Charles Kwan is a financial advisor with PNC Wealth Management in Carrollton, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Wells Fargo, and Sterling Bank and Trust. Outside of his advisory work, he owns a non-investment-related business called Niji Tcg. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only employee pilot. The firm employs algorithm-driven risk assessment and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Erick Arowo is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked with several firms including Cloud Wealth Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a volunteer weekend priest with the Anglican Church in North America, Christ Church Plano, and Trinity Lakeside, and is a board member of FOCUS Group North America Inc., a nonprofit supporting mission work in Kenya. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm offers multiple program types tailored to client objectives, with a large portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Sofia Maricevic is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including Brown Brothers Harriman & Co. and Broadleaf Results, Inc. Outside of her advisory role, she is involved as a video editor for Miller Music LLC, a social media channel. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management supported by specialized programs and an array of strategic investment tools. The firm leverages integrated capabilities across the Goldman Sachs ecosystem to deliver tailored solutions and access to alternative investments.

Teal Powell Mckinzie is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and two years of industry experience. Their work history includes multiple roles at Charles Schwab and Heb. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using standard Schwab asset allocation models and research tools. The firm operates within the Schwab ecosystem, focusing on client-directed trading decisions without discretionary management.

Jacob Israel is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66, 63, and 65 licenses and four years of industry experience. His prior work includes roles at Fisher Investments, Merrill Lynch, J.P. Morgan Securities LLC, Huntington National Bank, and Morgan Stanley. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing TIAA employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated group that utilizes affiliated funds.

Steven Kosta is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Fidelity Brokerage Services, Strategic Advisers Inc., MUFG Union Bank, and Lowe's Home Improvement prior to joining TIAA-CREF in 2021. TIAA-CREF Individual & Institutional Services 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 fiduciary standard on its RIA services and manages both model-based and customized portfolios under a vertically integrated structure that includes affiliated funds.

Alexandra Madsen is a financial advisor at TIAA-CREF with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, U.S. Bank, and First United Bank and Trust/American Bank of Texas. Alexandra is also the owner and financial manager of a small vending machine business in her local community. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model portfolios and customized solutions within a vertically integrated structure.

Deven Cudar is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Charles Schwab & Co., Inc. and TD Ameritrade, Inc., with prior experience outside the financial sector. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual 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 provide discretionary portfolio management directly.

Perry Thompson is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked with Graystone Wealth Solutions, LLC since 2024 and has been affiliated with Eagle Strategies and New York Life since 2017. Outside of advisory work, he is involved in insurance brokering through outside carriers and co-owns a vacation home in Cahuita, Costa Rica, which is occasionally rented on Airbnb. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages primarily non-discretionary assets within an integrated New York Life affiliate structure.

Ana Campos is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. Her prior experience includes roles at TIAA-CREF and Merrill, as well as a decade at Bank of America. Outside of her advisory role, she is a manager of 214TX Investments LLC, a home remodeling and construction business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and an inter-affiliate integrated operating model.

Mary Norniella is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Irving, TX, and has seven years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2015 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm delivers tailored offerings through a combination of centralized investment resources and affiliated managers, integrating banking and advisory services within a large financial group.

Joseph Widmaier is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm also acts as adviser to a donor-advised fund and operates within a vertically integrated structure utilizing affiliated funds.

Steven Walton is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He has worked at Hightower Advisors since 2020 and previously spent ten years at GuideStone Financial Services and GuideStone Financial Resources. Walton is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, offering a range of investment products and strategies tailored to various client needs.

William McMahan is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He previously worked at CH Investment Partners for four years and Crow Holdings for 26 years. Outside of his advisory role, he serves as a director overseeing the wind down and liquidation of Catmontu Insurance Company, Ltd. 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 and offers services including portfolio management, wealth management, and private fund advisory.

Steven Lauterbach is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 2000 to 2003. Outside of his advisory role, he serves as co-trustee of a family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Nancy Pultz is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. She previously worked at Charles Schwab for two years and has an educational background from the University of Arkansas. 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, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Nedim Saul is a financial advisor with Oppenheimer in Dallas, TX, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent four years at both Concert Wealth Management, Inc and Map Strategic Wealth Management. Outside of finance, he is involved with F45 Willow Bend, a fitness center in Plano, TX. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services across various portfolio types, combining discretionary and non-discretionary management with comprehensive consulting and retirement planning.

Kolleen Freudiger is a CFP®-certified financial advisor at Creative Planning with 21 years of industry experience. She has worked at Creative Planning since 2020 and previously held roles at Stratford Consulting, LLC and Northwestern Mutual Investment Management. Creative Planning provides comprehensive investment advisory and financial planning services to 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 includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio approaches, supported by a broad team and centralized investment infrastructure.

Brett Phillips is a financial advisor with VOYA Financial Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a variety of advisory services through multiple program structures, primarily offering non-discretionary recommendations and maintaining both SEC-registered investment adviser and broker-dealer registrations.

Forrest Patterson is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds the ChFC® designation and is registered with Series 65 and Series 63 licenses. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Gradient Securities. He is also involved with American Senior Benefits as an insurance agent. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans through a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and access to third-party managers, delivering investment advice through discretionary accounts, model portfolios, and various platforms.