David Duque is a financial advisor at Valic Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008, with additional roles at Park Avenue Securities, Guardian Life Insurance Company, and Agia. Outside of his advisory work, Duque serves as Sergeant of Arms on the Board of Directors for the Champions Rotary Club of Justin, TX. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Joni Campos is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with TIAA and its affiliated entities since 2005. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals associated with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund while operating within a vertically integrated investment group.

Morris Boson is a financial advisor at TIAA-CREF with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Fisher Investments, Appreciation Financial, and GuideStone Financial Services. Outside of his advisory work, he has been involved in Mentoring Brother 2 Brother since 2007. 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 retirement plan relationships. The firm provides a range of advisory services including customized portfolio management and acts as adviser to a donor-advised fund.

William Burks II is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2000. Burks also serves as a consultant for fintech firms involved in platform development and branding. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Genesis Meave is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining TIAA-CREF in 2026, she worked at Charles Schwab and Co., Inc. for four years and TD Ameritrade for five years. TIAA-CREF Individual & Institutional Services, LLC offers 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’s advisory model separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Theodore Trottman is a financial advisor with Hightower Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Private Client Services, RFG Advisory, Prospera Financial Services, Raa, and Lincoln Financial Advisors Corporation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, retirement consulting, and access to pooled investment vehicles. The firm’s advisory approach incorporates multi-manager solutions using affiliated and third-party managers supported by proprietary research, serving a broad client base including pension plans, charitable organizations, corporations, and other financial institutions.

Patrick Kimbrough is a CFP® with 16 years of experience in the financial industry. He has worked with Mariner since 2016 and previously held roles at Avantax Advisory Services, LPL Financial, and Edward Jones. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services uncommon at its enterprise scale.

Timothy Mayben is a financial advisor at United Planners Financial Services of America with 25 years of industry experience. He holds a Series 66 designation and has been with United Planners since 2003. He is also the president of The Mayben Company, a marketing entity, and is a licensed agent for non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and third-party money managers, and provides a mix of fee-based and commission-based solutions.

Amandeep Somal is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining TIAA-CREF in 2024, he worked at Citigroup Global Markets and Citigroup from 2020 to 2023 and TD Ameritrade from 2019 to 2020. He also has experience outside finance, having spent time in homemaking roles. TIAA-CREF Individual & Institutional Services, LLC’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 with prior TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure that includes affiliated funds and serves as adviser to a donor-advised fund sponsored by Charityvest.

James Yoo is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 1998 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Monica Duran is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA and TIAA-CREF since 2015, with a brief two-year hiatus. Outside of advisory work, she is the managing member of COLLAB BUILDERS, LLC, a startup focused on building, buying, and selling homes. 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 ties to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management through model or customized portfolios.

Jeremiah Neptune is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC before joining TIAA-CREF in 2018. TIAA‑CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary portfolio management, employing both model-based and customized strategies.

Clement Woo is a financial advisor at Transamerica Financial Advisors with industry credentials including Series 63 and Series 65. He has been with Transamerica since 2026 and has a background that includes roles at Dallas Theological Seminary and World Financial Group Insurance Agency. He has also been involved in volunteering for over two decades and has self-employed experience spanning 11 years. 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 range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Fah Leong is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses and no prior industry experience. Outside of advisory roles, Fah has been involved with Shorecliffs Golf Management Inc since 2021. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both fee-based advisory programs and commission-based brokerage products through proprietary and third-party model portfolios.

Aleksey Palumbo is a financial advisor with TIAA‑CREF in Frisco, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at MD Kids Pediatrics, Propath, and Texas A&M University. 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 pre-existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated group that utilizes affiliated funds.

Francis Mesina is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of his advisory role, Mesina serves on several nonprofit boards, including LiftFund and The Center for Grieving Children, and is also an associate pastor and an actor. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm offers multiple advisory programs with a focus on tailoring recommendations to client objectives and plan sponsor criteria, managing a majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Lena Marshall is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Her prior work includes roles at Pacific Excel Wealth Advisors, the University of North Texas Recreation Center, and the Dallas Stars/Children's Health Hockey Rink. 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 existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering a range of portfolio management approaches.

Chi Gee Yip is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at Fisher Investments and TD. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident 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, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Derek True is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has been affiliated with Ameritas since 2011, including roles at Ameritas Investment Company, Ameritas Life Insurance Corp., and his own business, The DI Center, LLC, which focuses on fixed insurance products. Since 2024, he has served as President of the National Association of Insurance and Financial Advisors-Dallas chapter. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and integrates multiple custodial platforms, with support from an Investment Committee and third-party partners to align portfolios with client objectives.

Robert Thomas is a CFP® professional with two years of industry experience. He currently works at Allworth Financial, L.P. and previously was employed at Grunden Financial Advisory, Inc. He also has experience working in education with the Denton Independent School District and Van Independent School District. 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 approaches, along with specialized services such as retirement plan consulting and annuity sub-account management.