Jaclyn Mc Guire is an advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Independent Financial Group in 2026, she worked at Charles Schwab & Co., Inc. from 2024 to 2026 and has a diverse background including roles in education and at McKelvey Homes. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate pension plans. The firm employs a combination of firm- and third-party models to develop client strategies, offering services such as financial planning, portfolio management, and retirement plan solutions.

Kristi Shumate is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2007. Outside of her advisory work, she owns a business that makes specialized horse show accessories and is involved in leasing and selling ponies. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected to TIAA-administered retirement plans. The firm offers customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund.

Jilly Dearaza is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she is a managing member of MJAMS LLC, which manages rental income properties. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Chandler Peterson is a CFP® professional with two years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously worked at Buckingham Strategic Wealth, Cresset, U.S. Bank Private Wealth Management, and Wells Fargo Securities. Focus Partners Wealth, LLC serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, and a range of specialized financial services. The firm utilizes a long-term, tax- and fee-sensitive investment approach with a combination of active and passive strategies, offering customized portfolios based on clients’ risk tolerance and liquidity needs.

Daniel Malone is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Kestra Advisory in Richardson, TX. He has 10 years of industry experience, including roles at Cetera Advisors Networks LLC and as President of WDW Tax Services, a separate tax and accounting business. His background also includes financial advisory activities at Westbrooks Dugger & Westbrooks. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within a supervisory framework.

William Harris is a ChFC® credentialed financial advisor with 16 years of industry experience. He is currently with Eagle Strategies (NY Life) and has held roles at NYLIFE Securities LLC and New York Life Insurance Company since 2008. Harris also acts as an insurance broker, receiving renewal commissions. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, delivering tailored solutions through various program types within an integrated New York Life affiliate structure.

Randi Baker is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 license and six years of industry experience. Her work history includes roles at Bank of America, Merrill, and Mary Kay, alongside her current position at TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs for individuals—often those connected through employer retirement plans—as well as trusts, estates, partnerships, and small retirement plans. The firm provides both model-based and customized portfolio management and serves as adviser to a donor-advised fund.

Wesley Gregory IV is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has prior work experience including roles at YMCA of Wilmington, Porters Neck Country Club, and the University of North Carolina - Wilmington. TIAA‑CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm uses a fiduciary model with a range of managed account options including model portfolios and customized portfolio management.

David Barr is a financial advisor with Eagle Strategies (New York Life) based in Frisco, TX. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to his current role since 2018, he worked at Thrivent Investment Management and Thrivent Financial from 2015 to 2018. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional sponsors, and corporate clients. The firm delivers tailored recommendations through multiple program types and operates primarily on a non-discretionary asset management basis within the New York Life affiliate structure.

John Stewart is a financial advisor at TIAA-CREF with six years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2019. Outside of his advisory role, he tutors students preparing for securities licensing exams through Varsity Tutors. 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 TIAA-administered employer retirement plans. The firm’s advisory approach includes both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.

Brett Beavers is a financial advisor with TIAA-CREF in Frisco, Texas. He holds a Series 66 designation and has eight years of industry experience. His background includes roles at TIAA-CREF Individual & Institutional Services, the University of Arkansas Department of Athletics, Sowell Management Services, and Crews & Associates, Inc. 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. The firm’s advisory model separates planning services from ongoing discretionary management, using model portfolios or customized portfolios managed under client-approved investment policies.

Adam Millman is a financial advisor at Mariner with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Zacks Investment Management, Fisher Investments, and USAA in various advisory roles. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax, accounting, and financial wellness capabilities uncommon at this scale.

Sean Sweeney is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and with 12 years of industry experience. He has worked at The Mayben Company LLC since 2016, serving as Director of Client Accounts in addition to his role at United Planners. United Planners Financial Services is a national wealth-management firm with approximately $12.77 billion in assets under management and over 350 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and trusts, offering advisory and brokerage services primarily through independent investment adviser representatives.

Joe Ledford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes positions at LPL Financial, Woodbury Financial Services, and SII Investments. Outside of advisory roles, he is involved with Barton Financial Services, a family business active since 1996. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that combines passive and active management with oversight from an internal Investment Committee.

James Griffith is a financial advisor with TIAA-CREF and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including roles at Edward Jones and MKM Partners LLC. He is currently based in Frisco, TX. 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 employer retirement plan relationships. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing portfolio management using both model and customized portfolios.

Monique Kusman is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. She previously worked at Farmers Insurance and Farmers Financial Solutions for 17 years and has been with Principal Securities, Inc. and related entities since 2022. Kusman is the sole managing partner of KLMM, Ltd., a commercial property owner. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through advisory and promoter arrangements.

John Noey is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Principal Financial Services. His prior work includes roles at North Texas Tax and Financial and Strategus Financial Consulting LLC. Outside of his advisory work, he is involved in providing tax preparation and bookkeeping services through North Texas Tax & Financial. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm emphasizes direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Gabriel Blancarte is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2023. His prior experience includes roles at Fletching Capital and the University of Missouri. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 financial planning and ongoing discretionary portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Stephen Trousdale is a CERTIFIED FINANCIAL PLANNER™ at Focus Partners Wealth, LLC with 11 years of industry experience. He has worked at Buckingham Asset Management, LLC since 2015 and joined The Colony Group, LLC in 2024. 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, and employee benefit retirement plan services. The firm employs a long-term investment approach that incorporates both active and passive strategies, third-party managers, and customized portfolios based on clients' risk tolerance, liquidity, and tax situations.

Rusty Hood is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has held positions at multiple firms and ventures, including roles with Avalanche Ventures, NetLaw, and LifeLock, and has experience referring clients for services such as trust and wills, identity theft protection, college loan consulting, and tax mitigation. Transamerica Financial Advisors serves a wide range of clients including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.