Jeremiah Neptune is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes three years at Fidelity Brokerage Services LLC before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC 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 separates point-in-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

Clement Woo is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 designations. He has one year of industry experience and has been affiliated with Transamerica since 2026. Outside of his advisory role, he has been involved with Dallas Theological Seminary and Frisco Community Bible Church, including volunteer activities spanning over two decades. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party investment models, with both discretionary and non-discretionary program options.

Fah Leong is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 credentials. Although new to the industry, they have a background that includes roles at World System Builders and Texas Radiology Associates. Outside of financial services, Fah has been involved with Shorecliffs Golf Management Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering various fee-based and commission-based investment programs supported by proprietary and third-party model portfolios.

Aleksey Palumbo is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His career includes roles at TIAA-CREF since 2021, with prior experience across healthcare and academic institutions such as MD Kids Pediatrics and Texas A&M University. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated group that manages affiliated funds and advises a donor-advised fund.

Francis Mesina is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of his advisory role, Mesina serves on several nonprofit boards, including LiftFund and The Center for Grieving Children, and is also an associate pastor and an actor. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm offers multiple advisory programs with a focus on tailoring recommendations to client objectives and plan sponsor criteria, managing a majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Brian Cloud is a CFP® professional with eight years of industry experience, currently serving at Corient. His career includes roles at RGT Wealth Advisors, LLC, and CIPW Service Company, LLC before joining Corient. 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 combining in-house strategies and third-party solutions, with continuous portfolio monitoring and risk management.

Chi Gee Yip is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at Fisher Investments and TD. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Derek True is a Series 66-licensed financial advisor with six years of industry experience, currently with Ameritas Advisory Services, LLC. He has been associated with the Ameritas group of companies since 2011, including roles at Ameritas Investment Company and Ameritas Life Insurance Corp. Outside of his advisory work, he serves as President of the National Association of Insurance and Financial Advisors-Dallas, Inc. (NAIFA-Dallas). Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a range of investment programs, including model portfolios and third-party subadvisers, and integrates offerings across Ameritas affiliates.

Watson Brown is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Fidelity Investments and entrepreneurial experience at Brown Ruth Advisors LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a wide adviser-support platform, including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

David Totah Jr. is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Savant Wealth Management and has prior experience at Exencial Wealth Advisors, where he also serves as an equity partner. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jon Paul Pattinson is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Purshe Kaplan Sterling Investments, Stone Creek Capital Management, Merit Financial Group, and LPL Financial. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, combining financial planning with tax and administrative services.

Kyle Grabenstetter is a CFP® with three years of industry experience, currently advising at Mariner. He previously worked at Capstone Financial Advisors Inc for eight years. Mariner serves a broad client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax, accounting, and administrative family office services.

Timothy Mullaney is a financial advisor at Transamerica Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at various organizations including WealthWave, NetLaw Inc., and Champion Health, Inc. His outside activities include providing financial education courses through the Heartland Institute of Financial Education and serving as a notary. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

David Le is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes long-term roles at HealthMarkets, Inc., Blue Cross and Blue Shield of Texas, and the Heartland Institute of Financial Education, alongside self-employment as a tax preparer and involvement with FM 98.7 Radio Vietnam. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm provides advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary management options, and access to insurance and brokerage products.

Sharon Darjean is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with TIAA-CREF since 2007. 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 employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, and acts as adviser to a donor-advised fund.

Jon Shoemaker is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Eagle Strategies (a New York Life company) since 2007 and has concurrently held roles at Nylife Securities LLC and New York Life Insurance Company since 2003. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Page Morgan is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. Prior to joining Centaurus, Morgan worked at Goldman Sachs for four years and Ernst and Young for two years. Outside of financial advising, Morgan cohosts the Power Stance Podcast and is a board member of Maximizing Stewardship, a nonprofit focused on financial stewardship education for churches. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm provides financial planning and portfolio management through its CLASSIC Plus platform, employing a variety of analytical approaches and offering both discretionary and non-discretionary management options.

Briana Gonzales is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 credential. She began her advisory career in 2024 and has prior work experience in wealth management and retail. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager selection process and offering solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services.

Lane Hedgecoke is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2023, following a decade-long prior career. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Andrew Wood is a financial advisor with Goldman Sachs Wealth Services in Irving, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, delivering services through various tailored programs such as Executive Wealth and Private Family Office support.