Mohanad Abdan is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and two years of industry experience. He previously worked at Merrill and Robinhood Financial, among other roles, and served in the US Army from 2014 to 2018. 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 connected through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model with a separation between one-time planning services and ongoing portfolio management.

Tobias Bond is a CFP® certificant with 10 years of industry experience. He has worked at Mariner Wealth Advisors from 2016 to 2018 and is currently with Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, supported by in-house research and third-party manager allocations.

Ashley Thacker is a CFP® certified financial advisor with seven years of industry experience. She currently works at Brookstone Capital Management LLC and has previously held roles at Guardian Financial Management, Rea Financial, and GuideStone Financial Services. Brookstone Capital Management provides fee-based asset management and financial planning for individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a turnkey asset management platform featuring strategic and dynamic asset-allocation models, use of Unified Managed Accounts, and a variety of investment strategies including ETFs, mutual funds, individual securities, options-enhanced strategies, and structured notes.

Bill Henry is a financial advisor at Wealth Enhancement Advisory Services, LLC with 20 years of industry experience. His prior roles include positions at LPL Financial, OSAIC, The Retirement Group, LLC, and FSC Securities Corporation. He also has a longstanding involvement with F.R.E.E., Inc., a business he has been associated with since 1979. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Wayne Worthington is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Hightower in 2025, he worked at Smith Anglin Financial, LLC for six years and held positions at several other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and portfolio construction strategies.

Patrick Kapiamba is a financial advisor at TIAA-CREF based in Frisco, TX, holding a Series 66 license with three years of industry experience. His prior roles include positions at Principal Life Insurance Co, Fidelity, Charles Schwab, and Guidestone Financial Resources. He has also served as a Retirement Consultant for Principal Advised Services, providing one-on-one investment advice to retirement plan participants. TIAA-CREF’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm applies a fiduciary standard to its advisory services and manages accounts through model portfolios and customized portfolios aligned with client-approved investment policies.

Julie Petty is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has been with Oppenheimer since 2005. Outside of her advisory work, she operates a small home business creating custom gifts and personalized items, and also offers occasional dog sitting services. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary advisory services. The firm manages equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, and it maintains custody of client assets while operating both broker-dealer and advisory businesses.

David Lo is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gold Coast Securities, Inc. and New England Securities. Outside of his advisory role, he operates under the DBA Dave Lowe Financial Services and is involved in selling fixed and indexed life insurance products, annuities, and limited long-term care, disability, and health insurance through a semi-captive arrangement with Turtle Creek Financial Group. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management via a turnkey asset management platform and employs strategic and dynamic asset-allocation models that incorporate ETFs, mutual funds, individual securities, options strategies, and proprietary funds.

Chalitta Moore is a financial advisor at TIAA-CREF with Series 66 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Fidelity Investments, Merrill Lynch, and Bank of America. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory approach distinguishes between point-in-time planning and ongoing discretionary management, employing both model and customized portfolios under a fiduciary standard.

Aileen Dizon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She also serves as a college consultant at the Heartland Institute of Financial Education and is a member of the National Association of Registered Social Security Analysts, where she occasionally conducts public workshops on Social Security. In addition to her advisory role, she works as a senior HR information system analyst at CHRISTUS Health. Transamerica Financial Advisors serves a diverse range of clients, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers.

Zaineb Subhe is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill for two years. Her background includes roles outside finance, such as nutritionist and work in various other sectors. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with previous TIAA-administered retirement plan relationships. The firm offers model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Michael Baer is a CFP® professional with nine years of industry experience. He currently works at Corient and previously held roles at Capital Advisors, Fluent Financial, Private Client Services, Fisher Investments, and SEI Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines proprietary strategies with third-party solutions and incorporates risk management tools and alternative investments where appropriate.

Nathan Osuna is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Hightower in 2024, he served in the U.S. Army for ten years and worked at Texas Tech University for two years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting with an emphasis on manager selection and customized portfolio construction.

Todd Amacher is a CFP® with 12 years of industry experience, currently serving as an advisor at Corient in Dallas, TX. His career includes nearly two decades at Rgt Wealth Advisors, LLC, followed by roles at CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools and alternative investment options.

Michael Peschel is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes positions at Wells Fargo Advisors and Raymond James Financial Services. Outside of advising, he is a partner in MPM Interests, LLC, a holding company, and a passive investor in a trampoline park business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors managing over 13,000 clients.

Howell Florence is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Fisher Investments, USAA Financial Planning Services, Merrill, and Chase Investment Services. He is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager approach with access to affiliated and third-party managers, proprietary research, and diverse investment vehicles.

Christopher Patton is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., USAA, and several financial advisory firms. Outside of his advisory work, he is involved with AdvoCare, where he advises on sports nutrition and supplements. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected to TIAA-managed retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary advisory model using model and customized portfolios.

Hollis Stuckert is a financial advisor at NewEdge Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Brennan Financial Services and FSC Securities Corporation. Outside of advising, he owns a home restoration business, Corporate Discounts LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and centralized due diligence to support clients and advisors.

Gary Wallace is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 65 registrations and has two years of industry experience. Prior to joining Eagle Strategies, he worked at Cain Watters & Associates, LLC and Bland Garvey PC. Outside of advising, Wallace manages rental properties. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Edward Peterson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles in insurance and tax-related services alongside his advisory work, including positions at J.Grant Insurance and involvement with student loan forgiveness programs. He also has experience in tax preparation assistance through QRS Business Solutions. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.