Hudson Roe is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Velvet Taco for two years and studied at Texas Tech University from 2015 to 2020. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by proprietary research, with integration across Goldman Sachs affiliates offering clients a range of specialized wealth services and investment options.

B. Voigt is a financial advisor with Corient in Dallas, TX, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. Prior to joining Corient in 2026, Voigt spent ten years with Kestra Advisory and Kestra Investment Services. Outside of advisory work, Voigt is a limited partner in an estate planning-related entity and has been involved as a member and limited partner in other business ventures since the 1980s. Corient provides investment advisory and financial planning services to a diverse client base that includes 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 integrating in-house strategies and third-party managers, with continuous portfolio monitoring and risk management tools.

Alexandra Shanafelt is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Vanguard Advisers and Equitable Financial Life Insurance Co. Outside of finance, she was involved with Honeybee Facial Studio. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA employer retirement plans, as well as to trusts, estates, and smaller retirement plans. The firm offers a range of investment models and acts as adviser to the TIAA Donor Advised Fund.

Anthony Saltarski Jr. is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining Savant Wealth Management in 2026, he worked at Exencial Wealth Advisors, LLC, Avantax Advisory Services, and Avantax Investment Services. He is also an equity partner of less than 5% at Exencial Wealth Advisors. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Steven Shaw is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with Fifth Third Securities, Inc., having joined in 2026, and previously worked at Ameriprise Financial Services and Comerica Securities. Shaw also serves as a financial advisor with Comerica Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers various investment programs via the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Braden Howell is a CFP® professional based in Dallas, TX, with 20 years of industry experience. He is currently an advisor at Corient, having joined the firm in 2025. Prior to Corient, Howell worked at MPA Wealth, LLC and Messick Peacock & Associates, among other financial services firms. 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 uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments when appropriate.

Russell Greer is a financial advisor at TIAA-CREF with Series 63 and Series 66 designations and 16 years of industry experience. He has worked at TIAA-CREF since 2010. 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 retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of investment management options including model portfolios and customized portfolios managed under client-approved investment policies.

Alec Rodriguez is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked in education and various roles including at Lewisville Independent School District and the University of North Texas. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a mix of model and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Olayinka Olawoyin is a financial advisor at TIAA-CREF with four years of industry experience. She holds the Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors and Redeemers Federal Credit Union. 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 both point-in-time planning services and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Austin Winsett is a Series 65-licensed financial advisor with eight years of industry experience, currently with Savant Wealth Management. He previously worked at Exencial Wealth Advisors for eight years and at KPMG for four years. Outside of his advisory role, he serves as an advisor to a family-owned construction company, Drillworx Directional Drilling. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm uses a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Stephen Mathiason is a financial advisor at Equity Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Life Group and Ameritas Life Insurance. Outside of his advisory work, he serves as commissioner of the Gulf Coast Lacrosse Association, organizing teams and scheduling games. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a mix of long-term strategies and specialized instruments through third-party asset managers and model portfolios.

Edward Kinder is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66 and Series 63 licenses and four years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC for three years. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time financial planning with ongoing discretionary management using model or customized portfolios.

Jared Novak is a CFP®-credentialed financial advisor with 20 years of industry experience, currently affiliated with Commonwealth Financial Network in Dallas, TX. He previously spent 22 years with The Vanguard Group, Inc. and has been with Commonwealth Financial Network and Assay Wealth Partners, LLC since 2026. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Richard Buckland is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Key Investment Services and Key Bank. He is also an insurance agent for non-securities insurance products through Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Sylvia Sriniwass is a financial advisor at TIAA-CREF with one year of industry experience. She holds the Series 66 designation and has prior work history including roles at KPMG and UNC Charlotte. Outside of her advisory work, she has been involved with organizations such as Make-A-Wish and Ben & Jerry's. 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 to TIAA-administered employer retirement plans. The firm provides a range of services from point-in-time financial planning to ongoing portfolio management using both model and customized investment approaches.

Andres Martinez is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Fisher Investments and Fidelity in various capacities. Martinez is based in Frisco, TX. 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. The firm serves clients often connected through employer retirement plans and offers both model and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Ta Shauna Mc Allister is a financial advisor at Mariner with Series 63 and Series 65 licenses and one year of industry experience. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Commerce Trust Company, and the University of Missouri - St. Louis. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, utilizing a combination of in-house research and third-party managers across a wide range of asset classes and strategies.

Tara Williams is a financial advisor at Hightower Advisors with nine years of industry experience. She holds the ChFC® and Series 66 designations and has previously worked at Smith Anglin Financial, Apex Fintech Solutions, Creating & Managing Wealth, Lincoln Investment, and Foresight Financial. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions and the use of proprietary research to support portfolio construction across various asset classes and strategies.

Jacob Thiede is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining TIAA-CREF in 2021, he worked at Amazon Fulfillment Center and Animal Care Technologies, and he attended the University of North Texas. Outside of finance, Thiede is involved in musical composition and publishing through his own entity, Jacob Theedee Music, and participates in custom marching band music production with Fannin Musical Productions. He is also the founder of 633 Collective, an art collective supporting Christian artists. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals—often linked to TIAA-administered employer retirement plans—as well as to trusts, estates, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and acts as advisor to donor-advised funds within a vertically integrated structure using affiliated funds.

Blake Riddle is a financial advisor with TIAA-CREF, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Edelman Financial Engines, Strategic Advisers LLC, and Fidelity. 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 offers both point-in-time planning services and ongoing discretionary management, including customized and model portfolio options.