Grover Brillhart II is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and 66 credentials and with 29 years of industry experience. He has been with Hornor, Townsend & Kent since 1999 and also has long-term affiliations with Cadaret, Grant & Co., Inc. and AIG. Outside of his advisory role, Brillhart is active as an insurance agent, involved in the sale and service of life, disability, long-term care insurance, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Christopher Simmons is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has eight years of industry experience, having worked at firms including Ameriprise Financial Services, AXA Advisors, and currently Park Avenue Securities and Guardian Life Insurance Company. Simmons also spent three years working at the University of North Texas. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Jaclyn Mc Guire is a financial advisor at Independent Financial Group, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Charles Schwab & Co., Inc. from 2024 to 2026. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services, utilizing both in-house and third-party manager models and delivering advice through platforms such as AccessPoint and Schwab-custodied accounts.

Kristi Shumate is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2007. Outside of her advisory work, she owns a business that makes specialized horse show accessories and is involved in leasing and selling ponies. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected to TIAA-administered retirement plans. The firm offers customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund.

Jilly Dearaza is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she is a managing member of MJAMS LLC, which manages rental income properties. TIAA-CREF Individual & Institutional Services, LLC offers 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 provides a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Chandler Peterson is a CFP® professional with two years of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners, he held roles at Buckingham Strategic Wealth, Cresset, U.S. Bank Private Wealth Management, and Wells Fargo Securities. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, corporate entities, and institutions, providing investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates both fundamental and quantitative analysis and offers access to a diverse set of investment strategies and affiliated service companies.

Daniel Malone is a CFP® professional with nine years of industry experience. He has been a financial advisor with Kestra Advisory since 2018 and previously worked with Cetera Advisors Networks LLC. Malone is also president of WDW Tax Services, a tax and accounting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds.

Randi Vonnahme is a financial advisor at TIAA-CREF with five years of industry experience and holds a Series 66 designation. Her prior roles include positions at Mary Kay, Bank of America, Merrill, and Credit Acceptance Corp. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. 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 group that uses affiliated funds.

Wesley Gregory IV is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has prior work experience including roles at YMCA of Wilmington, Porters Neck Country Club, and the University of North Carolina - Wilmington. TIAA‑CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm uses a fiduciary model with a range of managed account options including model portfolios and customized portfolio management.

David Barr is a financial advisor with Eagle Strategies (New York Life) based in Frisco, TX. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to his current role since 2018, he worked at Thrivent Investment Management and Thrivent Financial from 2015 to 2018. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional sponsors, and corporate clients. The firm delivers tailored recommendations through multiple program types and operates primarily on a non-discretionary asset management basis within the New York Life affiliate structure.

John Stewart is a financial advisor at TIAA-CREF with six years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2019. Outside of his advisory role, he tutors students preparing for securities licensing exams through Varsity Tutors. 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 with existing TIAA-administered employer retirement plans. The firm’s advisory approach includes both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.

Brett Beavers is a financial advisor with TIAA-CREF in Frisco, Texas. He holds a Series 66 designation and has eight years of industry experience. His background includes roles at TIAA-CREF Individual & Institutional Services, the University of Arkansas Department of Athletics, Sowell Management Services, and Crews & Associates, Inc. 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’s advisory model separates planning services from ongoing discretionary management, using model portfolios or customized portfolios managed under client-approved investment policies.

Adam Millman is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Zacks Investment Management. Millman is based in Plano, TX. Mariner serves a broad client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm uses customized portfolios overseen by an investment committee and integrates tax and accounting services alongside traditional portfolio management.

David Bowman is a financial advisor with VOYA Financial Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is involved in the sale and service of a Health Reimbursement Arrangement (HRA) product through related Voya entities. VOYA Financial Advisors serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and operates both as an SEC-registered investment adviser and broker-dealer.

Sean Sweeney is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and with 12 years of industry experience. He has worked at The Mayben Company LLC since 2016, serving as Director of Client Accounts in addition to his role at United Planners. United Planners Financial Services is a national wealth-management firm with approximately $12.77 billion in assets under management and over 350 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and trusts, offering advisory and brokerage services primarily through independent investment adviser representatives.

Joe Ledford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at LPL Financial, Woodbury Financial Services, and Householder Group Estate and Retirement Specialists. Outside of his advisory work, he is involved with Barton Financial Services, a business entity used for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that combines strategic asset allocation, passive and active management, and research-driven analysis.

Kathy Phillips is a financial advisor with PNC Wealth Management in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at LPL Financial, Simmons Bank, Compass Bank, and New York Life. Outside of her advisory work, she has served as a Notary Public since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only discretionary model account that utilizes algorithmic risk assessments and approved investment strategies with annual rebalancing.

James Griffith is a financial advisor with TIAA-CREF and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including roles at Edward Jones and MKM Partners LLC. He is currently based in Frisco, TX. 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 employer retirement plan relationships. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing portfolio management using both model and customized portfolios.

John Noey is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Principal Financial Services. His prior work includes roles at North Texas Tax and Financial and Strategus Financial Consulting LLC. Outside of his advisory work, he is involved in providing tax preparation and bookkeeping services through North Texas Tax & Financial. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm emphasizes direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Gabriel Blancarte is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2023. His prior experience includes roles at Fletching Capital and the University of Missouri. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.