Eric Clinger is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Transamerica, he worked at Yellow Jacket Business Solutions and ManhattanLife, where he refers individuals and groups needing health insurance. He also has a background at Toyota Motor North America and Encore Wire Corp. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers. The firm operates as both a registered broker-dealer and registered investment adviser, providing a range of discretionary and non-discretionary investment programs.

Umair Zaman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, New York Life Insurance Company, Citigroup Global Markets, and JP Morgan Securities. Outside of finance, he was involved as a co-founder and organizer of 3B Welding Inc., although the venture remains inactive. 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 connected to TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Robert Franklin is a financial advisor at Equity Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Kestra Advisory and Essential Edge Compliance Consulting. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Nathan Floyd is a Planning Consultant at Fidelity Investments, where he works with clients to understand and align with their unique financial goals. In his role, he guides clients through the complexities of financial challenges and provides support tailored to their individual needs. Nathan has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative II before becoming a Planning Consultant in 2024. This experience has provided him with a comprehensive understanding of investment solutions and client relationship management. Further details about Nathan's education, credentials, personal interests, or community involvement have not been provided.

Caleb Logan is a financial advisor with Valic Financial Advisors in Addison, TX, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at KPMG, LLP, and the University of Mississippi Athletics Business Office. Outside of his advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm emphasizes discretionary unified managed accounts and utilizes technology-driven, centralized investment solutions.

Kathleen Marsh is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. She previously worked with MML Investors Services LLC and MassMutual Life Insurance Company for 13 years and has experience as an author and life settlement agent. Marsh serves as secretary on the board of The Cat Ranch Sanctuary, an orphaned cat sanctuary and community outreach organization. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, integrating in-house and third-party managers to deliver tailored investment solutions.

Jacob Davis is a financial advisor with Eagle Strategies (NY Life) based in Plano, TX. He holds Series 63 and Series 66 designations and has 10 years of industry experience. Davis has worked at Eagle Strategies and its affiliates, NYlife Securities LLC and New York Life Insurance Co., since 2015. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Francisco Medina is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing three years of industry experience. He has worked with several firms, including Ernst & Young Investment Advisers LLP and Bank of America. Outside of his advisory role, he operates an eBay storefront where he sells personal items. 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 trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary advisory model.

John Van De Steeg is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Mariner Wealth Advisors in Plano, TX. His background includes roles in education and nonprofit organizations, as well as experience outside the financial industry. Mariner serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, with integrated tax and accounting capabilities uncommon in large enterprise advisory firms.

David Yang is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining TIAA-CREF, he worked at West Ocean Inc. and Hwee Wyatts Holdings, and spent seven years at Southern Methodist University. Outside of financial services, he is the founder of David Yang Photography, a business specializing in various types of professional photography including weddings and corporate events. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model separates financial planning from ongoing management and operates within a vertically integrated group offering both model and customized portfolios.

Travis Ames Sr. is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved with Capital Wealth Advisory Group, assisting business owners in planning and executing strategies to improve their outcomes. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services including financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services.

Jonathan Lucas is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Capital, Tata Consultancy Services, and World Financial Group. Lucas has also been involved with the Heartland Institute of Financial Education. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing account management, providing both model-based and customized portfolio solutions.

Steve Cotton is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 26 years of industry experience. He previously worked at Independent Financial Partners and has been associated with LPL Financial for over 20 years. Outside of his advisory roles, Cotton serves as president of Cotton Wealth Management Associates, LLC, a firm involved in life, health, long-term care insurance, and fixed annuities. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of investment approaches and provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

Robert Hopper is a financial advisor at Private Advisor Group, LLC with 40 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Private Advisor Group in 2021, he worked at Advisor Resource Council and LPL Financial. Outside of advisory work, he is a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing varied investment strategies and supporting held-away account management through technology partnerships.

Louis Bryant is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2003. 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 relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes point-in-time planning from ongoing portfolio management and serves as adviser to the TIAA Donor Advised Fund.

Danny Mcfadden Jr. is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 credential and 26 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation. Outside of advising, he works as a freelance photographer. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm uses a mix of discretionary and non-discretionary management strategies, including fundamental and technical analysis, and incorporates digital advice solutions.

Dawn Schmidt is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. She has been with TIAA-CREF since 2013. 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 provides a range of advisory services, including model portfolio management and customized portfolio solutions, and acts as adviser to the TIAA Donor Advised Fund.

Calley Cola is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and three years of industry experience. Prior to joining Commonwealth, Calley worked at RLC Wealth Management, Dominion Payroll, Payvision Online, Henderson Edwards Wilson Evetts, LLP, and Bain and Schindele Tax Consulting. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a range of operational and technology support services to affiliated advisors.

James Schwalbe Jr. is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes roles at Principal Securities, Nylife Securities LLC, New York Life Insurance Company, and The Prudential Insurance Company of America. He also engages in the sales and service of various insurance products and facilitates property and casualty insurance arrangements to support his clients' needs. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individuals, retirement plans, trusts, and corporations, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Ma Nang Lar is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and 18 years of industry experience. Her prior roles include positions at Citi Personal Wealth Management and Citigroup Global Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessments and approved model strategies implemented via mutual funds and ETFs.