Matthew Howard is a Series 65-licensed financial advisor with five years of industry experience. He is currently associated with Brookstone Capital Management LLC and Guardian Financial Management. Prior to these roles, he worked for PR Liquidating Trust for eleven years. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a variety of investment products, and both internal and external sub-advisors to implement client portfolios.

Tonya Rollman is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior experience includes roles at Lincoln Investment, Burba Cole Overstreet LLC, and Creating & Managing Wealth, LLC. 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 retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time financial planning and ongoing discretionary management, with an emphasis on fiduciary standards and integrated investment solutions.

David Blassingame Jr. is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2012, with a brief employment gap from 2025 to 2026. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time financial planning services and ongoing portfolio management, using a fiduciary standard in its advisory services and managing conflict disclosures related to affiliated funds and fee structures.

Jeanette Hilton is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Her career includes roles at Integrated Trust Systems, WealthWave, and Fannie Mae, among others. Hilton is also involved in several entrepreneurial ventures, including ownership of a publishing business producing books for royalty income and participation in an oil and gas royalty enterprise. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations. The firm offers a variety of advisory and broker-dealer services, featuring proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Michael Daniels is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner since 2025. His prior experience includes roles at Sequoia Financial Group, UBS Financial Services, Merrill Lynch, and Bank of America. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized, discretionary portfolios and offers integrated tax and accounting services along with financial wellness solutions for employer clients.

Marcus Jefferson is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining TIAA-CREF, he worked in educational and service roles, including positions at Lewisville Independent School District and Chadron State College. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and 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 services and ongoing discretionary management using model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Ryane Dobbinson is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Farmers Insurance-related firms. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved policies.

Shawn Foster is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses, with 35 years of industry experience. He is also the owner of Shawn Foster Financial Group, LLC. His career includes roles at Ameritas Investment Corp, Canvas Financial, and Foster Financial Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing a combination of model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Christopher Lott is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. He has a longstanding career including roles at Purshe Kaplan Sterling Investments, Smith Anglin Financial, and Heritage Financial dating back to 1993. Outside of advising, he is the managing member of ALP Air, LLC, a holding company that owns an aircraft. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Alejandro Andrade is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and two years of industry experience. His background includes roles in both education and the service industry prior to joining TIAA-CREF. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals often connected through employer retirement plans, as well as trusts, estates, and corporate entities. The firm operates within a vertically integrated group offering model and customized portfolio management under a fiduciary standard.

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 with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at JP Morgan Securities, Vanguard Marketing Corporation, and Ameriprise Financial Services. He also has entrepreneurial experience with Change Realty, LLC. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers discretionary portfolio management with a fiduciary standard and acts as adviser to a donor-advised fund.

David Anderson is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at Promus Financial Group, LLC and New York Life Insurance Company. Outside of advisory services, he owns a business brokering non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial 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 prior roles include positions at Charles Schwab & Co., Inc., TD Waterhouse Investor Services, Inc., Amerivest Investment Management LLC, Ameritrade Inc., and Wells Fargo Investments, LLC. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through various media, employing both quantitative and qualitative analysis to implement customized investment strategies.

Danniel Kazi is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work history includes roles at Randstad Digital, Allstate Insurance, Fortinet, and Fidelity Investments. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm’s investment approach combines in-house managed model portfolios with third-party managers, offering both advisor-led and firm-managed solutions.

Curtis Reese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 licenses and with 17 years of industry experience. He has worked at several firms, including Fisher Investments and TD Ameritrade, and is currently also involved with Harvest Wealth Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across various programs, combining proprietary and third-party strategies to tailor investment solutions.

Mary Anne Redmond is a CFP® professional with over 33 years of experience in the financial services industry. She has been with Money Concepts Capital Corp since 2003 and is currently affiliated with the Federal Benefits Academy as a presenter. Redmond also serves as a board member and officer of the MRFC Certification Board. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Gregory McCurry is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. McCurry has worked with several firms, including Penn Mutual Life Insurance Company and Eagle Strategies. He is also the owner of McCurry Insurance Agency LLC, where he provides multi-line insurance brokerage services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining both investment advisory and broker-dealer services.

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.

Andrew Hicks is a CFA® charterholder with 16 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at BOK Financial and AllianceBernstein L.P. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and direct security selection alongside access to alternative and private market solutions.