Blake Riddle is a financial advisor with TIAA-CREF, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Edelman Financial Engines, Strategic Advisers LLC, and Fidelity. 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 offers both point-in-time planning services and ongoing discretionary management, including customized and model portfolio options.

Tara Blair is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Blair has worked previously with Savagen Strategy and has been involved with New York Life Insurance Company and NYLIFE Securities LLC since 2018. She is also the owner of Time Wealth Strategies & Insurance Solutions LLC, which brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Peter Garvey is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include long-term tenure at Monness Crespi Hardt & Co., Inc., as well as positions at JPMorgan Chase Bank and J.P. Morgan Securities. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, using model portfolios and custom strategies under a fiduciary standard.

Jason May is a financial advisor with TIAA-CREF, holding a Series 66 designation and 20 years of industry experience. His previous roles include positions at Ally Invest Advisors, Ally Invest Securities LLC, and TD Ameritrade. 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 separate broker-dealer services and serves as adviser to the TIAA Donor Advised Fund, employing both model and customized portfolio management within a vertically integrated structure.

Prem Suhalka is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds the ChFC® and Series 63 designations and has four years of industry experience. Prior to joining Eagle Strategies and related entities in 2022, he was self-employed for over two decades. Suhalka also owns a business that brokers non-registered insurance products. Eagle Strategies serves a broad array of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily operates on a non-discretionary basis, delivering advice through an integrated New York Life affiliate structure.

David Trammell is a CFP® and ChFC® with eight years of experience at First Command Advisory Services, where he has worked since 2018. Prior to this, he spent 15 years at the University of Phoenix-Dallas Campus and two years at Impact Telecom. He is the founder and principal of The Trammell Group LLC, a management consulting firm, and is also an aspiring author working on his first manuscript. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that feature model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Hart Ponder is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining TIAA-CREF, he worked at Fidelity Personal and Workplace Advisors, Strategic Advisers LLC, and Fidelity Brokerage Services LLC. Outside of his advisory role, he has worked as an independent contractor providing transport services for Uber. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning from ongoing discretionary management and includes customized and model portfolio options under a fiduciary standard.

Christopher Sauser is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with TIAA and its affiliates continuously since 1998. 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 relationships through TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Kirk Quaschnick is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding the ChFC® designation and Series 63 license, with 34 years of industry experience. He has worked with multiple financial firms, including Mogul Wealth Strategies LLC and Integrated Financial, and currently serves on the board of Hope Fellowship Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a broad network of affiliated representatives. The firm offers a range of program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Zachary Murdock is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Equitable Advisors and various positions outside finance, such as in the food service and retail sectors. He is also licensed as an insurance agent, providing sales and service of life, disability, long-term care, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Thu Dang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her background includes roles at several health insurance providers such as Molina Health Care, Aetna, Cigna, BlueCross BlueShield, Friday Health Insurance, and United Health Care. She is involved with the Heartland Institute of Financial Education, a nonprofit focused on promoting financial literacy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a variety of model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management of approximately $1.7 billion.

James Lester is a financial advisor with Hornor, Townsend & Kent, LLC and holds the ChFC® and Series 63 credentials. He has 54 years of industry experience, including over 27 years with Hornor, Townsend & Kent and a long career managing his own agency, Jay Lester Agency. He also has experience in insurance sales and service through related brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer services, featuring a comprehensive platform that includes third-party asset manager relationships and multiple account options.

Jeffrey Dunn Jr. is a CFP® professional with 11 years of industry experience, currently advising at Hightower Advisors since 2025. His prior roles include positions at Smith Anglin Financial, Fisher Investments, and TIAA-CREF. He serves as the Dallas Chapter Membership Committee Chair for the Dallas Financial Planning Association and is an Executive Organizer for Dallas MeetUp events. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and various portfolio construction techniques.

Larry Jackson is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Brokerage Services LLC, Merrill, and Bank of America. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, ranging from individuals and high-net-worth clients to corporations and charitable organizations. The firm supports over 400 independent investment adviser representatives who deliver advice through various portfolio management programs and financial planning, using a range of analytical approaches and maintaining fiduciary standards when applicable.

Ian Mcgurran is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds a Series 66 designation and has five years of industry experience. Ian has been with Park Avenue Securities since 2019 and has over a decade of tenure with Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management solutions supported by proprietary and third-party platforms.

Lisa Emmons is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at Voya Financial Partners, LLC from 2007 to 2011. In addition to her advisory role, she is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists, model portfolios, and technology tools to support mostly non-discretionary client relationships managed by a large network of advisors.

Donald Goodwin is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he worked at Northwestern Mutual Wealth Management Company and its affiliates. Outside of financial advising, he owns DG23 Fitness, a personal training business, and is a candidate for the McLendon Chisholm City Council. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions including discretionary management, model-based strategies, and access to insurance and alternative investment products.

Rashi Poddar is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at Creative Planning since 2023. Prior to this, she worked at Nylife Securities LLC and New York Life Insurance Company from 2017 to 2023. Outside of financial advising, she is a board member of the Frisco Gifted Association and the CFA Society of Dallas/Fort Worth, and is involved in several nonprofit and entrepreneurial ventures including software consulting and franchise partnerships. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Jonathan Johnson is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Eagle Strategies since 2007 and operates Johnson Financial Strategies, LLC. Outside of his financial advisory work, he is an officer supporting the East Texas triathlon community and is involved in recording and sound mixing of church services. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across various program types and manages a significant portion of its assets on a non-discretionary basis, working with diverse client segments including retirement investors and institutional plan sponsors.

Alan Grossman is a financial advisor at D.A. Davidson & Co. with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has been with D.A. Davidson since 2013. Outside of his advisory role, Grossman owns and operates several consulting businesses and is a partner in an industrial recruiting firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, and operates under fiduciary standards with specialized municipal advisory capabilities.