Sydney Katzmark is a financial advisor at Merit Financial Advisors with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merit, Katzmark held roles at Purshe Kaplan Sterling Investments, Global Wealth Advisors, Charles Schwab & Co., Inc., and HFS Wealth Management. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach with customizable portfolio models overseen by an internal Investment Management team.

Eric Lardner is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at OneAmerica Securities and American United Life. Outside of advising, he is involved in the sales of fixed insurance products through Abundant Wealth Management Inc. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, other advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, actively manages portfolio risk through fundamental and technical analysis, and offers services such as financial planning, ERISA plan services, and ETF sub-advisory.

Matthew Klotsche is a financial advisor with Retirement Planners of America in Plano, TX. He holds a Series 65 designation and has three years of industry experience. Prior to joining Retirement Planners of America, he worked for the San Diego Padres for seven years. Outside of advising, Mr. Klotsche has been a partner in Protected Patriots, LLC, a business selling safety stickers and apparel, which is currently being wound down. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through wrap-fee programs. The firm employs an “Invest and Protect” strategy emphasizing capital preservation and tactical rebalancing using model portfolios mainly composed of ETFs and mutual funds.

Julie Denham is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and six years of industry experience. She has worked at Cain, Watters & Associates since 2016. Outside of her advisory role, she assists with administrative duties at Krum Feed & Supply LLC. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of solutions including ERISA plan advisory, pooled trusts, unified managed accounts, and donor-advised fund management, supported by formal affiliations with banking and accounting entities.

Nancy Schilreff is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 11 years of industry experience. She has worked at Brookstone Capital Management since 2018 and previously was employed with Client One Securities, LLC and Horter Investment Management. She is also Vice President of Schilreff & Associates, an insurance services business that provides life insurance, annuities, and long-term care policies tailored to client needs. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and a variety of investment strategies, servicing clients through both direct management and sub-advisory relationships.

Arjun Swarup is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at Morgan Stanley Wealth Management and has an academic background from NYU College of Arts and Sciences. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 and ongoing managed account services within a fiduciary framework, including acting as adviser to a donor-advised fund.

Charlotte Green is a financial advisor at TIAA-CREF with five years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her advisory role, she worked for 18 years at Stanley Cleaners & Laundry. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund within a vertically integrated group that uses affiliated funds.

John Brown is a financial advisor at Savant Wealth Management with 26 years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC and Bush O'Donnell Investment Advisors, Inc. Outside of his advisory role, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Steven Perry is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at D.A. Davidson since 2019, following a decade at Wells Nelson & Associates, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management for clients with over $20 million in net worth.

Mark Rubey is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds the CFP® designation and has previously worked at Raa for 12 years before joining Allworth Financial in 2020. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology solutions to manage held-away employer retirement accounts without requiring client login credentials.

Jason Gower is a CFP®-credentialed financial advisor with 17 years of industry experience. He has worked at Creative Planning, Inc. since 2020 and previously spent six years with Stratford Consulting, LLC. He is based in Addison, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Charles Schwender is a financial advisor at PNC Wealth Management in Frisco, TX, holding a Series 66 designation. He began his advisory career in 2024 and has prior experience at First Horizon Bank and PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio solution for employees that uses mutual funds and ETFs with annual rebalancing.

Wen Bin Wang is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2012. 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 with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Edi Crow is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. She has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often those connected to TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and offers customized portfolio management through a vertically integrated model.

Kyle Deatherage is a financial advisor with Kestra Advisory, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has been affiliated with Kestra Advisory since 2016 and also owns Deatherage Financial Consulting, through which he provides advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large institutional investors. The firm provides fiduciary services, plan design, compliance testing, and employee education, leveraging multiple management platforms and extensive third-party relationships.

Zachary Morse is a financial advisor at TIAA-CREF with a Series 66 designation and two years of industry experience. He previously worked at NTT DATA Services and held various roles at universities and in the telecommunications and food service sectors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed accounts to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

David Gates is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and possessing four years of industry experience. Prior to joining TIAA-CREF in 2026, he worked at Fisher Investments, Citigroup Global Markets, and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with existing TIAA-administered retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time financial planning and ongoing managed account services, functioning within a vertically integrated structure that includes affiliated funds and fiduciary standards tailored by service.

Christopher Sanchez is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at Citizens Securities, Citizens Bank, Carrington Advisors, and TIAA. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily delivering advice through non-discretionary recommendation-based programs.

Matthew Aquino is a financial advisor at TIAA‑CREF with five years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Fisher Investments, Vanguard, and Charles Schwab. 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. The firm distinguishes between one-time planning services and ongoing portfolio management, and serves as adviser to a donor-advised fund sponsored by Charityvest.

Taylor Welch is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Fidelity Investments, J.P. Morgan Securities, and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and institutional clients, often those connected through TIAA-administered retirement plans. The firm’s advisory approach separates one-time planning from ongoing portfolio management, providing both model and customized portfolio options.