Mary Duplantier is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. Prior to joining Mariner, she held roles at JP Morgan Chase Bank and Carter's. Outside of finance, she is the owner and CEO of Eve Luxe, Co., a business specializing in bath and body products and home fragrances. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Taylor Ridgeway is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining TIAA-CREF in 2023, Ridgeway worked in the automotive industry with roles at Moritz Kia, AutoNation, Patterson Kia, and in management at Dominos. 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 relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, operating under a fiduciary standard within a vertically integrated structure.

Elmer Heard is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Raymond James & Associates, Inc., Edward Jones, Better Mortgage, Family First Life, Wells Fargo Clearing Services, TD Ameritrade, and the Federal Aviation Administration. 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 to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing discretionary portfolio management through model-based and customized investment strategies.

John Farris Sr. is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has worked with Commonwealth since 2016 and was previously affiliated with WFG Investments, Inc. from 2012 to 2016. Outside of his advisory role, he is a co-owner of a charitable foundation and operates a ranching and hay production sole proprietorship in Texas. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Andrew Losty is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer in Fort Worth, TX. He has been with Oppenheimer & Co. since 2014. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives, with a distinctive approach that includes both discretionary and non-discretionary management programs.

Zachary White is a CFP® and CFA® with eight years of industry experience. He has been with Creative Planning since 2017 and previously worked at Tolleson Wealth Management from 2014 to 2017. Based in Dallas, TX, he is part of a large advisory team at Creative Planning. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Bryan Blake is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at National Life Group and Equity Services, Inc. since 2013. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a blend of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Asahia Smith is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining TIAA-CREF in 2024, she worked at Empower Advisory Group and PNC Investments. She also performs notary services occasionally as an independent notary signing agent. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, and corporate entities. The firm provides ongoing portfolio management through customizable and model-based solutions under a fiduciary standard.

Michael Nigro is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2008. 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, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm also offers access to affiliated services such as TIAA Trust and manages the TIAA Donor Advised Fund sponsored by Charityvest.

Drew Labarbera is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 designations and has 37 years of industry experience. He has been with Transamerica Financial Advisors since 2014 and has a long career that includes ownership and management roles in several businesses, including a golf course and real estate development. Outside of his advisory work, Labarbera is a part owner of Northern Challenge Golf Course and has been involved in land development around the course. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio and third-party manager approach, delivering advisory services through multiple platforms and a large network of advisors.

Irma Sandoval is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has held roles with Colonial Life & Accident Insurance Company, WealthWave, Debtmerica Relief, and Wfgia. Outside of her advisory work, she is involved in administering employee benefits for companies through Colonial Life. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its advisory services.

Christopher Carrion is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked with Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2014. He is also involved in multi-line insurance brokerage as a partner at Wealth Coordination Partners and serves as programming co-chair for the Conscious Capitalism networking group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing discretionary and non-discretionary assets with a comprehensive platform including third-party asset manager relationships.

Antonio Biedma is a financial advisor at SPC with a Series 65 credential and experience spanning roles in mortgage and insurance companies since 2012. His prior work history includes positions at Sigma Financial Corporation, TWFG Insurance, USA Mortgage, Amerihome Mortgage, and Ocwen Loan Servicing LLC. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers various account programs such as SIGMA Managed Account and the Axis Platform, delivering tailored and discretionary investment advice.

Paloma Alvarado is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked previously with NYlife Securities LLC and New York Life Insurance Company and currently operates Levanta Wealth Strategies, LLC. Alvarado serves as a board member for Bella Gardens, a nonprofit providing early childcare to underserved communities. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kyle Knutson is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding the ChFC® and Series 63 designations and bringing 27 years of industry experience. He has been with Eagle Strategies since 2009 and has been affiliated with New York Life and Nylife Securities since 2001. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Joshua Garcia is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Allworth Financial. His prior roles include positions at AW Securities, Investment Marketing Resources L.P., Sagepoint Financial, and USAA. Outside of finance, he has experience working at Altitude Trampoline Park. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and integrates technology solutions to manage held-away retirement accounts.

Randy Bray is a financial advisor with Oppenheimer in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Oppenheimer since 2018 and previously spent seven years at Bank of America, N.A. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with various investment vehicles, managing assets through both discretionary and non-discretionary programs.

Nitame Thomas Sr. is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with various organizations, including the U.S. Department of Labor and the Veterans Health Administration. He is the founder of Growapprised, a business education company focused on entrepreneurial growth and strategic oversight. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios.

Raymond Bellucci is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with TIAA and TIAA-CREF since 1983. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients connected through TIAA-administered employer retirement plans. The firm offers financial planning, discretionary managed account programs, and broker-dealer services, and acts as an adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Jerod Frank is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He has worked with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. In addition to his advisory role, he is a partner at Wealth Coordination Partners, an insurance brokerage specializing in multi-line insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing billions in assets under management.