Darrell Amsden is a financial advisor with Equity Services, Inc. who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with Equity Services and National Life Group since 2014. Besides his advisory role, he is registered as a life insurance sales agent and also acts as power of attorney for family members under specific circumstances. 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 combining long-term strategies with options for shorter-term trading and employs a network of investment adviser representatives to deliver its services.

William Gibson is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has worked at TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA‑administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing managed account services, and it acts as adviser to a donor-advised fund while operating within a vertically integrated group.

James Quaider is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His previous roles include positions at BBVA Wealth Solutions, USAA Investment Services Company, and USAA Financial Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Ian Troutman is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Fisher Investments, VisionPoint Advisory Group, LPL Financial LLC, CX Institutional, and Secrest Blakey & Associates. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected with TIAA-managed employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning and ongoing discretionary management and serves as adviser to a donor-advised fund through Charityvest.

Farah Khalfan is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund.

Kevin Harrington is a financial advisor at Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co, Frisco Rush LLC, and KSM Consulting LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a significant amount of assets on a non-discretionary basis.

Kelly Mills is a CFP® professional with five years of industry experience, currently serving at Corient in Dallas, TX. Prior to joining Corient, Mills held roles at RGT Wealth Advisors and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs various risk management tools to align portfolios with client objectives.

Cesar Romero is a financial advisor with Principal Financial Services in Addison, TX, holding the CFP® designation and Series 66 license with five years of industry experience. Prior to joining Principal, he worked at firms including Cetera Advisor Networks and Sageview Advisory. He is involved in the sales and service of outside fixed insurance products, including life, annuities, disability income, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation generally carried out on a discretionary basis by these managers.

Ashvin Chheda is a financial advisor with Primerica Advisors based in Frisco, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 21 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advisory work, he is involved in selling various insurance products such as whole life, term life, fixed annuities, disability income, and long-term care insurance. Park Avenue Securities LLC serves a diverse retail client base offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports a range of account services such as securities-based lending and donor-advised funds.

Charles Griege III is a CFP® affiliated with Corient in Dallas, TX. He has been in the financial industry since 2023 with previous experience at CI RGT Wealth Advisors, Triumph Financial, Clemson University, and Highland Park High School. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Kevonte Clay is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. Prior to joining TIAA-CREF, he worked at Bank of America, Merrill, Texans Credit Union, and Woodforest National Bank. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and various entities. The firm provides both one-time planning services and ongoing discretionary management through model or customized portfolios and acts as adviser to a donor-advised fund.

Glenn Hafstad is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant in 2026, he worked for seven years at Exencial Wealth Advisors LLC and for eleven years at InKnowVision, LLC, where he continues to provide limited consulting on estate, business, and life insurance planning. He also holds an individual life insurance license and dedicates a small amount of time to related sales activities. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to a range of clients including individuals, families, pension plans, and high-net-worth entities. The firm employs a blend of evidence-based asset allocation and actively managed strategies supported by substantial in-house resources and affiliated legal, accounting, and trust services.

Carl Carlos is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at firms including Cabot Lodge Securities, Fuller Wealth Management, Ifs Securities Inc., and Raymond James & Associates. Outside of his advisory work, he serves as a board member managing the Lake Ioni Hunting/Fishing Club in Elkhart, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Freeman Irby III is a financial advisor with TIAA-CREF based in Frisco, TX. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including nine years at Securities America Advisors and Securities America Inc before joining TIAA-CREF in 2024. TIAA‑CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

Manolo Alvarez is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has held roles at Goldman Sachs & Co LLC since 2023 and serves as a lecturer at the University of Texas at Dallas, teaching Business Communications, Ethics, and Leadership. Additionally, he is the owner of Cassette Deck Automotive, a mobile auto mechanic business. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office services and Alternative Investments. The firm integrates resources from across the Goldman Sachs ecosystem to tailor strategies and deliver comprehensive wealth management solutions.

Daniel Andriola is a financial advisor at Eagle Strategies (New York Life) with 15 years of industry experience. He holds the Series 66 designation and has been with New York Life Insurance Company since 2013. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Jay Khatter is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 42 years of industry experience. Prior to joining VOYA in 2014, he has been active in the financial services field, and he also operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves and offers both discretionary and non-discretionary programs alongside brokerage and commission-based products.

Joshua Hutt is a financial advisor with Principal Financial Services in Plano, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., LPL Financial LLC, and Hornor, Townsend, & Kent LLC. He operates a business consulting and financial services DBA, Arthair Financial Service, and is also involved in the sales and service of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions with a range of promoter and referral arrangements.

Robert Messett Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Commonwealth since 2017 and previously worked at WFG Investments from 2011 to 2017. He is also co-owner of Messett Rice & Associates, a private entity facilitating securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and practice-management support. The firm offers a range of portfolio construction options and discretionary model portfolios managed by its Investment Management and Research team.

Brian Hattendorf is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 65 designation and previously worked for Frontier Investment Management Co. for 20 years before joining Hightower Advisors in 2020. Hightower provides investment advisory and planning services to a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.