Stephen Valelly is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fuller Wealth Management, LLC and Raymond James & Associates. In addition to his advisory role, he is also an insurance agent based in Dallas, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Austin Cantor is a financial advisor at Fifth Third Securities, Inc. based in Frisco, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His background includes roles at Fifth Third Bank and service in the United States Air National Guard. Outside of his advisory duties, he is involved in youth athletic training as a coach and trainer at Athletic Performance Prep. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers a range of investment programs via its Passageway platform, combining third-party portfolio management with advisor-directed models and specialized strategies such as direct indexing and tax-loss harvesting.

Chad Smith is a CFP® and ChFC® with 29 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined the firm in 2025 after six years at Heritage Financial Planning, LLC and eleven years at H.D. Vest. He is based in Dallas, TX. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using a proprietary “Focus List” and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Darrell Delphen is a financial advisor with Independent Financial Group, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Cornerstone Financial Services, Inc. and Transamerica Financial Advisors. Outside of his advisory work, he serves as an independent contractor involved in the sale of physical precious metals through Liberty Silver & Gold, LLC and holds an insurance agent representative position. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm uses a combination of firm- and third-party models to develop client strategies, incorporating both passive and active investments across a range of risk profiles.

Christene Dino Hobbs is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. Her career includes roles at firms such as Bates Wealth Strategies and Paperhouse Financial Group. Outside of her advisory work, she serves as a board member for Tackle Tomorrow, a nonprofit focused on improving early childhood literacy in underserved communities. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria while delivering advice through multiple program types.

Ava Overman is a financial advisor with Valic Financial Advisors in Addison, TX, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Valic Financial Advisors since 2013 and also works as an agent for Agia, a role involving non-securities insurance products. Valic Financial Advisors serves primarily U.S.-based 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 for portfolio construction.

Kristen Duncan is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, Lincoln Financial Advisors Corporation, and GLP Investment Services. Outside of her advisory role, she assists with the budgeting and expenses of a bakery and catering business that she co-owns. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and also advises a donor-advised fund sponsored by Charityvest.

Tim Dowden is a CFP® professional with 24 years of industry experience currently with Prime Capital Financial. He has held positions at several firms, including Financial Engines Advisors L.L.C. and Barclays Capital Inc. Dowden is also involved in fixed-insurance product sales and services through his role with Prime Capital Risk Management. Prime Capital Financial is an SEC-registered enterprise advisory firm serving a diverse client base including high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services such as asset management, financial planning, and family office solutions, employing a variety of investment strategies and maintaining an affiliated accounting subsidiary.

Jonathan Williams is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Clearing. He serves as treasurer on a nonprofit board. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans with wealth management, financial planning, and retirement advisory services. The firm emphasizes customized, long-term portfolios primarily using ETFs and mutual funds, supported by affiliated sub-advisory arrangements and platform integrations.

Aaron Frazier is a financial advisor at TIAA-CREF based in Frisco, TX, holding Series 63 and Series 65 designations with four years of industry experience. His previous work includes roles at Fisher Investments, Fidelity Investments, and Barclays Investment Bank. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model and customized portfolios, and acts as adviser to a donor-advised fund.

Jason Nunez is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as Vice President of Membership for the United States Naval Academy Alumni Association North Texas Chapter, where he manages membership data and works on member recruitment and retention programs. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, using proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Alexandra Evans is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Concurrent, she held roles at Abbott, CramCrew, Crossover Health, and Kroger. She is also a client associate with Wealth Partners Alliance. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and other investment options.

Michael Lee is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role since 2012, Lee serves as the superintendent of Booker Independent School District and is the owner of a family farm. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary investment programs.

Dyedy Yol is a financial advisor at TIAA-CREF with eight years of industry experience. They hold Series 63 and Series 66 licenses and have previously worked at US Oncology, Inc. and Dallas Zoo, Inc. 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-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm uses a fiduciary standard for its RIA services and offers both model and customized portfolio management within a vertically integrated structure.

Cody Catron is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Vanguard Advisers, J.P. Morgan Securities, and Wells Fargo. Catron is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, employing a fiduciary standard for its RIA services and operating within a vertically integrated group that includes affiliated funds.

Oscar Barillas Jr. is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked at Fidelity in various advisory and brokerage roles and held positions at GM Financial and Uber. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA‑administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Timur Stanton is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, Fisher Investments, and Crestview Wealth Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships.

Jonathan Barham is a financial advisor with PNC Wealth Management in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Texas Dow Employee Credit Union, Comerica Securities, JP Morgan Securities, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Hayden Vanover is a financial advisor at Mariner with six years of industry experience and holds Series 63 and Series 65 credentials. His prior roles include positions at Fisher Investments and Peak American Investment Advisors, Inc., as well as service in the United States Marine Corps. Mariner serves a diverse client base including individuals, pension plans, trusts, corporations, and private funds through customized investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party manager allocations and offers integrated tax, accounting, and chief financial officer services alongside traditional portfolio management.

Miyanas Hamakando is a financial advisor at TIAA-CREF with 2 years of industry experience. He holds Series 63 and Series 65 designations and previously worked in banking roles at the Bank of Zambia and African Banking Corporation, as well as a teaching position at the University of Lusaka. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers discretionary portfolio management and operates a donor-advised fund, applying a fiduciary standard across its advisory services.