Jaylen Jackson is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Ally Invest Securities LLC, Wells Fargo Clearing Services LLC, and United Airlines. Eagle Strategies serves a diverse client base comprising individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jay Lewis is a financial advisor with Integrity Alliance, LLC in Plano, TX, holding Series 63, 65, and 66 registrations and bringing 11 years of industry experience. His prior roles include positions at Smith Frank & Partners, LLC, Kestra Advisory Services, LLC, and Forthright Capital Advisory. He is a co-owner of FJ Publishing, LLC, a book publishing venture unrelated to his advisory work. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, managing roughly $5.4 billion across over 300 advisors. The firm delivers investment advice through discretionary accounts, model portfolios, and third-party sub-advisers, offering a range of portfolio management and financial planning services.

Imran Akinteye is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fisher Investments and Fidelity Personal and Workplace Advisors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers separate broker-dealer services and manages donor-advised funds, using both model and customized portfolios within a fiduciary framework.

Ryan Fuchs is a Certified Financial Planner (CFP®) with 16 years of industry experience. He has worked at Creative Planning since 2021 and previously held roles at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, and IFRAH Financial Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Rainey Rogers Sr. is a financial advisor with Kestra Advisory, holding a Series 63 designation and bringing 38 years of industry experience. His work history includes roles at Principal Securities Inc., Rogers-Tate Financial Group, and Principal Life Insurance Company. Outside of advisory services, he is involved in selling health and fixed life insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Vivian Van Ramirez is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with Fidelity Investments and Aspen Heights Partner. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, operating within a vertically integrated advisory structure.

Tyler Burtscher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2026. Prior to joining Mariner, he worked at Charles Schwab & Co., Inc. for over nine years. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, providing investment management, financial planning, tax services, and retirement plan consulting through discretionary, customized portfolios overseen by an internal team and investment committee.

David Gauhs is a Series 66 accredited financial advisor with 27 years of industry experience, currently with Fifth Third Securities, Inc. He has previously worked at Comerica Securities, Ameriprise Financial Services, Merrill, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory role, he is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations, trusts, and retirement accounts. The firm offers various investment advisory and brokerage services through multiple program types, including managed accounts and separately managed account strategies, supported by its position as a wholly owned subsidiary of Fifth Third Bank.

Jesse Faggioli is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Robinhood Markets, Fidelity Brokerage Services, and Broadridge Business Process Outsourcing. Outside of his advisory role, he is involved in pet care services through Rover. 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 to employer retirement plans administered by TIAA. The firm offers both point-in-time planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Christie Russell is a CFP® and ChFC® with 11 years of industry experience. She is currently affiliated with Guardian Life and Park Avenue Securities, with prior experience at Northwestern Mutual Wealth Management Company. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and digital advisory solutions.

Sophie Springs is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining TIAA-CREF, she worked at Coca-Cola and has experience in hospitality and food service from previous roles. Outside of finance, she was affiliated with Brier Creek Country Club and TRUE Crafted Pizza. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA retirement plans, as well as to trusts, estates, and other entities. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary portfolio management, employing a fiduciary standard within a vertically integrated structure.

Owen Mc Cone is a financial advisor at CWM, LLC with a Series 65 credential and one year of industry experience. His work history includes roles at Chessman Wealth Strategies, Vineyard Family Wealth Advisors, Integrity Road Wealth Partners, and Northwestern Mutual. Prior to entering the financial industry, he spent several years in education at Liberty University, Fayetteville High School, and Woodland Junior High School. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios guided by an Investment Committee and integrating solutions such as Orion Custom Indexing and alternative investments.

Charles Machann is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. He operates Omega Wealth Group LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Additionally, he runs DZYNR LLC, a business involved in private-labeling and selling products via Amazon. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored recommendations and manages primarily non-discretionary assets, working extensively with defined contribution and benefit plans, charitable and corporate clients, and insurance-related advisory products.

Ignacio Quiroz is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021 and previously spent seven years at TIAA. Outside of his advisory role, he owns a fitness and nutrition coaching business focused on mindset coaching and personal transformation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education. The firm uses proprietary portfolio construction tools provided by Morningstar Investment Management and manages a large client base primarily through non-discretionary asset allocations.

Grant Holloschutz is a financial advisor at Allworth Financial, L.P. with five years of industry experience and holds the Series 66 designation. His prior roles include positions at United Capital Financial Advisors, Bank of America, Merrill, Charles Schwab, and Morgan Stanley. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of services including financial and wealth planning, portfolio management, qualified retirement plan consulting, and manages privately offered funds using both quantitative and qualitative investment approaches.

Matthew Miehe is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Charles Schwab Bank and TD Ameritrade. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management services through model and customized portfolios, applying a fiduciary standard to its RIA offerings.

Gosby King Jr. is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and previously worked at World Financial Group, INC. Since 2019, he has also pursued book publishing as an author. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, providing both discretionary and non-discretionary program options.

Joshua Hoff is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and previously spent 17 years at IPI Wealth Management and Investment Planners, Inc. Hoff also works as an independent contractor for Wealth Partners Alliance. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Jun Park is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank, JP Morgan Securities, and New York Life Securities. TIAA-CREF Individual & Institutional Services 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 offers both point-in-time financial planning and ongoing portfolio management, operating within a vertically integrated group that includes donor-advised fund advisory services.

Kejia Wang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Wang has worked concurrently at Transamerica Financial Advisors and World Financial Group, Inc since 2012 and has been with Globalfoundries since 2015. Outside of advisory work, Wang is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.