Edward Peterson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles in insurance and tax-related services alongside his advisory work, including positions at J.Grant Insurance and involvement with student loan forgiveness programs. He also has experience in tax preparation assistance through QRS Business Solutions. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Melissa Trask is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66 and Series 63 designations and 10 years of industry experience. She has worked with TIAA and its related entities since 2018 and was previously employed at TD Ameritrade from 2016 to 2018. 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 connected to TIAA-administered employer retirement plans. The firm provides model-based and customized portfolio management within a vertically integrated group that also advises a donor-advised fund.

Kamaljit Kaushal is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. His career includes positions at New York Life Insurance Company, Eagle Strategies, and Principal Securities Incorporated. Kaushal serves as a board member and immediate past president of the India Association of North Texas, an organization dedicated to preserving Asian Indian arts and culture. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money managers through direct advisory programs and referral arrangements.

Daniel Saur is a financial advisor with Beacon Pointe Advisors, LLC in Plano, TX, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include leadership at Kalos Capital, Inc. and founding D.R. Saur Financial, Inc. He is also a licensed insurance agent involved in life, disability, and long-term care insurance sales. 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-of-managers approach, utilizing proprietary due diligence and a mix of active and passive strategies, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for private funds.

Ryan Deakins is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Empower Advisory Group since 2023, following prior roles at Personal Capital and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm combines proprietary and third-party methodologies to deliver financial plans focused on long-term portfolio returns and savings rates, integrating its services with affiliated Empower platforms.

Claudia Brown is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including previous roles at Guided Path Financial and Lewis Brown. Her outside activities include serving as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Callum Harris is a financial advisor with Allworth Financial, L.P., holding a Series 65 credential and seven years of industry experience. His prior roles include positions at Lido Advisors, LLC, Goldman Sachs PFM, and United Capital Financial Advisers, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various model strategies and employs both discretionary and non-discretionary asset management, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Corey Durden is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has prior experience at Ernst & Young Investment Advisers LLP and Wayfair. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA-administered employer retirement plan relationships. The firm operates a fiduciary advisory model that distinguishes between one-time planning services and ongoing portfolio management through model portfolios or customized solutions.

Jake Gaster is a financial advisor with AE Wealth Management, LLC. He holds a Series 65 designation and has been in the industry since 2025, with prior experience at Frazier Wealth Strategies and roles in education at several schools. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes scalable model portfolio solutions and discretionary asset management, managing roughly $49.8 billion for over 127,000 clients.

Michael Baker is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining TIAA-CREF, he worked at Charles Schwab & Co., J.P. Morgan Securities, Citi Private Alternatives, Massachusetts Mutual Life Insurance, among other firms. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with TIAA-administered employer retirement plans, as well as various trusts, estates, and corporate entities. The firm’s advisory approach separates point-in-time planning from ongoing discretionary management, offering model-based and customized portfolio options.

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.

Cameron Reeves is a financial advisor with Eagle Strategies (NY Life) based in Prosper, TX. He holds a Series 66 designation and has 25 years of industry experience, having worked at Eagle Strategies since 2005 and affiliated firms since 2001. Outside of his advisory role, Reeves serves as a town councilman in Prosper, participates on the board of the Prosper Education Foundation, volunteers with the security team at Prestonwood Baptist Church, and is involved in brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm emphasizes tailored recommendations and manages assets primarily on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors within the integrated New York Life affiliate structure.

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) based in Frisco, TX. She holds Series 65 and Series 63 designations and has six years of industry experience. Prior to her current role, she has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2019. Outside of her advisory work, she is also 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 a range of program types tailored to client objectives and emphasizes mostly non-discretionary asset management 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 registrations. His prior work includes roles at National Life Group, Branch Banking and Trust Company, and Enterprise Rent-A-Car. Outside of his advisory work, he is a co-owner of a small rental property business managing two units. 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, often utilizing third-party asset managers and model portfolios, and blends long-term investment strategies with options for shorter-term trading and specialized instruments.

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 with TIAA-CREF, holding Series 63 and Series 65 designations. He has been with the firm since 2026 and has prior work experience including roles at UPS, Amazon, and the University of Texas Arlington. Calles is also involved as a financial consultant with Florida Financial Advisors. 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 connected through employer retirement plans. The firm offers a range of advisory services emphasizing both point-in-time planning and ongoing portfolio management under a fiduciary standard.

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.