Morris Boson is a financial advisor at TIAA-CREF with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Fisher Investments, Appreciation Financial, and GuideStone Financial Services. Outside of his advisory work, he has been involved in Mentoring Brother 2 Brother since 2007. 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 TIAA retirement plan relationships. The firm provides a range of advisory services including customized portfolio management and acts as adviser to a donor-advised fund.

William Burks II is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2000. Burks also serves as a consultant for fintech firms involved in platform development and branding. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Genesis Meave is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining TIAA-CREF in 2026, she worked at Charles Schwab and Co., Inc. for four years and TD Ameritrade for five years. 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’s advisory model separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Kevin Baumhart is a CFP® with 10 years of industry experience. He is currently with Schwab Wealth Advisory and previously worked at Fidelity Investments and Cresset Asset Management. 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, focusing on personalized asset allocation and investment selection without discretionary trading authority.

Patrick Kimbrough is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 16 years of industry experience. He has worked at Mariner Wealth Advisors, Avantax Advisory Services, LPL Financial, and Edward Jones. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and coordinated family office solutions, implementing customized portfolios with a combination of in-house research and third-party managers.

Joanne Bolden is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including Charles Schwab and The Vanguard Group. 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 Schwab’s asset-allocation models and research tools.

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.

Anish Bamne is a financial advisor at Schwab Wealth Advisory holding Series 63 and Series 66 registrations, with two years of industry experience. He has worked at Schwab in various capacities since 2022 and has prior experience at The Heico Companies and Spanera LLC. 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 referred clients, using proprietary asset-allocation models and research tools. The firm emphasizes tailored recommendations without discretionary trading authority and operates on a large scale with formal compliance measures and unique affiliations within the industry.

Monica Duran is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA and TIAA-CREF since 2015, with a brief two-year hiatus. Outside of advisory work, she is the managing member of COLLAB BUILDERS, LLC, a startup focused on building, buying, and selling homes. 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 ties to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management through model or customized portfolios.

Jeremiah Neptune is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC before joining TIAA-CREF in 2018. TIAA‑CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary portfolio management, employing both model-based and customized strategies.

Tiffany Clark is a CFP® professional with nine years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has held various roles within Charles Schwab entities since 2015. 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 and selected Charles Schwab & Co.-referred clients. The firm’s advice is guided by Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations with at least annual reviews.

Aleksey Palumbo is a financial advisor with TIAA‑CREF in Frisco, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at MD Kids Pediatrics, Propath, and Texas A&M University. 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 pre-existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated group that utilizes affiliated funds.

Francis Mesina is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of his advisory role, Mesina serves on several nonprofit boards, including LiftFund and The Center for Grieving Children, and is also an associate pastor and an actor. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm offers multiple advisory programs with a focus on tailoring recommendations to client objectives and plan sponsor criteria, managing a majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Rebecca Sizelove is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has held positions at Charles Schwab & Co., Inc., Charles Schwab Bank, J.P. Morgan Securities LLC, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach emphasizes tailored recommendations based on asset allocation models and internal research, with trades executed only upon client authorization.

Lena Marshall is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Her prior work includes roles at Pacific Excel Wealth Advisors, the University of North Texas Recreation Center, and the Dallas Stars/Children's Health Hockey Rink. 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 with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering a range of portfolio management approaches.

Emily Lopez is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Robinhood Financial, and Fidelity Investments. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.

Chi Gee Yip is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Fisher Investments and TD. In addition to his advisory role, he is also an agent involved in the sale of insurance products at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers a range of wealth advisory and consulting services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers, employing both active and passive strategies across public and private asset classes, and provides comprehensive performance reporting and plan-level analytics.

Nehemiah Jefferson is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 licenses. He began his career in financial services in 2025 after nine years at Esquire Tax Firm Americas Tax Attorney Carrington. Jefferson is based in Westlake, TX. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s advice is based on internal research and asset-allocation models, with individualized recommendations reviewed at least annually.

Robert Thomas is a CFP® professional with two years of experience in financial advising. He is currently with Allworth Financial, L.P., having joined the firm in 2026 after four years at Grunden Financial Advisory, Inc. Prior to his advisory career, he worked in education with the Denton and Van Independent School Districts. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies across a wide range of asset classes and model portfolios.

David Totah Jr. is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Savant Wealth Management and has prior experience at Exencial Wealth Advisors, where he also serves as an equity partner. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.