Melissa Raymer is a financial advisor with Equity Services, Inc. holding the ChFC® designation and Series 63 license, bringing 13 years of industry experience. Her career includes roles at National Life Group, Eagle Strategies (NY Life), and New York Life Insurance Company. She serves as a board member and field coordinator for the North Texas Women's Soccer Association and is on the advisory board for FC Dallas season ticket members. 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 employs a mix of long-term strategies and specialized instruments, with both discretionary and non-discretionary management options.

Walter Collins is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and operates Truevision Financial Services, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Laura Schutte is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2006, following a one-year tenure at Ameriprise. TIAA-CREF Individual & Institutional Services, LLC’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 plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios and acts as adviser to a donor-advised fund.

William San is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has been with Eagle Strategies since 2020 and affiliated with NYLIFE Securities and New York Life Insurance Company since 2015. In addition to his advisory work, he serves as an independent contractor brokering non-registered insurance products with outside insurance carriers. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of representatives, emphasizing tailored solutions and primarily managing assets on a non-discretionary basis.

Firestar Gomez is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and bringing five years of industry experience. Prior to joining TIAA-CREF in 2021, Gomez held roles at Equitable Advisors and completed various other positions including work at the University of Colorado and The Farm. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and entities, often supporting clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management within a fiduciary framework.

Erick Dahl is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at Smith Anglin Financial, LLC and Mulvihill Asset Management, LLC prior to joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Vidhi Amin is a financial advisor at TIAA-CREF with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity, J.P. Morgan Securities, and Santander Securities. 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 TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios and model-based strategies, within a vertically integrated structure that includes advisory services for a donor-advised fund.

Sean Ryan is a financial advisor at Allworth Financial, L.P. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Goldman Sachs Ayco and Charles Schwab. Prior to his advisory career, he served six years in the United States Marine Corps and was involved with Geomet Recycling LLC for four years. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of financial and wealth planning services, employing both quantitative and qualitative analyses to create customized investment strategies across various asset classes and specialist portfolios.

Hadley Joseph is a financial advisor at TIAA-CREF with 24 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill and Citizens Bank, with a significant portion of his career spent at Merrill from 2011 to 2022. 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. The firm provides both point-in-time planning services and ongoing portfolio management, including customized and model-based investment strategies, and serves as adviser to donor-advised funds.

Nicki Beatty is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at TIAA-CREF since 2018 and previously held positions at Huntington Bank and Bayport Credit Union. Outside of her advisory role, she is a co-owner of a rental property, involved occasionally in its management. 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 employer retirement plan relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Daniel Youngblood is a CFP® professional with 17 years of industry experience. He is currently with Private Advisor Group, LLC and has held roles at Youngblood Wealth Management and LPL Financial, among others. His work encompasses both advisory and management capacities within these firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside a range of investment strategies implemented through third-party managers and programs.

Ted Snow is a Certified Financial Planner® with 39 years of experience, currently serving as an advisor at Kestra Advisory since 2016. He also leads Snow Financial Group, which he founded in 2006. Outside of his advisory work, Snow is co-owner of Snow Educational Resources Associates, LLC, which provides biblically based learning materials internationally, and he is an author. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Jason Kahle is a financial advisor at TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Transamerica Retirement Advisors, Victory Capital Management, The Champion Group, and New York Life Insurance. 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 through TIAA-administered employer retirement plans. The firm offers planning services separate from ongoing portfolio management and manages advisory accounts under a fiduciary standard.

Mirmehdi Hussain is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 credential and has previously worked at firms including MML Investors Services LLC and MassMutual Life Insurance Company. Outside of advisory roles, he is involved in IT consulting, providing data architecture and programming services for analytics projects, and also engages in tax preparation services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates an integrated advisory and broker-dealer platform, managing a multi-billion-dollar portfolio of assets through a combination of discretionary and non-discretionary strategies.

Jaclyn Johnson is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at United Advisors America, TD Ameritrade, and Scottrade. She is currently based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing managed account management, offering both model-based and customized portfolio solutions.

Haiyu Qi is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Qi has worked with Transamerica Financial Advisors since 2012 and is also engaged with Legacy Shield, Community Health Choice, and BlueCross BlueShield in various roles related to health insurance and estate planning. Outside of financial advising, Qi has experience as a referral agent focusing on estate planning. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models, with discretionary and non-discretionary program options.

William Thorman is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining TIAA-CREF, he worked at OSAIC and The Next Level Planning Group. 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 TIAA-administered employer retirement plans. The firm’s advisory approach separates one-time financial planning from ongoing discretionary management through model portfolios or customized portfolios managed under client-approved investment policies.

Pepe Perea is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent ten years at TIAA. Outside of advisory work, he is a member of COLLAB BUILDERS LLC, a business involved in buying and flipping homes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Jason Colquitt is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2017 and has concurrent roles with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, including retirement plan consulting and advisory services linked to insurance and annuity products, with a substantial portion of its assets managed on a non-discretionary basis.

Bradley Livingstone is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes a combination of firm- and third-party models to develop tailored client strategies, employing both passive and active investment approaches within a multi-manager framework.