Mark Libner is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he is a 50% owner of a short-term rental property business in Branson, Missouri, managed by a local property management company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA retirement plan relationships.

Raza Syed Ali is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including JP Morgan Securities, Vanguard Marketing Corporation, and Ameriprise Financial Services. In addition to his advisory roles, Ali has entrepreneurial experience with Change Realty, LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.

David Anderson is a financial advisor with Eagle Strategies (New York Life) based in Frisco, TX. He holds Series 63 and Series 65 licenses and has six years of experience in the financial services industry. Prior to joining Eagle Strategies, he worked with Promus Financial Group, LLC and New York Life Insurance Company. Outside of his advisory role, he owns an insurance brokering business focused on non-registered products. Eagle Strategies serves a diverse client base including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages a significant 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 career includes roles at Charles Schwab, TD Waterhouse Investor Services, Amerivest Investment Management, and Ameritrade. 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 portfolio strategies, including model-based and options overlays, and provides both discretionary and non-discretionary asset management.

Danniel Kazi is a financial advisor at Lincoln Investment with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Lincoln Investment in 2026, he held positions at firms including Randstad Digital, Allstate Insurance, and Fidelity Investments. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed investment programs, employing a combination of strategic and tactical investment approaches supported by an Investment Management & Research team.

Curtis Reese is a financial advisor with Ameritas Advisory Services, LLC in Frisco, TX, holding Series 66 and Series 63 credentials and having 17 years of industry experience. His prior work includes roles at firms such as Fisher Investments, Exencial Wealth Advisors, and TD Ameritrade. He is also involved with Harvest Wealth Group, where he provides financial planning and advisory services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm delivers advisory relationships through a range of managed account programs supported by an Investment Committee and third-party partners, integrating multiple custodial platforms and maintaining conflict-management practices.

Jesse Vega is a financial advisor at Schwab Wealth Advisory with Series 63 and 65 credentials and four years of industry experience. His prior roles include positions at Paradigm Advisors LLC, Portfolio Advisors, Inc., and Wells Fargo. Outside of finance, he has experience in education and operated a local escape room business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Mary Anne Redmond is a CFP® with 32 years of industry experience, currently affiliated with Money Concepts Capital Corp in Addison, TX. She has been with Money Concepts since 2003 and also teaches and presents at the Federal Benefits Academy. Additionally, she serves as a board member and officer of the MRFC Certification Board. Money Concepts Capital Corp is an enterprise advisory firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, employing a mix of model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

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.

Shawn Mooring is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Charles Schwab, Robinhood Markets, Robinhood Financial, and TD Ameritrade. Outside of his advisory work, he is a member of Amarrage CO. LLC, a retail business connected to his wife’s candle sales and wedding planning services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients.

Molly Phelps is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at TIAA-CREF and TIAA since 2018 and spent ten years with Jackson National Life and Jackson National Life Distributors. 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 existing TIAA retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Jon Rucker is a financial advisor with Eagle Strategies (New York Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at GDS Wealth Management, Charles Schwab & Co., Inc., and Fidelity. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Zackery Holley is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Manning & Napier Advisors, White River Private Capital Management, and Griffin Capital Securities. His current role at Cerity Partners began in 2025. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset-allocation strategies and incorporates proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

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.

Andrea Gustafson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Charles Schwab, Charles Schwab Bank, and Fidelity before joining Schwab Wealth Advisory. Outside of financial advising, Andrea serves as a board member for the nonprofit GallantFew and owns a website that facilitates event planning and organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using proprietary Schwab research tools, while allowing clients to maintain final trading decisions.

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.

Victoria Wood is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 designations and five years of industry experience. She has previously worked at Fidelity Investments and Charles Schwab & Co., Inc. apart from her current role. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal unit within Charles Schwab & Co., Inc., emphasizing client-directed investment decisions without discretionary trading authority.

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.