Steven Vander Velde is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research, Inc. and Lawing Financial Inc. Outside of his advisory work, Vander Velde serves as a precinct chair, engaging with the community to encourage voter participation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, managing accounts using both discretionary and non-discretionary strategies with various investment approaches.

Jarred Johnson is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he owns a short-term rental property. TIAA-CREF Individual & Institutional Services, LLC 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’s advisory model separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Rafael Alfaro is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 designations and bringing eight years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. for five years and American Income Life for two years. 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 employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary account management using model or customized portfolios.

John Henifin is a Series 66-credentialed financial advisor with 19 years of industry experience. He has been with TIAA-CREF and Tiaa since 2010, based in Frisco, TX. 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 provides both point-in-time financial planning and ongoing discretionary management, utilizing model portfolios and customized strategies guided by fiduciary standards.

Arrin Simpson is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. His prior roles include positions at Trajan Wealth, Fisher Investments, and First Command Financial Planning. In addition to his advisory work, he is involved in insurance sales. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that incorporates multiple investment strategies and technology platforms, often implementing advice through third-party managers and model portfolios.

Hugo Azpeitia Pedroza is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 66 and Series 63 licenses and has 11 years of industry experience, having been with TIAA-CREF since 2014. Outside of his advisory role, he manages a rental property independently. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.

Anita Pring is a financial advisor at TIAA-CREF with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including LPL Enterprise LLC, Prudential Advisors, and Fidelity. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers distinct point-in-time planning services alongside ongoing discretionary management, utilizing model portfolios and customized portfolio management under a fiduciary standard.

Ginto Mathew is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with TIAA and its affiliated entities since 2012. 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 TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of model and customized portfolio management options and serves as adviser to a donor-advised fund.

Jared Vachon is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network and Home Loan Investment Bank. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and specialized instruments.

Elizabeth Marquez is a Series 66 licensed financial advisor with Truist Advisory Services in Westlake, TX, where she has worked for four years. Her career has been entirely with Truist and its predecessor entities since 2014. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a broad range of advisory services, including access to third-party investment managers through the Envestnet platform.

Jonathan Kimble is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Florida Financial Advisors, Plano Data, Moore Supply Company, and David Weekley Homes, as well as a long tenure at the University of North Texas. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and entities, including those connected to TIAA-administered employer retirement plans. The firm offers both model and customized portfolio management within a fiduciary framework and serves as adviser to a donor-advised fund.

Troy Frazier is a financial advisor at AE Wealth Management, LLC with 16 years of industry experience and holds a Series 65 credential. He has previously worked at Fusion Capital Management and Investment Advisor Corp and has operated his own firm, Frazier Wealth Strategies, Inc., since 2009, where he serves as CEO. In addition to advisory services, he facilitates estate planning document services for clients. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Clay Jinks is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Buckingham Strategic Wealth, LLC and Jojenco Holdings, LLC. Clay is based in Southlake, TX. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, as well as employee benefit retirement plan services. The firm employs a long-term investment approach that incorporates both active and passive strategies, with portfolios tailored to clients’ risk tolerance, liquidity, and tax circumstances.

Tyrus Treadway is a financial advisor at Farther with a Series 65 credential and no prior industry experience outside the firm. He has been affiliated with Farther since 2026 and has owned and operated Treadway Realty since 2009. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing, employing a mix of ETFs, mutual funds, equities, fixed income, and AI-assisted advisor judgment.

Brett Boudreaux is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he is involved in animal breeding as a member manager of Farm Town Frenchies LLC and works as a food delivery contractor. 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 pre-existing TIAA employer retirement relationships. The firm offers model-based and customized portfolio management and acts as adviser to affiliated services such as a donor-advised fund.

Alesia Cooper is a financial advisor at TIAA-CREF with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo and J.P. Morgan Securities. Outside of finance, she operates an herbal goods business and is a freelance makeup artist. 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 retirement relationships. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Kenith Causey is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2011. Outside of his advisory role, he works as an Uber driver. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with pre-existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers model-based and customized portfolio management alongside separate broker-dealer services and acts as adviser to a donor-advised fund.

Michael Borders is a financial advisor at Kestra Advisory Services with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Kestra, Michael worked in various educational roles within multiple school districts and briefly with other advisory firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets.

Ramin Ghaffari is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds a Series 63 designation. He has 36 years of industry experience, including roles at Ron Ghaffari and Associates, LLC, and Signator Investors, Inc. In addition to advisory work, he is an insurance agent specializing in non-variable insurance. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and trusts. The firm supports independent advisers through a limited-partnership ownership structure and offers a range of investment and cash-management solutions, primarily on a non-discretionary basis.

Eric Clinger is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Transamerica Financial Advisors since 2024 and also has experience with ManhattanLife and Yellow Jacket Business Solutions. Outside of financial advising, he is employed at Toyota Motor North America as a supervisor in general accounting and refers individuals to ManhattanLife for health insurance. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, operating as both a registered investment adviser and broker-dealer.