Steven Baaden is a financial advisor at Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles to meet client objectives.

John Mcqueen is a financial advisor at Oppenheimer with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2002. Mcqueen also has power of attorney over a family member’s IRA and retail account, managing these as needed. 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, employing strategic and tactical asset allocation alongside various investment strategies tailored to client objectives.

Race Chong is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 designation. His prior experience includes roles in education and construction before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.

Michael Welch is a Certified Financial Planner (CFP®) with 22 years of experience in the financial industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Kalos Capital, Inc. and D.R. Saur Financial, Inc. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jason Braswell is a financial advisor at TIAA-CREF with 28 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2006. He holds the Series 63 and Series 65 designations. 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 combines point-in-time planning services with ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Brandon Parsons is a financial advisor with TIAA-CREF, holding a Series 66 designation and 18 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm’s advisory approach combines one-time financial planning with ongoing discretionary portfolio management using both model and customized portfolios.

Tyler Brubaker is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining TIAA-CREF in 2022, he worked at Florida Financial Advisors and F4 Wealth Advisors and has experience in non-financial roles including AirTech of Pensacola. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small corporate retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated investment platform.

Eric Porsch is a financial advisor at TIAA-CREF with 22 years of industry experience. He has been with TIAA-CREF and its related entities since 2005. He holds Series 63 and Series 65 licenses. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates its planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Dylan Vertner is a Series 66-licensed advisor at Goldman Sachs Wealth Services with four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Veterans United Home Loans and has held various roles including at Columbia Country Club, University of Missouri Operations, and Macklan Ent. Outside of advisory work, he is an independent contractor at TaskRabbit, performing general labor tasks. Goldman Sachs Wealth Services serves a wide range of clients from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm employs strategic and tactical allocation models supported by proprietary analytics and integrates capabilities across Goldman Sachs affiliates to deliver comprehensive wealth advisory solutions.

Deborah Duckworth is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has held roles at related Transamerica entities and other firms since 2005. Her activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and businesses, offering investment advisory and brokerage services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Juan Guerra is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. 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 operates a vertically integrated advisory model that includes both one-time financial planning and ongoing portfolio management.

Kenneth Williams Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC 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, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and offers customized portfolio management alongside model portfolio options.

Bryan Topelsohn is a financial advisor with Eagle Strategies (NY Life) in Flower Mound, TX, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been associated with New York Life Insurance Co since 1999 and NYLIFE Distributors LLC since 2003. Outside of his advisory role, he occasionally resells NFL and other event tickets related to his personal seat license. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Griffin Rea is a financial advisor at Focus Partners Wealth, LLC in Plano, TX, with five years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at 49 Wealth Management, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network d/b/a 49 Financial. Before entering the financial industry, he worked in education and camp leadership roles. Focus Partners Wealth serves a diverse range of clients including individuals, families, retirement plans, and institutions, offering investment management, financial counseling, and integrated wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and provides both discretionary and nondiscretionary advice across a broad array of asset classes and investment strategies.

Guy Wayman is a financial advisor with Hightower Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Frontier Investment Management Co and Steele Capital Management, Inc. before joining Hightower in 2020. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Luis Gurrusquieta is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 13 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 to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized managed account solutions.

Sergio Garcia is a CFP® professional affiliated with Hightower Advisors in Dallas, TX, with 15 years of experience in the financial industry. He has held roles at several firms, including BFS Advisory Group, DBT Wealth Consultants, and Quest Capital Management. Garcia serves on The Dallas Foundation's Professional Advisor Advisory Council. Hightower Advisors provides investment advisory and planning services to a diverse client base, including institutional and individual investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of investment vehicles.

Stacey Kirkpatrick is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Farther since 2025. Her prior roles include positions at Raymond James Financial Services and Cetera, among others. Outside of finance, she was previously involved in operating SDK Desserts LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach, using proprietary model portfolios with algorithmic rebalancing, and incorporates exchange-traded funds, mutual funds, equities, fixed income, and AI tools in portfolio management.

Corey Orthengren is a CFP® professional with experience at Corient and related entities since 2021, as well as prior roles at SFMG Wealth Advisors, Amarillo National Bank, and West Texas A&M University. He is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining proprietary strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Matthew Donahoe is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Kestra Investment Services, and Avantax Investment Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.