Mark Howard is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Eagle Strategies since 2022 and previously with Momentum Wealth Strategies and New York Life Insurance Company since 2013. Howard serves on several community and nonprofit boards, including the Dallas Business Club, Bishop Lynch High School, and the Catholic Foundation of Dallas. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Joana Montero Flores is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds Series 63 and Series 65 designations and has prior experience at Wells Fargo Clearing and Wells Fargo Bank, NA. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, including mutual fund and ETF models, SMA strategies, and direct indexing, with a platform supported by Fidelity’s Managed Account Xchange and National Financial Services as custodian.

Elizabeth Stallcup is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 13 years of industry experience. She previously worked at BBVA Compass Insurance Agency, Inc. for nine years before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager‑selection program implemented through a combination of discretionary and non-discretionary approaches.

James Randall is a financial advisor at Corient with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Capital Advisors, Inc., Northwestern Mutual, and Edward Jones. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions, incorporating risk management tools and alternative investments when appropriate.

James Wigen is a financial advisor with Independent Financial Partners in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Independent Financial Partners since 2013 and also owns Independent Financial Management LLC. Outside of his advisory duties, he teaches a non-credit financial course at Southern Methodist University and serves as a FINRA arbitrator on a volunteer basis. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model, supporting individual investment strategies alongside centralized asset management options, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Daniel Wijaya is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and with one year of industry experience. Prior to joining TIAA-CREF, he worked at Equitable Advisors, LLC, and has experience outside finance as a server at Kura Revolving Sushi Bar. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and smaller retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolio management under a fiduciary standard.

John Burns Jr. is a CFP® professional with 24 years of industry experience, currently serving at Savant Wealth Management since 2026. He previously led Burns Wealth Management, Inc. and Exencial Wealth Advisors, LLC, where he held ownership interests. Outside of his advisory roles, he is an independent insurance agent and has interests in oil and gas investments through a separate holding company. Savant Wealth Management provides comprehensive wealth management services to individuals, families, retirement plans, charitable organizations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a range of actively managed strategies, supported by integrated legal, accounting, and trust services.

Apekshit Mulay is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 registrations with seven years of industry experience. He has been involved in consulting for technology companies and economic revival projects and serves as a director of marketing for the Dallas Fort Worth Chapter of Vishwa Hindu Parishad of America, where he also promotes financial literacy through community workshops. Mulay is additionally engaged in authoring economic and macroeconomic works and maintains roles in health insurance referrals and rideshare advertising. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations, offering advisory and broker-dealer services including fee-based wrap programs, model portfolios, third-party money managers, and commission-based products. The firm operates as both a registered broker-dealer and RIA, supporting clients with a range of discretionary and non-discretionary investment options.

Yanfang Li is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She is involved in several business activities including ownership and management roles in land investment companies as well as providing tax filing and business assistance. She also works as a health insurance agent through an affiliated healthcare solutions team. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary options and manages a mix of fee-based and commission-based products.

Allison Geiger is a CFP® and holds a Series 65 license with 19 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Heritage Financial Planning for 11 years. Based in Dallas, TX, her career spans roles focused on financial planning and advisory services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using proprietary due diligence processes and sponsors several private funds and a registered interval fund.

Benjamin White is a financial advisor with TIAA-CREF in Frisco, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining TIAA-CREF, he worked at Raymond James & Associates Inc. and held positions at the University of Florida and Publix Supermarkets. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, often working with clients connected through employer retirement plans and serving as adviser to a donor-advised fund.

Matthew Strough is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having previously worked at Avantax and BB&T among other firms. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to various managed account platforms, operating under a fiduciary standard when agreements are in place.

Angel Vargas is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining TIAA-CREF, Vargas worked at Merrill and has experience in various roles including positions at the University of North Texas and UPS. TIAA-CREF Individual & Institutional Services 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 offers both point-in-time financial planning and ongoing portfolio management, operating within a vertically integrated model that includes affiliated investment funds.

Orlando Copeland is a financial advisor at Creative Planning with 15 years of industry experience. He holds the Series 66 designation and previously worked at Fisher Investments for 15 years before joining Creative Planning in 2026. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

David Eddy is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds the Series 63 and Series 66 designations and has 12 years of industry experience. His prior roles include work with New York Life Insurance Co. and Nylife Securities LLC. He serves on the board of Camp Arnold Skate Church, a not-for-profit ministry. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm provides advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Carter Brower is a financial advisor with NewEdge Advisors in Plano, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Mercer Global Advisors and Lake Point Advisory Group before joining NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies with centralized due diligence and technology tools.

Toby Brown is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at TIAA-CREF since 2018. Prior to joining TIAA-CREF, he had brief roles at Cognizant, Learnvest Planning Services, and Northwestern Mutual. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as trusts, estates, and smaller retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary advisory model.

Amy Redd is a financial advisor at PNC Wealth Management in McKinney, TX, holding a Series 66 designation with four years of industry experience. Prior to joining PNC in 2026, she worked for Edward Jones from 2018 to 2026 and has held roles at Uber, Century 21 Masters, and REMAX. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Michael Davis is a financial advisor with Money Concepts Capital Corp in Frisco, TX, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Money Concepts since 1995 and has worked at Texas Instruments since 1997. Outside of his advisory role, Davis is the President and CEO of Genesis WW Sports Management Group, LLC, and serves as President and Executive Director of Ethos Education Group, Inc., a nonprofit organization. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, including proprietary retirement model portfolios and third-party sub-advisers, serving approximately 14,700 clients through an integrated broker-dealer and insurance platform.

Brian Robb is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and corporate entities. The firm’s advisory services distinguish between one-time planning and ongoing account management, using both model and customized portfolios.