Jane Landsberger is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. Her background includes roles in various sectors such as oil and gas production and estate planning referrals. Outside of her advisory work, she is involved in managing rental properties and holds royalty interests in energy companies. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.

Joshua Eakman is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise, Kestra Investment Services, MGM Resorts International, and Ace Parking Management. He is the owner of JEakman LLC, a business entity currently not active in any operations. 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 model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Juniwati Katopo is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and two years of industry experience. Prior to joining Transamerica in 2024, she worked at WFGIA and Medline Industries. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, operating as both a registered investment adviser and broker-dealer.

Courtney Stroope is a financial advisor at Creative Planning with 20 years of industry experience. She holds a Series 66 designation and has worked at Creative Planning since 2017. Prior to that, she was affiliated with Lockton Financial Advisors, Lockton Investment Advisors, and Lockton Companies from 2012 to 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.

Erick Arowo is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked with several firms including Cloud Wealth Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a volunteer weekend priest with the Anglican Church in North America, Christ Church Plano, and Trinity Lakeside, and is a board member of FOCUS Group North America Inc., a nonprofit supporting mission work in Kenya. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm offers multiple program types tailored to client objectives, with a large portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Jacob Israel is a financial advisor at TIAA-CREF with four years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining TIAA-CREF, he worked at Fisher Investments, Merrill Lynch, J.P. Morgan Securities LLC, and several other financial firms. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model-based and customized portfolio management under a fiduciary standard.

Steven Kosta is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Brokerage Services and Strategic Advisers Inc. His career includes experience in both advisory and client service roles. TIAA-CREF Individual & Institutional Services, LLC provides 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 offers both point-in-time planning and ongoing portfolio management services, applying a fiduciary standard to its RIA services within a vertically integrated platform.

Alexandra Madsen is a financial advisor at TIAA-CREF with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, U.S. Bank, and First United Bank and Trust/American Bank of Texas. Alexandra is also the owner and financial manager of a small vending machine business in her local community. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model portfolios and customized solutions within a vertically integrated structure.

Perry Thompson is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked with Graystone Wealth Solutions, LLC since 2024 and has been affiliated with Eagle Strategies and New York Life since 2017. Outside of advisory work, he is involved in insurance brokering through outside carriers and co-owns a vacation home in Cahuita, Costa Rica, which is occasionally rented on Airbnb. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages primarily non-discretionary assets within an integrated New York Life affiliate structure.

Joseph Widmaier is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with TIAA-CREF since 2010. 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 through TIAA-administered employer retirement plans. The firm also acts as adviser to a donor-advised fund and operates within a vertically integrated structure utilizing affiliated funds.

Steven Walton is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He has worked at Hightower Advisors since 2020 and previously spent ten years at GuideStone Financial Services and GuideStone Financial Resources. Walton is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, offering a range of investment products and strategies tailored to various client needs.

Steven Lauterbach is a financial advisor at Oppenheimer with 40 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously worked at CIBC World Markets Corp. from 2000 to 2003. Lauterbach holds Series 63 and Series 65 licenses. He also serves as co-trustee of the Kristina Reinertsen-Forehand 1999 Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Gregory Leyden is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked previously at Ameriprise, Comerica Securities, and TIAA-CREF. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage channels, offering multiple program types including mutual fund/ETF models, SMA strategies, and direct indexing via the Passageway Managed Account platform.

Nedim Saul is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following four years at Concert Wealth Management, Inc and Map Strategic Wealth Management. In addition to his advisory role, he is involved weekly with F45 Willow Bend, a fitness studio in Plano, TX. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, combining discretionary and non-discretionary management with strategic asset allocation and portfolio oversight.

Kolleen Freudiger is a CFP®-certified financial advisor at Creative Planning with 21 years of industry experience. She has worked at Creative Planning since 2020 and previously held roles at Stratford Consulting, LLC and Northwestern Mutual Investment Management. Creative Planning provides comprehensive investment advisory and financial planning services to 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 includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio approaches, supported by a broad team and centralized investment infrastructure.

Brett Phillips is a financial advisor at VOYA Financial Advisors, Inc. in Dallas, TX, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he works as an independent agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and outside strategists with technology-enabled tools to implement investment strategies, operating both on non-discretionary and limited discretionary bases.

John Mazzei is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Vanguard, Charles Schwab, and Fidelity. Outside of finance, Mazzei is a part-owner of Nurse Emily, LLC, a medical cosmetic company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering a range of portfolio management and planning services.

Jing Xu is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. Xu has 22 years of industry experience and has previously worked with firms including LPL Financial, Cetera, and Avantax Advisory Services. In addition to financial advising, Xu is a partner at a tax preparation and accounting firm and co-manages a family ranch. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies and technology platforms while offering access to third-party managers and proprietary solutions.

Dale Facey is a financial advisor with Eagle Strategies (NY Life) in Plano, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2011. Outside of his advisory role, he serves as Vice President and Board Member of Blue Candlelight Music Series, a nonprofit promoting chamber music. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis through a variety of advisory programs.

Monte Hinkle is a CFP®-designated financial advisor with 44 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at Voya Financial Partners, LLC and Osaic FA, Inc. In addition to his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and third-party strategies with a focus on client-approved investment policy statements and model allocations.