Blake Riddle is a financial advisor with TIAA-CREF, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Edelman Financial Engines, Strategic Advisers LLC, and Fidelity. 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 offers both point-in-time planning services and ongoing discretionary management, including customized and model portfolio options.

Wade O Neal III is a financial advisor at Schwab Wealth Advisory, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including USAA, Merrill Lynch, Bank of America, and Fisher Investments. 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, using Schwab’s asset-allocation models and internal research tools to tailor recommendations. The firm’s structure includes affiliations with Charles Schwab & Co. and a registered futures merchant, offering a range of investment options with client-directed trade authorization.

Peter Garvey is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include long-term tenure at Monness Crespi Hardt & Co., Inc., as well as positions at JPMorgan Chase Bank and J.P. Morgan Securities. 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 trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, using model portfolios and custom strategies under a fiduciary standard.

Jason May is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and Ally Invest Advisors. May is currently 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 TIAA-administered employer retirement plans and offers both model portfolio and customized portfolio management under a fiduciary standard.

Prem Suhalka is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds the ChFC® and Series 63 designations and has four years of industry experience. Prior to joining Eagle Strategies and related entities in 2022, he was self-employed for over two decades. Suhalka also owns a business that brokers non-registered insurance products. Eagle Strategies serves a broad array of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily operates on a non-discretionary basis, delivering advice through an integrated New York Life affiliate structure.

Hart Ponder is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining TIAA-CREF, he worked at Fidelity Personal and Workplace Advisors, Strategic Advisers LLC, and Fidelity Brokerage Services LLC. Outside of his advisory role, he has worked as an independent contractor providing transport services for Uber. 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 connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning from ongoing discretionary management and includes customized and model portfolio options under a fiduciary standard.

Christopher Sauser is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with TIAA and its affiliates continuously since 1998. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Kirk Quaschnick is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding the ChFC® designation and Series 63 license, with 34 years of industry experience. He has worked with multiple financial firms, including Mogul Wealth Strategies LLC and Integrated Financial, and currently serves on the board of Hope Fellowship Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a broad network of affiliated representatives. The firm offers a range of program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Baurichter is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Schwab Wealth Advisory since 2012 and previously at Fidelity from 2005 to 2010. 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. The firm’s approach uses proprietary asset-allocation models and internal research tools to deliver tailored recommendations, with trades executed only upon client authorization.

James Lester is a ChFC® with 55 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 1999. He has maintained a long-term involvement in insurance sales through his own agency and with Franklin Life Insurance Company since 1971. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates an integrated advisory and broker-dealer platform, providing clients with a range of custody, execution, and brokerage services alongside investment advice.

Nicole Hargrove is a financial advisor at Schwab Wealth Advisory Inc. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, BOK Financial Securities, Ameriprise, and Scottrade. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Anabel Dimas is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. 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. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Analiese Holmes is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and two years of industry experience. Her background includes roles at Buckingham Strategic Wealth, Clintsman Financial Planning, Texas Instruments, and Texas A&M University. 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” that integrates active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients’ risk tolerance, liquidity, and tax considerations.

Kenneth Hodges is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. His prior experience includes roles at HD Vest Insurance Agency, HD Vest Advisory Services, Five Star Advisor Partners, LLC, and H.D. Vest Financial Services. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporate entities, providing investment management, financial planning, retirement plan consulting, and tax services. The firm’s approach combines discretionary, customized portfolio management with integrated tax and accounting services, supported by an in-house Investment Committee and access to third-party managers.

Dahlia Goldberg is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mariner. Her career includes roles at Mariner Wealth Advisors since 2017 and Briar Hall from 2016 to 2017. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal investment committee and integrates tax and accounting services uncommon for a firm of its size.

Alexis Bonder is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory. Bonder has two years of industry experience, with prior roles at Fidelity Investments and FB Credit Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment selection and wealth management consultations.

Jeremy Morgan is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked with Eagle Strategies since 2018 and operates Inspired Wealth Solutions, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing most of its substantial assets on a non-discretionary basis.

Daniel Solis is a financial advisor with PNC Wealth Management in Denton, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Citizens Securities Inc., Citigroup, Edward Jones, and Deborah Wolfgram State Farm. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account managed via approved model strategies and executed using mutual funds and ETFs.

Bob Van Erem is a Financial Consultant currently working at Fidelity Investments since 2021. He partners with individuals and families to design and implement personalized financial plans aimed at helping them work toward their long-term financial goals. Prior to his current role, Bob served as a Senior Vice President Financial Consultant at BBVA Securities from 2015 to 2021. His professional experience includes guiding clients through financial planning and investment strategies. Outside of his professional career, Bob has interests in fitness, golf, and running.

Ulysses Cervantes is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fisher Investments, Morgan Stanley, E*TRADE Capital Management, and TD Ameritrade. TIAA-CREF Individual & Institutional Services provides financial planning and 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 advisory services, including discretionary portfolio management and donor-advised fund advisory, operating under a fiduciary standard with a vertically integrated investment approach.