Mary Duplantier is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. Prior to joining Mariner, she held roles at JP Morgan Chase Bank and Carter's. Outside of finance, she is the owner and CEO of Eve Luxe, Co., a business specializing in bath and body products and home fragrances. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Taylor Ridgeway is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining TIAA-CREF, Taylor worked in automotive sales at companies including Moritz Kia, AutoNation, and Patterson Kia. 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 to TIAA-administered employer retirement plans. The firm offers a range of advisory services that combine one-time financial planning with ongoing portfolio management under a fiduciary standard.

Bentley Ford is a Series 66 credentialed financial advisor with 15 years of industry experience. He is currently with Prime Capital Financial and has previously worked at Private Client Services, Lawing Financial Inc., and Cambridge Investment Research Inc. Outside of his advisory role, Ford serves on the board of the Children's Advocacy Center of North Texas and is a board member of the Flower Mound Chamber of Commerce. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a mix of investment strategies and provides tax and financial administration services through an affiliated accounting subsidiary.

Andrew Gale is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, and has one year of industry experience. His prior work includes positions at Pingpong Global Solutions Inc and ANZ Bank, among others. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm provides tailored advice across multiple program types with a significant focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

Elmer Heard is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Raymond James & Associates, Edward Jones, and Wells Fargo Clearing Services. 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 employer retirement plans. The firm offers a range of managed account programs, including model and customized portfolios, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Zachary White is a CFP® and CFA® with nine years of industry experience, currently serving as an advisor at Creative Planning since 2017. Prior to this, he worked at Tolleson Wealth Management from 2014 to 2017. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm manages approximately $295.6 billion in assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Bryan Blake is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at National Life Group and Equity Services, Inc. since 2013. 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 and utilizes a blend of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Asahia Smith is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining TIAA-CREF in 2024, she worked at Empower Advisory Group and PNC Investments. She also performs notary services occasionally as an independent notary signing agent. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, and corporate entities. The firm provides ongoing portfolio management through customizable and model-based solutions under a fiduciary standard.

Edward Brownstein III is a CFP® with 18 years of industry experience and has been with Creative Planning since 2015. He holds Series 63 and Series 65 licenses and is based in Lewisville, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and utilizes a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques and integrated retirement plan services.

Michael Nigro is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2008. 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 relationships through TIAA-administered employer retirement plans. The firm also offers access to affiliated services such as TIAA Trust and manages the TIAA Donor Advised Fund sponsored by Charityvest.

Drew Labarbera is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He has been with Transamerica Financial Advisors and World Financial Group since 2014 and is also involved in ownership and land development at Northern Challenge Golf Course and Champions Edge Development, LLC. In addition, he operates a sole proprietorship selling health insurance and other non-investment related products. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services, providing fee-based wrap programs, access to proprietary and third-party model portfolios, and commission-based insurance and brokerage products.

Irma Sandoval is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior work includes roles at Colonial Life & Accident Insurance Company, WealthWave, Debtmerica Relief, and Wfgia. She also sells insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services through proprietary and third-party investment models, providing both discretionary and non-discretionary program options.

Christopher Carrion is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of advisory work, he serves as Programming Co-Chair for a networking group called Conscious Capitalism, helping organize events and schedules. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering a range of discretionary and non-discretionary investment management options.

Antonio Biedma is a financial advisor at SPC with Series 65 and Series 63 licenses. He began his advisory career in 2026 and previously worked in mortgage and insurance roles, including positions at TWFG Insurance and Amerihome Mortgage. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers services through multiple account programs, with investment advice tailored and discretionary at the individual advisor level.

Kyle Knutson is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding the ChFC® and Series 63 designations and bringing 27 years of industry experience. He has been with Eagle Strategies since 2009 and has been affiliated with New York Life and Nylife Securities since 2001. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Joshua Garcia is a CFP® professional with six years of industry experience. He has been with Allworth Financial since 2022 and has prior experience at Sagepoint Financial, USAA, and City Bank. Before entering financial services, he worked for two years at Altitude Trampoline Park. Allworth Financial serves a diverse client base, offering financial planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative analysis to provide customized investment strategies and manages various portfolios including ESG and specialty models.

Faisal Raza is a financial advisor at Farther with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Farther, he worked at Stifel Nicolaus & Co Inc, Bank of America, Merrill Lynch, and Morgan Stanley. He is also a managing member of an investment holding entity, Pakam FW LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios or bespoke allocations with algorithmic rebalancing and incorporates AI tools under internal review.

Nitame Thomas Sr. is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with various organizations, including the U.S. Department of Labor and the Veterans Health Administration. He is the founder of Growapprised, a business education company focused on entrepreneurial growth and strategic oversight. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios.

Raymond Bellucci is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with TIAA and TIAA-CREF since 1983. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients connected through TIAA-administered employer retirement plans. The firm offers financial planning, discretionary managed account programs, and broker-dealer services, and acts as an adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Jerod Frank is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He has worked with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. In addition to his advisory role, he is a partner at Wealth Coordination Partners, an insurance brokerage specializing in multi-line insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing billions in assets under management.