David Bowman is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with VOYA Financial and its affiliates since 2010, including prior roles at Stanford Group Company. Outside of advisory work, he is involved in the sale and service of Voya Health Reimbursement Arrangement (HRA) products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, unified managed account programs, and retirement-plan advisory services. The firm combines in-house and external strategists with technology-enabled tools, operating mostly on a non-discretionary basis while also offering limited discretionary management in certain accounts.

Joe Ledford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at LPL Financial, Woodbury Financial Services, and Householder Group Estate and Retirement Specialists. Outside of his advisory work, he is involved with Barton Financial Services, a business entity used for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that combines strategic asset allocation, passive and active management, and research-driven analysis.

Kathy Phillips is a financial advisor with PNC Wealth Management in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at LPL Financial, Simmons Bank, Compass Bank, and New York Life. Outside of her advisory work, she has served as a Notary Public since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only discretionary model account that utilizes algorithmic risk assessments and approved investment strategies with annual rebalancing.

James Griffith is a financial advisor with TIAA-CREF and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including roles at Edward Jones and MKM Partners LLC. He is currently based in Frisco, TX. 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 with existing employer retirement plan relationships. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing portfolio management using both model and customized portfolios.

Monique Kusman is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. She previously worked at Farmers Insurance and Farmers Financial Solutions for 17 years and has been with Principal Securities, Inc. and related entities since 2022. Kusman is the sole managing partner of KLMM, Ltd., a commercial property owner. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through advisory and promoter arrangements.

David Corkum is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., having also worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TDAmeritrade, Inc., and Fidelity. 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-referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with a focus on tailored recommendations and client authorization for trades.

John Noey is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Principal Financial Services. His prior work includes roles at North Texas Tax and Financial and Strategus Financial Consulting LLC. Outside of his advisory work, he is involved in providing tax preparation and bookkeeping services through North Texas Tax & Financial. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm emphasizes direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Nathan Smith is a Series 66-licensed financial advisor with 20 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been since 2025, and previously spent 19 years at TD Ameritrade, Inc. Nathan is based in Westlake, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, with recommendations tailored to individual client goals and risk tolerance.

Gabriel Blancarte is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2023. His prior experience includes roles at Fletching Capital and the University of Missouri. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Stephen Trousdale is a CFP® with 11 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Rusty Hood is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has held positions at multiple firms and ventures, including roles with Avalanche Ventures, NetLaw, and LifeLock, and has experience referring clients for services such as trust and wills, identity theft protection, college loan consulting, and tax mitigation. Transamerica Financial Advisors serves a wide range of clients including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

James Park is a financial advisor with Guardian Life, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones, Principal Life Insurance Company, and McCune and Whitely Wealth Management. Outside of his advisory work, he serves on the board of the Euless Historical Preservation Committee and is secretary of the Euless Citizen's Fire Academy Alumni Association. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary advisory solutions, including a hybrid digital platform called VestWise™.

Bushra Tariq Rumi is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior experience includes roles at Charles Schwab and TD Ameritrade, as well as a position at Phlox Capital Management and time as a self-employed advisor. She holds Series 63 and Series 65 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses Schwab’s standard asset-allocation models and internal research tools to deliver investment guidance, with trades executed only upon client authorization.

Nathan Dufresne is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Fisher Investments and Wells Fargo. Nathan has been with TIAA-CREF since 2022. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a fiduciary standard for its RIA services and offers customized portfolio management through its Private Asset Management program.

Kevin Jackson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, and Charles Schwab. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and integrates in-house research with third-party managers across a range of asset classes and strategies.

Gregory Lanier is a CFP® professional with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Jojenco Holdings, Clintsman Financial Planning, and Carter Advisory Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

Ross Hunter is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to define their financial goals and develop portfolio strategies aimed at achieving those objectives. He provides ongoing advice and adjusts portfolios as clients' situations evolve. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Georgia Southern University.

Erin Cook is a financial advisor with Eagle Strategies (New York Life) and holds a Series 66 designation. She has 14 years of industry experience and has worked with Eagle Strategies and affiliated firms since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types, including fee-based advice and retirement plan consulting, and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Daveona Harris is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., and JP Morgan Securities LLC from 2016 to 2024. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning as well as ongoing managed account services under a fiduciary standard.

Nathan Durfee is a financial advisor with Empower Advisory Group in Savannah, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Arvest Wealth Management and Empower Financial Services, Inc. Outside of financial services, he has experience in the retail and healthcare sectors, including positions at JL Beers and Avera Heart Hospital. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm combines proprietary and third-party methodologies in its planning services and operates within an integrated model connected to Empower’s recordkeeping and administrative platforms.