Mark Kissinger is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Eagle Strategies, New York Life Insurance Company, and Jeff Baird Allstate. Outside of his advisory work, he volunteers with the Radio Goats Football Podcast, focusing on Celina football through interviews and seasonal coverage. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Trevor Houston is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has worked at Eagle Strategies since 2026 and also operates Clearpath Wealth Strategies LLC, a firm involved in selling New York Life products and brokering non-registered insurance products. Outside of his advisory roles, Houston owns Boundless Breakthrough Media, a personal brand focused on speaking, content creation, and affiliate marketing related to lifestyle and personal development. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and operates predominantly on a non-discretionary asset management basis within the integrated New York Life affiliate structure.

Courtney Petkovich is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2017, previously working at PNC Bank, NA from 2009 to 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides 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 offers a range of managed accounts, including model portfolio and customized portfolio options, and acts as adviser to a donor-advised fund.

Kenneth Edge is a financial advisor at TIAA-CREF with credentials including Series 65 and Series 63 licenses and two years of industry experience. Prior to his current role, he worked at Nickel Mania and Door Dash and has experience in various other fields. Outside of financial advising, he provides rideshare services as an Uber driver. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management and serves as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

Joanna Jadlow is a CFP® with 13 years of industry experience and is currently with Corient in Dallas, TX. Her prior roles include long tenure at RGT Wealth Advisors, LLC, followed by positions at CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies, with continuous portfolio monitoring and risk management tools.

Yoga Gudivada is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked with multiple companies, including roles in IT consulting and insurance services. Outside of financial advising, he serves as a director of Gita Mandir Inc, a nonprofit focused on building a cultural and heritage center. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios.

Robert Case is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 65 designation and has previously worked at Fisher Investments and Personal Capital Advisors Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns, annual rebalancing, and savings rates, delivered within a model closely tied to Empower’s recordkeeping and administrative platforms.

Derek Demars is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation and over seven years of industry experience. His prior roles include positions at Leaf Commercial Capital, Inc. and involvement with Lakeshore Church. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing a range of investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms.

Robert Christiansen Jr. is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses and two years of industry experience. Prior to his financial services career, he served 26 years in the United States Air Force. Outside of advising, he operates a retail comic book business based in Vail, Arizona. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs featuring centrally managed model portfolios and third-party managers selected by its internal Investment Management Team and Wealth Portfolio Managers.

Greyson Finch is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fisher Investments and J.P. Morgan Securities LLC. Outside of finance, he has worked in the food service industry, including roles at Harvest Seasonal Kitchen and Mojo's Pints and Pies. 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 relationships through TIAA-administered employer retirement plans. The firm operates within a vertically integrated group, providing a range of advisory and brokerage services under a fiduciary standard.

Charles Jaquess is a financial advisor at SPC with 13 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2024, as well as at Sigma Planning Corporation and Sigma Financial Corporation since 2016. Outside of his advisory role, he serves as campaign treasurer for a Texas House of Representatives candidate and acts as trustee for his deceased grandparents' trust. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client suitability.

Brian Herman is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Fidelity Brokerage Services, Charles Schwab, and TD Ameritrade. He is 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 relationships through TIAA-administered employer retirement plans. The firm offers multiple managed account options, including model portfolios and customized portfolios managed under client-approved investment policies, and acts as adviser to the TIAA Donor Advised Fund.

Todd Justice is a CFA® charterholder with 24 years of experience in the financial industry. He currently serves as an advisor at Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab & Co., Morgan Stanley, Citigroup Global Markets, Merrill, and Goldman Sachs Wealth Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. Its approach is guided by proprietary asset allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Kevin Hickey is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he operated Backyard Fitness LLC, a CrossFit gym, for nine years. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering tailored solutions through multiple program types within an integrated New York Life affiliate structure.

Justin Mandly is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at firms including Brownson, Rehmus & Foxworth, Inc., Portola Partners, and CIPW Service Company, LLC. He serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates both proprietary and third-party strategies, with ongoing portfolio monitoring and risk management.

Thomas Schilreff is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has been with Brookstone since 2018. In addition to his advisory role, Schilreff serves as president of Schilreff & Associates, where he is also an insurance producer specializing in life, health, disability, and annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Joseph Schleicher is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA and TIAA-CREF since 2000. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a fiduciary standard in its RIA services and manages portfolios through a combination of model and customized approaches.

Emerald Hensley is a CFP® affiliated with Beacon Pointe Advisors, LLC, with two years of industry experience. Prior to joining Beacon Pointe in 2023, Hensley worked at SFMG Wealth Advisors and Plancorp, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across various asset classes.

Kevin Kenney is a financial advisor at Principal Financial Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Knights of Columbus Asset Advisors, Knights of Columbus Insurance, and Principal Life Insurance Company. His background also includes operating his own business, K.C. Kenney, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Randi Walker is a CFP® professional affiliated with Janney Montgomery Scott in Dallas, TX, with 12 years of industry experience. Prior to joining Janney in 2025, she held positions at RBC Capital Markets, Purshe Kaplan Sterling Investments, Concurrent Investment Advisors, Wealth Partners Alliance, and Raymond James Financial Services. She is also a member and co-owner of Major Works, LLC, a Dallas-based business where she manages bookkeeping. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.