Kevin Harrington is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 65 and Series 63 licenses and having five years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Co since 2020, as well as prior experience at KSM Consulting LLC. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kelly Mills is a CFP® professional with five years of industry experience, currently serving at Corient in Dallas, TX. Prior to joining Corient, Mills held roles at RGT Wealth Advisors and CIPW Service Company, LLC. 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 that combines in-house strategies with third-party manager solutions and employs various risk management tools to align portfolios with client objectives.

Cesar Romero is a financial advisor with Principal Financial Services in Addison, TX, holding the CFP® designation and Series 66 license with five years of industry experience. Prior to joining Principal, he worked at firms including Cetera Advisor Networks and Sageview Advisory. He is involved in the sales and service of outside fixed insurance products, including life, annuities, disability income, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation generally carried out on a discretionary basis by these managers.

Ashvin Chheda is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and 66 licenses. He has 22 years of industry experience and has been associated with both firms since 2014. His other business activities include selling various insurance products such as whole life, term life, fixed annuities, disability income, and long-term care insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary and third-party advisory solutions.

Charles Griege III is a CFP® affiliated with Corient in Dallas, TX. He has been in the financial industry since 2023 with previous experience at CI RGT Wealth Advisors, Triumph Financial, Clemson University, and Highland Park High School. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Kevonte Clay is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. Prior to joining TIAA-CREF, he worked at Bank of America, Merrill, Texans Credit Union, and Woodforest National Bank. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and various entities. The firm provides both one-time planning services and ongoing discretionary management through model or customized portfolios and acts as adviser to a donor-advised fund.

Glenn Hafstad is a CFP® with three years of industry experience, currently advising at Savant Wealth Management since 2026. He previously worked at Exencial Wealth Advisors LLC for seven years and held a consulting role with InKnowVision, LLC for over a decade, where he provides limited estate and business planning consultation. Hafstad also holds an individual life insurance license. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Carl Carlos is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at firms including Cabot Lodge Securities, Fuller Wealth Management, Ifs Securities Inc., and Raymond James & Associates. Outside of his advisory work, he serves as a board member managing the Lake Ioni Hunting/Fishing Club in Elkhart, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Freeman Irby III is a financial advisor with TIAA-CREF based in Frisco, TX. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including nine years at Securities America Advisors and Securities America Inc before joining TIAA-CREF in 2024. TIAA‑CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

David Silva is a financial advisor at Concurrent Investment Advisors, LLC with 22 years of industry experience. He has held advisory roles at firms including Raymond James Financial Services Advisors and Edward Jones. Silva is also involved with Jack Silva Holdings, a family real estate business. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan services, utilizing a customized investment approach that includes ETFs, mutual funds, and alternative investments.

Manolo Alvarez is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has held roles at Goldman Sachs & Co LLC since 2023 and serves as a lecturer at the University of Texas at Dallas, teaching Business Communications, Ethics, and Leadership. Additionally, he is the owner of Cassette Deck Automotive, a mobile auto mechanic business. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office services and Alternative Investments. The firm integrates resources from across the Goldman Sachs ecosystem to tailor strategies and deliver comprehensive wealth management solutions.

Daniel Andriola is a financial advisor at Eagle Strategies (New York Life) with 15 years of industry experience. He holds the Series 66 designation and has been with New York Life Insurance Company since 2013. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Jay Khatter is a financial advisor with VOYA Financial Advisors, Inc. in Allen, TX, holding a Series 63 designation and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC for 18 years. In addition to his advisory role, Khatter is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, institutions, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement customized investment solutions, operating both non-discretionary and discretionary account management programs.

Edwin Restrepo is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Morgan Stanley. He also serves as an adjunct lecturer for graduate-level finance courses at the University of Dallas. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

David Sego is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He currently serves at Cerity Partners LLC and previously worked at BOK Financial Private Wealth, The Milestone Group, and Weaver Wealth Management. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, proprietary quantitative methods, and access to alternative and private market solutions for qualified clients.

Brian Hattendorf is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 65 designation and previously worked for Frontier Investment Management Co. for 20 years before joining Hightower Advisors in 2020. Hightower provides investment advisory and planning services to a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Craig Gallen is a financial advisor with Eagle Strategies (New York Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Merrill, MassMutual, and Northwestern Mutual. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of advisory programs tailored to client objectives, managing most assets on a non-discretionary basis and working extensively with institutional plan sponsors.

Abraham Cordero is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. His approach to financial planning emphasizes building long-term relationships with clients, supporting them through every stage of their financial journey. He has extensive experience within Fidelity Investments, having held various roles since 2019, including Investment Solutions Representative III, Investment Solutions Representative II, Workplace Planning Consultant at multiple levels, and High Net Worth Representative. This progression reflects his comprehensive expertise in financial planning and investment solutions. Abraham holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in fitness, food, movies, and traveling.

Solomon Munyambu is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. He previously worked at Equitable Advisors, LLC and has a varied employment background including roles in retail and food service. Outside of his advisory work, he also drives for Uber Eats on a limited basis. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and institutional clients, often those connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management services along with affiliated investment options and donor-advised fund advisory.

Julho Kara is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Mass Mutual Life Insurance Co, and Santander Consumer USA. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized options under fiduciary standards.