Sarah Jones is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for eight years. Outside of finance, she is a co-founder of Jones & Stahl LLC, a concierge service providing in-home fertility and wellness support. 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 employer retirement plan relationships. The firm’s advisory model distinguishes planning services from ongoing portfolio management and operates within a vertically integrated platform that includes donor-advised funds and affiliated investment options.

Christopher Stark is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 designations. He has five years of industry experience, having worked previously at Knights of Columbus Asset Advisors LLC and Knights of Columbus Insurance. Stark is also active as an insurance agent with Texas National Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and offers access to multiple advisory platforms and third-party asset managers.

Sean Mcalister is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Outside of his advisory role, he is an owner of a retail business selling goods on eBay, with most operations managed by his wife. 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 corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, using model and customized portfolios under a fiduciary standard.

Amy Crawford is a financial advisor at Creative Planning with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2020, following twelve years at Stratford Consulting, LLC. 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, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Sergio Andrade is a financial advisor at Guardian Life with a Series 65 designation and one year of industry experience. He previously worked at New York Life Insurance Company for 34 years. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides both advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and insurance products through its affiliation with Guardian Life.

Joel Carson is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at Hornor, Townsend & Kent since 2019 and previously held roles with Penn Mutual Life Insurance Company and Mass Mutual. Hornor, Townsend & Kent serves a range of clients including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting through a dual-registered platform combining advisory and broker-dealer services.

Patrisha Lee is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked with multiple firms, including TruTrak Planning and Park Avenue Securities, and owns PLSH, LLC, doing business as Capital Financial Architects. Lee also teaches continuing education classes at Southern Methodist University. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of investment vehicles and program platforms.

Tyler Downing is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is co-owner of Comanche Street Properties, LLC, a company involved in commercial real estate management in Texas. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer personalized portfolio solutions under Commonwealth’s oversight.

John Eggleton is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at Ameritas Investment Corp, Foster Financial Group, Canvas Financial, Alamo Corporate Group, and AllianceBernstein L.P. He has also assisted family members with life insurance policy transactions. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of investment vehicles and program platforms, combining firm-developed and third-party model portfolios, along with technology solutions and specialized strategies.

Jessie Cervantes is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining TIAA-CREF, Jessie worked at AGIA, Valic Financial Advisors, and several insurance firms. Jessie is also appointed as an agent to sell non-securities insurance products for AGIA. TIAA-CREF Individual & Institutional Services, LLC offers 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 provides a distinct separation between one-time planning services and ongoing portfolio management, applying a fiduciary standard to its RIA services within a vertically integrated structure.

Charles Wright is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has worked with Eagle Strategies since 2001 and has operated Lone Star Wealth Strategies since 2013. Outside of his advisory role, Wright serves as a Commissioner on the Texas Veterans Commission and is involved in publishing a book about a military figure through Gunny Publishing LLC. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and delivers solutions through various program types, with the majority of its assets managed on a non-discretionary basis.

Donna Dyke Bajaj is a financial advisor at Oppenheimer with 54 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2005. Her prior experience includes roles at Credit Suisse Securities (USA) LLC and Pershing LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation and both discretionary and non-discretionary management.

Georgia Adams is a Series 66-licensed financial advisor at TIAA-CREF with 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Allstate Financial Services, and Northwestern Mutual Wealth Management. 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 provides model and customized portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund.

Logan Nourie is a financial advisor with Principal Financial Services in Addison, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Principal Securities, Inc. and Principal Life Insurance Company in 2025, he worked briefly with Equitable Advisors, LLC. Outside of his advisory role, Nourie is also an insurance agent involved in the sales and service of fixed insurance products, including life, annuities, disability income, long-term care, health, and group insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Bradford is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with TIAA and TIAA-CREF since 2011, with a two-year gap from 2020 to 2022. 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 connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

Danielle Rouseau is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including ten years at Dempsey Lord Smith, LLC, and multiple years within Guardian Life and Park Avenue Securities. Outside of her advisory work, she is involved as a Model Home Attendant and a Benefit Counselor. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party solutions.

Christina Guevara is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has held roles at multiple firms, including Prosperity Financial Inc., Revolution Financial Management, and GVZ & Associates. Guevara is also involved in estate planning services through Inheritguard, LLC, where she focuses on client communications and education. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party model portfolios and manages approximately $2.1 billion in assets under management as of the end of 2025.

David Mcbee Jr. is a financial advisor with Concurrent Investment Advisors, LLC based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes over two decades at Wells Fargo and roles at Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of advising, Mcbee is involved in operating MPM Interests, LLC, an entity used for partnership distribution and tax reporting within his practice. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Juan Valdez is a Series 66 licensed financial advisor with TIAA-CREF, based in Frisco, TX, and has one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Nuveen and held several positions outside the financial industry, including roles at Discount Tire and Twisted Root Burger Co., as well as teaching experience at R I Turner High School. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both one-time planning services and ongoing discretionary management through model and customized portfolios.

Keegan Justice is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior experience includes roles at Vanguard Advisers and Empower Financial Services. He has also been involved with H20 Sprinkler Systems outside of financial services. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and separate broker‑dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm offers a fiduciary standard for its advisory services and manages customized portfolios through dedicated portfolio managers under client-approved investment policies.