Edwin Restrepo is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Morgan Stanley. He also serves as an adjunct lecturer for graduate-level finance courses at the University of Dallas. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

David Sego is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He currently serves at Cerity Partners LLC and previously worked at BOK Financial Private Wealth, The Milestone Group, and Weaver Wealth Management. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, proprietary quantitative methods, and access to alternative and private market solutions for qualified clients.

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 with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. He previously worked at Equitable Advisors, LLC and has a varied employment background including roles in retail and food service. Outside of his advisory work, he also drives for Uber Eats on a limited basis. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and institutional clients, often those connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management services along with affiliated investment options and donor-advised fund advisory.

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.

David Stephenson is a financial advisor with Principal Financial Services in Richardson, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Symonds Wealth Management and Next Level Insurance LLC. Outside of his advisory work, he serves on the board of Soul's Harbor and is involved in a business selling custom-made writing instruments as well as co-owning and managing SpeedShield in Addison, TX. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services encompass financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Raymundo Castorena is a financial advisor with TIAA-CREF, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and consulting work at Guidehouse and KRPB Consulting. He has also worked in other fields, including managing operations at Custom Coats and Cowboy Chicken. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm provides both one-time planning services and ongoing portfolio management through model or customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Michael Grimm is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Prior to joining Schwab, he held roles at Madison Avenue Securities, Csenge Advisory Group, and The Wingard Group DBA Wayfinder Group. He also has experience with TIAA-CREF. Grimm is active as a senior planner at The Wingard Group, providing holistic financial planning and investment advice. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm employs Charles Schwab’s proprietary asset-allocation models and research tools to tailor recommendations consistent with client goals and risk tolerance.

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.

Freddie Broadway is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Vanguard Advisers, Inc., Fisher Investments, Capital One Advisors, and USAA Financial Planning Services. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Kristen Henk is a CFP® professional affiliated with &Partners, holding the Series 66 designation and bringing 15 years of industry experience. She previously worked at Wells Fargo Clearing for eight years before joining &Partners. Outside of advisory work, she performs bookkeeping and administrative duties for a family business. &Partners serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement plan consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative strategies.

Ryan Ojeda is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 66 and Series 63 licenses and has previous experience at NexPoint Securities, Inc. and Vanguard Advisers, Inc. Outside of his financial career, he has been involved with the Summit Valley Band for five years. 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 to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to donor-advised funds within a vertically integrated structure.

Samuel Engulu is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and has previously worked at Charles Schwab & Co., Inc., Fidelity Investments, and Home Depot Inc. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab’s asset allocation models and internal research tools.

Scott Andricks is a financial advisor at Creative Planning with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Lockton Investment Advisors, Lockton Companies, and Lockton Financial Advisors from 2010 to 2021. Based in Dallas, TX, he has been with Creative Planning since 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a centralized investment infrastructure and a broad range of affiliated non-investment businesses.

Marian Younan is a financial advisor with TIAA-CREF, holding a Series 66 designation and six years of industry experience. Prior to joining TIAA-CREF in 2026, Marian worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Edward Jones. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with existing relationships through employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, applying a fiduciary standard to its advisory services within a vertically integrated structure.

Ashley Heineman is a financial advisor at Concurrent Investment Advisors, LLC with 2 years of industry experience. Heineman holds a Series 65 designation and previously worked at Fisher Investments, United Capital Financial Advisors, and Goldman Sachs Personal Financial Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Ariel Crespo is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that includes affiliated funds.

Janice Hopkins is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she owns Curvy Diamonds, a business selling clothes and accessories. 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 employer retirement plan relationships. The firm offers a range of advisory services, including model and customized portfolios, and acts as adviser to a donor-advised fund.

Grant Mink is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Old Hawthorne and the University of Missouri. 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 relationships through TIAA-administered employer retirement plans. The firm provides fiduciary-aligned advisory services alongside affiliated options such as donor-advised funds within a vertically integrated structure.