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.

Parker Martinez is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has prior experience at Charles Schwab & Co., Inc. and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering annual financial reviews and investment recommendations using standard asset allocation models and Schwab research tools. The firm’s advice is delivered through a non-discretionary model, with final trading decisions made by clients.

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.

Daniel Oconnell is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been affiliated with Principal Securities, Principal Life Insurance Company, and Next Level Insurance LLC since 2016. Outside of his advisory work, Oconnell serves as a board member for Texas CASA, volunteers as an assistant scout master, speaks at industry events on leadership and entrepreneurship, and serves as a trustee for the MDRT Foundation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Richmond Agyekum is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining TIAA-CREF in 2019, he worked in various roles including positions at AmerisourceBergen and Uber. Outside of his advisory role, Richmond operates a sole proprietorship focused on affiliate marketing and serves on the finance committee for a small church. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm offers a range of services including model portfolio management and customized portfolios, and acts as adviser to a donor-advised fund.

James Winkler is a financial advisor at Janney Montgomery Scott in Dallas, TX, holding Series 63 and Series 66 licenses with 45 years of industry experience. He worked at RBC Capital Markets for 11 years before joining Janney in 2025. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Lina Komanduri is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at CH Investment Partners and Barings. Komanduri serves as a board member at Headstorm, a non-investment-related organization based in Dallas, Texas. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base that includes individuals, families, trusts, and institutions. The firm utilizes a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and private fund management across multiple asset classes.

Brice Eber Morris is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Hilltop Securities, Robinhood Markets, LiquidX, and The Manhattan Institute. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and consulting with broker-dealer services, offering a range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform.

Christal Thomas is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with TIAA-CREF since 2007. Outside of her advisory role, she also works as a driver for ride-sharing services Lyft and Uber. TIAA-CREF Individual & Institutional Services 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 offers both point-in-time planning and ongoing management services, including model and customized portfolios, and serves as adviser to donor-advised funds within a vertically integrated structure.

Michael Prentice is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining TIAA-CREF in 2022, he worked at Freedom Financial Network and spent over a decade at TruGreen Lawncare. 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 TIAA-administered employer retirement plans. The firm also acts as adviser to the TIAA Donor Advised Fund and uses a fiduciary standard within a vertically integrated group that offers both model and customized portfolio management.

Henry Dale is a financial advisor at Cresset Asset Management, LLC, holding a Series 65 designation and based in Dallas, TX. He has been with Cresset since 2025 and has prior experience at Bank of America and Altium Wealth Management. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and access to a range of specialized investment opportunities.

Charles Anderson Jr. is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work includes roles at Fisher Investments, Merrill, Bank of America, Amazon, and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC's Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with varying investment models and a fiduciary standard applied to its RIA services.

Eric Cannon is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Quasar Distributors, LLC, Minshall & Co., Inc., and Capital Advisors, Inc. Outside of his advisory role, he owns Soccer Genius, a company focused on measurement computation for youth soccer development. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, continuous portfolio monitoring, risk management, and may include alternative investments and private fund allocations.

Wesley Crane is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, with three years of industry experience. He holds Series 66 and Series 65 licenses. Prior to joining Cresset in 2024, he worked at CH Investment Partners for five years and Crow Holdings Capital Investment Partners for three years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and various active and passive investment strategies across multiple asset classes.

Luis Lopez Jr. is a financial advisor at Eagle Strategies (NY Life) based in Frisco, TX, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with NYLIFE Securities LLC, New York Life Insurance Company, and Amazon. Eagle Strategies serves a diverse client base including individuals, institutions, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis within the New York Life affiliate structure.

Jeremi Zabel is a Private Wealth Advisor with Merrill Private Wealth Management. He focuses on developing strong relationships with ultra-high-net-worth families and individuals, providing comprehensive financial planning to meet their present objectives and future goals. Jeremi has experience working with business owners, senior corporate executives, and other clients with substantial wealth. His expertise includes capital markets, asset allocation, investment management, private business acquisitions, initial public offerings, estate planning techniques, tax-minimization strategies, hedging strategies, and portfolio management. He holds a bachelor's degree from Kenyon College and a master's degree from the University of Michigan. Jeremi has earned the Personal Investment Advisor (PIA) designation. Information about his personal interests or community involvement was not provided.

Kevin Wright is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for six years before joining Rockefeller in 2020. Outside of his advisory role, he is a partner and manager of WS Legacy Ventures LLC, an investment entity involved in rental property operations. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.