAs used for marketing securities and advisory services. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and retirement plan services, employing both in-house and third-party managed portfolios tailored to various risk profiles.

Matthew Donahoe is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Kestra Investment Services, and Avantax Investment Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Randi Howard is an advisor at Kestra Advisory with Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Thrivent Financial, Stifel Nicolaus & Co., Bank of America, and Merrill. She is also registered as a Client Service Specialist with CD Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Jeffrey Grizzard is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2008. 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 through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and includes acting as adviser to a donor-advised fund.

Collin Dufrane is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. His prior experience includes roles at Fidelity and its affiliated entities. Outside of finance, he has worked in the food service industry with positions at Revel Kitchen and Bar and Zachary's Chicago Pizza. TIAA‑CREF Individual & Institutional Services, LLC 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 connected through employer retirement plans. The firm offers a range of advisory models that separate one-time planning from ongoing portfolio management, applying a fiduciary standard across its investment advisory services.

Jakub Kulenty is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes two lengthy tenures at TIAA-CREF, from 2006 to 2020 and from 2022 to the present, with a brief period at Fisher Investment in 2021. 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 through TIAA-administered employer retirement plans. The firm provides planning services as well as ongoing portfolio management, applying a fiduciary standard to its advisory services while utilizing asset-based and wrap-fee structures.

Hallie Fraze is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and less than one year of industry experience. Prior to joining Schwab, she held various roles at companies including Target, University of North Texas, and Oklahoma State University Dini. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Charles Schwab ecosystem, delivering advice through standard asset allocation models without discretionary trading authority.

Zachary Fisher is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Schwab Wealth Advisory in 2022, he worked at Charles Schwab and Levi Strauss & Co., and has also been affiliated with the University of North Texas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using proprietary research tools and standard asset allocation models, without exercising discretionary trading authority over client accounts.

Jared Kuzma is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at TIAA and Spirit of '76 Fireworks. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed accounts primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both one-time planning services and ongoing discretionary management through model or customized portfolios.

Imani Hosseini is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and experience beginning in 2024. Prior to joining Goldman Sachs, Hosseini worked at Ernst & Young and held legal roles at Le Brocq Law Firm and the Law Office of Dorothy Hyde. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth solutions, leveraging strategic allocation models and both discretionary and non-discretionary portfolio implementations.

Elizabeth Gonzales is a financial advisor at TIAA-CREF with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2016. 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. The firm offers both point-in-time planning and ongoing management using model and customized portfolios, serving clients often connected through TIAA-administered employer retirement plans.

Mason Matos is a financial advisor at TIAA-CREF with one year of industry experience. He holds the Series 66 designation and previously worked at SATX Pest Control and the Texas A&M Recreational Center. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services including both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.