Oscar Barillas Jr. is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked at Fidelity in various advisory and brokerage roles and held positions at GM Financial and Uber. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA‑administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Amanda Sessler is a CFP® at Focus Partners Wealth, LLC with 15 years of experience in financial planning and wealth management. She previously worked at Buckingham Strategic Wealth, LLC and Clintsman Financial Planning. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office services, and employee benefit retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies tailored to clients’ specific risk, liquidity, and tax needs.

Timur Stanton is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, Fisher Investments, and Crestview Wealth Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships.

Joshua Torres is a CFP®-certified financial advisor with 19 years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has previously held roles at Charles Schwab & Co., Wells Fargo Clearing, Merrill, and Morgan Stanley & Co. LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance.

Sherese Calvert is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory Inc. since 2020, following earlier work at Charles Schwab & Co., Inc. starting in 2011. 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 certain referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, with personalized recommendations and at-least-annual reviews tailored to clients’ goals and risk tolerance.

Hayden Vanover is a financial advisor at Mariner with six years of industry experience and holds Series 63 and Series 65 credentials. His prior roles include positions at Fisher Investments and Peak American Investment Advisors, Inc., as well as service in the United States Marine Corps. Mariner serves a diverse client base including individuals, pension plans, trusts, corporations, and private funds through customized investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party manager allocations and offers integrated tax, accounting, and chief financial officer services alongside traditional portfolio management.

Maxwell Mitcham is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and five years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab & Co. since 2026 and previously held roles at JP Morgan Chase Bank, J.P. Morgan Securities, and Wells Fargo Clearing Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset allocation models and internal research tools, with investment decisions executed only upon client authorization.

Cassandra Altom is a financial advisor at Truist Advisory Services with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Outside of her advisory role, she operates a small craft business creating personalized tumblers and items. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers ongoing client reviews, leveraging its affiliation with Truist Financial and various banking and brokerage entities.

Kristina Love is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Charles Schwab & Co., Bank of America, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm’s approach is guided by Schwab’s asset-allocation models and internal research, offering tailored recommendations with trades executed only upon client authorization.

Miyanda Hamakando is a financial advisor at TIAA-CREF based in Frisco, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining TIAA-CREF, Hamakando worked at the Bank of Zambia and African Banking Corporation, with additional experience at the University of Lusaka. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients connected through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, applying a fiduciary standard to its advisory services within a vertically integrated structure that includes affiliated funds.

Lauren Cantillo is a financial advisor with TIAA-CREF in Frisco, Texas, holding a Series 66 credential and eight years of industry experience. Prior to joining TIAA-CREF in 2025, she worked at firms including JPMorgan Chase Bank, Merrill, Beacon Pointe, and Stifel Nicolaus. Outside of her advisory role, she is involved in managing a rental property in California with her spouse. 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 connected to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.

Grace Ottey is a financial advisor with Eagle Strategies (NY Life) in Plano, TX, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2012. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Tien Nguyen is a financial advisor at TIAA-CREF with a Series 66 designation and four years of industry experience. Prior to joining TIAA-CREF in 2026, Nguyen worked at Fidelity Personal and Workplace Advisors from 2021 to 2024. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both model and customized portfolio management under a fiduciary standard and also advises donor-advised funds.

Clovis Russell is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Principal Securities, Inc. and Principal Life Insurance Company. Outside of his advisory role, he serves as a deacon and children's ministry teacher at Christian Center Family Church. TIAA-CREF’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement relationships. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Hayden Solis is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 credential with one year of industry experience. Prior to joining TIAA-CREF, he worked at Wells Fargo, Goldman Sachs Wealth Services, and JP Morgan Chase Bank. He also served five years in the United States Marine Corps and has been affiliated with Texas Tech University since 2022. TIAA‑CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolios under fiduciary standards.

Cailley Camp is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. She has worked at Charles Schwab and previously held roles outside finance, including positions at Baylor University and Cupertino Dental Group. 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’s asset-allocation models and research tools to guide investment selection, with trades executed only upon client authorization.

Christopher Hayes is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and has been associated with Charles Schwab since 2007. 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 advice is based on internal research and asset-allocation models, with recommendations tailored to clients' goals and risk tolerance, and trades executed only with client authorization.

Theresa Krupka is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Valic Financial Advisors for 14 years before joining Lincoln Investment and Capital Analysts in 2021. Krupka is also the owner of TLK Financial, LLC, an insurance sales business specializing in fixed life, disability, long-term care, group insurance, and SPIAs. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services supported by an in-house Investment Management & Research team and a network of independent advisors.

Mallory Armijo is a financial advisor at Prime Capital Financial with 15 years of industry experience. She holds a Series 66 designation and previously worked at Sageview Advisory Group and Cetera Wealth Services, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and provides tax planning and bill-pay services through its affiliated accounting subsidiary.

Brandon Watson is a financial advisor with Schwab Wealth Advisory. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments, Mobius Financial Advisors, and Charles Schwab & Co., Inc. 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 internal research tools to deliver tailored investment recommendations without exercising discretionary trading authority.