Samuel Engulu is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Charles Schwab & Co., Inc. and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and generally does not exercise discretionary trading authority.

Scott Andricks is a financial advisor at Creative Planning with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Lockton Investment Advisors, Lockton Companies, and Lockton Financial Advisors from 2010 to 2021. Based in Dallas, TX, he has been with Creative Planning since 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a centralized investment infrastructure and a broad range of affiliated non-investment businesses.

Nidhi Chetanbhai Patel is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, Patel held positions at Robert Half, Floral Vale Dental Excellence, and New Jersey City University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and affiliated teams to offer tailored wealth management solutions within a large integrated financial group.

Scott Phillips is a financial advisor at MAI Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Evoke Advisors and Service Academy Capital Management, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and offers trust and insurance administrative services.

Erik Russell is a CFP® designated financial advisor at Corient with two years of industry experience. He has worked at several firms including RGT Wealth Advisors, Frost Brokerage Services, Frost Bank, and Versus Bank. He is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates advanced risk management and alternative investments where appropriate.

Joshua Hendrick is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 designations and three years of industry experience. He previously worked at Equitable Advisors and AXA Advisors. Outside of his advisory work, he is also active as a performer and musician based in Dallas, TX. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, and back-office services.

Jensen Weynands is a financial advisor at Farther with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets, UBS, and several other firms. His background includes roles outside finance in the hospitality and entertainment sectors. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke allocations and proprietary algorithmic model portfolios across various asset classes.

Vanessa Avila is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked for McGowan Group Asset Management, Inc. for 14 years before joining Sanctuary Advisors in 2025. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors through various portfolio management options, financial planning, and retirement plan consulting, employing multiple analytical approaches and offering both onshore and offshore solutions.

Robert Denton is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including prior roles at Bank of America NA and Merrill Lynch. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary management across multiple asset classes.

Jason Frizzell is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at AE Wealth Management since 2019 and previously spent six years at Global Financial Private Capital. He also owns JCF Financial Advisory, an insurance sales business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services through a platform-centered approach that combines model portfolios managed by AEWM, third-party strategists, and advisor-managed models.

Eric Tones is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, Edward Jones, and Fidelity Investments. He is based in Westlake, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and typically does not exercise discretionary trading authority, distinguishing it from many enterprise wealth managers.

Audra Ross is a Series 66-licensed financial advisor with Voya Financial Advisors, Inc. in Dallas, Texas, with three years of industry experience. Prior to joining Voya, she worked at Children’s Medical Center of Plano for seven years. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through a variety of program structures, primarily using non-discretionary, recommendation-based approaches.

Christopher Fisher II is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab Bank, Bank of America, and Merrill. He has been with Schwab Wealth Advisory since 2021. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and offers annual financial reviews and investment recommendations across a broad range of asset classes.

David Sims is a CFP® with 17 years of industry experience, currently affiliated with Principal Financial Services. He has held various roles within Principal-related entities since 2013 and previously worked at LPL Financial and Householder Group Estate & Retirement Specialists. Sims is the owner of Ten Talents Wealth Management, a separate business entity. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. 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.

Mohamed Doumbia is a CFP® certificant with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior work includes roles at Charles Schwab and Co., Inc., TD Ameritrade, and Clout Enterprises. He is also the owner of a small rental services business, DML Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Jonathan Doshier is a financial advisor at Farther with 19 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, TD Ameritrade, and other firms. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supported by in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary model portfolios, algorithmic rebalancing, and AI tools alongside advisor judgment.

Katherine Pyle is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at CH Investment Partners from 2022 to 2024. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due diligence program and a range of services including portfolio management, financial planning, and private fund advisory.

Michael Buss is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, with nine years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both an investment advisor and a registered broker-dealer with a consolidated investment platform offering a broad range of direct and model-driven portfolio solutions.

David Reynolds is a CFP® and ChFC® professional with 14 years of experience in financial advisory. He has worked at Mercer Global Advisors Inc. since 2024, with prior experience at PNC Private Bank from 2015 to 2024. He is based in Dallas, TX. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm uses a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and employs a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Martin Ezelle is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Forge & Link Financial Group, LLC, Mogul Wealth Strategies LLC, and New York Life Insurance Company, among others. Outside of finance, he has an independent acting career in television, film, and theater. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of advisory programs and emphasizes tailoring recommendations according to client objectives and plan sponsor criteria.