Randi Baker is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 license and six years of industry experience. Her work history includes roles at Bank of America, Merrill, and Mary Kay, alongside her current position at TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs for individuals—often those connected through employer retirement plans—as well as trusts, estates, partnerships, and small retirement plans. The firm provides both model-based and customized portfolio management and serves as adviser to a donor-advised fund.

Wesley Gregory IV is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has prior work experience including roles at YMCA of Wilmington, Porters Neck Country Club, and the University of North Carolina - Wilmington. TIAA‑CREF’s Advice & Planning Services division provides 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 uses a fiduciary model with a range of managed account options including model portfolios and customized portfolio management.

David Barr is a financial advisor with Eagle Strategies (New York Life) based in Frisco, TX. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to his current role since 2018, he worked at Thrivent Investment Management and Thrivent Financial from 2015 to 2018. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional sponsors, and corporate clients. The firm delivers tailored recommendations through multiple program types and operates primarily on a non-discretionary asset management basis within the New York Life affiliate structure.

John Stewart is a financial advisor at TIAA-CREF with six years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2019. Outside of his advisory role, he tutors students preparing for securities licensing exams through Varsity Tutors. 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 with existing TIAA-administered employer retirement plans. The firm’s advisory approach includes both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios under a fiduciary standard.

Brett Beavers is a financial advisor with TIAA-CREF in Frisco, Texas. He holds a Series 66 designation and has eight years of industry experience. His background includes roles at TIAA-CREF Individual & Institutional Services, the University of Arkansas Department of Athletics, Sowell Management Services, and Crews & Associates, Inc. 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’s advisory model separates planning services from ongoing discretionary management, using model portfolios or customized portfolios managed under client-approved investment policies.

Adam Millman is a financial advisor at Mariner with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Zacks Investment Management, Fisher Investments, and USAA in various advisory roles. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax, accounting, and financial wellness capabilities uncommon at this scale.

David Bowman is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with VOYA Financial and its affiliates since 2010, including prior roles at Stanford Group Company. Outside of advisory work, he is involved in the sale and service of Voya Health Reimbursement Arrangement (HRA) products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, unified managed account programs, and retirement-plan advisory services. The firm combines in-house and external strategists with technology-enabled tools, operating mostly on a non-discretionary basis while also offering limited discretionary management in certain accounts.

Sean Sweeney is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and with 12 years of industry experience. He has worked at The Mayben Company LLC since 2016, serving as Director of Client Accounts in addition to his role at United Planners. United Planners Financial Services is a national wealth-management firm with approximately $12.77 billion in assets under management and over 350 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and trusts, offering advisory and brokerage services primarily through independent investment adviser representatives.

Joe Ledford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes positions at LPL Financial, Woodbury Financial Services, and SII Investments. Outside of advisory roles, he is involved with Barton Financial Services, a family business active since 1996. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that combines passive and active management with oversight from an internal Investment Committee.

Kathy Phillips is a financial advisor with PNC Wealth Management in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at LPL Financial, Simmons Bank, Compass Bank, and New York Life. Outside of her advisory work, she has served as a Notary Public since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only discretionary model account that utilizes algorithmic risk assessments and approved investment strategies with annual rebalancing.

James Griffith is a financial advisor with TIAA-CREF and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including roles at Edward Jones and MKM Partners LLC. He is currently based in Frisco, TX. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing portfolio management using both model and customized portfolios.

Monique Kusman is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. She previously worked at Farmers Insurance and Farmers Financial Solutions for 17 years and has been with Principal Securities, Inc. and related entities since 2022. Kusman is the sole managing partner of KLMM, Ltd., a commercial property owner. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through advisory and promoter arrangements.

John Noey is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Principal Financial Services. His prior work includes roles at North Texas Tax and Financial and Strategus Financial Consulting LLC. Outside of his advisory work, he is involved in providing tax preparation and bookkeeping services through North Texas Tax & Financial. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm emphasizes direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Gabriel Blancarte is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2023. His prior experience includes roles at Fletching Capital and the University of Missouri. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Stephen Trousdale is a CFP® with 11 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Robert Northcut is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Ameritas Advisory Services since 2021. Northcut is also the mayor of Melissa, Texas, a role he has held since 2016. He operates Northcut Financial LLC, an independent insurance agency specializing in fixed life and health insurance products. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a combination of model portfolios, mutual funds, ETFs, and individual securities, and offers various program platforms and sub-adviser options.

Rusty Hood is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has held positions at multiple firms and ventures, including roles with Avalanche Ventures, NetLaw, and LifeLock, and has experience referring clients for services such as trust and wills, identity theft protection, college loan consulting, and tax mitigation. Transamerica Financial Advisors serves a wide range of clients including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Nathan Dufresne is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments and Wells Fargo. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, and acts as adviser to a donor-advised fund.

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.

Ross Hunter is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to define their financial goals and develop portfolio strategies aimed at achieving those objectives. He provides ongoing advice and adjusts portfolios as clients' situations evolve. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Georgia Southern University.