Mary Burress is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Transamerica Financial Advisors since 2014 and has also worked with organizations such as the Richardson Adult Literacy Center and Nomad Productions. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Joshua Pinchek is a CFP® professional with 23 years of experience in the financial services industry. He currently serves as an advisor at Creative Planning and has prior experience at Allworth Financial, L.P. and Retirement Advisors of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Patrick Rowe Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. He has been with TIAA and its related entities since 2004. Outside of his advisory role, he serves as secretary of The Affluent Manner, a family venture involved in investment and consulting activities, including work with a company developing blockchain technology for medical applications. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, and various entities. The firm distinguishes between non-monitored planning services and ongoing discretionary management through model-based and customized portfolios, operating under a fiduciary standard and within a vertically integrated structure.

Tenesha Barron is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, Tata Consultancy Services, Transamerica Capitol, Inc., and Career Education Corporation. 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 many clients connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Matthew Rivera is a financial advisor at Hightower Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Fisher Investments, Glenmede Trust Company, Mariner Wealth Advisors, The Vanguard Group, and Wealth Management Solutions. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with a range of investment vehicles and portfolio management services.

Robert Hogue is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Simon Beresford is a CFP®-certified financial advisor at Corient with 18 years of industry experience. He previously worked at Capital Advisors, Inc. for eight years and TD Ameritrade, Inc. for ten years. Corient provides investment advisory and financial planning services to individual and 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 combines in-house strategies with third-party manager solutions, continuously monitoring portfolios using risk management tools to align with client objectives.

Sergio Badillo is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and having six years of industry experience. He has been with TIAA-CREF since 2019 and was previously associated with TIAA starting in 2017. Outside of his advisory role, he works as a delivery driver. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, applying a fiduciary standard to its registered investment adviser services.

Joel Gomez is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company. Gomez serves as a board member for Los Primos Dallas, a nonprofit mentoring high school students, and for the Country Place Homeowners Association, supporting community events. Eagle Strategies serves a broad range 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 multiple advisory programs tailored to client objectives and emphasizes non-discretionary asset management and fiduciary responsibilities, particularly in retirement plan consulting.

Sha'ron Clark is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, she worked at Park Avenue Securities, Opes One Wealth, and Guardian Life Insurance, and has experience in education and other sectors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time planning services and ongoing portfolio management using model and customized portfolios managed under a fiduciary standard.

Daniel Yancy is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including Fisher Investments, Merrill, and Citigroup Global Markets. Prior to his financial services career, he was the owner of Cadet Medical Supply, LLC, a medical supply business that ceased operations in 2022. TIAA-CREF Individual & Institutional Services 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, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Philip Pyrz is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1999. In addition to his advisory role, he acts as an agent for fixed insurance products including life, annuities, disability, long-term care, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions with various promoter and referral arrangements.

Nicolas Gallo is a financial advisor with TIAA-CREF holding Series 66 and Series 63 credentials and has two years of industry experience. His previous work history includes roles at Skanska, Lowe's, and the University of North Texas. 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 associated with TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund.

Tiffany Garza is a CFP® and Series 66-registered advisor with 16 years of industry experience. She is currently with Mercer Global Advisors Inc. and previously worked at Quest Capital Management and Raymond James Financial Services. Outside of her advisory role, she manages a rental property in Richardson, TX. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles, multi-factor tilts, and tax management.

William Wehner is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. He has worked with Eagle Strategies and related New York Life entities since 2017 and previously worked with USAA Financial Planning Services and USAA Financial Advisors from 2011 to 2017. He serves on the Board of Trustees for the Texas Theta Sigma chapter of the Alpha Tau Omega fraternity, providing guidance to the executive board. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with a diverse range of clients including plan sponsors and charitable organizations.

Ellina Cheney is a financial advisor at TIAA-CREF with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Valic Financial Advisors and Edward Jones. Ms. Cheney is based in Frisco, TX. 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 both point-in-time planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds.

Jesus Maymi is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been affiliated with Transamerica since 2012 and is also an author and motivational speaker, writing self-help books and serving as president of Empowered Life Ministries. His work includes ministry activities and writing, including the publication of "A Coming Man's Devotional." Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers to implement its advisory model.

Trajko Papuckoski is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fisher Investments and several firms within the Cetera network. Outside of his advisory role, he serves on the boards of two local Orthodox churches, contributing to their financial oversight and planning. TIAA‑CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA retirement plans, as well as trusts, estates, and smaller institutional clients. The firm distinguishes its planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group.

Joia Allen is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF in 2026, she worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC from 2022 to 2026. TIAA‑CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model portfolios and customized strategies.

John Flaherty is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Brookstone since 2014. Flaherty also has a background in insurance sales, serving as Director of Management for the district of McKinney. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey platform and employs a range of strategic asset-allocation models, including proprietary ETFs and mutual funds, alongside internal and external sub-advisors.