Christopher Baker is a CFP® with 10 years of industry experience, currently affiliated with Cetera Planning Partners in Dallas, TX. His prior experience includes roles at Northwestern Mutual Investment Services, LPL Financial, Morgan Stanley, and Merrill. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering comprehensive financial planning, investment management, Social Security optimization, and retirement advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, with an investment process that emphasizes diversified mutual fund and ETF allocations tailored to clients’ objectives and risk tolerance.

Danielle Rouseau is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including ten years at Dempsey Lord Smith, LLC, and multiple years within Guardian Life and Park Avenue Securities. Outside of her advisory work, she is involved as a Model Home Attendant and a Benefit Counselor. 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, along with access to proprietary and third-party solutions.

Christina Guevara is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has held roles at multiple firms, including Prosperity Financial Inc., Revolution Financial Management, and GVZ & Associates. Guevara is also involved in estate planning services through Inheritguard, LLC, where she focuses on client communications and education. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party model portfolios and manages approximately $2.1 billion in assets under management as of the end of 2025.

David Mcbee Jr. is a financial advisor with Concurrent Investment Advisors, LLC based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes over two decades at Wells Fargo and roles at Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of advising, Mcbee is involved in operating MPM Interests, LLC, an entity used for partnership distribution and tax reporting within his practice. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Juan Valdez is a Series 66 licensed financial advisor with TIAA-CREF, based in Frisco, TX, and has one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Nuveen and held several positions outside the financial industry, including roles at Discount Tire and Twisted Root Burger Co., as well as teaching experience at R I Turner High School. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both one-time planning services and ongoing discretionary management through model and customized portfolios.

Keegan Justice is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior experience includes roles at Vanguard Advisers and Empower Financial Services. He has also been involved with H20 Sprinkler Systems outside of financial services. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and separate broker‑dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm offers a fiduciary standard for its advisory services and manages customized portfolios through dedicated portfolio managers under client-approved investment policies.

Rajesh Sanchala is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds the ChFC® designation and Series 63 license, with 26 years of industry experience. Rajesh has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 1999. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm offers multiple advisory programs tailored to client and plan sponsor objectives within an integrated New York Life affiliate structure.

Janika Rodgers is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with TIAA-CREF since 2007. Outside of her advisory role, she owns Infinity Concepts Events, a consulting business focused on planning special occasions. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected to TIAA-administered retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard applied to its registered investment adviser services.

Freddie Rodgers is a financial advisor at TIAA-CREF with nine years of industry experience and holds Series 63 and Series 65 credentials. His prior roles include positions at Advised Assets Group, LLC and Gwfs Equities, Inc. Outside of finance, he was involved with Blackjack Pizza for five years. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing TIAA retirement plan relationships. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Jason Lipsett is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2021. Prior to that, he spent six years at Tolleson Private Wealth Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax, family office, and financial wellness services.

Chin Po is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2026, he worked at Cetera and Avantax Advisory Services, among other firms. He also operates Paxel Consulting LLC, which provides accounting, tax preparation, and business consulting services, and is involved with an education nonprofit organization as a director. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including proprietary platforms and third-party TAMPs, employing multiple investment strategies and a fiduciary-based advisory model.

Christopher Robins is a financial advisor with TIAA-CREF in Frisco, TX. He holds the Series 63 and Series 65 designations and has three years of industry experience. Prior to joining TIAA-CREF, he worked at Wells Fargo Bank and Wells Fargo Clearing Services for six and four years respectively and served in the United States Army for 13 years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Stacy Crawford Jr. is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at Provision Financial Group L.L.C. and as an independent Medicare benefits advisor. His background includes work at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies using proprietary and third-party platforms.

Edward Emery is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he has worked at TRI Wealth, LLC, Mogul Wealth Strategies, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and emphasizes fiduciary responsibilities, managing the majority of its assets on a non-discretionary basis.

Joseph Kaniatobe is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Mason Schoen is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Creative Planning since 2021 and previously held roles with Kansas State University and Clemson University Athletics. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Nicholas Thomas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Commonwealth since 2016. Outside of his advisory role, he is co-owner of Taychas Advisors, LLC, an entity formed to own a restaurant. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing affiliated advisors discretion in portfolio construction alongside access to model portfolios managed by the firm’s Investment Management and Research team.

Ross Campbell is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, he assists with a family-owned craft business and works as a part-time delivery driver for Amazon Flex and DoorDash. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Pedro Gonzalez is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. He has worked with Eagle Strategies and New York Life Insurance Company since 2019, and previously spent over a decade at TD Ameritrade. Outside of his advisory role, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Sungwon Ma is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm also serves as investment adviser to a donor-advised fund and operates within a vertically integrated group that offers affiliated funds.