Ginto Mathew is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with TIAA and its affiliated entities since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of model and customized portfolio management options and serves as adviser to a donor-advised fund.

Jared Vachon is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network and Home Loan Investment Bank. 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 offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and specialized instruments.

Jonathan Kimble is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Florida Financial Advisors, Plano Data, Moore Supply Company, and David Weekley Homes, as well as a long tenure at the University of North Texas. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and entities, including those connected to TIAA-administered employer retirement plans. The firm offers both model and customized portfolio management within a fiduciary framework and serves as adviser to a donor-advised fund.

Troy Frazier is a financial advisor at AE Wealth Management, LLC with 16 years of industry experience and holds a Series 65 credential. He has previously worked at Fusion Capital Management and Investment Advisor Corp and has operated his own firm, Frazier Wealth Strategies, Inc., since 2009, where he serves as CEO. In addition to advisory services, he facilitates estate planning document services for clients. 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 a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Harrison Benedict is a CFP® professional with one year of experience in the financial industry. He is currently with Commonwealth Financial Network and previously worked at Gibraltar Capital Management, Miller Equity Capital Advisors, City Electric Supply, BDO LLP, and spent eight years at Texas Christian University and high school education roles. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and clients, managing over $212 billion in assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Tyrus Treadway is a financial advisor at Farther with a Series 65 credential and no prior industry experience outside the firm. He has been affiliated with Farther since 2026 and has owned and operated Treadway Realty since 2009. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing, employing a mix of ETFs, mutual funds, equities, fixed income, and AI-assisted advisor judgment.

Brett Boudreaux is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he is involved in animal breeding as a member manager of Farm Town Frenchies LLC and works as a food delivery contractor. 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 pre-existing TIAA employer retirement relationships. The firm offers model-based and customized portfolio management and acts as adviser to affiliated services such as a donor-advised fund.

Alesia Cooper is a financial advisor at TIAA-CREF with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo and J.P. Morgan Securities. Outside of finance, she operates an herbal goods business and is a freelance makeup artist. 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 retirement relationships. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Kenith Causey is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2011. Outside of his advisory role, he works as an Uber driver. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with pre-existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers model-based and customized portfolio management alongside separate broker-dealer services and acts as adviser to a donor-advised fund.

Michael Borders is a financial advisor at Kestra Advisory Services with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Kestra, Michael worked in various educational roles within multiple school districts and briefly with other advisory firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets.

Ramin Ghaffari is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds a Series 63 designation. He has 36 years of industry experience, including roles at Ron Ghaffari and Associates, LLC, and Signator Investors, Inc. In addition to advisory work, he is an insurance agent specializing in non-variable insurance. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and trusts. The firm supports independent advisers through a limited-partnership ownership structure and offers a range of investment and cash-management solutions, primarily on a non-discretionary basis.

Eric Clinger is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Transamerica Financial Advisors since 2024 and also has experience with ManhattanLife and Yellow Jacket Business Solutions. Outside of financial advising, he is employed at Toyota Motor North America as a supervisor in general accounting and refers individuals to ManhattanLife for health insurance. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, operating as both a registered investment adviser and broker-dealer.

Umair Zaman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, New York Life Insurance Company, Citigroup Global Markets, and JP Morgan Securities. Outside of finance, he was involved as a co-founder and organizer of 3B Welding Inc., although the venture remains inactive. TIAA-CREF’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 to 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.

Robert Franklin is a financial advisor at Equity Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Kestra Advisory and Sanders Morris LLC. Equity Services, Inc., operating 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 that incorporate third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and specialized instruments.

Nathan Floyd is a Planning Consultant at Fidelity Investments, where he works with clients to understand and align with their unique financial goals. In his role, he guides clients through the complexities of financial challenges and provides support tailored to their individual needs. Nathan has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative II before becoming a Planning Consultant in 2024. This experience has provided him with a comprehensive understanding of investment solutions and client relationship management. Further details about Nathan's education, credentials, personal interests, or community involvement have not been provided.

Caleb Logan is a financial advisor with Valic Financial Advisors in Addison, TX, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at KPMG, LLP, and the University of Mississippi Athletics Business Office. Outside of his advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm emphasizes discretionary unified managed accounts and utilizes technology-driven, centralized investment solutions.

Kathleen Marsh is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding a Series 66 designation and one year of industry experience. She previously worked at MML Investors Services LLC and MassMutual Life Insurance Company for over a decade. Marsh serves as secretary of the board for The Cat Ranch Sanctuary, an orphaned cat sanctuary and community outreach organization, and is also an author with book sales via Amazon. 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 a range of services including asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing diversified investment platforms and a mutual holding company structure that offers expanded investment options.

Jacob Davis is a financial advisor with Eagle Strategies (NY Life) based in Plano, TX. He holds Series 63 and Series 66 designations and has 10 years of industry experience. Davis has worked at Eagle Strategies and its affiliates, NYlife Securities LLC and New York Life Insurance Co., since 2015. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Francisco Medina is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing three years of industry experience. He has worked with several firms, including Ernst & Young Investment Advisers LLP and Bank of America. Outside of his advisory role, he operates an eBay storefront where he sells personal items. 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 trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary advisory model.

John Van De Steeg is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Mariner Wealth Advisors in Plano, TX. His background includes roles in education and nonprofit organizations, as well as experience outside the financial industry. Mariner serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, with integrated tax and accounting capabilities uncommon in large enterprise advisory firms.