Gwyn Felder is a financial advisor at Mariner with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2010. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations by providing investment management, financial planning, retirement plan consulting, and access to various pooled investments and third-party managers. The firm integrates tax and accounting services and offers specialized family office and employer financial wellness solutions alongside its customized portfolio management approach.

Tina Tannery is a financial advisor at Independent Financial Group, LLC with 25 years of industry experience. She holds a Series 66 designation and has been with Independent Financial Group since 2013. Tina is a notary public and a 50% owner of a DBA used for marketing purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in assets through a national network of Investment Adviser Representatives.

Jessica Boghetich is a CFP® professional with 11 years of industry experience, currently serving at Corient. She previously worked at RGT Wealth Advisors for 10 years and held roles at CIPW Service Company, LLC, and Corient Services LLC. She serves as an independent director and secretary of the nonprofit Council for Life. 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 employs a goals-based, team investment approach that combines in-house strategies with third-party managers and offers affiliated private fund capabilities and specialized services.

Bibhu Chapagain is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked within Goldman Sachs and its affiliated Personal Financial Management Group since 2022. Prior to his advisory role, he held various positions at Berry College, including roles in the Business and Finance Office and Student Enterprise. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large, integrated financial group.

John Baergen Jr. is a CFP®-certified financial advisor with 25 years of experience, currently with Principal Financial Services. He has been associated with Principal Securities and Principal Life Insurance Co. since 2005. Outside of his advisory work, he serves as a board member on the landscape committee for his local homeowners association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Mohanad Abdan is a financial advisor with TIAA-CREF, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at Merrill and Robinhood Financial, LLC, and served in the U.S. Army from 2014 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, operating within a vertically integrated model that includes affiliated funds and donor-advised fund advisory services.

Tobias Bond is a CFP® professional with 10 years of industry experience, currently serving at Mariner Wealth Advisors since 2016. He is based in Plano, TX. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and tax services, combining in-house research with third-party managers to implement customized portfolios.

Ashley Thacker is a CFP® with seven years of industry experience, currently affiliated with Brookstone Capital Management LLC. Her prior roles include positions at GuideStone Financial Services and Rea Financial. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers a turnkey asset management platform with discretionary portfolio management across a range of investment strategies.

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 at Oppenheimer with 19 years of industry experience. She has been with Oppenheimer since 2005 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she operates a home business creating custom gifts and personalized items and also offers dog sitting services on occasion. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic asset allocation and manager selection, offering both discretionary and non-discretionary programs, and acts as a qualified custodian for client assets.

David Lo is a financial advisor with Brookstone Capital Management LLC in Allen, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Brookstone Capital Management since 2018 and Gold Coast Securities, Inc. since 2010. Outside of his advisory roles, he operates under the DBA Dave Lowe Financial Services and participates in a semi-captive arrangement with Turtle Creek Financial Group to sell various insurance products, including fixed and indexed life insurance, annuities, and limited long-term care, disability, and health insurance. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, with a platform-oriented approach supporting a large advisor network and integrating insurance and banking referral channels.

Aileen Dizon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with CHRISTUS Health and Voluntary Benefits @ Work, and serves as a college consultant at the Heartland Institute of Financial Education. Additionally, she is involved with the National Association of Registered Social Security Analysts, where she may conduct public workshops on Social Security. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through multiple platform programs.

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.

Brandon Tort is a financial advisor at Goldman Sachs Wealth Services with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Charles Schwab and several positions outside the financial industry. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models and a broad range of proprietary and third-party research tools.

Michael Baer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Corient. His prior roles include positions at Capital Advisors, Inc., Fluent Financial LLC, and Fisher Investments, among others. Baer is based in Frisco, TX. 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 integrates proprietary strategies with third-party managers and employs sophisticated risk management tools.

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.

Farheen Ahmed is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. She has held roles at Goldman Sachs Ayco, TD Ameritrade, and various other positions before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad array of investment advisory programs and clearing and custody services. The firm utilizes a multi-asset, multi-manager approach with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Belema Dyegh is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including J.P. Morgan Securities LLC and Northwestern Mutual Investment Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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.