Patrick Lynch is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at The Vanguard Group, Inc. in various capacities from 2007 to 2024. 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, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to entities such as the TIAA Donor Advised Fund.

John Heisterkamp is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at TIAA-CREF since 2010, with a brief period at Allstate Good Hands Rescue Service. TIAA-CREF Individual & Institutional Services, LLC’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 existing TIAA-administered employer retirement relationships. The firm provides both point-in-time planning and ongoing discretionary portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

David Suess is a financial advisor with Beacon Pointe Advisors, LLC, holding the CFP® designation and Series 66 license. He has 23 years of industry experience and has worked at firms including The Prudential Insurance Co. of America and MassMutual Life Insurance Company. Outside of his advisory role, he coaches youth soccer teams. 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-driven investment approach using a proprietary “Focus List” and offers services such as discretionary wealth management, financial planning, and outsourced CIO solutions.

Samuel Mitchell is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. His prior experience includes roles at Ironmark Advisors, LLC and various Beacon Pointe entities dating back to 2010. In addition to his advisory work, Mitchell is a licensed insurance agent involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach that combines quantitative and qualitative due diligence across active and passive strategies. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Brian Sayers is a financial advisor with Oppenheimer based in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously spent six years at CIBC World Markets Corp. Sayers also serves as trustee of the Brian D Sayers Trust. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a broad range of investment and retirement services. The firm provides both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios and is notable for maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Sean Newman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Charles Schwab, JPMorgan Chase, and TD Ameritrade in various roles. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm offers model portfolio and customized portfolio management services, acting as adviser to a donor‑advised fund within a vertically integrated structure that uses affiliated funds.

Fang Hsi Lee is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. Lee has three years of industry experience and has previously worked at Avantax, Cetera, and LPL Financial. Outside of advisory work, Lee provides tax accounting and financial consulting services through roles at Lam, Po & Xu, CPA's P.C. and Paxel Consulting LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model and combines in-house portfolio management with third-party strategists and technology platforms.

Damian Caruso is a financial advisor at Lincoln Investment with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2006. Outside of his advisory role, he is the sole member of DJC Financial Advisors, LLC, an entity established for tax-related purposes. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a historical focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and access to third-party managers.

Caleb Loud is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked with multiple firms, including Innovative Wealth Strategies LLC and Cloud Wealth Strategies LLC, where he serves as owner. Loud is a board member and Membership Chair for NAIFA Dallas and also serves as Secretary on the board of DFW Aviation Happy Hour, a commercial aviation networking organization that supports charity events. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and manages a substantial portion of assets on a non-discretionary basis, working with a broad range of client types including defined contribution plans and charitable organizations.

Ashleigh Frohberg is a financial advisor at TIAA-CREF with Series 63 and Series 66 licenses and four years of industry experience. She has held previous roles at AllSouth Federal Credit Union, Hudson Valley Federal Credit Union, and has worked in educational settings including the State University of New York campuses at New Paltz and Oswego. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily serving individuals with pre-existing TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management services, operating within a vertically integrated model that includes advisory services for a donor-advised fund.

Yasmin Alkahlout is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Her prior roles include positions at Creative Solutions Services LLC and QTC Management. 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 certain retail brokerage account holders. The firm offers financial planning using proprietary and third-party methodologies focused on long-term portfolio returns and saving rates, delivered through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Brent Sikes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at Triad Advisors, Inc. and Fullcircle Wealth LLC. Outside of his advisory role, he is involved with Heritage Capital Strategies as a fixed insurance agent and is a passive investor in Ironwill Earthworks LLC. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment process combining passive and active management supported by an internal Investment Committee.

David Bittermann is a CFA® charterholder with 43 years of industry experience. He is currently with Oppenheimer, where he has worked for 23 years, including his time at Fahnestock & Co. Inc. in Dallas, TX. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diversified investment programs with both discretionary and non-discretionary management, focusing on strategic asset allocation, manager selection, and comprehensive portfolio oversight.

Weston Pollock is a financial advisor with Hightower Advisors, holding a Series 66 designation and 24 years of industry experience. He previously worked at Smith Anglin Financial, LLC for 18 years and Purshe Kaplan Sterling Investments, Inc. for 12 years. Outside of advisory work, he operates a sole proprietorship focused on group insurance. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Jason Brown is a CFP® with 12 years of industry experience. He currently works at Farther and previously held positions at Fisher Investments, Fidelity, and Wells Fargo. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a mix of ETFs, mutual funds, individual equities, and fixed income.

John Wisnewski is a financial advisor at Guardian Life with three years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Premier Healthy Options and Convergint Technologies. Outside of his advisory role, he serves as a Division I college football official and is involved with the Little Elm Chamber of Commerce Board of Directors; he also manages an app-based fitness program for sports officials and is authoring a book for construction project managers. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party investment solutions, tailored financial planning, and integrated lending options.

Andrew Balettie is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. He has worked with Eagle Strategies and related entities since 2023 and serves as a board member of Wesleyan Christian Academy, a Christian pre-school. Additionally, he acts as an adjudicator for the Pride of Texas Music Festivals, supporting school band, choir, and orchestra programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm emphasizes tailored advice delivered through multiple program types, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Howard is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Eagle Strategies since 2022 and previously with Momentum Wealth Strategies and New York Life Insurance Company since 2013. Howard serves on several community and nonprofit boards, including the Dallas Business Club, Bishop Lynch High School, and the Catholic Foundation of Dallas. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Joana Montero Flores is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds Series 63 and Series 65 designations and has prior experience at Wells Fargo Clearing and Wells Fargo Bank, NA. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, including mutual fund and ETF models, SMA strategies, and direct indexing, with a platform supported by Fidelity’s Managed Account Xchange and National Financial Services as custodian.

Elizabeth Stallcup is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 13 years of industry experience. She previously worked at BBVA Compass Insurance Agency, Inc. for nine years before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager‑selection program implemented through a combination of discretionary and non-discretionary approaches.