Cameron Smith is a CFP® professional affiliated with Commonwealth Financial Network, with six years of industry experience. Prior to joining Commonwealth in 2026, he held roles at Messett Financial, Charles Schwab & Co., Schwab Wealth Advisory, TD Ameritrade, and Equitable Advisors. Smith also has experience in the hospitality and gig economy sectors, including positions at The Biscuit Bar, Orlando's Italian Restaurant, Uber, and DoorDash. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad support platform including managed-account programs, third-party asset manager access, and custody/clearing services, offering a range of investment options and hybrid model portfolio solutions.

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 with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, TIAA-CREF Individual & Institutional Services, LLC, University of Texas at Dallas, and Bank of the Ozarks. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm uses standard asset allocation models and Schwab research tools to guide its advice, with final trading decisions left to clients and discretionary management handled by affiliated or third-party money managers.

Eron Dahl is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1999, including 14 years at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

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 nine years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2016. In addition to his advisory role, Johnston works as a sales assistant and analyst at Morrison Financial, where he prepares analysis and due diligence for financial products. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services with investment approaches that include fundamental and technical analysis, model overlay programs, and third-party money manager referrals.

Aleksandar Curgus is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining TIAA-CREF, he worked at Fidelity and Equitable Advisors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm offers a range of managed account options, including both model portfolios and customized portfolios managed under client-approved investment policies.

Juan Cordova is a financial advisor with TIAA-CREF, holding Series 66 and Series 63 licenses and two years of industry experience. Before joining TIAA-CREF, he worked in various roles including positions at Chipotle and Kintaro Ramen, as well as involvement in the corporate cleaning sector. He also has experience in education, having worked at the University of Texas at Arlington and Arlington Heights High School. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to employer retirement plans administered by TIAA. The firm offers both point-in-time financial planning and ongoing discretionary management, operating within a vertically integrated group that includes advisory services for a donor-advised fund.

Roland Villanueva Jr. is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Fisher Investments and Edward Jones. Roland is based in Westlake, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations supported by Schwab’s asset allocation models and research tools.

Kevin Seales is a CFP® professional with five years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and Scottrade. He also holds Series 66 and Series 63 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.'s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers services including financial reviews and retirement planning without acting as a discretionary portfolio manager.

Jason Mertz is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked with TIAA-CREF and its affiliated entities since 2018. His prior experience includes roles at Nuveen Securities and Nuveen Asset Management. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, and it acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Jose Guerra Jr. is a CFA® charterholder and Series 66 licensee with five years of industry experience. He currently serves as a financial advisor at Schwab Wealth Advisory, having previously worked at JPMorgan Securities LLC and BNP Paribas. Outside of his advisory role, he is a Regional Advisory Board Member for IDEA Public Schools of Tarrant County and a board member of the Fort Worth Hispanic Chamber of Commerce. 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 across various asset classes. The firm delivers advice using Charles Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Daniel Sciantarelli is a CFP® and ChFC® with 13 years of industry experience. He has been with First Command Advisory Services since 2015 and also holds roles at First Command Insurance Services, Inc. and First Command Financial Planning, Inc. Additionally, he is the owner of Sweet Water Financial LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Caulfield is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at notable firms including Charles Schwab, TD Ameritrade, and LPL Financial. Outside of his financial career, he is the CEO of MJC Publishing, a sole proprietorship focused on original creative content such as fictional writing, videographic productions, and music. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary management, offering both model portfolios and customized solutions under fiduciary standards.

Susannah Thomas is a CFP® professional with four years of industry experience, currently advising at Allworth Financial, L.P. She previously worked at Grunden Financial Advisory, Inc. for a total of 13 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology to manage held-away employer retirement accounts.

Taylor Tomlin is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fidelity Personal and Workplace Advisors, JPMorgan Chase Bank, and AXA Advisors. 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 connected through employer retirement plans. The firm offers a range of investment solutions including model portfolios and customized accounts managed under client-approved policies.

Justin Roundtree is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at TIAA since 2013 and was previously involved with Absolute Hardwood for nine years. Outside of his advisory role, he owns AMYNTAS LLC, a home remodeling business focusing on functional and structural renovations and updates. 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 relationships through TIAA-administered employer retirement plans. The firm offers a range of services including life goals analysis, personalized financial plans, and customized portfolio management, operating within a vertically integrated structure that uses affiliated funds.

Wyatt Coleman is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Coleman also operates A Tailored Method, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Dimitry Prophete is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Goldman Sachs & Co and Osaic Wealth. Outside of his advisory work, he owns Clean Casa Miami LLC, a home cleaning service, and Prophete Risk Management LLC, a consulting business supporting athlete enterprises. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party managers.

Rakesh Patel is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Schwab Wealth Advisory since 2021, with prior experience at Charles Schwab and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm delivers advice using standard asset allocation models and Schwab research tools, conducting annual reviews without discretionary trading authority.