Thomas Stone is a CFP® professional with 10 years of experience in the financial services industry. He has worked at Mercer Global Advisors Inc. since 2026 and previously held roles at Box Financial Advisors, Box Insurance Agency, and Morgan Stanley Private Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Nathan Dufresne is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining TIAA-CREF in 2022, he worked at Fisher Investments for four years and held positions at Wells Fargo and Graphic Products Inc. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, operates a donor-advised fund, and emphasizes a fiduciary standard across its advisory services.

Nnamaka Nwanegbo is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Avantax Investment Services, TD Ameritrade, and the Dallas County Sheriffs' Department. Outside of her advisory role, she serves as a site manager for Carrington Homes SP, overseeing rent collection and mortgage payments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with unique market roles, including swap dealing and futures commission merchant activities.

Kevin Jackson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, and Charles Schwab. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and integrates in-house research with third-party managers across a range of asset classes and strategies.

Gregory Lanier is a CFP® professional with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Jojenco Holdings, Clintsman Financial Planning, and Carter Advisory Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

David Mccord is a financial advisor with Independent Financial Group, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He previously worked at Cornerstone Financial Services, Inc. for 33 years and has served as an operational administrator for Liberty Silver & Gold. Additionally, he is an elder and board member at Dallas North Town Church Ministry Organization. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning, portfolio management, and third-party asset manager programs, employing a mix of passive and active strategies through various platforms and model-based client proposals.

Erin Cook is a financial advisor with Eagle Strategies (New York Life) and holds a Series 66 designation. She has 14 years of industry experience and has worked with Eagle Strategies and affiliated firms since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types, including fee-based advice and retirement plan consulting, and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Daveona Harris is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., and JP Morgan Securities LLC from 2016 to 2024. 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-administered employer retirement relationships. The firm offers both point-in-time planning as well as ongoing managed account services under a fiduciary standard.

James Friendly is a financial advisor with Eagle Strategies (NY Life) based in Addison, TX. He holds a Series 66 designation and has 22 years of industry experience. Friendly has worked with Eagle Strategies since 2008 and with New York Life and NYLIFE Securities since 2007. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory solutions, emphasizing tailored recommendations and managing a significant portion of its assets on a non-discretionary basis.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Giovanni Gutierrez is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments, he held roles at Oliva Partners Management, Woodforest National Bank, and several other firms across finance and technology sectors. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Julio Bejarano is a financial advisor at J.P. Morgan Securities in Plano, TX, holding a Series 66 designation. He began his career with J.P. Morgan Securities in 2025 and has prior experience with JPMORGAN Chase Bank, American Fidelity, and several other companies. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a centralized due-diligence framework.

Meghann Quaider is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Wells Fargo Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by a centralized operational structure.

Jose Oseguera is a financial advisor with Merrill in Frisco, TX, holding Series 66 and Series 63 designations and six years of industry experience. His background includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank N.A., as well as involvement with entrepreneurial ventures such as Rowtex Remodeling, LLC and JJP Dream Homes LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Theodore Parks is a Series 65-licensed financial advisor with seven years of industry experience. He has been with Fisher Investments since 2019 and previously worked at Woodruff Sawyer & Co and TARGET. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and offers tax-aware risk management strategies.

Andrea Ruiz is a financial advisor with Charles Schwab in Carlsbad, CA, holding Series 63 and Series 66 licenses and has 20 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a large-scale, integrated platform combining non-discretionary advisory with access to affiliated discretionary separately managed accounts, supported by centralized custody and order-routing systems.

Tyler Bohannan is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2023, and previously at Bok Financial from 2017 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Ryan Hubka is a Series 66-licensed financial advisor with Morgan Stanley, based in Highland Village, TX, and has 26 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.

Nicholas Heath is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and three years of industry experience. He previously worked at PE Solar, Skips Western Outfitters, and PWC, LLC. Outside of finance, Heath is the founder and CEO of Medusa Filtration Systems LLC, a wastewater filtration research startup. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques in its portfolio management.