Jay Lewis is a financial advisor with Integrity Alliance, LLC, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His prior roles include positions at Kestra Advisory Services, Smith Frank & Partners, and Forthright Capital Advisory. Outside of advisory services, he is co-owner of FJ Publishing, LLC, a book publishing company. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third‑party managers through a large network of independent advisors. The firm combines discretionary accounts, model portfolios, and sub-advisers with strategic, tactical, and adaptive allocation strategies.

Zachery Fisher is a financial advisor with Empower Advisory Group in Roanoke, TX, holding Series 66 and Series 63 credentials and 13 years of industry experience. He previously worked at Charles Schwab and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Imran Akinteye is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fisher Investments and Fidelity Personal and Workplace Advisors. 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-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers separate broker-dealer services and manages donor-advised funds, using both model and customized portfolios within a fiduciary framework.

Ryan Fuchs is a Certified Financial Planner® with 16 years of industry experience. He currently works at Creative Planning, LLC and previously held positions at Lockton Investment Advisors, LLC, Lockton Financial Advisors, LLC, Lockton Companies LLC, and IFRAH Financial Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by selective private market exposure and tax-efficient techniques.

Lauren Melroy is a CFP® with ten years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2017. She has been associated with Charles Schwab since 2014. Lauren holds Series 63 and Series 66 licenses and works out of Westlake, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset allocation models and research tools to guide investment recommendations, while clients retain final trading decisions.

Vivian Van Ramirez is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments and Fidelity Distributors Company LLC for six years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios.

Joshua Jordan is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab & Co., Inc., Harbor Freight Tools, and Grand Prairie ISD. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering client services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models.

Tyler Burtscher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2026. Prior to joining Mariner, he worked at Charles Schwab & Co., Inc. for over nine years. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, providing investment management, financial planning, tax services, and retirement plan consulting through discretionary, customized portfolios overseen by an internal team and investment committee.

Randall Lucke is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding a Series 66 designation and three years of industry experience. Prior to his advisory career, he worked for American Airlines for 20 years. Outside of advising, he owns and manages three rental duplex properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools to support investment recommendations, while leaving final trading decisions to clients.

Jesse Faggioli is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Robinhood Markets, Fidelity Brokerage Services, and Broadridge Business Process Outsourcing. Outside of finance, he is involved in pet care services through pet sitting and dog walking. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers model and customized portfolio management within a vertically integrated structure that includes affiliated funds and serves as adviser to donor-advised funds.

Christie Russell is a CFP® and ChFC® with 11 years of experience in the financial services industry. She is currently affiliated with Primerica Advisors and has previously worked at Northwestern Mutual Wealth Management Company and Guardian Life Insurance Company. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies alongside financial planning and consulting solutions.

Sophie Springs is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining TIAA-CREF, she worked at Coca-Cola and has experience in hospitality and food service from previous roles. Outside of finance, she was affiliated with Brier Creek Country Club and TRUE Crafted Pizza. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA retirement plans, as well as to trusts, estates, and other entities. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary portfolio management, employing a fiduciary standard within a vertically integrated structure.

Charles Machann is a financial advisor with Eagle Strategies (New York Life) based in Frisco, TX, holding Series 63 and Series 66 licenses with six years of industry experience. He is also the owner of DZYNR LLC, a company engaged in private-label product branding and online sales through Amazon. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types focused on tailored recommendations and primarily manages assets on a non-discretionary basis.

Hestin Hurst is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has previously worked at TD Ameritrade and BBVA Compass. Outside of his advisory role, Hurst is involved in overseeing sales at Brothers in FireArms, LLC, and manages accounting and operations for LL & Rockin' AH Ranch Trust. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models.

George Morakis is a CFP® and CFA® with 12 years of industry experience. He is currently with Schwab Wealth Advisory and has held roles at Charles Schwab, The Vanguard Group, Fisher Investments, and JPMorgan Chase. Outside of financial advising, he provides legal services as an immigration law attorney through Morakis Immigration Law PLLC. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing Schwab’s research tools and asset allocation models while allowing clients to make final trading decisions.

John M Burke is a financial advisor with Prime Capital Financial holding Series 63, Series 65, and Series 66 credentials and 10 years of industry experience. He has worked at Prime Capital Investment Advisors, LLC since 2018 and previously at Ascende Wealth Advisors, Inc. from 2014 to 2018. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a mix of core/satellite, thematic, and tactical investment strategies and supports tax-efficient rebalancing and consolidated reporting across custodians and private investments.

Matthew Miehe is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Charles Schwab Bank and TD Ameritrade. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management services through model and customized portfolios, applying a fiduciary standard to its RIA offerings.

Barrett Wells is a CFP® professional at Schwab Wealth Advisory with seven years of industry experience. He has been with Charles Schwab & Co., Inc. and its affiliated advisory firms since 2019 and previously worked at New York Life. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed trading and periodic account reviews rather than discretionary portfolio management.

Jun Park is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JP Morgan Chase Bank, JP Morgan Securities, NYLife Securities, and New York Life Insurance Agents. TIAA-CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals with ties to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm offers point-in-time planning and ongoing discretionary management with a fiduciary standard applied to its RIA services.

Kejia Wang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Wang has worked concurrently at Transamerica Financial Advisors and World Financial Group, Inc since 2012 and has been with Globalfoundries since 2015. Outside of advisory work, Wang is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.