Gosby King Jr. is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and possessing 28 years of industry experience. He has been with Transamerica since 2012 and is also an author, engaged in book publishing since 2019. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models.

Joshua Hoff is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and previously spent 17 years at IPI Wealth Management and Investment Planners, Inc. Hoff also works as an independent contractor for Wealth Partners Alliance. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Jun Park is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, and New York Life Securities. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients who have existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that includes affiliated funds.

Kejia Wang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Wang has worked concurrently at Transamerica Financial Advisors and World Financial Group, Inc since 2012 and has been with Globalfoundries since 2015. Outside of advisory work, Wang is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

Joseph Globensky is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at LPL Financial, Level Four Advisory Services, and Securities America Advisors, Inc. Outside of his advisory work, Mr. Globensky owns Globensky Consulting LLC, used for taxation and business purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a combination of proprietary and third-party investment strategies and technology platforms.

Ariel Bollant is a CFP® professional with five years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Dallas, TX. Prior to joining Eagle Strategies in 2025, he worked for Halbert Hargrove Global Advisors for six years. Outside of his advisory role, he serves as chairman of the board for Clarion Inc, a nonprofit organization focused on education to resolve conflict within marriages. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samir Abdullah is a financial advisor with Equity Services, Inc. in Addison, TX, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at National Life Group, Mutual of Omaha, Transamerica Agency Network, and Mass Mutual. Outside of advising, he is involved in aircraft ownership and manages several business ventures related to real estate and financial services. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms and combines long-term investment strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Brian James is a financial advisor with Truist Advisory Services in Westlake, TX. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes roles at BBVA Securities Inc., Merrill, and Banc of America Investment Services. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a range of research methods, including AI-enabled tools, and offers services through the Envestnet platform and partnerships to support both individual and retirement plan clients.

Valerie Marquez is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior work experience includes roles at Ellevest, Tolleson Wealth Management, and JP Morgan Chase. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other 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.

Hudson Roe is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Velvet Taco for two years and studied at Texas Tech University from 2015 to 2020. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by proprietary research, with integration across Goldman Sachs affiliates offering clients a range of specialized wealth services and investment options.

Nick Nunu is a financial advisor at Allworth Financial, L.P. with two years of industry experience. He holds a Series 65 designation and has previously worked at firms including eMoney Advisor LLC, Thimbleberry Financial, and BAM Advisory Group. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and manages privately offered funds, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.

Ronald Perry is affiliated with Centaurus Financial, Inc. and holds a Series 66 designation. He has 24 years of experience working at Texas Health Resources. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Alexandra Shanafelt is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Vanguard Advisers and Equitable Financial Life Insurance Co. Outside of finance, she was involved with Honeybee Facial Studio. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA employer retirement plans, as well as to trusts, estates, and smaller retirement plans. The firm offers a range of investment models and acts as adviser to the TIAA Donor Advised Fund.

Anthony Saltarski Jr. is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining Savant Wealth Management in 2026, he worked at Exencial Wealth Advisors, LLC, Avantax Advisory Services, and Avantax Investment Services. He is also an equity partner of less than 5% at Exencial Wealth Advisors. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

James Cherry is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2005. Outside of his advisory role, he serves as an advisory board member for The Tamaka Group, a company specializing in water and wastewater utilities, where he assists in identifying and correcting financial inefficiencies. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis alongside discretionary and non-discretionary arrangements.

Russell Greer is a financial advisor at TIAA-CREF with Series 63 and Series 66 designations and 16 years of industry experience. He has worked at TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of investment management options including model portfolios and customized portfolios managed under client-approved investment policies.

Alec Rodriguez is a financial advisor at TIAA-CREF with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining TIAA-CREF, he held various roles including positions in education at Lewisville Independent School District and Collin County Community College District. 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 connected to employer retirement plans administered by TIAA. The firm operates a vertically integrated advisory model combining one-time planning services with ongoing portfolio management under a fiduciary standard.

Olayinka Olawoyin is a financial advisor at TIAA-CREF with four years of industry experience. She holds the Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors and Redeemers Federal Credit Union. 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 both point-in-time planning services and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Stephen Mathiason is a financial advisor at Equity Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Life Group and Ameritas Life Insurance. Outside of his advisory work, he serves as commissioner of the Gulf Coast Lacrosse Association, organizing teams and scheduling games. 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 and utilizes a mix of long-term strategies and specialized instruments through third-party asset managers and model portfolios.

Edward Kinder is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 66 and Series 63 licenses and has four years of industry experience, including prior roles at JPMorgan Chase Bank and related entities. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers discretionary portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that employs both model and customized investment portfolios.