Justin Williams is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience with Strategic Estate Planning Services and Hillwood, a Perot Company. Williams served five years in the United States Marine Corps. He also assists agents in retirement planning through his role at Strategic Estate Planning Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services, operating a platform that integrates various managed models and supports advisor customization.

Nicolas Valles is a financial advisor at TIAA-CREF with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and CH Robinson. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing ties to TIAA employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management under a fiduciary standard.

Debra Selvidge is a financial advisor with Hightower Advisors in Dallas, TX. She holds the Series 65 designation and has 13 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments and Smith Anglin Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, as well as access to alternative investments and custom indexing.

Patrick Norambuena is a financial advisor at PNC Wealth Management in Irving, TX, holding a Series 66 designation with five years of industry experience. His previous roles include positions at Bank of America, Merrill, and The Prudential Insurance Company of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees, using algorithm-driven risk assessment and third-party portfolio management.

Michael Bailey is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 41 years of industry experience. His career includes roles at Raymond James & Associates and MGB Wealth Management, LLC prior to joining Beacon Pointe. Bailey is also a manager and member of B.B.W.M. Lease Partners, LLC, a non-investment-related entity. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, 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.

David Duque is a financial advisor at Valic Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008, with additional roles at Park Avenue Securities, Guardian Life Insurance Company, and Agia. Outside of his advisory work, Duque serves as Sergeant of Arms on the Board of Directors for the Champions Rotary Club of Justin, TX. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Joni Campos is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with TIAA and its affiliated entities since 2005. 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 associated with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund while operating within a vertically integrated investment group.

Morris Boson is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at Appreciation Financial, Fisher Investments, and GuideStone Financial Services, and he has been involved with Mentoring Brother 2 Brother since 2007. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small 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 structure.

Christopher Cavazos is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked at Goldman Sachs Personnel Financial Management since 2019 and served in the Texas Army National Guard since 2018, following prior service in the South Carolina Army National Guard and a five-year period at The Citadel, Military College of South Carolina. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers a range of tailored services, leveraging its integration within a large financial group to deliver comprehensive wealth management solutions.

Genesis Meave is a financial advisor at TIAA-CREF with seven years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Charles Schwab and Co., Inc., TD Ameritrade, Inc., and Arvest Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals and various institutional clients, often those connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management using model or customized portfolios and serves as adviser to a donor-advised fund.

Theodore Trottman is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with firms including Private Client Services, RFG Advisory, Prospera Financial Services, Raa, and Lincoln Financial Advisors Corporation. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with proprietary research and operational support.

Patrick Kimbrough is a financial advisor at Mariner with 16 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 65 licenses. His prior work experience includes roles at Mariner Wealth Advisors, Avantax Advisory Services, LPL Financial, and Edward Jones. Mariner serves a diverse range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm provides customized discretionary portfolios supported by an internal team and third-party managers, with integrated tax and accounting capabilities that are notable among large advisory enterprises.

Timothy Mayben is a financial advisor at United Planners Financial Services of America with 25 years of industry experience. He holds a Series 66 designation and has been with United Planners since 2003. He is also the president of The Mayben Company, a marketing entity, and is a licensed agent for non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and third-party money managers, and provides a mix of fee-based and commission-based solutions.

Amandeep Somal is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining TIAA-CREF in 2024, he worked at Citigroup Global Markets and Citigroup from 2020 to 2023 and TD Ameritrade from 2019 to 2020. He also has experience outside finance, having spent time in homemaking roles. TIAA-CREF Individual & Institutional Services, LLC’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 with prior TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure that includes affiliated funds and serves as adviser to a donor-advised fund sponsored by Charityvest.

James Yoo is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 1998 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Monica Duran is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She previously worked at TIAA and TIAA-CREF from 2015 to 2022 and rejoined the firm in 2024. Outside of advising, she is the managing member of a startup real estate business focused on building, buying, and selling homes. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals with ties to TIAA employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both one-time planning and ongoing discretionary management through model and customized portfolios, and it serves as adviser to a donor-advised fund.

Jeremiah Neptune is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services LLC before joining TIAA in 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management and serves as adviser to a donor-advised fund.

Clement Woo is a financial advisor with Transamerica Financial Advisors in Plano, TX. He holds Series 63 and Series 65 licenses and has been with Transamerica since 2026. Outside of his advisory role, he has longstanding involvement with Dallas Theological Seminary and volunteer work spanning over two decades. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and broker-dealer services, offering proprietary model portfolios and access to third-party money managers with both discretionary and non-discretionary program options.

Fah Leong is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials. Based in Dallas, TX, Leong has been with Transamerica since 2026 and has prior experience at World System Builders, World Financial Group Insurance Agency, Shorecliffs Golf Management, Texas Radiology Associates, and Mesa Radiology. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing a range of discretionary and non-discretionary program options.

Aleksey Palumbo is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 credentials and five years of industry experience. His work history includes roles at TIAA-CREF and Tiaa since 2021, as well as positions in healthcare and education. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios within a vertically integrated advisory structure.