Edward Ittner Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at Brokers International Financial Services, LLC and NEXT Financial Group. He owns Fundamental Value Analytics, a research business focused on stocks, bonds, and macroeconomics. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets and offers portfolio management, financial planning, and various investment program options.

Kenny Truong is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. He has previously worked at Wells Fargo Clearing and CUSO Financial Services. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm provides a fiduciary standard in its RIA services and acts as adviser to the TIAA Donor Advised Fund.

Bryn Henry is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Guided Path Financial and Global Wealth Advisors, alongside multiple tenures at Commonwealth Financial Network. He is also the CEO and owner of GP Wealth Solutions, LLC, a private entity operating under the name Guided Path Financial. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Crystal Huggins is a CFP® with 20 years of industry experience, currently serving at Schwab Wealth Advisory. Her prior roles include positions at J.P. Morgan Securities, Wells Fargo Advisors, and Missionsquare Retirement. She is based in Westlake, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through 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 as an internal advisory unit within the Schwab ecosystem, with advisors recommending allocations while clients retain final trading decisions.

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 at TIAA-CREF with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining TIAA-CREF, Willis worked at Edward Jones and served in the United States Army. 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 through employer retirement plans administered by TIAA. The firm offers both point-in-time planning services and ongoing portfolio management 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® and Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at Charles Schwab & Co., Inc. and Avantax Advisory Services. He serves as a board member for his neighborhood homeowners association. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools to support client-directed investment decisions.

David Thompson is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with firms including Three Pillars Wealth, LLC, Primary Purpose Financial Group LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Thompson is president of an insurance brokering business focused on non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions across multiple program types and manages a majority of its assets on a non-discretionary basis.

Christian Hudnall is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His prior work includes roles at J.P. Morgan Securities and Merrill Lynch. Outside of his advisory work, Hudnall serves as an officer of the Dallas A&M Club and holds the treasurer position on the board of directors for the Coppell Chamber of Commerce. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser under The Guardian Life Insurance Company of America, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, advisory, and financial planning services.

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 65 and Series 63 licenses and three years of industry experience. His prior work experience includes roles at Charles Schwab, Liberty Mutual, and CVS. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both one-time planning services and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

James Davis is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has served in the U.S. Army Reserves for 19 years. Outside of his advisory role, he works part-time as a food delivery driver for DoorDash. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers a range of advisory services including life goals analysis, customized portfolio management, and acts as adviser to a donor-advised fund within a vertically integrated structure.

Estevan Escarsega is a Financial Advisor at Merrill Lynch Wealth Management. He uses his experience as a former U.S. Army 1st Ranger Battalion member to bring discipline and strategy to helping clients grow and protect their wealth. Estevan works with veterans, business owners, and retirees to develop clear and confident financial strategies that support their long-term goals. His expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible and values-based investing, women and wealth, and tax minimization. Estevan holds the Chartered Retirement Planning Counselor (CRPC) certification and Personal Investment Advisor (PIA) designation. He earned a BBA in Finance from Georgia Southern University and is proficient in both English and Spanish. Outside of his professional work, Estevan is a member of The Rotary Club of Dallas. His personal interests include boxing, hunting, music, pickleball, reading, running, spending time with his family, traveling, watching movies, and practicing yoga.

Owen Joyce is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has held positions at firms including Bank of America, Merrill, and AGIA. Outside of finance, he has experience working with Messiah University and the Naval Academy Athletic Association. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures, with a notable emphasis on non-discretionary, recommendation-based advice.

Joe Foster is a financial advisor at Ameritas Advisory Services, LLC with 36 years of industry experience. He holds a Series 63 designation and has worked with multiple firms, including Canvas Financial and Sleeper Sewell Insurance Services. Foster is also involved in exit planning services for business owners and serves as the secretary-treasurer on the board of a Christian ministry. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, with advisory services delivered on both discretionary and non-discretionary bases.

Steven Wisdom is a CFP® professional with 43 years of industry experience, currently affiliated with Commonwealth Financial Network in Dallas, TX. He has been associated with Commonwealth since 1989 and has operated Swisdom Financial since 2000. Outside of advisory work, he is also a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services, while offering various discretionary and customized investment program options.

Zachary Williamson is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses. He has been in the financial industry since 2026, with prior experience at Principal Life Insurance Company, Principal Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Before entering financial services, he worked in various roles including at BluStar Leads, Luckys Market, Hilton, and Southern Glazer's Wine & Spirits. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically handled on a discretionary basis by those managers.

Jacob Marley is a Series 66 credentialed financial advisor with 25 years of industry experience. He is currently with Equity Services, Inc. and National Life Group, having worked at both firms since 2015. Outside of his advisory work, he is a partner in an ice vending business run with his father. Equity Services, Inc., doing business 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 frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.