Sophie Sulimowicz is a financial advisor at Oppenheimer with six years of industry experience and holds a Series 66 designation. Prior to joining Oppenheimer in 2026, she worked at Charles Schwab & Co., Inc. from 2020 to 2026. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to different programs, managing approximately $36.7 billion in assets as of December 31, 2025.

David Camarillo is a Certified Financial Planner® and Chartered Financial Consultant with 20 years of industry experience. He is currently with Hightower Advisors and has previously worked at Smith Anglin Financial, LLC and Purshe Kaplan Sterling Investments. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Sean Mossman is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 65 and Series 66 designations and has 24 years of industry experience, including 19 years with TIAA-CREF. 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. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund while employing a fiduciary standard in its advisory services.

William Ferguson II is a financial advisor with TIAA-CREF holding Series 63, 65, and 66 licenses and 34 years of industry experience. He has held positions at Citigroup Global Markets, J.P. Morgan Securities, and TD Ameritrade, and he is also president of Ferguson Capital Group, a holding company for potential family business ventures. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals connected to TIAA-administered retirement plans as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various programs, including customized portfolios managed under client-approved investment policies.

Michael Williams is a financial advisor at Independent Financial Group, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked with Cornerstone Financial Services, Inc. since 2021. Outside of his advisory role, he co-hosts Cornerstone’s radio show, Smart Money. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services, utilizing multiple advisory programs and third-party asset managers across a national network of Investment Adviser Representatives.

Steve Luong is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates as a CPA providing tax preparation services. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and operates an integrated retirement plan ecosystem with affiliated entities.

Taylor Snyder is a financial advisor with Sanctuary Advisors, LLC in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Sanctuary Advisors, he was affiliated with Sanctuary Securities, Inc. for four years and has a background working at the University of North Texas and James Bowie High School. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches and offers portfolio management through several account types while acting as a fiduciary under written agreements.

Patrick Mcneese is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 designations and with 19 years of industry experience. He has worked with TIAA-CREF since 2007. 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 with existing relationships through TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and uses a fiduciary standard in its investment advisory services.

Benjamin Murray is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Eagle Strategies, he worked for Geeks of Finance, LLC and spent several years at BNSF Railway. Eagle Strategies serves a range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and Plan Sponsor criteria, with most assets managed on a non-discretionary basis.

James Beard is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 credential with three years of industry experience. Prior to his current role, he worked at Fidelity and several other firms across different industries including real estate and communications. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm distinguishes its planning services from ongoing discretionary management and provides customized portfolio management under a fiduciary standard.

Erik Tarpley is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Vanguard Marketing Corporation, E*TRADE Capital Management LLC, and TD Ameritrade Investment Management, LLC. Tarpley is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals affiliated with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers distinct planning and ongoing management services, including customized portfolios managed under client-approved investment policies.

Brandon Agamennone is a financial advisor with Guardian Life and Park Avenue Securities, holding the Series 63 and Series 66 designations and seven years of industry experience. His career includes prior roles at New York Life Insurance Company, Bank of America, and Merrill. Outside of advising, he is involved with Baseball Prodigy, LLC, a college baseball recruiting app. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs utilizing proprietary and third-party strategies.

Jinyu Shi is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Transamerica, Shi has worked at UnitedHealthcare since 2018 and Fidelity National Information Services since 2006, where he serves as an IT architect consultant. He is also involved in selling Medicare and ACA health insurance products through affiliated companies. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Manuel Esparza Jr. is a financial advisor at Guardian Life with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Guardian since 2014 and Park Avenue Securities since 2016. Outside of his advisory work, he serves as Treasurer of the South Texas chapter of NAIFA and is involved with charitable organizations such as Coyote Cooks and local parish finance councils. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Eric Michaud is a financial advisor with TIAA-CREF in Frisco, TX. He holds a Series 66 designation and has 20 years of industry experience. Since 2014, Michaud has been with TIAA-CREF and TIAA. Outside of his advisory role, he serves as an adjunct instructor for a continuing education financial planning course and has worked as a food delivery contractor. TIAA-CREF’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 TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management under a fiduciary standard, with a range of model and customized portfolio options.

Andrew Payton is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and operates within a vertically integrated model using affiliated funds.

Qi Dong is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Transamerica Financial Advisors since 2017 and is also involved with the Heartland Institute of Financial Education, where he provides employee financial education classes. Additionally, he engages in the sales of insurance and non-insurance products for companies 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 range of advisory and broker-dealer services, including fee-based wrap programs, proprietary and third-party model portfolios, and commission-based insurance and brokerage products.

David Herron Jr. is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Charles Schwab Bank for over 16 years. Outside of his advisory role, he assists with strategy and training for Excellence with Etiquette, providing seminars on etiquette topics for youth and adults. 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 relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model with both planning and ongoing management services.

Judson Arrington is a financial advisor with Voya Financial Advisors, Inc. based in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Voya Financial Advisors since 2014 and is also involved with Arrington Family Holdings, LLC. Outside of his advisory role, he serves as CEO and proprietor of Arrington Financial and acts as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through various programs, mostly on a non-discretionary basis, and operates both as an SEC-registered investment adviser and a broker-dealer.

Tyrone Van Aswegen is a financial advisor at Transamerica Financial Advisors in Plano, TX, with five years of industry experience. He holds Series 65 and Series 63 designations and has been involved professionally in golf as the owner and coach at Assimilation Center For Golf since 2024. Van Aswegen also plays professional golf and has been self-employed since 2010. Transamerica Financial Advisors serves a broad client base, including individuals, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary assets and operates as both a registered broker-dealer and an RIA with affiliated retirement and recordkeeping entities.