Clayton Keyes is a CFP®-designated financial advisor at NewEdge Advisors with four years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities LLC in 2026, he held positions at Evergreen Wealth Advisors, Charles Schwab Bank, Charles Schwab, Bank of America, Merrill, and Bank of America Merrill Lynch. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and centralized due diligence, and incorporates technology tools and artificial intelligence in its operations.

Michael Mc Lellan is a financial advisor at Empower Advisory Group in Frisco, TX, holding Series 66 and Series 63 licenses with 14 years of industry experience. His prior work includes roles at GWFS Equities, Fisher Investments, USAA Investment Management Company, and Primerica. 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 clients. The firm delivers services through an integrated model with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Jacob Lyle is a Series 65 licensed financial advisor at Corient with one year of industry experience. Prior to joining Corient, he worked at Plante Moran Financial Advisors and held various positions in financial and educational settings. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team-driven investment approach that incorporates in-house strategies, third-party managers, and customized asset allocation, with continuous portfolio monitoring and risk management.

Robert Willis is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab, New American Funding, Mr Cooper, and Gateway Mortgage. 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 linked to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and includes management of donor-advised funds.

Anthony Lopez is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has worked at Strategic Advisers LLC, Fidelity Brokerage Services LLC, Fifth Third Bank, and Regions Bank, among others. Lopez is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning services and ongoing portfolio management, including customized managed accounts under a fiduciary standard.

Bradyn Papke is a financial advisor at Corient based in Dallas, TX, with five years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services and Bank of America among other firms. Corient provides investment advisory and financial planning services to a wide range of clients including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and offers specialized services through various affiliates.

Dorothy Thomas is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Mercer Global Advisors Inc. in Dallas, TX. She has eight years of industry experience, with prior roles at Raymond James Financial Services, Inc. and Quest Capital Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options such as ETFs, mutual funds, and separate account solutions.

Lori Welborn is a financial advisor with PNC Wealth Management in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven investment platform available to select PNC Bank employees. The firm uses approved model strategies executed by delegated investment managers with a focus on mutual funds and ETFs.

John Garcia is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His prior roles include 15 years at Edward Jones and periods with Raymond James Financial Services and PKS Investments. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios and offers wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors.

Matthew Peisker is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has 10 years of industry experience. In addition to his advisory role, he manages a team of agents as a Unit Sales Manager at Bankers Life & Casualty, overseeing hiring and training and working with insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs with a range of investment options.

Thomas Davis is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been associated with Eagle Strategies and New York Life since 2012 and operates under the DBA Maus and Associates for brokering non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm delivers tailored advice through multiple program types and maintains a predominantly non-discretionary asset base, working within an integrated New York Life affiliate structure.

Douglas Mcculley is a CFP® with 22 years of experience in the financial services industry. He currently works at Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, Buckingham Asset Management, Llc, JWA Financial Group, Inc., and USAA Financial Planning Services. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Charles Cronin is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2010. Outside of his advisory role, he contributes to the Pension Rights Center's Initiative on Women and Retirement at Divorce, providing expertise to help address challenges faced by women in securing retirement benefits after divorce. 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 connected through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Brooks Panhans is a financial advisor at Hightower Advisors with seven years of industry experience. He previously worked at JPMorgan Securities and JPMorgan Chase Bank. Outside of finance, he is a passive investor in 4Minds AI, a startup developing an enterprise AI platform for custom, domain-specific AI models. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Gregory Swindling is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and Fisher Investments. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and a donor-advised fund.

Park Mc Curdy is a financial advisor with Ameritas Advisory Services, LLC based in Dallas, TX. He holds a Series 66 designation and has one year of industry experience, including prior roles at Northwestern Mutual and Baylor University. Outside of his advisory work, he assists financial advisors through his involvement with Foster Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

John Norman is a ChFC® with 32 years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC since 2004. He holds multiple roles in insurance brokerage, including partnerships at firms specializing in life, disability, long-term care insurance, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory network, offering tailored financial planning and retirement consulting alongside brokerage services. The firm manages a diverse advisory platform featuring third-party asset manager relationships and both discretionary and non-discretionary account options.

Jacob Howell is a CFP® professional with three years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Dallas, TX. He has worked at Howell Financial Group and New York Life entities since 2019. His early career includes roles at Young Life Columbia and Kanakuk Kamps. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and manages a significant portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Morgan Lineberry is a financial advisor with Transamerica Financial Advisors, holding Series 66 and Series 63 designations and seven years of industry experience. His prior work includes roles at WFGIA, Tata Consultancy Services, Transamerica Capital Inc., Park Avenue Securities, and Guardian Life Insurance. Outside the financial industry, he has been involved since 2009 with Lineberry Kicking LLC and Kohl's Professional Kicking Camps. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Joy Doss is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services 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 provides both point-in-time planning and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.