Brian James is a financial advisor with Truist Advisory Services in Westlake, TX. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes roles at BBVA Securities Inc., Merrill, and Banc of America Investment Services. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a range of research methods, including AI-enabled tools, and offers services through the Envestnet platform and partnerships to support both individual and retirement plan clients.

Valerie Marquez is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior work experience includes roles at Ellevest, Tolleson Wealth Management, and JP Morgan Chase. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Ronald Perry is affiliated with Centaurus Financial, Inc. and holds a Series 66 designation. He has 24 years of experience working at Texas Health Resources. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Alexandra Shanafelt is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Vanguard Advisers and Equitable Financial Life Insurance Co. Outside of finance, she was involved with Honeybee Facial Studio. 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 employer retirement plans, as well as to trusts, estates, and smaller retirement plans. The firm offers a range of investment models and acts as adviser to the TIAA Donor Advised Fund.

Samantha Binz is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding CFP® and ChFC® designations and four years of industry experience. Her prior roles include positions at First Command Brokerage Services and American National Bank of Texas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance.

James Cherry is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2005. Outside of his advisory role, he serves as an advisory board member for The Tamaka Group, a company specializing in water and wastewater utilities, where he assists in identifying and correcting financial inefficiencies. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis alongside discretionary and non-discretionary arrangements.

Russell Greer is a financial advisor at TIAA-CREF with Series 63 and Series 66 designations and 16 years of industry experience. He has worked at TIAA-CREF since 2010. 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 retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of investment management options including model portfolios and customized portfolios managed under client-approved investment policies.

Alec Rodriguez is a financial advisor at TIAA-CREF with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining TIAA-CREF, he held various roles including positions in education at Lewisville Independent School District and Collin County Community College District. 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 employer retirement plans administered by TIAA. The firm operates a vertically integrated advisory model combining one-time planning services with ongoing portfolio management under a fiduciary standard.

Olayinka Olawoyin is a financial advisor at TIAA-CREF with four years of industry experience. She holds the Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors and Redeemers Federal Credit Union. 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 relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Bradley Eberendu is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His career includes roles at TD Ameritrade and Charles Schwab prior to joining Schwab Wealth Advisory. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standardized asset-allocation models and internal research tools. The firm’s approach involves at-least-annual reviews tailored to client goals, with trades executed only upon client authorization.

Edward Kinder is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 66 and Series 63 licenses and has four years of industry experience, including prior roles at JPMorgan Chase Bank and related entities. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers discretionary portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that employs both model and customized investment portfolios.

Francisco Herrera is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory Inc. He previously worked at The Vanguard Group, Inc. for nine years and has a background in full-time education prior to his financial career. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, focusing on personalized asset allocation and investment selection guided by Charles Schwab & Co.’s research tools and standard models. The firm’s approach involves at-least-annual reviews without discretionary trading authority, emphasizing tailored recommendations consistent with clients’ goals and risk tolerance.

Sylvia Sriniwass is a financial advisor at TIAA-CREF with one year of industry experience. She holds the Series 66 designation and has prior work history including roles at KPMG and UNC Charlotte. Outside of her advisory work, she has been involved with organizations such as Make-A-Wish and Ben & Jerry's. 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 to TIAA-administered employer retirement plans. The firm provides a range of services from point-in-time financial planning to ongoing portfolio management using both model and customized investment approaches.

Charles Broyles is a financial advisor with SPC in Westlake, TX, holding the ChFC® and Series 63 designations and bringing 19 years of industry experience. He has worked at Parkland Securities since 2014 and has operated Broyles LLC since 2009, where he advises on insurance and employee benefits. Outside of his financial advisory roles, Broyles is the founder and president of Texas Sandlot Baseball Club, which organizes youth baseball and softball teams. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides discretionary and nondiscretionary investment management and works with third-party managers in co-advisor roles while maintaining compliance and succession protocols.

Brian Helm is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has 20 years of industry experience, including roles at Helm Financial Group since 2019 and Principal Securities Inc. since 2016. He serves as a board member of Involved for Life, Inc., a nonprofit organization based in Dallas, TX. 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 U.S. military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jack Hauswirth is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with TIAA-CREF Individual & Institutional Services, LLC since 2023. His prior experience includes roles at Aquatic Sales Solutions, Delaware North Sportservice, and a four-year tenure at Nolan Catholic High School. 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 linked to TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Andres Martinez is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Fisher Investments and Fidelity in various capacities. Martinez is based in Frisco, TX. 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. The firm serves clients often connected through employer retirement plans and offers both model and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Ta Shauna Mc Allister is a financial advisor at Mariner with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Commerce Trust Company, and held various roles prior to her advisory career. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, coordinated tax services, and employer financial wellness tools, implementing customized portfolios through a combination of in-house research and third-party managers.

John Loy is a CFP® professional with 17 years of experience in the financial industry. He currently works with Schwab Wealth Advisory Inc., where he has been since 2026, and has held roles within Charles Schwab and Charles Schwab Bank since 2021. His prior experience includes positions at Drury Hotels, Edward Jones, Eagle Strategies (NY Life), New York Life Insurance, and Capital One Sharebuilder. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm offers guidance on asset allocation and investment selection based on Schwab’s standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Jacob Thiede is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining TIAA-CREF in 2021, he worked at Amazon Fulfillment Center and Animal Care Technologies, and he attended the University of North Texas. Outside of finance, Thiede is involved in musical composition and publishing through his own entity, Jacob Theedee Music, and participates in custom marching band music production with Fannin Musical Productions. He is also the founder of 633 Collective, an art collective supporting Christian artists. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals—often linked to TIAA-administered employer retirement plans—as well as to trusts, estates, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and acts as advisor to donor-advised funds within a vertically integrated structure using affiliated funds.