Thornton Brown is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Brown Ruth Advisors and Meyers Research. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support, including operations, trading, technology, compliance, and practice management. The firm offers various investment solutions, including discretionary model portfolios and personalized indexing options.

Christopher Young is a CFP® professional with 30 years of industry experience. He has worked at Mercer Global Advisors since 2021 and previously spent over 25 years with Quest Capital Management and Raymond James Financial Services. In addition to his advisory role, he has maintained an independent insurance agency since 1997. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios utilizing a range of low-cost investment vehicles and specialized service offerings.

Justin Williams is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience with Strategic Estate Planning Services and Hillwood, a Perot Company. Williams served five years in the United States Marine Corps. He also assists agents in retirement planning through his role at Strategic Estate Planning Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services, operating a platform that integrates various managed models and supports advisor customization.

Nicolas Valles is a financial advisor at TIAA-CREF with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and CH Robinson. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing ties to TIAA employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management under a fiduciary standard.

Joshua Stelzer is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and was previously with The Ayco Company, L.P./Mercer Allied from 2013 to 2021. He is based in Dallas, TX. 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 uses centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Debra Selvidge is a financial advisor with Hightower Advisors in Dallas, TX. She holds the Series 65 designation and has 13 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments and Smith Anglin Financial. 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, as well as access to alternative investments and custom indexing.

Michael Bailey is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 41 years of industry experience. His career includes roles at Raymond James & Associates and MGB Wealth Management, LLC prior to joining Beacon Pointe. Bailey is also a manager and member of B.B.W.M. Lease Partners, LLC, a non-investment-related entity. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

David Duque is a financial advisor at Valic Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008, with additional roles at Park Avenue Securities, Guardian Life Insurance Company, and Agia. Outside of his advisory work, Duque serves as Sergeant of Arms on the Board of Directors for the Champions Rotary Club of Justin, TX. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Joni Campos is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with TIAA and its affiliated entities since 2005. 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 associated with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund while operating within a vertically integrated investment group.

Morris Boson is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 designations and nine years of industry experience. His prior roles include positions at Appreciation Financial, Fisher Investments, and GuideStone Financial Services. He is also involved in Mentoring Brother 2 Brother, a community mentoring organization. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard applied to its advisory services.

William Morris Wallrapp is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Fisher Investments and OneDigital, as well as a five-year period at Benedictine College. 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 provides a range of portfolio management and financial planning services within a Private Advisor model and maintains a registered broker-dealer status, allowing it to offer securities transactions, variable insurance products, and investment banking services.

Genesis Meave is a financial advisor at TIAA-CREF with seven years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade, among other firms. 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 relationships through TIAA-administered retirement plans. The firm’s advisory approach distinguishes between point-in-time planning and ongoing discretionary management, utilizing model portfolios and customized strategies under fiduciary standards.

Theodore Trottman is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Private Client Services, RFG Advisory, Prospera Financial Services Inc., Raa, and Lincoln Financial Advisors Corporation. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services that emphasize manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

John Winslow is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding the CFA® designation and a Series 63 license with 18 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2015. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, philanthropic planning, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies with oversight from dedicated investment committees.

Patrick Kimbrough is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2016. He holds Series 65 and Series 66 licenses. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing discretionary portfolios supported by in-house research and third-party managers.

Timothy Mayben is a financial advisor at United Planners Financial Services of America with 25 years of industry experience. He holds a Series 66 designation and has been with United Planners since 2003. He is also the president of The Mayben Company, a marketing entity, and is a licensed agent for non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and third-party money managers, and provides a mix of fee-based and commission-based solutions.

Amandeep Somal is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining TIAA-CREF in 2024, he worked at Citigroup Global Markets and Citigroup from 2020 to 2023 and TD Ameritrade from 2019 to 2020. He also has experience outside finance, having spent time in homemaking roles. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with prior TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure that includes affiliated funds and serves as adviser to a donor-advised fund sponsored by Charityvest.

Brittani Kutschke is a financial advisor at Citigroup Global Markets with a Series 66 designation and over a decade of experience that includes roles at Citigroup and Barclays. She is based in Dallas, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including operating as a swap dealer and futures commission merchant.

James Yoo is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 1998 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Monica Duran is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has been with TIAA-CREF since 2015, with a two-year break before rejoining the firm in 2024. Outside of her advisory role, she is the managing member of Collab Builders, LLC, a new startup involved in building, buying, and selling homes. 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 existing relationships through TIAA‑administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management under a fiduciary standard, with model and customized portfolio options.