James Floyd is a CFP® certificant with five years of experience in financial advising, currently serving at NewEdge Advisors in Dallas, TX. His prior roles include positions at Paradigm Advisors LLC and management of mineral interests at Latigo Holdings LLC, where he also performed bookkeeping duties. He is a limited partner in Tasca Holdings, LLC, a clothing business in Dallas. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing diverse program structures and technology tools to support client needs.

Zachary Michael is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, Community First Credit Union, and BMO Harris Financial Advisors. He is currently based in Frisco, TX. 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 distinguishes between one-time planning services and ongoing discretionary management, applying a fiduciary standard to its RIA services and managing accounts through model or customized portfolios.

Trevor Gilman is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. 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 operates a vertically integrated advisory model with both point-in-time planning and ongoing portfolio management under a fiduciary standard.

Jennifer Wei is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. Her prior roles include positions at Wipfli Financial Advisors and various academic and business-related positions. Outside of advising, she has experience working in diverse environments including hospitality and retail. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in client assets and emphasizes a financial planning-led investment process with a range of supplemental strategies and affiliated non-investment businesses such as an affiliated law firm and trust company.

Timothy Weber is a financial advisor at Corient with 11 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at RGT Wealth Advisors, LLC and CIPW Service Company, LLC before joining Corient and its affiliate entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines proprietary strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Amy Au is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at notable firms including JPMorgan Chase Bank and J.P. Morgan Securities for seven years, as well as TD Ameritrade and Scottrade. 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. The firm serves many clients with pre-existing retirement plan relationships through TIAA and acts as adviser to the TIAA Donor Advised Fund, providing investment management through a combination of model and customized portfolio approaches.

Zachary Tally is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Cypress Legacy Group and New York Life Insurance Co. since 2012. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Elvia Hostiguin Vargas is a financial advisor at TIAA-CREF with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with TIAA and TIAA-CREF since 2014. 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 connected to TIAA-administered employer retirement plans. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Connor Nutt is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 66 licenses and has six years of industry experience. He is a partner at Maus and Associates, where he brokers non-registered insurance products alongside his advisory role. Connor’s prior experience includes roles at New York Life Insurance Company, Nylife Securities LLC, and Texas A&M University. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis through a broad network of affiliated investment adviser representatives.

Dennis Serio is a financial advisor with Fifth Third Securities, Inc. in Dallas, TX, holding Series 63 and Series 66 designations and 37 years of industry experience. His prior experience includes roles at Ameriprise, Comerica Securities, and Wells Fargo Securities. He is involved with Maestro/FO2, a cash management platform for corporate and institutional clients. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs and portfolio management options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains municipal-advisor and broker-dealer functions.

Timothy Hoffman is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. His career includes roles at Personal Capital Advisors Corporation, Fisher Investments, David A. Noyes & Company, J.P. Morgan Securities, and Fidelity Brokerage Services. He holds Series 63 and Series 66 designations. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Eric Witte is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. His prior roles include positions at Ironmark Advisors, LLC and various entities within the Beacon Pointe organization dating back to 2016. In addition to his advisory work, he is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Keith Ferguson is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding CFP® and Series 66 designations with 16 years of industry experience. His career includes roles at Simplicity Investments, Benchmark Private Wealth Management, Innovation Partners LLC, Raymond James Financial Services, and Wells Fargo Advisors. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan platform services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employs both active and passive strategies, and offers proprietary private funds alongside comprehensive reporting and plan-level analytics.

Joshua Rivera is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Brokerage Services LLC. Outside of his advisory role, he is affiliated with Stonebriar Country Club. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA‑administered employer retirement plans. The firm offers a range of investment management options, including model portfolios and customized accounts managed under client-approved investment policy statements.

Ryan Adler is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Fisher Investments, Vanguard Advisers, J.P. Morgan Securities, Fidelity, and Ameriprise Financial. Outside of finance, he has performed as a magician for nearly 30 years, primarily at charity events. TIAA‑CREF Individual & Institutional Services 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 employer retirement plan relationships. The firm’s advisory approach distinguishes between point-in-time planning services and ongoing discretionary management, offering model or customized portfolios under a fiduciary standard.

Barbara Harger is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Her prior experience includes roles at Fisher Investments, United Capital Financial Advisers, LLC, and Valuteachers Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and a variety of investment strategies.

Casaia Gaspard is a financial advisor at TIAA-CREF with Series 63 and 66 credentials and two years of industry experience. Prior to joining TIAA-CREF, Gaspard worked at Robinhood Asset Management, Robinhood Markets, and several other financial firms. Outside of financial services, Gaspard was involved with Friends of a Family from 2016 to 2020. 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 pre-existing retirement plan relationships. The firm separates point-in-time planning services from ongoing discretionary management and operates a fiduciary advisory model within a vertically integrated group.

Jordan Sieben is a CFP® professional with two years of industry experience currently serving at Corient in Dallas, TX. Prior to joining Corient, he worked at Tolleson Wealth Management and gained experience at Robinhood Markets, Edward Jones, and Merrill Edge. Outside of his financial career, Sieben has held roles at Watermark Community Church and the Northshore YMCA. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

Kyndal Andrews is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2021. Prior to joining Mercer, Kyndal worked at Quest Capital Management and held a position at Texas Christian University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers various portfolio management options, including low-cost ETFs, separate account managers, and private funds.

William Pearce is a financial advisor at Eagle Strategies (NY Life) with 24 years of industry experience. He has been with Eagle Strategies since 2011 and also maintains affiliations with Nylife Securities LLC and New York Life Insurance Company since 2010. Pearce serves as a board member of the Frisco Arts Foundation, where he helps organize events and advises on marketing efforts to support local artists and arts organizations. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.