Samip Thaker is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. 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 prior relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Mary Chastain is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously served as Chief Compliance Officer at Heritage Financial Planning. Her prior work includes five years at Barnett & Company. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager due-diligence process and offers discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions.

Sean Phillips is a financial advisor with CWM, LLC in Dallas, TX, holding the CFP® and Series 66 designations and bringing 20 years of industry experience. He worked at Chessman Wealth Strategies for 12 years before joining CWM in 2019. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and a range of retirement-plan and institutional services.

Bryan Jackson is a CFP®-designated financial advisor with 13 years of industry experience. He currently serves as a Senior Wealth Advisor at Beacon Pointe Advisors, LLC and has held roles at Purshe Kaplan Sterling Investments, VisionPoint Advisory Group, and LPL Financial. He is also the owner of Ellison Christopher, LLC, a benefits consulting firm. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Kayla Samuel is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at firms including Goldman Sachs, AW Securities, and Allworth Financial. Kayla's background also includes roles in higher education and health services. Mercer Global Advisors serves a diverse client base that includes individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm applies a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

Teodora Ibrahim is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2024. Outside of her advisory role, she works as an independent contractor delivering packages for Amazon Flex. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a range of discretionary and non-discretionary managers.

Richard Maus is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Eagle Strategies since 2006 and operates Maus and Associates alongside his advisory role. Maus is a board member of NYLARC Holding Company Inc. and participates on the investment committee of the Lovers Lane United Methodist Church Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm emphasizes tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

James Floyd is a CFP® certificant with five years of experience in financial advising, currently serving at NewEdge Advisors in Dallas, TX. His prior roles include positions at Paradigm Advisors LLC and management of mineral interests at Latigo Holdings LLC, where he also performed bookkeeping duties. He is a limited partner in Tasca Holdings, LLC, a clothing business in Dallas. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing diverse program structures and technology tools to support client needs.

Zachary Michael is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, Community First Credit Union, and BMO Harris Financial Advisors. He is currently based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, applying a fiduciary standard to its RIA services and managing accounts through model or customized portfolios.

David Warhoftig is a financial advisor at Hightower Advisors with three years of industry experience. He holds a Series 65 designation and has previously worked at Americana Partners, LLC and Avalon Advisors. Outside of his advisory role, he serves as Secretary of the Board for the Cambridge Crossing Homeowners Association. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes multi-manager solutions through affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Trevor Gilman is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 operates a vertically integrated advisory model with both point-in-time planning and ongoing portfolio management under a fiduciary standard.

Jennifer Wei is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. Her prior roles include positions at Wipfli Financial Advisors and various academic and business-related positions. Outside of advising, she has experience working in diverse environments including hospitality and retail. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in client assets and emphasizes a financial planning-led investment process with a range of supplemental strategies and affiliated non-investment businesses such as an affiliated law firm and trust company.

Timothy Weber is a financial advisor at Corient with 11 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at RGT Wealth Advisors, LLC and CIPW Service Company, LLC before joining Corient and its affiliate entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines proprietary strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Amy Au is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at notable firms including JPMorgan Chase Bank and J.P. Morgan Securities for seven years, as well as TD Ameritrade and Scottrade. 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 serves many clients with pre-existing retirement plan relationships through TIAA and acts as adviser to the TIAA Donor Advised Fund, providing investment management through a combination of model and customized portfolio approaches.

Will Ginger is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including prior roles at Bank of America and Merrill. Outside of his advisory work, he serves as an area chairman for Ducks Unlimited, a charitable organization, and is a general partner and managing member of multiple limited liability companies. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Zachary Tally is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Cypress Legacy Group and New York Life Insurance Co. since 2012. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Abdoulali Jirani is a financial advisor at Goldman Sachs Wealth Services with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, New York Life, and H-E-B, among others. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers access to specialized wealth programs and alternative investments.

Mark French is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Bank of America, N.A. He holds Series 63 and Series 65 licenses. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and a broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Billy Clark is a financial advisor with Kestra Advisory in Irving, TX, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 35 years of industry experience and has been with Kestra Advisory since 2016, with prior tenure at Kestra Investment Services dating back to 2005. Clark is the owner of Halcyon Wealth Advisors, LLC, through which he provides insurance and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design and compliance, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Jeffrey Fritts is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Service Academy Capital Management, Amplified Alpha Capital Management, and Evoke Advisors. Outside of his advisory role, he is Senior Vice President at Marsh & McLennan Companies and serves as CEO of Senior Planning & Eldercare Services, Inc. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies alongside integrated financial planning and trust services.