Justin Roundtree is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at TIAA since 2013 and was previously involved with Absolute Hardwood for nine years. Outside of his advisory role, he owns AMYNTAS LLC, a home remodeling business focusing on functional and structural renovations and updates. 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 offers a range of services including life goals analysis, personalized financial plans, and customized portfolio management, operating within a vertically integrated structure that uses affiliated funds.

Matthew Parkman is a financial advisor with Eagle Strategies (New York Life) based in Dallas, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked in various educational institutions and is involved with Pax Pest Control. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored advice across multiple program types and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gregery Odell is a financial advisor at Principal Financial Services with the designations ChFC® and Series 63, and 35 years of industry experience. His prior experience includes roles at New York Life Insurance Co., Guardian Life Insurance Company, and The Prudential Insurance Company of America. He serves as Vice Chair for the Lone Star Chapter of the Precision Metalforming Association, supporting membership growth and board activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Wyatt Coleman is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Coleman also operates A Tailored Method, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Kevin Grant is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has worked with Kestra Advisory since 2016 and has held roles at Higginbotham and its affiliates since 1998. In addition to his advisory work, he owns INCOME.FIT, a business focused on retirement income planning for individual participants in retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Dimitry Prophete is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Goldman Sachs & Co and Osaic Wealth. Outside of his advisory work, he owns Clean Casa Miami LLC, a home cleaning service, and Prophete Risk Management LLC, a consulting business supporting athlete enterprises. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party managers.

Steven Baaden is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked at Oppenheimer since 2013, following prior roles at Merrill, Citigroup Global Markets, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individual and institutional clients, including high net worth individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Rakesh Patel is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked at Charles Schwab since 2017, including his current role at Schwab Wealth Advisory since 2021, and previously worked at TD Ameritrade from 2013 to 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to offer tailored guidance on a broad range of investment options, with trades executed only upon client authorization.

John Mcqueen is a financial advisor with Oppenheimer based in Dallas, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002. Mcqueen also maintains power of attorney over a family member’s IRA and retail account, managing those as needed. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Michael Welch is a Certified Financial Planner (CFP®) with 22 years of experience in the financial industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Kalos Capital, Inc. and D.R. Saur Financial, Inc. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jason Braswell is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with TIAA-CREF since 2006, spanning 20 years at the firm. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a fiduciary standard through its RIA services and manages portfolios using model and customized approaches within a vertically integrated structure.

Brandon Parsons is a financial advisor with TIAA-CREF, holding a Series 66 designation and 18 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm’s advisory approach combines one-time financial planning with ongoing discretionary portfolio management using both model and customized portfolios.

Tyler Brubaker is a financial advisor at TIAA-CREF with Series 63 and Series 65 licenses and four years of industry experience. He has worked at TIAA-CREF since 2022 and has prior experience with Florida Financial Advisors and F4 Wealth Advisors. TIAA-CREF Individual & Institutional Services 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 offers a range of advisory services including model portfolio and customized portfolio management within a vertically integrated structure.

Bryan Clintsman is a CFP® with 26 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His work history includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and a two-decade tenure at Clintsman Financial Planning. He has also been associated with Ernst & Young since 2000. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with a comprehensive range of services including investment management, financial planning, tax and compliance support, and family office and business management. The firm employs a long-term investment approach with customized portfolios and offers both discretionary and nondiscretionary account management alongside specialized services such as Practice Integrated Wealth Management.

Brittany Smith is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX. She holds a Series 66 designation and has 15 years of industry experience. Smith has worked at several firms throughout her career, including Wells Fargo Advisors and Raymond James Financial Services Advisors, Inc. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement advisory services through a network of approximately 286 advisors and employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, and other securities.

Lora Hoff is a CFP® with 27 years of experience in the financial services industry. She is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Investment Planners, Inc., Mass Mutual Investors Services, and Osaic FA, Inc. Hoff provides insurance advice tailored to client needs as part of her professional activities. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers comprehensive wealth and investment management, financial planning, and retirement plan services, employing a customized, primarily long-term investment approach that includes ETFs, mutual funds, and alternative investments.

Eric Porsch is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with TIAA-CREF since 2005. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model with a separation between one-time planning services and ongoing discretionary management, offering both model portfolios and customized portfolio management.

Steven Hale is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Westlake, TX, bringing 10 years of industry experience. He previously worked at TD Ameritrade and Edward Jones before joining Schwab Wealth Advisory in 2021. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with recommendations tailored to clients' goals and risk tolerance and execution only upon client authorization.

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 Empower Financial Services, The Vanguard Group, and BBVA Securities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset-allocation models and research tools to deliver tailored recommendations, with trades executed only upon client authorization.

Deborah Duckworth is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has held roles at related Transamerica entities and other firms since 2005. Her activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and businesses, offering investment advisory and brokerage services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.