Jason Tobias is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior work experience includes roles at Nylife Securities LLC and Mogul Wealth Strategies. He operates under the DBA name Tri Wealth, LLC to service insurance and financial product clients. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client goals, managing a majority of assets on a non-discretionary basis.

Eric Tones is a CFP® professional with 18 years of industry experience, currently serving at Schwab Wealth Advisory since 2024. His prior experience includes roles at Charles Schwab, Edward Jones, and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, using proprietary asset-allocation models and internal research tools to tailor recommendations.

Christopher Fisher II is a CFP® with 10 years of experience in the financial industry. He currently works at Schwab Wealth Advisory Inc., where he has been since 2021, and has prior experience with Charles Schwab, Bank of America, and Merrill. Fisher holds the Series 66 designation. 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. The firm uses Schwab’s proprietary asset-allocation models and internal research tools to tailor recommendations aligned with clients’ goals and risk tolerance, operating on a large scale with over $218 billion enrolled in the program.

Aaron Day is a financial advisor at Corient with 20 years of industry experience. He holds the Series 66 designation and previously worked at Capital Advisors, Inc. and TIAA Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and specialized offerings through affiliates.

Shawna Rusk is a financial advisor at Creative Planning with a Series 65 designation and five years of industry experience. She has worked at Creative Planning since 2019 and previously at Stratford Consulting and Think Finance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Mohamed Doumbia is a CFP® professional with five years of industry experience, currently affiliated with Schwab Wealth Advisory. His background includes roles at Charles Schwab and Co., TD Ameritrade, and previous entrepreneurial involvement with Clout Enterprises and Future Soccer. He also owns and manages a business called DML Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s proprietary asset-allocation models and research tools to offer tailored guidance, executing trades only with client authorization.

Jonathan Doshier is a financial advisor at Farther with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Goldman Sachs Personal Financial Management and TD Ameritrade. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a range of asset classes supported by AI tools.

Michael Mc Lellan is a financial advisor with Empower Advisory Group based in Frisco, TX. He holds Series 66 and Series 63 licenses and has 14 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Fisher Investments, and USAA Financial Advisors, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their financial planning approach.

Michael Myers is a financial advisor with Schwab Wealth Advisory who holds Series 66 and Series 63 licenses and has 14 years of industry experience. His career includes 12 years at TD Ameritrade and more recent roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on Schwab’s asset-allocation models and research tools. The firm focuses on tailored recommendations with trades executed only upon client authorization and employs formal compliance measures alongside its affiliation with Charles Schwab Futures and Forex LLC.

Todd Edwards is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Schwab Wealth Advisory, having joined Charles Schwab & Co., Inc. in 2024 after seven years at Edward Jones and one year at American National Diversified, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering recommendations tailored to clients’ goals and risk tolerance.

Robert Willis is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab, New American Funding, Mr Cooper, and Gateway Mortgage. 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 linked to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and includes management of donor-advised funds.

Anthony Lopez is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has worked at Strategic Advisers LLC, Fidelity Brokerage Services LLC, Fifth Third Bank, and Regions Bank, among others. Lopez is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning services and ongoing portfolio management, including customized managed accounts under a fiduciary standard.

Joel Castor is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Fisher Investments, Fidelity Investments, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach emphasizes asset allocation and investment selection guided by Schwab’s internal research tools, with client authorization required for all trades.

Stephen Isaacs is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Schwab Wealth Advisory and has previous experience at Charles Schwab, TD Ameritrade, Edward Jones, and FedEx Services. Schwab Wealth Advisory 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 offers guidance on asset allocation and investment selection using standard asset-allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance.

Hajrudin Rastoder is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has six years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and First Convenience Bank prior to joining Schwab Wealth Advisory in 2022. Schwab Wealth Advisory serves clients enrolled in its Wealth Advisory 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 standard asset allocation models and internal research tools, with client approvals required for all trades.

Jason Comer is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including TIAA-CREF, USAA Financial Planning Services, TD Ameritrade, and Fidelity. Comer has been with Charles Schwab & Co. and Schwab Wealth Advisory since 2016. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset-allocation models and research tools, with recommendations tailored to individual client goals and risk tolerance.

Darrah Lay is a financial advisor with Cetera Planning Partners in Lantana, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Cetera Planning Partners and Cetera Wealth Services, Darrah worked at Avantax Planning Partners and Charles Schwab for over a decade. Outside of advising, Darrah serves as Territory Director for The Lay Collective, LLC, a local magazine focused on marketing to new home buyers, and is active in the Argyle Business Association. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers, utilizing a diversified investment process grounded in mutual funds and ETFs tailored to client objectives and risk tolerance.

Douglas Mcculley is a CFP® with 22 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Asset Management, JWA Financial Group, and USAA Financial Planning Services. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with a range of services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with an enhanced open architecture, combining active and passive strategies, third-party managers, and tactical overlays, while customizing portfolios to clients’ risk tolerance and tax situations.

Charles Cronin is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA-CREF and Tiaa since 2005. Outside of his advisory role, he participates in a nonprofit initiative with the Pension Rights Center focused on addressing issues related to women’s retirement benefits at divorce. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers both model and customized portfolios within a vertically integrated investment platform.

Gregory Swindling is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and Fisher Investments. 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 to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and a donor-advised fund.