Charles Jaquess is a financial advisor at SPC with 13 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2024, as well as at Sigma Planning Corporation and Sigma Financial Corporation since 2016. Outside of his advisory role, he serves as campaign treasurer for a Texas House of Representatives candidate and acts as trustee for his deceased grandparents' trust. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client suitability.

Brian Herman is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fidelity Brokerage Services LLC, Charles Schwab, and TD Ameritrade. Herman is based in Frisco, TX. TIAA‑CREF Individual & Institutional Services, LLC offers 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 distinguishes between point-in-time planning services and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Todd Justice is a financial advisor at Schwab Wealth Advisory with 24 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank National Association before joining Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients, differentiating its approach from many other enterprise wealth managers.

Thomas Schilreff is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has been with Brookstone since 2018. In addition to his advisory role, Schilreff serves as president of Schilreff & Associates, where he is also an insurance producer specializing in life, health, disability, and annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Joseph Schleicher is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA and TIAA-CREF since 2000. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a fiduciary standard in its RIA services and manages portfolios through a combination of model and customized approaches.

Sean Hosey is a Series 65-licensed financial advisor at Mariner with one year of industry experience. His background includes multiple roles at Mariner Wealth Advisors, as well as prior work with Leroy's Tavern and the University of Kansas. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office solutions. The firm employs customized discretionary portfolios supported by an internal investment team and third-party managers, with a notable integration of tax and accounting services.

Brooke Henry is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation. Outside of her advisory role, she operates a tutoring business, Brooke Henry College Prep, serving high school students. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a range of managed account programs, third-party asset manager access, and retirement consulting services.

Lisa Miller is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. Her prior roles include positions at Western Colorado University and Echo Canyon River Expeditions LLC. 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 offers both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Justin Williams is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience with Strategic Estate Planning Services and Hillwood, a Perot Company. Williams served five years in the United States Marine Corps. He also assists agents in retirement planning through his role at Strategic Estate Planning Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services, operating a platform that integrates various managed models and supports advisor customization.

Nicolas Valles is a financial advisor at TIAA-CREF with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and CH Robinson. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing ties to TIAA employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management under a fiduciary standard.

Joni Campos is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with TIAA and its affiliated entities since 2005. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals associated with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund while operating within a vertically integrated investment group.

Morris Boson is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 designations and nine years of industry experience. His prior roles include positions at Appreciation Financial, Fisher Investments, and GuideStone Financial Services. He is also involved in Mentoring Brother 2 Brother, a community mentoring organization. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard applied to its advisory services.

Genesis Meave is a financial advisor at TIAA-CREF with seven years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade, among other firms. 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 retirement plans. The firm’s advisory approach distinguishes between point-in-time planning and ongoing discretionary management, utilizing model portfolios and customized strategies under fiduciary standards.

Theodore Trottman is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Private Client Services, RFG Advisory, Prospera Financial Services Inc., Raa, and Lincoln Financial Advisors Corporation. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services that emphasize manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Pamela Goforth is a financial advisor with Principal Financial Services who holds Series 63 and Series 66 licenses and has 28 years of industry experience. She has worked with Princor Financial Services Corporation and Principal Mutual Life since 1997. She also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships across the firm’s insurance, broker-dealer, and trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Patrick Kimbrough is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2016. He holds Series 65 and Series 66 licenses. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing discretionary portfolios supported by in-house research and third-party managers.

Timothy Mayben is a financial advisor at United Planners Financial Services of America with 25 years of industry experience. He holds a Series 66 designation and has been with United Planners since 2003. He is also the president of The Mayben Company, a marketing entity, and is a licensed agent for non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and third-party money managers, and provides a mix of fee-based and commission-based solutions.

Amandeep Somal is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining TIAA-CREF in 2024, he worked at Citigroup Global Markets and Citigroup from 2020 to 2023 and TD Ameritrade from 2019 to 2020. He also has experience outside finance, having spent time in homemaking roles. 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 with prior TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure that includes affiliated funds and serves as adviser to a donor-advised fund sponsored by Charityvest.

Monica Duran is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has been with TIAA-CREF since 2015, with a two-year break before rejoining the firm in 2024. Outside of her advisory role, she is the managing member of Collab Builders, LLC, a new startup involved in building, buying, and selling homes. 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 both point-in-time financial planning and ongoing portfolio management under a fiduciary standard, with model and customized portfolio options.

Jeremiah Neptune is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes three years at Fidelity Brokerage Services LLC before joining TIAA-CREF in 2018. 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, often serving clients connected through TIAA-administered employer retirement plans. The firm separates point-in-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.