Wyatt Coleman is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Coleman also operates A Tailored Method, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Christopher Bowman is a CFP® with 19 years of industry experience. He has worked at Rockefeller Financial LLC since 2020 and previously spent 12 years at UBS Financial Services Inc. Outside of his advisory role, he is a general partner of Bridge Warriors LLC, an entity created to purchase raw land for family use. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and institutional clients, offering portfolio management, financial planning, and brokerage services. The firm operates a Private Advisor model with a consolidated investment platform providing discretionary and non-discretionary solutions across various asset classes.

Robert Cox is a CFP® professional with 28 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2021. He previously worked at Quest Capital Management Inc. and Raymond James Financial Services, Inc. Cox is also licensed as an agent in non-variable insurance and holds roles related to insurance sales and estate administration. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, small businesses, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing various portfolio management strategies and offering comprehensive financial planning and consulting services.

Kevin Grant is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has worked with Kestra Advisory since 2016 and has held roles at Higginbotham and its affiliates since 1998. In addition to his advisory work, he owns INCOME.FIT, a business focused on retirement income planning for individual participants in retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Dimitry Prophete is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Goldman Sachs & Co and Osaic Wealth. Outside of his advisory work, he owns Clean Casa Miami LLC, a home cleaning service, and Prophete Risk Management LLC, a consulting business supporting athlete enterprises. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party managers.

Steven Baaden is a financial advisor at Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles to meet client objectives.

John Mcqueen is a financial advisor at Oppenheimer with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2002. Mcqueen also has power of attorney over a family member’s IRA and retail account, managing these as needed. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies tailored to client objectives.

Race Chong is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 designation. His prior experience includes roles in education and construction before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.

Michael Welch is a Certified Financial Planner (CFP®) with 22 years of experience in the financial industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Kalos Capital, Inc. and D.R. Saur Financial, Inc. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jason Braswell is a financial advisor at TIAA-CREF with 28 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2006. He holds the Series 63 and Series 65 designations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 combines point-in-time planning services with ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Brandon Parsons is a financial advisor with TIAA-CREF, holding a Series 66 designation and 18 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm’s advisory approach combines one-time financial planning with ongoing discretionary portfolio management using both model and customized portfolios.

Tyler Brubaker is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining TIAA-CREF in 2022, he worked at Florida Financial Advisors and F4 Wealth Advisors and has experience in non-financial roles including AirTech of Pensacola. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small corporate retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated investment platform.

Eric Porsch is a financial advisor at TIAA-CREF with 22 years of industry experience. He has been with TIAA-CREF and its related entities since 2005. He holds Series 63 and Series 65 licenses. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates its planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Dylan Vertner is a Series 66-licensed advisor at Goldman Sachs Wealth Services with four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Veterans United Home Loans and has held various roles including at Columbia Country Club, University of Missouri Operations, and Macklan Ent. Outside of advisory work, he is an independent contractor at TaskRabbit, performing general labor tasks. Goldman Sachs Wealth Services serves a wide range of clients from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm employs strategic and tactical allocation models supported by proprietary analytics and integrates capabilities across Goldman Sachs affiliates to deliver comprehensive wealth advisory solutions.

Kerese Traille is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs, Merrill, Deutsche Bank Securities, and DB USA Core Corporation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as both an investment advisor and registered broker-dealer, providing a range of discretionary and non-discretionary investment solutions alongside placement and investment banking services.

Deborah Duckworth is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has held roles at related Transamerica entities and other firms since 2005. Her activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and businesses, offering investment advisory and brokerage services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Amy Sabin is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James Financial Services. Outside of her advisory work, she is the owner and patent holder of Tude & Es Privata, a business that designs and sells yoga leggings, and she also teaches spin classes for the Young Men's Christian Association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account programs through both proprietary and third-party portfolio management solutions.

Juan Guerra is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. 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 existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that includes both one-time financial planning and ongoing portfolio management.

Kenneth Williams Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC 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 separates one-time planning services from ongoing discretionary management and offers customized portfolio management alongside model portfolio options.

Jeffrey Bopp is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX. He holds Series 63 and Series 65 designations and has 11 years of industry experience. His prior experience includes eight years at Cambridge Investment Research Advisors Inc and nine years as a self-employed advisor. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and managed account services through both proprietary and third-party solutions.