Elvia Hostiguin Vargas is a financial advisor at TIAA-CREF with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with TIAA and TIAA-CREF since 2014. 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 connected to TIAA-administered employer retirement plans. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Connor Nutt is a financial advisor with Eagle Strategies (New York Life) based in Dallas, TX, holding Series 63 and Series 66 licenses. He has six years of industry experience and has been affiliated with Eagle Strategies and New York Life since 2023 and 2019, respectively. Nutt is a partner involved in insurance brokering for non-registered products through Maus and Associates. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Krista Bowen is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at Truist Advisory Services, BB&T Securities, LPL Financial, and Monarch Advisory Group. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and distinguishes itself with its recapitalized ownership structure and role as a distributor and placement agent for private funds under the Rockefeller Global Family Office platform.

Dennis Serio is a financial advisor with Fifth Third Securities, Inc. in Dallas, TX, holding Series 63 and Series 66 designations and 37 years of industry experience. His prior experience includes roles at Ameriprise, Comerica Securities, and Wells Fargo Securities. He is involved with Maestro/FO2, a cash management platform for corporate and institutional clients. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs and portfolio management options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains municipal-advisor and broker-dealer functions.

Cord Adams is a financial advisor at Creative Planning with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Sageview Advisory Group, Capital One Investing, United Income, and Shamrock Asset Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and uses a variety of specialized strategies and services to meet clients’ long-term and liquidity needs.

Timothy Hoffman is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. His career includes roles at Personal Capital Advisors Corporation, Fisher Investments, David A. Noyes & Company, J.P. Morgan Securities, and Fidelity Brokerage Services. He holds Series 63 and Series 66 designations. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Eric Witte is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. His prior roles include positions at Ironmark Advisors, LLC and various entities within the Beacon Pointe organization dating back to 2016. In addition to his advisory work, he is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Austin Mason is a financial advisor at Truist Advisory Services holding a Series 65 designation with one year of industry experience. His prior work includes roles at International Bank of Commerce, Global Payments, and several positions at Oklahoma State University. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its AMC Advantage manager-selection program.

Keith Ferguson is a CFP® with 15 years of industry experience and is currently with Beacon Pointe Advisors, LLC. His prior roles include positions at Benchmark Private Wealth Management, Innovation Partners LLC, and Raymond James Financial Services. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, and outsourced CIO solutions. The firm employs a manager-focused investment approach supported by a formal due-diligence process and sponsors proprietary investment vehicles as well as private funds.

Joshua Rivera is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Brokerage Services LLC. Outside of his advisory role, he is affiliated with Stonebriar Country Club. 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 relationships through TIAA‑administered employer retirement plans. The firm offers a range of investment management options, including model portfolios and customized accounts managed under client-approved investment policy statements.

Ryan Adler is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Fisher Investments, Vanguard Advisers, J.P. Morgan Securities, Fidelity, and Ameriprise Financial. Outside of finance, he has performed as a magician for nearly 30 years, primarily at charity events. TIAA‑CREF Individual & Institutional Services 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 employer retirement plan relationships. The firm’s advisory approach distinguishes between point-in-time planning services and ongoing discretionary management, offering model or customized portfolios under a fiduciary standard.

Barbara Harger is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Her prior experience includes roles at Fisher Investments, United Capital Financial Advisers, LLC, and Valuteachers Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and a variety of investment strategies.

Casaia Gaspard is a financial advisor at TIAA-CREF with Series 63 and 66 credentials and two years of industry experience. Prior to joining TIAA-CREF, Gaspard worked at Robinhood Asset Management, Robinhood Markets, and several other financial firms. Outside of financial services, Gaspard was involved with Friends of a Family from 2016 to 2020. 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 pre-existing retirement plan relationships. The firm separates point-in-time planning services from ongoing discretionary management and operates a fiduciary advisory model within a vertically integrated group.

Jordan Sieben is a CFP® professional with two years of industry experience currently serving at Corient in Dallas, TX. Prior to joining Corient, he worked at Tolleson Wealth Management and gained experience at Robinhood Markets, Edward Jones, and Merrill Edge. Outside of his financial career, Sieben has held roles at Watermark Community Church and the Northshore YMCA. 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 combines in-house strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

Kyndal Andrews is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2021. Prior to joining Mercer, Kyndal worked at Quest Capital Management and held a position at Texas Christian University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers various portfolio management options, including low-cost ETFs, separate account managers, and private funds.

William Pearce is a financial advisor at Eagle Strategies (NY Life) with 24 years of industry experience. He has been with Eagle Strategies since 2011 and also maintains affiliations with Nylife Securities LLC and New York Life Insurance Company since 2010. Pearce serves as a board member of the Frisco Arts Foundation, where he helps organize events and advises on marketing efforts to support local artists and arts organizations. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Jarrod Leisure is a financial advisor with PNC Wealth Management in Plano, TX, holding ChFC® and securities licenses Series 63, 65, and 66. He has 26 years of industry experience, including seven years at BBVA in various roles and five years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary account using algorithmic risk assessments and managed portfolios composed of mutual funds and ETFs.

Daniel Oconnell is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been affiliated with Principal Securities, Principal Life Insurance Company, and Next Level Insurance LLC since 2016. Outside of his advisory work, Oconnell serves as a board member for Texas CASA, volunteers as an assistant scout master, speaks at industry events on leadership and entrepreneurship, and serves as a trustee for the MDRT Foundation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Richmond Agyekum is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining TIAA-CREF in 2019, he worked in various roles including positions at AmerisourceBergen and Uber. Outside of his advisory role, Richmond operates a sole proprietorship focused on affiliate marketing and serves on the finance committee for a small church. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm offers a range of services including model portfolio management and customized portfolios, and acts as adviser to a donor-advised fund.

James Winkler is a financial advisor at Janney Montgomery Scott in Dallas, TX, holding Series 63 and Series 66 licenses with 45 years of industry experience. He worked at RBC Capital Markets for 11 years before joining Janney in 2025. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.