Abraham Cordero is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. His approach to financial planning emphasizes building long-term relationships with clients, supporting them through every stage of their financial journey. He has extensive experience within Fidelity Investments, having held various roles since 2019, including Investment Solutions Representative III, Investment Solutions Representative II, Workplace Planning Consultant at multiple levels, and High Net Worth Representative. This progression reflects his comprehensive expertise in financial planning and investment solutions. Abraham holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in fitness, food, movies, and traveling.

Solomon Munyambu is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. He previously worked at Equitable Advisors, LLC and has a varied employment background including roles in retail and food service. Outside of his advisory work, he also drives for Uber Eats on a limited basis. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and institutional clients, often those connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management services along with affiliated investment options and donor-advised fund advisory.

Julho Kara is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Mass Mutual Life Insurance Co, and Santander Consumer USA. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized options under fiduciary standards.

David Stephenson is a financial advisor with Principal Financial Services in Richardson, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Symonds Wealth Management and Next Level Insurance LLC. Outside of his advisory work, he serves on the board of Soul's Harbor and is involved in a business selling custom-made writing instruments as well as co-owning and managing SpeedShield in Addison, TX. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services encompass financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Raymundo Castorena is a financial advisor with TIAA-CREF, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and consulting work at Guidehouse and KRPB Consulting. He has also worked in other fields, including managing operations at Custom Coats and Cowboy Chicken. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm provides both one-time planning services and ongoing portfolio management through model or customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Jonathan Pearn is a financial advisor at TIAA-CREF with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2018, following an 11-year tenure with National Planning Corporation. Outside of advising, he is registered as a FINRA Dispute Resolution arbitration panelist, though he has not been selected to serve on a panel. 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, often serving clients connected through employer retirement plans administered by TIAA. The firm combines point-in-time planning with ongoing discretionary management and acts as adviser to a donor-advised fund.

Freddie Broadway is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Vanguard Advisers, Inc., Fisher Investments, Capital One Advisors, and USAA Financial Planning Services. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Ryan Ojeda is a financial advisor at TIAA-CREF with Series 63 and Series 66 licenses and four years of industry experience. His previous roles include positions at Vanguard Advisers, Inc. and NexPoint Securities, Inc. Outside of finance, he has been involved with the Summit Valley Band since 2021. 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 relationships through TIAA-administered retirement plans. The firm offers a range of advisory services that separate one-time planning from ongoing portfolio management and serves as adviser to a donor-advised fund.

Marian Younan is a financial advisor with TIAA-CREF, holding a Series 66 designation and six years of industry experience. Prior to joining TIAA-CREF in 2026, Marian worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Edward Jones. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with existing relationships through employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, applying a fiduciary standard to its advisory services within a vertically integrated structure.

Ashley Heineman is a financial advisor at Concurrent Investment Advisors, LLC with 2 years of industry experience. Heineman holds a Series 65 designation and previously worked at Fisher Investments, United Capital Financial Advisors, and Goldman Sachs Personal Financial Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Ariel Crespo is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2005. 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 separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that includes affiliated funds.

Erik Russell is a CFP® designated financial advisor at Corient with two years of industry experience. He has worked at several firms including RGT Wealth Advisors, Frost Brokerage Services, Frost Bank, and Versus Bank. 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, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates advanced risk management and alternative investments where appropriate.

Janice Hopkins is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she owns Curvy Diamonds, a business selling clothes and accessories. 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 with existing TIAA employer retirement plan relationships. The firm offers a range of advisory services, including model and customized portfolios, and acts as adviser to a donor-advised fund.

Grant Mink 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 Old Hawthorne and the University of Missouri. 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 relationships through TIAA-administered employer retirement plans. The firm provides fiduciary-aligned advisory services alongside affiliated options such as donor-advised funds within a vertically integrated structure.

Joshua Hendrick is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding Series 66 and Series 63 designations and three years of industry experience. He has previously worked at Equitable Advisors and AXA Advisors. Outside of his advisory work, he is also active as a performer and musician. Commonwealth Financial Network is a dual-registered broker/dealer and investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Mohammad Arien is a financial advisor at TIAA-CREF with five years of industry experience. He holds a Series 66 credential and has worked at firms including PNC Wealth Management, Citigroup Global Markets, Bank of America, and Merrill. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides 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 offers a range of portfolio management options, including model and customized portfolios, and acts as adviser to the TIAA Donor Advised Fund.

Alex Mathern is a financial advisor at D.A. Davidson & Co. in Plano, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with D.A. Davidson & Co. since 2011. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with substantial assets, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Audra Ross is a financial advisor with Voya Financial Advisors, Inc. in Dallas, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Voya, she worked for seven years at Children's Medical Center of Plano. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement plan advisory services through a large network of representatives, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools.

David Sims is a CFP® with 18 years of industry experience, currently affiliated with Principal Financial Services. His career includes roles at Principal Securities Incorporated and Principal Life Insurance Company since 2013, as well as prior experience with USAA Financial Planning Services and LPL Financial LLC. He is the owner of Ten Talents Wealth Management, a separate business entity. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct advisory and promoter arrangements.

Aaron Day is a financial advisor at Corient with 20 years of industry experience. He holds the Series 66 designation and previously worked at Capital Advisors, Inc. and TIAA Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and specialized offerings through affiliates.