Andres Martinez is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Fisher Investments and Fidelity in various capacities. Martinez is 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 employer retirement plans and offers both model and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Ta Shauna Mc Allister is a financial advisor at Mariner with Series 63 and Series 65 licenses and one year of industry experience. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Commerce Trust Company, and the University of Missouri - St. Louis. 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 family office solutions, utilizing a combination of in-house research and third-party managers across a wide range of asset classes and strategies.

John Loy is a CFP® with 17 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and has prior experience at Charles Schwab, Drury Hotels, Edward Jones, Eagle Strategies (NY Life), New York Life Insurance, and Capital One Sharebuilder. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools, with client-directed trading decisions and annual account reviews.

Jacob Thiede is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining TIAA-CREF in 2021, he worked at Amazon Fulfillment Center and Animal Care Technologies, and he attended the University of North Texas. Outside of finance, Thiede is involved in musical composition and publishing through his own entity, Jacob Theedee Music, and participates in custom marching band music production with Fannin Musical Productions. He is also the founder of 633 Collective, an art collective supporting Christian artists. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals—often linked to TIAA-administered employer retirement plans—as well as to trusts, estates, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and acts as advisor to donor-advised funds within a vertically integrated structure using affiliated funds.

Wade O Neal III is a financial advisor with Schwab Wealth Advisory who holds Series 66 and Series 63 designations and has 16 years of industry experience. His prior roles include positions at USAA, Merrill Lynch, Bank of America, Fisher Investments, and The Resource Fund Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, differentiating it from many enterprise wealth managers.

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 with TIAA-CREF, holding a Series 66 designation and 20 years of industry experience. His previous roles include positions at Ally Invest Advisors, Ally Invest Securities LLC, and TD Ameritrade. 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 offers separate broker-dealer services and serves as adviser to the TIAA Donor Advised Fund, employing both model and customized portfolio management within a vertically integrated structure.

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.

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, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2012 and Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem and uses Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

James Lester is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license. He has 54 years of industry experience, including over 25 years with Hornor, Townsend & Kent and a long tenure as an insurance agent with Franklin Life Insurance Company and his own agency. He is also involved in insurance brokerage activities through entities affiliated with Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm is notable for its dual registration as an SEC-registered investment adviser and broker-dealer and its connection to 1847 Financial/Penn Mutual.

Nicole Hargrove 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 several firms, including Charles Schwab, TD Ameritrade, BOK Financial Securities, Ameriprise, and Scottrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations while clients retain final trading decisions, and it operates as an internal advisory unit within the Schwab ecosystem.

Anabel Dimas is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab and Fidelity in various roles since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial planning, investment recommendations, and annual account reviews using Schwab’s asset allocation models and research tools. The firm operates as an internal unit within Charles Schwab and does not engage in discretionary trading or directly charge clients fees.

Larry Jackson is a financial advisor with Sanctuary Advisors, LLC, based in Plano, TX. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His previous roles include positions at Merrill, Bank of America, and Fidelity Brokerage Services. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of independent advisors and affiliated broker-dealer services.

Analiese Holmes is a Series 65-licensed financial advisor with two years of industry experience. She currently works at Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC, Clintsman Financial Planning, Texas Instruments, and Texas A&M University. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis alongside a broad platform of affiliated service companies and specialized investment options.

Alan Grossman is a financial advisor with D.A. Davidson & Co. in Plano, TX, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with D.A. Davidson & Co. since 2013. Outside of his advisory role, he owns a consulting business and is involved in industrial recruiting through a partnership firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

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 six years of industry experience. She has been with Mariner since 2017, including prior experience at Briar Hall. Goldberg is based in Plano, TX. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers and provides integrated tax and administrative services uncommon at its enterprise scale.

Alexis Bonder is a CFP® and Series 66 holder currently with Schwab Wealth Advisory in Westlake, TX. Alexis has two years of experience in the financial industry, including roles at Charles Schwab & Co., Inc., Fidelity Investments, and FB Credit Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.