Amy Redd is a Series 66-registered financial advisor with PNC Wealth Management in McKinney, TX, and has four years of industry experience. Prior to joining PNC in 2026, she worked at Edward Jones for eight years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that employs algorithmic risk assessment and discretionary management via mutual funds and ETFs.

Michael Davis is a financial advisor with Money Concepts Capital Corp in Frisco, TX, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Money Concepts since 1995 and has worked at Texas Instruments since 1997. Outside of his advisory role, Davis is the President and CEO of Genesis WW Sports Management Group, LLC, and serves as President and Executive Director of Ethos Education Group, Inc., a nonprofit organization. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, including proprietary retirement model portfolios and third-party sub-advisers, serving approximately 14,700 clients through an integrated broker-dealer and insurance platform.

Brian Robb is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and 11 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 primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and corporate entities. The firm’s advisory services distinguish between one-time planning and ongoing account management, using both model and customized portfolios.

Jane Landsberger is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. Her background includes roles in various sectors such as oil and gas production and estate planning referrals. Outside of her advisory work, she is involved in managing rental properties and holds royalty interests in energy companies. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.

Juniwati Katopo is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and two years of industry experience. Prior to joining Transamerica in 2024, she worked at WFGIA and Medline Industries. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, operating as both a registered investment adviser and broker-dealer.

Charles Kwan is a financial advisor with PNC Wealth Management in Carrollton, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Wells Fargo, and Sterling Bank and Trust. Outside of his advisory work, he owns a non-investment-related business called Niji Tcg. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only employee pilot. The firm employs algorithm-driven risk assessment and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Erick Arowo is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked with several firms including Cloud Wealth Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a volunteer weekend priest with the Anglican Church in North America, Christ Church Plano, and Trinity Lakeside, and is a board member of FOCUS Group North America Inc., a nonprofit supporting mission work in Kenya. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm offers multiple program types tailored to client objectives, with a large portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Jacob Israel is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66, 63, and 65 licenses and four years of industry experience. His prior work includes roles at Fisher Investments, Merrill Lynch, J.P. Morgan Securities LLC, Huntington National Bank, and Morgan Stanley. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing TIAA employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated group that utilizes affiliated funds.

Steven Kosta is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Fidelity Brokerage Services, Strategic Advisers Inc., MUFG Union Bank, and Lowe's Home Improvement prior to joining TIAA-CREF in 2021. TIAA-CREF Individual & Institutional Services 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 a fiduciary standard on its RIA services and manages both model-based and customized portfolios under a vertically integrated structure that includes affiliated funds.

Alexandra Madsen is a financial advisor at TIAA-CREF with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, U.S. Bank, and First United Bank and Trust/American Bank of Texas. Alexandra is also the owner and financial manager of a small vending machine business in her local community. 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 to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model portfolios and customized solutions within a vertically integrated structure.

Perry Thompson is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked with Graystone Wealth Solutions, LLC since 2024 and has been affiliated with Eagle Strategies and New York Life since 2017. Outside of advisory work, he is involved in insurance brokering through outside carriers and co-owns a vacation home in Cahuita, Costa Rica, which is occasionally rented on Airbnb. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages primarily non-discretionary assets within an integrated New York Life affiliate structure.

Joseph Widmaier is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with TIAA-CREF since 2010. 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 connected through TIAA-administered employer retirement plans. The firm also acts as adviser to a donor-advised fund and operates within a vertically integrated structure utilizing affiliated funds.

Steven Lauterbach is a financial advisor with Oppenheimer in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Lauterbach serves as co-trustee of a family trust established in 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation with a mix of discretionary and non-discretionary management, and acts as a qualified custodian for client assets.

Nedim Saul is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Oppenheimer since 2017. Prior to that, he was associated with Concert Wealth Management, Inc. and Map Strategic Wealth Management from 2012 to 2016. Outside of his advisory role, he is involved with F45 Willow Bend in Plano, TX. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored to client needs, managing approximately $36.7 billion in assets as of the end of 2025.

Kolleen Freudiger is a CFP®-certified financial advisor at Creative Planning with 21 years of industry experience. She has worked at Creative Planning since 2020 and previously held roles at Stratford Consulting, LLC and Northwestern Mutual Investment Management. Creative Planning provides comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio approaches, supported by a broad team and centralized investment infrastructure.

Brett Phillips is a financial advisor with VOYA Financial Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a variety of advisory services through multiple program structures, primarily offering non-discretionary recommendations and maintaining both SEC-registered investment adviser and broker-dealer registrations.

Jing Xu is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Xu has worked at multiple firms including LPL Financial, Cetera, and Avantax, and is also a partner at Lam, Po, & Xu, CPA’s, where he is involved in tax preparation and accounting. Outside of advisory work, Xu manages a family ranch and is involved in family investment partnerships focusing on stock and bond investments. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers.

Dale Facey is a financial advisor with Eagle Strategies (NY Life) in Plano, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2011. Outside of his advisory role, he serves as Vice President and Board Member of Blue Candlelight Music Series, a nonprofit promoting chamber music. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis through a variety of advisory programs.

Monte Hinkle is a CFP® professional with 44 years of industry experience, currently advising at VOYA Financial Advisors, Inc. since 2014. He holds a Series 63 license and operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures.

Mark Wiggins is a financial advisor with Eagle Strategies (NY Life) based in Plano, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Eagle Strategies since 2013 and has operated his own firms, Wiggins Wealth Strategies and Tri Wealth, LLC, focusing on brokering non-registered insurance products alongside financial advisory services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across various program types, with the majority of its assets managed on a non-discretionary basis.