Jeffrey Shadd is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining TIAA-CREF, he worked at Fidelity Investments and Fidelity Distributors Company LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, including customized and model-based solutions, while acting as adviser to a donor-advised fund within a vertically integrated structure.

James Maher is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Calamos Wealth Management, Mai Capital Management, Fisher Investments, Ameriprise Financial Services, and Edward Jones. He also served in the United States Air Force Reserve for 21 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions and a combination of discretionary and non-discretionary portfolio management. The firm’s approach includes the use of proprietary research and a variety of investment vehicles, serving both domestic and international clients with an emphasis on manager selection and customized portfolio construction.

Jarrod Brock is a financial advisor at Mercer Global Advisors Inc. in Frisco, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Peak American Investment Advisors, Fisher Investments, and New York Life. Outside of finance, he has experience working with fitness centers and wellness organizations. Mercer Global Advisors serves individuals, families, small business owners, and non-profits, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm focuses on globally diversified, risk-appropriate portfolios using a mix of ETFs, index funds, and separate account managers, and provides specialized services such as retirement plan consulting and charitable advisory.

David Hoppess is a financial advisor with Concurrent Investment Advisors, LLC based in Dallas, TX. He holds a Series 63 designation and has 32 years of industry experience. His prior firms include Ameriprise Financial Services, Wells Fargo Clearing, A. G. Edwards & Sons, and Citigroup Global Markets. He is the owner of Thoppess Ventures LLC, a personal operating company for an independent contractor business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors and utilizes a customized, primarily long-term investment approach involving ETFs, mutual funds, and other securities.

Adara Johnson is a financial advisor at TIAA-CREF with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones, PFS Investments Inc, and Primerica Financial Services. Outside of advising, she has been involved in property management as a landlord. 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. The firm serves clients often linked to TIAA-administered employer retirement plans and provides specialized advisory services including donor-advised funds and customized portfolio management.

Michael Bowser is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at TIAA and TIAA-CREF since 2014. Prior to his financial services career, he spent 15 years at Texas Roadhouse. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both point-in-time financial planning and ongoing discretionary portfolio management through model and customized portfolios.

Jennifer Winters is a Series 66-licensed financial advisor with 23 years of industry experience. She has worked at D.A. Davidson & Co. since 2021 and was previously with Southwest Securities Inc. for nine years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jing Yan is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. Yan has no prior industry experience before joining Transamerica Financial Advisors in 2026, with earlier work history including roles at World Financial Group Insurance Agency, Walmart Inc., PricewaterhouseCoopers, and Deloitte. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, including proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Cameron Brockhoff is a financial advisor with TIAA-CREF holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at JPMorgan Chase Bank and Goldman Sachs and Co LLC prior to joining TIAA-CREF. 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 connected to TIAA-administered employer retirement plans. The firm offers customized portfolio management and advisory services within a vertically integrated group that includes affiliated funds.

Kendall Dungan is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior experience includes roles at Fidelity Brokerage Services LLC and Northwestern Mutual. Outside of his advisory work, he owns and operates an internet-based cookie company called Kendall's Kookies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Chase Petter is a financial advisor with Equity Services, Inc. in Addison, TX, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked with National Life Group and Cetera Advisor Networks. In addition to his advisory role, he is active as an insurance agent with multiple firms. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including 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, with a combination of long-term strategies and options for shorter-term trading.

Asha Shetty is a financial advisor with Bankers Life Advisory Services, Inc. in McKinney, TX, holding Series 63 and Series 65 licenses and with six years of industry experience. She has been associated with Bankers Life Advisory Services since 2020 and also serves as an Agency Director at Bankers Life & Casualty, Inc., where she manages a team of agents specializing in Medicare Supplement, annuity, life, health, and long-term care insurance products. Additionally, she participates in a local professional networking group focused on business development and education. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals and risk tolerances.

Bryan Sechrist is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF since 2012. Outside of his advisory role, he has worked in event concessions at Dickies Arena and in warehouse fulfillment at Amazon. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with prior employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model that separates planning from ongoing management and serves as adviser to a donor-advised fund.

Aahil Ali is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Robinhood Markets, Inc., among others. Outside the financial sector, he has experience with The Rebel Blowdry Spa. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm utilizes a fiduciary advisory model that separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Joah Yeoman is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. He 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 existing relationships through TIAA‑administered employer retirement plans. The firm offers a range of advisory services including point-in-time financial planning and ongoing portfolio management under a fiduciary standard, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Ricardo Lima is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His career includes roles at firms such as Purshe Kaplan Sterling Investments, Raymond James Financial Services, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of advising, he is the owner of L5 Capital Partners, LLC, an investment vehicle focusing on private investment opportunities. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, retirement plan advisory services, and a wrap fee program, with a focus on customized, long-term portfolios using a range of investment vehicles and supported by a network of approximately 286 advisors.

Arnolds Grava is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has worked with Ameritas and its affiliates since 2006 and is also the founder of a personal financial task management software company aimed at integrating client financial planning with technology. Additionally, he operates The DI Center, LLC, which focuses on disability insurance and related products. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a combination of model portfolios, mutual funds, ETFs, and individual securities, alongside multiple program platforms and third-party technology, to deliver customized investment solutions.

Kenny Truong is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 65 and Series 66 credentials. His prior firms include Wells Fargo Clearing, CUSO Financial Services, and Wells Fargo Investments. 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 also acts as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Michael Mikeska is a CFP®-certified financial advisor with 35 years of industry experience, currently with Concurrent Investment Advisors, LLC in Dallas, TX. His prior experience includes positions at Purshe Kaplan Sterling Investments and Raymond James Financial Services. He serves on the boards and finance committees of several non-profit organizations including C. C. Young, Dickinsons Place, and the YMCA of Metro Dallas Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by a network of approximately 286 advisors.

Maximilian Gehler is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management within a vertically integrated structure that includes affiliated funds.