Yosyas Assefa is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work experience includes roles at Charles Schwab, Liberty Mutual, and CVS. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both one-time planning services and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

James Davis is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has served in the US Army Reserves from 2005 to 2024. Outside of his advisory role, he works as a food delivery driver for DoorDash. 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 employer retirement plans. The firm operates a fiduciary advisory model with both one-time planning and ongoing managed accounts, utilizing model or customized portfolios and acting as adviser to a donor-advised fund.

Estevan Escarsega is a Financial Advisor at Merrill Lynch Wealth Management. He uses his experience as a former U.S. Army 1st Ranger Battalion member to bring discipline and strategy to helping clients grow and protect their wealth. Estevan works with veterans, business owners, and retirees to develop clear and confident financial strategies that support their long-term goals. His expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible and values-based investing, women and wealth, and tax minimization. Estevan holds the Chartered Retirement Planning Counselor (CRPC) certification and Personal Investment Advisor (PIA) designation. He earned a BBA in Finance from Georgia Southern University and is proficient in both English and Spanish. Outside of his professional work, Estevan is a member of The Rotary Club of Dallas. His personal interests include boxing, hunting, music, pickleball, reading, running, spending time with his family, traveling, watching movies, and practicing yoga.

Owen Joyce is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has held positions at firms including Bank of America, Merrill, and AGIA. Outside of finance, he has experience working with Messiah University and the Naval Academy Athletic Association. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures, with a notable emphasis on non-discretionary, recommendation-based advice.

Qiliang Zhu is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He is also the founder and president of Dream Alliance, Inc., a consulting and marketing services firm that assists business clients in reaching their customers. Zhu has been with Transamerica Financial Advisors since 2012 and has worked in the financial services industry since 2004. Transamerica Financial Advisors serves a wide client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment approaches.

Joe Foster is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and bringing 35 years of industry experience. His career includes roles at Ameritas Advisory Services, Canvas Financial, and multiple financial and insurance firms dating back to 1987. In addition to his advisory work, Foster serves on the Strategic Impact board, a Christian ministry, and assists business owners with exit planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and custom investment strategies, with a notable focus on fiduciary advice and plan consulting for retirement plan sponsors and participants.

Christina Angelo is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and two years of industry experience. She has worked at Commonwealth since 2021 and also maintains a role at Day Reps, LLC since 2017. Previously, she was involved with C. Angelo Designs, Inc. and gnomadic boutique, inc. from 2013 to 2017. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling affiliated advisors to operate under their own brands.

Kirk Barrett is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Farther. His prior roles include positions at Silver Lake Capital Management, Malleck Wealth Management, Raymond James Financial Services, Fisher Investments, Avantax Advisory Services, and 1st Global Capital. Outside of his advisory work, he is a Gift Planner for the Lutheran Foundation of Southwest, focusing on legacy and charitable gift planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory with bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, equities, and fixed income.

Steven Wisdom is a CFP® professional with 43 years of industry experience, currently affiliated with Commonwealth Financial Network in Dallas, TX. He has been associated with Commonwealth since 1989 and has operated Swisdom Financial since 2000. Outside of advisory work, he is also a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services, while offering various discretionary and customized investment program options.

Zachary Williamson is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses. He has been in the financial industry since 2026, with prior experience at Principal Life Insurance Company, Principal Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Before entering financial services, he worked in various roles including at BluStar Leads, Luckys Market, Hilton, and Southern Glazer's Wine & Spirits. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically handled on a discretionary basis by those managers.

Eric Doan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has held roles in several insurance and estate planning-related businesses, including managing Doan Insurance Group, LLC, and involvement with LegacyShield Solutions, Inc. and inheritguard, LLC. His outside activities include work in estate planning education and client communications. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party investment models through discretionary and non-discretionary platforms.

Jacob Marley is a Series 66 credentialed financial advisor with 25 years of industry experience. He is currently with Equity Services, Inc. and National Life Group, having worked at both firms since 2015. Outside of his advisory work, he is a partner in an ice vending business run with his father. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Dana Hodges is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Valic in 2018, Hodges worked at Farmers Financial Solutions and Farmers Insurance from 2015 to 2018. Outside of advising, Hodges is a sponsored NPC bodybuilding athlete. 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, consulting, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Arquerhia Brand is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services focus on long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Kay Parker is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Her prior work includes positions at Merrill and Bank of America. Outside of finance, she is the owner of Silver Sirens Press Iron, a health and fitness business focused on educational content and fitness guidance for menopausal women. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement relationships, as well as to trusts, estates, and small entities. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Jennifer Davis is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, and several Schwab entities. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a tax- and fee-sensitive investment approach using fundamental and quantitative analysis and offers comprehensive wealth services, including investment management, financial counseling, and fiduciary retirement plan services.

Elexys Ferreira is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation and has prior experience at United Thrift Management Inc and B and R Strategies LLC, as well as an academic background at The University of Texas at Arlington. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and other entities. The firm separates planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.

Shondra Williams is a financial advisor with TIAA-CREF in Frisco, Texas. She holds the Series 63 and Series 66 designations and has five years of industry experience. Prior to her current role at TIAA-CREF, she worked at Fedex Logistics Hub, the University of Texas at Arlington, and Openroad Lending/Vensure ER Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both one-time financial planning services and ongoing discretionary management, using model portfolios or customized portfolios managed under client-approved investment policies.

Tallie Young is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 29 years of industry experience. She has been with Ameritas Advisory Services since 2021 and operates Tallie O. Young & Associates, LLC. Additionally, she markets nutritional supplements and natural products through Shaklee. Ameritas Advisory Services provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a variety of strategies and affiliated professionals.

Jason Weston is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has held multiple roles in insurance and mortgage-related businesses since 2001. Weston is involved in residential mortgage loan origination and insurance sales as part of his broader professional activities. Transamerica Financial Advisors serves a diverse client base, 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 with discretionary and non-discretionary options, and supports clients with affiliated retirement and recordkeeping entities.