Leonard Kerr III is a CFP® professional with 12 years of industry experience, currently serving at AE Wealth Management, LLC since 2017. He also operates Strategic Estate Planning Services, where he focuses on financial planning and insurance sales. Prior to AE Wealth Management, he was with Global Financial Private Capital, LLC from 2013 to 2017. AE Wealth Management is an SEC-registered adviser serving individual investors, retirement plans, trusts, charities, and businesses. The firm offers a platform-based approach combining model portfolios, discretionary management, and financial planning services, supporting a large client base through a network of 435 advisors.

Shaquille Stringer is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 66 and Series 63 registrations and previously worked at J.P. Morgan Securities LLC. Outside of advising, he has worked as a food delivery contractor. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected with TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as advisor to both individual clients and a donor-advised fund.

Jonathan Miller is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory role, Miller works as a youth soccer referee. 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 tailored advisory services including both point-in-time financial planning and ongoing portfolio management under a fiduciary standard.

James Ward is a CFP® with 32 years of industry experience and is currently with Beacon Pointe Advisors, LLC. He has been with Beacon Pointe in various capacities since 2016 and previously worked at Ironmark Advisors, LLC for 11 years. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life and accident/health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using both active and passive strategies, supported by a formal due-diligence process and third-party platforms such as Envestnet UMA.

Vivian Ong is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 65 and Series 63 licenses with six years of industry experience. She has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2019. Outside of her advisory role, she is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samuel Keenan is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equity Services since 2020, as well as National Life Group since 2018, following a two-year tenure at Branch Banking and Trust Company. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, delivering services through a network of investment adviser representatives.

John York is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Trias Financial Group LLC, Eagle Strategies LLC, Eighteen Financial Group, LLC, and NYLIFE Securities LLC. Outside of his advisory work, he is a musician active in local bands and serves as a director for Brian's Wish, a charity focused on granting wishes to critically and terminally ill adults. Eagle Strategies serves a broad client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple programs, emphasizing mostly non-discretionary asset management and a fiduciary approach to retirement investors.

Samuel Calles is a financial advisor at TIAA-CREF with Series 63 and Series 65 credentials. He began his advisory career in 2026 and has prior experience at Florida Financial Advisors LLC and other roles outside the financial industry. Calles also has involvement in fixed insurance sales as part of his business activities. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard, utilizing model and customized portfolios.

Brandon Gerfen is a financial advisor with Foundations Investment Advisors LLC in Frisco, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Trajan Wealth LLC, Edward Jones, and JP Morgan. Outside of advisory work, he is involved with Big G Rental Homes LLC, a property company focused on single-family real estate rental. Foundations Investment Advisors LLC provides financial planning and ongoing portfolio management to a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios along with discretionary and non-discretionary authority to manage client investments.

Cameron Perry is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with TIAA-CREF since 2011. Outside of his advisory role, he owns and oversees operations at Mustang Vending. 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 separates one-time financial planning from ongoing portfolio management, offers both model and customized portfolios, and acts as adviser to donor-advised funds within a vertically integrated structure.

Thomas Green Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his financial advisory role, he officiates weddings as an associate with Love Notes Weddings. 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 retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through programs that utilize model or customized portfolios managed under a fiduciary standard.

Chiew Sing Ling is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. In addition to her advisory role since 2012, she operates Cindy Ling Health Consulting, a part-time health consultancy focused on promoting holistic lifestyles through food, nutrition, and exercise. She also has a background in education as a professor at the University of Phoenix. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio approach and third-party managers to implement its advisory services, supported by multiple program platforms and an integrated retirement plan ecosystem.

Matthew Burk is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Securities America Advisors, and 1st Global Advisors. Outside of his advisory work, he is a partner at Triple J Ranch, LLC, where he assists with property expenses and upkeep. 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 connected to TIAA-administered employer retirement plans. The firm offers a mix of model and customized portfolio management under a fiduciary standard and also advises the TIAA Donor Advised Fund.

Justin Scott is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with TIAA-CREF since 2019 and previously worked at firms including Ameriprise Financial Services and USAA. Outside of his advisory role, he is involved in peer-to-peer car sharing and owns a business focused on breeding American Bullies. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA retirement plan relationships. The firm’s advisory model separates one-time planning from ongoing portfolio management, employing both model-based and customized strategies under a fiduciary standard.

Dana Marlowe is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has been with TIAA and TIAA-CREF since 2014 and 2019, respectively. Outside of her advisory role, she manages short-term rental properties and has provided housing without rent for a family member during their educational pursuits. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and provides investment advisory services including donor-advised funds and customized portfolio management.

Thaland Logan is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He is also a certified public accountant and principal of Logan & Associates, P.C., a full-service CPA firm offering tax, accounting, consulting, and auditing services. Outside of his financial advisory and accounting work, he is involved in beef cattle and hay production through 3 L Land And Cattle LLC, where he manages accounting and tax preparation. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services through proprietary and third-party model portfolios, serving clients with both discretionary and non-discretionary program options.

Curtis Woodard is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63, 65, and 66 licenses and possessing 12 years of industry experience. His previous roles include positions at Soltis Investment Advisors LLC, Kyriba, Thryv, Copart, Lamar National Bank, and TD Ameritrade. Woodard is also a passive investor in residential real estate with family and friends. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through its network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and serves both individual and institutional investors, with a significant portion of its assets managed on a non-discretionary basis.

Dana Richman is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with TIAA-CREF since 2015 and with TIAA since 2013. Outside of his advisory role, he is involved with The Dog House Animal Shelter, a nonprofit focused on rescuing dogs and cats from euthanasia. 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 serves clients often linked through employer retirement plans and offers both model-based and customized portfolios under a fiduciary standard.

Robert Ahearn is a CFP® professional with 22 years of experience in the financial industry. He has been with Eagle Strategies (NY Life) since 2017 and has held positions with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves a diverse range of individual and institutional clients by 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, including financial plans, fee-based advice, retirement plan consulting, and co-advisory relationships, with an emphasis on meeting client objectives and plan sponsor criteria.

Seth Machacek is a financial advisor with TIAA-CREF holding Series 63 and Series 65 designations. He has one year of industry experience and previously worked in education at various schools from 2015 to 2025. 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 also acts as adviser to a donor-advised fund and employs a fiduciary standard within a vertically integrated structure using affiliated funds.