Jakub Kulenty is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes two lengthy tenures at TIAA-CREF, from 2006 to 2020 and from 2022 to the present, with a brief period at Fisher Investment in 2021. 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 planning services as well as ongoing portfolio management, applying a fiduciary standard to its advisory services while utilizing asset-based and wrap-fee structures.

Hallie Fraze is an advisor at Schwab Wealth Advisory with a Series 66 designation and less than one year of industry experience. Her prior work experience includes roles at Charles Schwab & Co., Inc., Charles Schwab, Target, and the University of North Texas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with client authorization required for trades.

Zachary Fisher is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and four years of industry experience. His work history includes roles at Charles Schwab and Levi Strauss & Co., as well as positions at the University of North Texas. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is guided by Charles Schwab’s asset-allocation models and research tools, with client authorization required for trades.

Michael Beck is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He has worked at Beacon Pointe Advisors since 2021, following tenures at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other 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.

Jared Kuzma 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 TIAA and Spirit of '76 Fireworks. TIAA‑CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers discretionary management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within an integrated group that utilizes affiliated funds.

Imani Hosseini is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and experience beginning in 2024. Prior to joining Goldman Sachs, Hosseini worked at Ernst & Young and held legal roles at Le Brocq Law Firm and the Law Office of Dorothy Hyde. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth solutions, leveraging strategic allocation models and both discretionary and non-discretionary portfolio implementations.

Elizabeth Gonzales is a financial advisor at TIAA-CREF with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2016. 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. The firm offers both point-in-time planning and ongoing management using model and customized portfolios, serving clients often connected through TIAA-administered employer retirement plans.

Mason Matos is a financial advisor at TIAA-CREF with one year of industry experience. He holds the Series 66 designation and previously worked at SATX Pest Control and the Texas A&M Recreational Center. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services including both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Christopher Cervantes is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC since 2022. His prior work includes roles at Bank of America and Merrill, where he spent over two decades combined. He is a member of the Baylor University Board of Advocates and serves on the advisory board for Baylor's Hankamer School of Business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporate and institutional investors, trusts, and charitable organizations. The firm supports independent advisers with a range of portfolio management options and fiduciary services through a platform known for its strategic affiliations and innovative fee arrangements.

Samip Thaker is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. 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 with prior relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Mary Chastain is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously served as Chief Compliance Officer at Heritage Financial Planning. Her prior work includes five years at Barnett & Company. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager due-diligence process and offers discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions.

Sean Phillips is a CFP® and holds a Series 66 license, with 21 years of industry experience. He is currently with Carson Wealth, where he has worked since 2019. Prior to that, he held roles at Chessman Wealth Strategies, 1st Global Advisors Inc, CPF Texas, LPL Financial, and UBS Financial Services. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion in assets. The firm provides discretionary asset management, financial planning, sub-advisory services, and retirement plan management, utilizing an Investment Committee to construct and monitor model portfolios and offering customized solutions such as Orion Custom Indexing and access to alternative investments.

Bryan Jackson is a CFP® with 14 years of industry experience, currently serving as a Senior Wealth Advisor at Beacon Pointe Advisors, LLC. He has held advisory and insurance roles at Beacon Pointe and its affiliates since 2022 and owns Ellison Christopher, LLC, an employee benefits consulting firm he founded in 2004. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced CIO services to individual investors, corporations, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers across active and passive strategies and manages proprietary private fund offerings alongside traditional portfolio management.

Andrew Henk is a CFP® professional with 15 years of industry experience. He is currently with &PARTNERS, where he has worked since 2024, following prior roles at Wells Fargo Clearing and Merrill. Outside of his advisory work, Henk serves as Vice President on the Board of Directors for Ellis County Fresh Water Supply District No. 1 in Dallas, Texas. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, and operates with dual registration as a registered investment adviser and broker-dealer.

Bridget Palmer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for five years before joining Commonwealth in 2019. Palmer currently leads the Palmer Wealth Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Wendell Epps is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Principal Securities since 1998 and has worked with Principal Life Insurance since 1997. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kayla Samuel is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. She holds the Series 63 and Series 66 designations and has prior experience at Goldman Sachs and AW Securities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm utilizes a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Teodora Ibrahim is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2024. Outside of her advisory role, she works as an independent contractor delivering packages for Amazon Flex. 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 offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a range of discretionary and non-discretionary managers.

Richard Maus is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Eagle Strategies since 2006 and operates Maus and Associates alongside his advisory role. Maus is a board member of NYLARC Holding Company Inc. and participates on the investment committee of the Lovers Lane United Methodist Church Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm emphasizes tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

James Floyd is a CFP® certificant with five years of experience in financial advising, currently serving at NewEdge Advisors in Dallas, TX. His prior roles include positions at Paradigm Advisors LLC and management of mineral interests at Latigo Holdings LLC, where he also performed bookkeeping duties. He is a limited partner in Tasca Holdings, LLC, a clothing business in Dallas. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing diverse program structures and technology tools to support client needs.