David Anderson is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at Promus Financial Group, LLC and New York Life Insurance Company. Outside of advisory services, he owns a business brokering non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

David Matthews is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 66 designation with 22 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., TD Waterhouse Investor Services, Inc., Amerivest Investment Management LLC, Ameritrade Inc., and Wells Fargo Investments, LLC. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through various media, employing both quantitative and qualitative analysis to implement customized investment strategies.

Danniel Kazi is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work history includes roles at Randstad Digital, Allstate Insurance, Fortinet, and Fidelity Investments. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm’s investment approach combines in-house managed model portfolios with third-party managers, offering both advisor-led and firm-managed solutions.

Curtis Reese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 licenses and with 17 years of industry experience. He has worked at several firms, including Fisher Investments and TD Ameritrade, and is currently also involved with Harvest Wealth Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across various programs, combining proprietary and third-party strategies to tailor investment solutions.

Mary Anne Redmond is a CFP® professional with over 33 years of experience in the financial services industry. She has been with Money Concepts Capital Corp since 2003 and is currently affiliated with the Federal Benefits Academy as a presenter. Redmond also serves as a board member and officer of the MRFC Certification Board. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Gregory McCurry is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. McCurry has worked with several firms, including Penn Mutual Life Insurance Company and Eagle Strategies. He is also the owner of McCurry Insurance Agency LLC, where he provides multi-line insurance brokerage services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining both investment advisory and broker-dealer services.

Tricia Jones is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. She previously worked at Comerica Securities and Comerica Bank, and served in a communications role with Tradition Senior Living. Jones also serves as an elected volunteer on the Board of Directors for Birchbrook Manor Condominiums, where she participates in community management and communications. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, offering both model-based and customized portfolio options.

David Ragan is a CFP® professional with 19 years of industry experience. He currently works at Allworth Financial, L.P., where he has been since 2026, following a 23-year tenure at Grunden Financial Advisory. In addition to his advisory work, he serves as an adjunct finance professor at the University of North Texas, teaching personal finance topics. Allworth Financial serves a diverse client base that includes individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars.

Andrew Hicks is a CFA® charterholder with 16 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at BOK Financial and AllianceBernstein L.P. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and direct security selection alongside access to alternative and private market solutions.

Molly Phelps is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at TIAA-CREF since 2018. Prior to this, she spent 10 years with Jackson National Life and its distributors. 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. The firm serves clients often connected through TIAA-administered retirement plans and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Brandon Falkquay is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has two years of industry experience, including roles at Fidelity Investments, Robinhood Markets, and National Life Group. His background also includes academic affiliations with Southern Methodist University and Morehouse College. 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 employs multiple advisory platforms and third-party asset managers, offering a mix of long-term investment strategies and options for shorter-term trading.

Michael Tannery is a financial advisor with Independent Financial Group, LLC in Richardson, Texas, holding Series 63 and Series 65 licenses and with 38 years of industry experience. Prior to joining Independent Financial Group in 2013, he worked at LPL Financial for 12 years. He is the owner of a tax preparation and accounting firm and serves as a volunteer board member at the Richardson YMCA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a range of portfolio management strategies and third-party asset managers, combining passive and active investments to create customized client solutions.

Richard Winters is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2023, he worked at Allworth Financial, L.P. and Raa. Outside of his advisory role, he is involved with Varsity Tutors, a tutoring service. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm and trust company.

Weidong Li is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His work history includes roles at LSPN Pro, LLC, Eclat Star Financial Services, The Brokerage Inc, and Value Audio Connexion, where he serves as president coordinating international audio import-export operations. In addition to his advisory work, he is involved in sales of healthcare insurance and estate planning services through related entities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily uses model portfolios and third-party managers, delivering services through multiple platforms and a large advisor network.

Nicholas Smith is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with several related firms, including Ameritas Investment Company, Foster Financial Group, and Canvas Financial. Outside of his advisory role, he is involved in business management through Smith Aviation, LLC and real estate ventures via Smith & Co Homes, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers multiple program platforms and combines model portfolios, mutual funds, ETFs, and individual securities, leveraging third-party technology and maintaining a corporate structure that includes affiliated broker-dealer and insurance entities.

Ramon Vargas is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and TD Ameritrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized investment strategies.

Damah Rankin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wealth Enhancement Group in 2025, Rankin worked at Corda Investment Management, Goldman Sachs & Co. LLC, The Vanguard Group, Hightower Advisors, Frontier Investment Management, Capital One Investment, MML Investor Services, and MassMutual Financial Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a mixed passive and active investment approach overseen by an internal Investment Committee.

Clovis Morrison is a financial advisor at Centaurus Financial, Inc. with 38 years of industry experience. He has been with Centaurus since 1996 and has a nearly four-decade tenure at A.L. Williams. Morrison serves on the board of advisors for EQIS Capital Management and is an adjunct professor teaching retirement classes at Brookhaven College. He is also the author of a book managed through Foresight Education LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis, with both discretionary and non-discretionary arrangements.

Alexander Valerio is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 designations. He has nine years of industry experience, including four years in the hospitality sector prior to joining TIAA-CREF in 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that separates planning services from ongoing portfolio management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Annie Shah is a financial advisor at TIAA-CREF with two years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. 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 connected through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management with a fiduciary standard applied to its registered investment adviser services.