Deborah Duckworth is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has held roles at related Transamerica entities and other firms since 2005. Her activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and businesses, offering investment advisory and brokerage services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Juan Guerra is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. 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 operates a vertically integrated advisory model that includes both one-time financial planning and ongoing portfolio management.

Kenneth Williams Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and offers customized portfolio management alongside model portfolio options.

Griffin Rea is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds the Series 65 and Series 63 designations. His prior roles include positions at 49 Wealth Management, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Guy Wayman is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Frontier Investment Management Co, Steele Capital Management, TD Ameritrade, Charles Schwab, and Thrivent Investment Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, ranging from individual investors to institutional clients such as pension plans, charitable organizations, and corporations. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing strategies.

Luis Gurrusquieta is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with TIAA-CREF since 2015. 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 with existing TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized managed account solutions.

Sergio Garcia is a CFP®-designated financial advisor with 15 years of industry experience, currently serving at Hightower Advisors since 2023. His prior roles include positions at BFS Advisory Group, DBT Wealth Consultants, and Quest Capital Management, among others. Garcia is a member of The Dallas Foundation's Professional Advisor Advisory Council. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, combining proprietary research with a range of investment vehicles and operational features tailored to complex mandates.

Stacey Kirkpatrick is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Farther since 2025. Her prior roles include positions at Raymond James Financial Services and Cetera, among others. Outside of finance, she was previously involved in operating SDK Desserts LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach, using proprietary model portfolios with algorithmic rebalancing, and incorporates exchange-traded funds, mutual funds, equities, fixed income, and AI tools in portfolio management.

Corey Orthengren is a CFP® professional with experience at Corient and related entities since 2021, as well as prior roles at SFMG Wealth Advisors, Amarillo National Bank, and West Texas A&M University. He is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining proprietary strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Matthew Donahoe is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Kestra Investment Services, and Avantax Investment Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Randi Howard is an advisor at Kestra Advisory with Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Thrivent Financial, Stifel Nicolaus & Co., Bank of America, and Merrill. She is also registered as a Client Service Specialist with CD Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Jeffrey Grizzard is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF since 2008. 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 TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes between point-in-time planning and ongoing portfolio management, utilizing both model and customized portfolios.

Collin Dufrane is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Fidelity and various non-financial businesses such as Revel Kitchen and Bar and Zachary's Chicago Pizza. 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 connected through employer retirement plans administered by TIAA. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Jakub Kulenty is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes two lengthy tenures at TIAA-CREF, from 2006 to 2020 and from 2022 to the present, with a brief period at Fisher Investment in 2021. 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 connected through TIAA-administered employer retirement plans. The firm provides planning services as well as ongoing portfolio management, applying a fiduciary standard to its advisory services while utilizing asset-based and wrap-fee structures.

Michael Beck is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He has worked at Beacon Pointe Advisors since 2021, following tenures at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jared Kuzma is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at TIAA and Spirit of '76 Fireworks. TIAA‑CREF Individual & Institutional Services provides financial planning and 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 discretionary management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within an integrated group that utilizes affiliated funds.

Imani Hosseini is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and experience beginning in 2024. Prior to joining Goldman Sachs, Hosseini worked at Ernst & Young and held legal roles at Le Brocq Law Firm and the Law Office of Dorothy Hyde. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth solutions, leveraging strategic allocation models and both discretionary and non-discretionary portfolio implementations.

Elizabeth Gonzales is a financial advisor at TIAA-CREF with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2016. 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. The firm offers both point-in-time planning and ongoing management using model and customized portfolios, serving clients often connected through TIAA-administered employer retirement plans.

Mason Matos is a financial advisor at TIAA-CREF with one year of industry experience. He holds the Series 66 designation and previously worked at SATX Pest Control and the Texas A&M Recreational Center. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services including both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Christopher Cervantes is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC since 2022. His prior work includes roles at Bank of America and Merrill, where he spent over two decades combined. He is a member of the Baylor University Board of Advocates and serves on the advisory board for Baylor's Hankamer School of Business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporate and institutional investors, trusts, and charitable organizations. The firm supports independent advisers with a range of portfolio management options and fiduciary services through a platform known for its strategic affiliations and innovative fee arrangements.