Glenn Hafstad is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant in 2026, he worked for seven years at Exencial Wealth Advisors LLC and for eleven years at InKnowVision, LLC, where he continues to provide limited consulting on estate, business, and life insurance planning. He also holds an individual life insurance license and dedicates a small amount of time to related sales activities. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to a range of clients including individuals, families, pension plans, and high-net-worth entities. The firm employs a blend of evidence-based asset allocation and actively managed strategies supported by substantial in-house resources and affiliated legal, accounting, and trust services.

Carl Carlos is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at firms including Cabot Lodge Securities, Fuller Wealth Management, Ifs Securities Inc., and Raymond James & Associates. Outside of his advisory work, he serves as a board member managing the Lake Ioni Hunting/Fishing Club in Elkhart, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Freeman Irby III is a financial advisor with TIAA-CREF based in Frisco, TX. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including nine years at Securities America Advisors and Securities America Inc before joining TIAA-CREF in 2024. TIAA‑CREF Individual & Institutional Services 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 separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

Lindsay Dreyer is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, holding the Series 66 designation with 10 years of industry experience. She previously worked at Merrill for six years before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing placement and investment banking services.

Manolo Alvarez is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has held roles at Goldman Sachs & Co LLC since 2023 and serves as a lecturer at the University of Texas at Dallas, teaching Business Communications, Ethics, and Leadership. Additionally, he is the owner of Cassette Deck Automotive, a mobile auto mechanic business. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office services and Alternative Investments. The firm integrates resources from across the Goldman Sachs ecosystem to tailor strategies and deliver comprehensive wealth management solutions.

Shelia English is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her career includes eight years at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., followed by positions at Merrill and Citigroup Global Markets. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with distinctive market roles, including acting as a security-based swap dealer and futures commission merchant.

Tyler Ressel is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Darrel Preston is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, NA prior to joining Rockefeller Financial in 2020. Based in Dallas, TX, he has spent the bulk of his career in wealth management roles at prominent financial institutions. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer, offering a consolidated investment platform and a Private Advisor model tailored to client needs across multiple asset classes.

Robert Messett Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Commonwealth since 2017 and previously worked at WFG Investments from 2011 to 2017. He is also co-owner of Messett Rice & Associates, a private entity facilitating securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and practice-management support. The firm offers a range of portfolio construction options and discretionary model portfolios managed by its Investment Management and Research team.

Tyler Bethea is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He previously worked for nine years at Crow Holdings Capital. Tyler serves as a board member and investment committee member for the West Dallas Community School Foundation. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach across public equities, fixed income, and alternatives.

Brian Hattendorf is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 65 designation and previously worked for Frontier Investment Management Co. for 20 years before joining Hightower Advisors in 2020. Hightower provides investment advisory and planning services to a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Craig Gallen is a financial advisor with Eagle Strategies (New York Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Merrill, MassMutual, and Northwestern Mutual. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of advisory programs tailored to client objectives, managing most assets on a non-discretionary basis and working extensively with institutional plan sponsors.

Abraham Cordero is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. His approach to financial planning emphasizes building long-term relationships with clients, supporting them through every stage of their financial journey. He has extensive experience within Fidelity Investments, having held various roles since 2019, including Investment Solutions Representative III, Investment Solutions Representative II, Workplace Planning Consultant at multiple levels, and High Net Worth Representative. This progression reflects his comprehensive expertise in financial planning and investment solutions. Abraham holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in fitness, food, movies, and traveling.

Solomon Munyambu is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors, LLC. Outside of his advisory role, he also works as a part-time Uber Eats driver. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm provides a fiduciary standard on its RIA services and manages portfolios through both model-based and customized approaches.

Julho Kara is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Mass Mutual Life Insurance Co, and Santander Consumer USA. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized options under fiduciary standards.

Raymundo Castorena is a financial advisor with TIAA-CREF holding Series 65 and Series 63 credentials and four years of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Fidelity Brokerage Services LLC from 2021 to 2025. 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 employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Michael Grimm is a CFP® with 15 years of experience in financial advising. He is currently with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. since 2026. Prior to this, he worked at Madison Avenue Securities, Csenge Advisory Group, The Wingard Group DBA Wayfinder Group, and TIAA-CREF. Grimm also serves as a senior planner with The Wingard Group DBA Wayfinder Group, providing holistic financial planning and investment advice. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm provides annual financial reviews and investment recommendations, but trading decisions remain with clients.

Jonathan Pearn is a financial advisor at TIAA-CREF with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2018, following an 11-year tenure with National Planning Corporation. Outside of advising, he is registered as a FINRA Dispute Resolution arbitration panelist, though he has not been selected to serve on a panel. 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, often serving clients connected through employer retirement plans administered by TIAA. The firm combines point-in-time planning with ongoing discretionary management and acts as adviser to a donor-advised fund.

Gerald Dahlander II is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes 11 years at Bank of America, NA, and a long tenure at Merrill from 1994 to 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and investment banking services. The firm operates under a Private Advisor model and maintains a consolidated investment platform delivering discretionary and non-discretionary solutions across various asset classes.

Kristen Henk is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at &Partners since 2024 and previously spent 14 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she performs bookkeeping and administrative duties for a family business. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by ongoing monitoring and periodic reviews.