Joia Allen is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF in 2026, she worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC from 2022 to 2026. TIAA‑CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model portfolios and customized strategies.

Michael Foster is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with TIAA and 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. The firm offers model and customized portfolios under a fiduciary standard and serves clients often connected through TIAA-administered retirement plans.

Antonio Sosa is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and nine years of industry experience. He has been with TIAA and its affiliated entities since 2017 and previously worked at Texas Tech University from 2011 to 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm operates with a fiduciary standard for its RIA services and offers both model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Evan McGrath is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Raa, Securities Service Network, Inc., and Asset & Financial Planning, Ltd. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and offers a variety of model and specialist investment strategies supported by both quantitative and qualitative analysis.

Eric Mcintyre is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm’s advisory model distinguishes one-time planning services from ongoing portfolio management, and it acts as adviser to a donor-advised fund while operating within a vertically integrated structure that includes affiliated funds.

Charles Abbott is a CFP® certificant with nine years of industry experience, currently a financial advisor at Allworth Financial, L.P. He previously worked at JPMorgan Chase Bank and JPMorgan Securities from 2019 to 2024 and has experience teaching online undergraduate courses in personal finance at Texas Tech University. Abbott also consults for The American College of Financial Services, reviewing student case study responses related to financial planning. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and offers both discretionary and non-discretionary portfolio management along with financial and wealth planning services.

Saul Ruiz is a financial advisor at TIAA-CREF with seven years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments, Kaplan, Vanguard Advisers, Charles Schwab, Best Buy, and Wal-Mart. He is based in Frisco, TX. 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 offers both point-in-time planning services and ongoing discretionary management under a fiduciary standard through various managed account programs.

Joshua Coe is a financial advisor at Osaic Institutions, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc., Morgan Stanley & Co. LLC, Natcity Investments, Inc., and Ameriprise. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, employing a hybrid adviser/broker-dealer model with a sizable non-discretionary asset base and a lending marketplace.

Elysa Flores is a financial advisor at Mariner in Plano, TX, holding a Series 65 credential. She has been with Mariner since 2023 and has prior work experience outside the industry at Baskin Robbins. Elysa’s background includes several years as a full-time student before entering the advisory field. Mariner serves a broad range of clients including individuals, trusts, and institutional investors by offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Tyler Teter is a CFP® and CFA® with nine years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025. His prior experience includes roles at Lifeway Financial Corporation, Charles Schwab & Co., Inc., Hilltop SECURITIES, INC., and Fusion Capital Management. He maintains a Texas insurance license, which he uses to renew policies and provide advice. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial planning, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles.

Harris Pugh is a financial advisor at TIAA-CREF with Series 65 and Series 63 licenses and approximately one year of industry experience. His prior roles include positions at Fisher Investments and Florida Financial Advisors LLC. He has a background that includes work at the University of Alabama and UMS-Wright Preparatory School. 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 retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary portfolio management with a fiduciary standard applied to its advisory services.

William Ferguson is a CFP® professional with six years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. He volunteers as a Career Development Committee Member for the Financial Planning Association's Dallas/Ft. Worth Chapter, helping organize professional events and speakers. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Robert Gecker is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior work includes over a decade with Retirement Advisors of America and its affiliated entities. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to provide customized portfolio allocations and offers various model strategies and specialist portfolios.

Brigette Parnell is a financial advisor at Corient with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Quasar Distributors, LLC, Minshall & Company, Inc., and Capital Advisors, Inc. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Kevin Motley is a financial advisor at Valic Financial Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Bank of America, and Merrill. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Grantham Akerly is a CFP® professional with six years of industry experience, currently affiliated with Allworth Financial, L.P. He previously worked at Ausdal Financial Partners and CFO4Life, and has experience dating back to EY and Baylor University. Allworth Financial serves individual and high-net-worth clients as well as institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm integrates quantitative and qualitative analysis to create customized investment strategies and provides educational resources such as newsletters and seminars.

Jeffrey Shadd is a financial advisor at TIAA-CREF with 4 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and its affiliates. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s approach separates one-time planning services from ongoing portfolio management, offering both model and customized investment solutions.

James Maher is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Calamos Wealth Management, Mai Capital Management, Fisher Investments, Ameriprise Financial Services, and Edward Jones. He also served in the United States Air Force Reserve for 21 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions and a combination of discretionary and non-discretionary portfolio management. The firm’s approach includes the use of proprietary research and a variety of investment vehicles, serving both domestic and international clients with an emphasis on manager selection and customized portfolio construction.

Jarrod Brock is a financial advisor at Mercer Global Advisors Inc. in Frisco, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Peak American Investment Advisors, Fisher Investments, and New York Life. Outside of finance, he has experience working with fitness centers and wellness organizations. Mercer Global Advisors serves individuals, families, small business owners, and non-profits, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm focuses on globally diversified, risk-appropriate portfolios using a mix of ETFs, index funds, and separate account managers, and provides specialized services such as retirement plan consulting and charitable advisory.

Stephen Dungy is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at TIAA and TIAA-CREF for nine years. Outside of his advisory role, he is an investor in a restaurant business operated by Consolidated Restaurant Operations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.