Danniel Kazi is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work history includes roles at Randstad Digital, Allstate Insurance, Fortinet, and Fidelity Investments. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm’s investment approach combines in-house managed model portfolios with third-party managers, offering both advisor-led and firm-managed solutions.

Parichart Arredondo is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 credential and over 21 years of industry experience. She has worked at firms including Equitable Advisors and WFG Advisors, LP. Outside of her advisory role, she hosts the Whine Time Forum podcast and is co-owner of Jatem International, LLC, a beauty product company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm offers a comprehensive adviser-support platform with various managed-account programs, third-party asset manager access, and custody and clearing services.

Curtis Reese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 licenses and with 17 years of industry experience. He has worked at several firms, including Fisher Investments and TD Ameritrade, and is currently also involved with Harvest Wealth Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across various programs, combining proprietary and third-party strategies to tailor investment solutions.

Mary Anne Redmond is a CFP® professional with over 33 years of experience in the financial services industry. She has been with Money Concepts Capital Corp since 2003 and is currently affiliated with the Federal Benefits Academy as a presenter. Redmond also serves as a board member and officer of the MRFC Certification Board. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Gregory McCurry is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. McCurry has worked with several firms, including Penn Mutual Life Insurance Company and Eagle Strategies. He is also the owner of McCurry Insurance Agency LLC, where he provides multi-line insurance brokerage services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining both investment advisory and broker-dealer services.

Tricia Jones is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. She previously worked at Comerica Securities and Comerica Bank, and served in a communications role with Tradition Senior Living. Jones also serves as an elected volunteer on the Board of Directors for Birchbrook Manor Condominiums, where she participates in community management and communications. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, offering both model-based and customized portfolio options.

Brandon Montgomery is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Personal Capital Advisors Corporation and JP Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Andrew Hicks is a CFA® charterholder with 16 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at BOK Financial and AllianceBernstein L.P. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and direct security selection alongside access to alternative and private market solutions.

Molly Phelps is a financial advisor at TIAA-CREF with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at TIAA-CREF since 2018. Prior to this, she spent 10 years with Jackson National Life and its distributors. 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. The firm serves clients often connected through TIAA-administered retirement plans and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Grant Howell is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include work with NYLIFE Securities, LLC and Bright & Associates, LLC. Outside of financial services, Howell has been involved with the Fellowship of Christian Athletes and Kanakuk Kamps. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm employs a range of program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jon Rucker is a financial advisor with Eagle Strategies (New York Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at GDS Wealth Management, Charles Schwab & Co., Inc., and Fidelity. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tanner Little is a CFP® with three years of industry experience, currently an advisor at Prime Capital Financial. His prior experience includes roles at Edelman Financial Engines and JPMorgan Chase Bank, N.A. He has also worked in various capacities outside the financial industry, including at Holder's Jewelers and as a professional landman. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and third-party manager selection. The firm employs a range of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting across various asset types.

Brandon Falkquay is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has two years of industry experience, including roles at Fidelity Investments, Robinhood Markets, and National Life Group. His background also includes academic affiliations with Southern Methodist University and Morehouse College. 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 employs multiple advisory platforms and third-party asset managers, offering a mix of long-term investment strategies and options for shorter-term trading.

Michael Tannery is a financial advisor with Independent Financial Group, LLC in Richardson, Texas, holding Series 63 and Series 65 licenses and with 38 years of industry experience. Prior to joining Independent Financial Group in 2013, he worked at LPL Financial for 12 years. He is the owner of a tax preparation and accounting firm and serves as a volunteer board member at the Richardson YMCA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a range of portfolio management strategies and third-party asset managers, combining passive and active investments to create customized client solutions.

Richard Winters is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2023, he worked at Allworth Financial, L.P. and Raa. Outside of his advisory role, he is involved with Varsity Tutors, a tutoring service. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm and trust company.

Weidong Li is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His work history includes roles at LSPN Pro, LLC, Eclat Star Financial Services, The Brokerage Inc, and Value Audio Connexion, where he serves as president coordinating international audio import-export operations. In addition to his advisory work, he is involved in sales of healthcare insurance and estate planning services through related entities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily uses model portfolios and third-party managers, delivering services through multiple platforms and a large advisor network.

William O'Rourke is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding a Series 65 credential and five years of industry experience. Before joining Concurrent in 2026, he spent five years at Prime Capital Financial and has a background including roles at Optex Systems and Data Fork Digital Group, as well as legal studies and bar exam preparation. He also provides counsel on estate planning, drafting legal documents such as wills and trusts for clients through Legacy Estate Planning. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios that typically include ETFs, mutual funds, individual securities, and alternative investments, supported by an extensive network of advisors and integrated operational tools.

Casey Vogel is a financial advisor at Hightower Advisors in Dallas, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to joining Hightower in 2025, Casey worked at Smith Anglin Financial, Fisher Investments, and Fidelity. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, mutual funds, ETFs, and alternative investments.

Nicholas Smith is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having three years of industry experience. He has held roles at multiple firms including Ameritas Investment Company, Foster Financial Group, and Canvas Financial. Outside of advisory work, he is involved in business management and property renovations through Smith Aviation, LLC. 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 asset management, financial planning, and retirement plan advisory across a variety of programs, utilizing model portfolios, mutual funds, ETFs, and individual securities.

Sean Coplen is a financial advisor with PNC Wealth Management in Richardson, TX. He holds a Series 66 designation and has four years of industry experience. Prior to joining PNC Investments LLC, he worked at Bank of America, Merrill, and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation only to PNC Bank employees. The program uses algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing, relying on third-party strategists and delegates for portfolio execution.