Nancy Schilreff is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 11 years of industry experience. She has worked at Brookstone Capital Management since 2018 and previously was employed with Client One Securities, LLC and Horter Investment Management. She is also Vice President of Schilreff & Associates, an insurance services business that provides life insurance, annuities, and long-term care policies tailored to client needs. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and a variety of investment strategies, servicing clients through both direct management and sub-advisory relationships.

Arjun Swarup is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at Morgan Stanley Wealth Management and has an academic background from NYU College of Arts and Sciences. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 offers both point-in-time planning and ongoing managed account services within a fiduciary framework, including acting as adviser to a donor-advised fund.

Charlotte Green is a financial advisor at TIAA-CREF with five years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her advisory role, she worked for 18 years at Stanley Cleaners & Laundry. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund within a vertically integrated group that uses affiliated funds.

Heath Dowell is a CFP® with 12 years of industry experience, currently serving at Schwab Wealth Advisory. His prior experience includes roles at The Vanguard Group, TD Ameritrade, Thomson Reuters, and Merrill. He maintains an inactive investment-related LLC formed from a past business opportunity. Schwab Wealth Advisory 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 guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Joshua Dietz is a financial advisor with Schwab Wealth Advisory, holding a Series 65 credential and beginning his tenure there in 2026. He has prior experience at Texas Capital Bank Private Wealth Advisors, New York Life, and also led the Dietz Law Firm, PLLC for over a decade. Outside of financial services, he is the owner and president of ECO Group, LLC, a company that receives overriding royalty interests from oil and gas production. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in its own Schwab Wealth Advisory program and certain clients referred by Charles Schwab & Co. The firm’s guidance is based on internal asset-allocation models and research tools, with investment trades executed only upon client approval.

Wen Bin Wang is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2012. 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 with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Edi Crow is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. She has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often those connected to TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and offers customized portfolio management through a vertically integrated model.

Clint Edsall is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at Edward Jones, Charles Schwab & Co Inc, TD Ameritrade, and GM Financial. 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 relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, utilizing model-based and customized strategies under a fiduciary standard.

Kyle Deatherage is a financial advisor with Kestra Advisory, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has been affiliated with Kestra Advisory since 2016 and also owns Deatherage Financial Consulting, through which he provides advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large institutional investors. The firm provides fiduciary services, plan design, compliance testing, and employee education, leveraging multiple management platforms and extensive third-party relationships.

Zachary Morse is a financial advisor at TIAA-CREF with a Series 66 designation and two years of industry experience. He previously worked at NTT DATA Services and held various roles at universities and in the telecommunications and food service sectors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed accounts to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

David Gates is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and possessing four years of industry experience. Prior to joining TIAA-CREF in 2026, he worked at Fisher Investments, Citigroup Global Markets, and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with existing TIAA-administered retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time financial planning and ongoing managed account services, functioning within a vertically integrated structure that includes affiliated funds and fiduciary standards tailored by service.

Asim Awan is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Capital Analysts, Voya Financial Advisors, Valic Financial Advisors, and Ameriprise. He is also the founding partner of Red River Wealth Advisors, a financial services firm. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm’s investment approach is supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios, while advisors use these tools to tailor strategies and provide both discretionary and non-discretionary advice.

Matthew Aquino is a financial advisor at TIAA‑CREF with five years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Fisher Investments, Vanguard, and Charles Schwab. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, and serves as adviser to a donor-advised fund sponsored by Charityvest.

Nancy Dinh is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has worked at firms including Lincoln Investment, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, Valic Financial Advisors, and New England Securities. Outside of advising, she is the executive vice-president of the DFW Asian American Citizens Council, which promotes Asian awareness through community events. Capital Analysts serves a diverse client base ranging from individual investors to institutions and offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs a proprietary mutual fund screening process and supports both discretionary and non-discretionary investment management, with notable institutional relationships and integrated services through Lincoln Investment.

Taylor Welch is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Fidelity Investments, J.P. Morgan Securities, and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and institutional clients, often those connected through TIAA-administered retirement plans. The firm’s advisory approach separates one-time planning from ongoing portfolio management, providing both model and customized portfolio options.

Shayan Peerwani is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, TIAA, and Bank of the Ozarks. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.

Adrian Valles is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and previously held roles at Charles Schwab, TD Ameritrade, and SPR Packaging LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using standard asset-allocation models and internal research tools with at-least-annual reviews tailored to client goals.

Eron Dahl is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Charles Schwab and its affiliated firms since 1999, including 14 years specifically with Schwab Wealth Advisory. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab’s proprietary asset-allocation models and internal research tools, with reviews at least annually and recommendations tailored to client goals and risk tolerance.

Nicholas English is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe Advisors since 2019, following a 13-year tenure at Westwood Wealth Management. Outside of his advisory role, he owns and manages a healthy food vending machine business operated with his children. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-focused investment approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

Alexander Johnston is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2016. Outside of his advisory role, Johnston works as a sales assistant and analyst at Morrison Financial, where he prepares analysis and due diligence of financial products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of platforms and investment strategies.