Chase Petter is a financial advisor with Equity Services, Inc. in Addison, TX, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked with National Life Group and Cetera Advisor Networks. In addition to his advisory role, he is active as an insurance agent with multiple firms. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, with a combination of long-term strategies and options for shorter-term trading.

Bryan Sechrist is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF since 2012. Outside of his advisory role, he has worked in event concessions at Dickies Arena and in warehouse fulfillment at Amazon. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with prior employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model that separates planning from ongoing management and serves as adviser to a donor-advised fund.

Aahil Ali is a financial advisor at TIAA-CREF with Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and Robinhood Markets, Inc., as well as a position at The Rebel Blowdry Spa. He is based in Frisco, TX. 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, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Joah Yeoman is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with TIAA-CREF since 2007. 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 relationships through TIAA‑administered employer retirement plans. The firm offers a range of advisory services including point-in-time financial planning and ongoing portfolio management under a fiduciary standard, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Michael Osswald is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab Wealth Advisory, Osswald worked at Charles Schwab & Co., Inc. and First Security Bank. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance is based on Schwab’s asset-allocation models and internal research, with client authorization required for all trades.

Edward Ittner Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Merrill, NEXT Financial Group, and Ashland Management, Inc. He also owns Fundamental Value Analytics, a research venture focused on stocks, bonds, and macroeconomic analysis to support client advising. Integrity Alliance, LLC serves a diverse client base ranging from individual investors to corporations and qualified retirement plans. The firm manages approximately $5.4 billion in assets through a network of over 300 independent advisors, offering portfolio management, financial planning, and both wrap and non-wrap accounts, utilizing various strategic allocation approaches and third-party sub-advisers.

Pamela Pimentel is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her career includes roles at Charles Schwab & Co., Inc. and Fidelity Brokerage Services. She previously worked in education at Relay Graduate School of Education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Ricardo Lima is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His career includes roles at firms such as Purshe Kaplan Sterling Investments, Raymond James Financial Services, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of advising, he is the owner of L5 Capital Partners, LLC, an investment vehicle focusing on private investment opportunities. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, retirement plan advisory services, and a wrap fee program, with a focus on customized, long-term portfolios using a range of investment vehicles and supported by a network of approximately 286 advisors.

Kenny Truong is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 65 and Series 66 credentials. His prior firms include Wells Fargo Clearing, CUSO Financial Services, and Wells Fargo Investments. 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. The firm also acts as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Michael Mikeska is a CFP®-certified financial advisor with 35 years of industry experience, currently with Concurrent Investment Advisors, LLC in Dallas, TX. His prior experience includes positions at Purshe Kaplan Sterling Investments and Raymond James Financial Services. He serves on the boards and finance committees of several non-profit organizations including C. C. Young, Dickinsons Place, and the YMCA of Metro Dallas Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by a network of approximately 286 advisors.

Maximilian Gehler is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management within a vertically integrated structure that includes affiliated funds.

Crystal Huggins is a CFP® professional with 20 years of industry experience, currently serving at Schwab Wealth Advisory. Her prior roles include positions at J.P. Morgan Securities LLC, Instacart, Missionsquare Retirement, and Wells Fargo. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.'s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Timothy Bradford is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 65 designation and previously worked at National Life Group and Knights of Columbus. Outside of his advisory role, he is involved as an insurance agent and managing director with Texas National Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, and various institutional clients. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading and uses third-party asset managers across a broad client base.

Kyle Treadwell is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 license and has worked previously at Edward Jones and The Prudential Insurance Company of America. Outside of advising, he serves as Membership Chair for the Precision Metalforming Association Lonestar Chapter and has participated as a judge at a local school music festival. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Avertis Willis is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at Edward Jones and Key Bank, as well as service in the United States Army. 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 connected through TIAA-administered employer retirement plans. The firm’s advisory services separate point-in-time financial planning from ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.

William Wall is a CFP® professional with eight years of industry experience. He has been with Creative Planning since 2017 and previously worked at Tolleson Wealth Management. Outside of his advisory role, he serves as treasurer for The Charles F. "Doc" Hall Foundation, supporting the Texas A&M University men's lacrosse club. 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 assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Jonathan Dodd is a CFP® professional with 23 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. Since 2026, he has worked at Schwab Wealth Advisory and has been associated with Charles Schwab & Co., Inc. since 2019. Prior to this, he spent 15 years with Avantax Advisory Services and one year at Wells Fargo Investments. Outside of his advisory work, he serves as a board member for his neighborhood homeowners association. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, offering tailored investment recommendations while trades require client authorization.

Christian Hudnall is a financial advisor with Guardian Life and holds a Series 66 designation. He has 10 years of industry experience, with prior roles at J.P. Morgan Securities LLC and Merrill Lynch. Outside of his advisory work, Hudnall serves as an officer of the Dallas A&M Club and is a board member and treasurer for the Coppell Chamber of Commerce. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to client needs.

Andrew Peterson is a financial advisor at TIAA-CREF with six years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at firms including Goldman Sachs & Co. LLC and Fidelity Personal and Workplace Advisors. Peterson is based in Frisco, TX. 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 relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized portfolios and model-based solutions under a fiduciary standard.

Yosyas Assefa is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining TIAA-CREF in 2023, Assefa worked at Charles Schwab, Liberty Mutual, and CVS, among other positions. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management with a fiduciary standard applied to its registered investment advisory services.