Eric Doan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has held roles in several insurance and estate planning-related businesses, including managing Doan Insurance Group, LLC, and involvement with LegacyShield Solutions, Inc. and inheritguard, LLC. His outside activities include work in estate planning education and client communications. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party investment models through discretionary and non-discretionary platforms.

Jacob Marley is a Series 66 credentialed financial advisor with 25 years of industry experience. He is currently with Equity Services, Inc. and National Life Group, having worked at both firms since 2015. Outside of his advisory work, he is a partner in an ice vending business run with his father. Equity Services, Inc., doing business 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 and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Dana Hodges is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Valic in 2018, Hodges worked at Farmers Financial Solutions and Farmers Insurance from 2015 to 2018. Outside of advising, Hodges is a sponsored NPC bodybuilding athlete. 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, consulting, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Arquerhia Brand is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services focus on long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Ian Artho is a financial advisor at TIAA‑CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA‑CREF, he worked at Value Inc and held roles at Oklahoma State University, Karsten Creek Country Club, and Ridge View Ranch Golf Course. 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 ties to TIAA‑administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds.

Kay Parker is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Her prior work includes positions at Merrill and Bank of America. Outside of finance, she is the owner of Silver Sirens Press Iron, a health and fitness business focused on educational content and fitness guidance for menopausal women. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement relationships, as well as to trusts, estates, and small entities. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Jennifer Davis is a Certified Financial Planner® with 12 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at firms including Kovitz Investment Group Partners, LLC and Relative Value Partners, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Elexys Ferreira is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation and has prior experience at United Thrift Management Inc and B and R Strategies LLC, as well as an academic background at The University of Texas at Arlington. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and other entities. The firm separates planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.

Shondra Williams is a financial advisor with TIAA-CREF in Frisco, Texas. She holds the Series 63 and Series 66 designations and has five years of industry experience. Prior to her current role at TIAA-CREF, she worked at Fedex Logistics Hub, the University of Texas at Arlington, and Openroad Lending/Vensure ER Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both one-time financial planning services and ongoing discretionary management, using model portfolios or customized portfolios managed under client-approved investment policies.

Tallie Young is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Ameritas Life Insurance Corp., Ameritas Investment Corp., Principal Financial Services, and Carillon Investments, Inc. In addition to her advisory work, she owns and operates Tallie O. Young & Associates, LLC and has been involved with Shaklee, marketing nutritional supplements and natural products since 2012. Ameritas Advisory Services provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing a range of model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Jason Weston is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has held multiple roles in insurance and mortgage-related businesses since 2001. Weston is involved in residential mortgage loan origination and insurance sales as part of his broader professional activities. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party model portfolios with discretionary and non-discretionary options, and supports clients with affiliated retirement and recordkeeping entities.

Brian Bergman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at Smith Anglin Financial, Fidelity Investments, and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Carter Street is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2025. His prior experience includes roles at J.P. Morgan Securities LLC, Merrill, and Bank of America, among others. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and retirement plan consulting, utilizing both quantitative and qualitative analysis to deliver customized investment strategies across various asset classes.

Itallo Pereira is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Morgan Stanley, E*Trade Securities, Wells Fargo, and Ameriprise. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates its planning services from ongoing portfolio management and offers both model and customized investment solutions within a vertically integrated structure.

Shehroze Zubair is a financial advisor at TIAA-CREF with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining TIAA-CREF, he worked at Paycom and Equity Investments, and spent seven years at The University of Oklahoma. 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 connected through employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through various managed account programs.

Valarie Wright is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Cabot Lodge Securities LLC, IFS Securities Inc., Fuller Wealth Management, Keller Williams, and Raymond James & Associates. She also serves as a FINRA arbitrator in Dallas, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Chandler Maxwell is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding a Series 66 designation and four years of industry experience. He is also involved with Foster Financial Group, where he serves as a client service specialist. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

James Hall is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2025. His prior roles include positions at Ayco/Goldman Sachs and First Command Financial Services. Allworth Financial serves a broad client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations, offering comprehensive financial planning and portfolio management services. The firm employs a combination of quantitative and qualitative analysis to construct customized investment allocations and provides a variety of model strategies and specialist portfolios.

Michael Kolacz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Independent Financial Group since 2023 and previously spent seven years at International Assets Advisory, LLC. Kolacz is also an independent contractor assisting clients with estate planning documents and consulting on college tuition negotiation. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs both strategic asset allocation and multi-manager portfolio strategies across passive and active investments, serving clients through various advisory platforms and third-party manager programs.

Blakely Buhler is a financial advisor at TIAA-CREF with two years of industry experience. She holds the Series 66 designation and has prior experience with firms including Wells Fargo, Home Point Financial, Velocio Mortgage, and Citibank. Buhler is based in Frisco, Texas. 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 existing TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund sponsored by Charityvest.