Erik Tarpley is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Vanguard Marketing Corporation, E*TRADE Capital Management LLC, and TD Ameritrade Investment Management, LLC. Tarpley is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals affiliated with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers distinct planning and ongoing management services, including customized portfolios managed under client-approved investment policies.

Lyanne Magriz Cortes is a financial advisor at Equity Services, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Bank of America - Merrill Lynch, Charles Schwab, and Texas Instruments Inc. before joining Equity Services in 2023. Equity Services, Inc. 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, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Brandon Agamennone is a financial advisor with Guardian Life and Park Avenue Securities, holding the Series 63 and Series 66 designations and seven years of industry experience. His career includes prior roles at New York Life Insurance Company, Bank of America, and Merrill. Outside of advising, he is involved with Baseball Prodigy, LLC, a college baseball recruiting app. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs utilizing proprietary and third-party strategies.

Jinyu Shi is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Transamerica, Shi has worked at UnitedHealthcare since 2018 and Fidelity National Information Services since 2006, where he serves as an IT architect consultant. He is also involved in selling Medicare and ACA health insurance products through affiliated companies. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Manuel Esparza Jr. is a financial advisor at Guardian Life with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Guardian since 2014 and Park Avenue Securities since 2016. Outside of his advisory work, he serves as Treasurer of the South Texas chapter of NAIFA and is involved with charitable organizations such as Coyote Cooks and local parish finance councils. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Eric Michaud is a financial advisor with TIAA-CREF in Frisco, TX. He holds a Series 66 designation and has 20 years of industry experience. Since 2014, Michaud has been with TIAA-CREF and TIAA. Outside of his advisory role, he serves as an adjunct instructor for a continuing education financial planning course and has worked as a food delivery contractor. TIAA-CREF’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 TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management under a fiduciary standard, with a range of model and customized portfolio options.

Andrew Payton is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and operates within a vertically integrated model using affiliated funds.

Qi Dong is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Transamerica Financial Advisors since 2017 and is also involved with the Heartland Institute of Financial Education, where he provides employee financial education classes. Additionally, he engages in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, proprietary and third-party model portfolios, and commission-based insurance and brokerage products.

David Herron Jr. is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Charles Schwab Bank for over 16 years. Outside of his advisory role, he assists with strategy and training for Excellence with Etiquette, providing seminars on etiquette topics for youth and adults. TIAA-CREF Individual & Institutional Services, LLC offers 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 operates a vertically integrated advisory model with both planning and ongoing management services.

Judson Arrington is a financial advisor with Voya Financial Advisors, Inc. in Dallas, TX. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to his current role, he has been involved with Arrington Family Holdings, LLC since 2026. Outside of his advisory work, he is CEO and proprietor of Arrington Financial, which is involved in the sales and servicing of insurance and investments, and he is also an independent insurance agent focusing on fixed insurance products. Voya Financial Advisors, Inc. serves individual and institutional clients including retirement plan sponsors and high-net-worth individuals. The firm offers comprehensive financial planning and portfolio management services, delivering advice primarily through non-discretionary recommendation-based programs alongside several managed account and retirement advice platforms.

Tyrone Van Aswegen is a financial advisor at Transamerica Financial Advisors in Plano, TX, with five years of industry experience. He holds Series 65 and Series 63 designations and has been involved professionally in golf as the owner and coach at Assimilation Center For Golf since 2024. Van Aswegen also plays professional golf and has been self-employed since 2010. Transamerica Financial Advisors serves a broad client base, including individuals, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary assets and operates as both a registered broker-dealer and an RIA with affiliated retirement and recordkeeping entities.

Brandon Dyson is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and Tiaa since 2011, with a one-year break in 2017-2018. 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 with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management under a fiduciary standard, with a focus on model and customized portfolios.

Jacob Pavlasek is a financial advisor with Lincoln Investment, holding a Series 66 designation and working in the industry for one year. Prior to his role at Lincoln Investment, he held positions at Tommy Hilfiger, Dynamo Distribution, and Texas State University. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Charles Wedemeyer is a CFP® professional with 21 years of industry experience, currently advising at Allworth Financial, L.P. in Addison, TX. His prior roles include positions at Mercer Global Advisors, Fisher Investments, The Vanguard Group, and Fidelity Investments. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a variety of strategies and employs third-party sub-advisers when appropriate.

Keith Lynch is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Fidelity Brokerage Services and multiple wealth management firms. Lynch operates under the DBA Tri Wealth, LLC, servicing insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages a majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Xinyu Liu is a financial advisor at Private Advisor Group, LLC with three years of industry experience and holds a Series 66 designation. Their prior experience includes roles at LPL Financial, Cetera Wealth Services, and Avantax Investment Services. Liu is also involved with Paxel Consulting LLC, a firm focused on international tax law and holistic financial planning. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Michael Mc Clinton is a financial advisor with Eagle Strategies (NY Life) based in Addison, TX. He holds Series 65 and Series 63 credentials and has experience at Principal Financial Group and Collin College prior to joining Eagle Strategies. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Mark Pruitt is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at AE Wealth Management since 2017. Prior to that, he was with Global Financial Private Capital, LLC from 2015 to 2017 and has been involved with Strategic Estate Planning Services since 2005. He serves as a board member for the Mustang Ridge Office Complex homeowners association. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Howard Sandefer is a financial advisor at PNC Wealth Management with 33 years of industry experience. He holds a Series 63 designation and has worked previously with BBVA Securities Inc., BBVA Wealth Solutions Inc., Compass Bank, and BBVA Compass Insurance Agency. Outside of his financial career, he is a karate instructor at Shote Karate-Do. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation that utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Zachry Fearing is a financial advisor with Centaurus Financial, Inc. in Highland Village, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Centaurus Financial since 2016. In addition to his advisory role, he is involved in property and casualty insurance sales and provides support for life insurance products. Centaurus Financial serves a diverse client base including individuals, families, small businesses, and institutional clients, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs both discretionary and non-discretionary management styles and utilizes various analytical approaches alongside model overlay programs and third-party money manager referrals.