Geoffrey Curry is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2018. Outside of his advisory work, he is establishing an LLC related to property management activities. TIAA-CREF Individual & Institutional Services, LLC offers 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 employs a fiduciary standard in its advisory services and provides customized portfolio management alongside model portfolio options.

Michael Powers is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

Kyle Bosworth is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. His background includes roles at Charles Schwab and Compass Group USA, as well as previous positions related to collegiate athletics and biology departments at UTRGV. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Gabriel Allsop is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Westlake, TX, having one year of experience with both Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Prior to joining Schwab, he worked at Freedom Credit Union and Amazon, and has a background that includes several years in full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Schwab & Co.-referred clients. The firm’s recommendations are based on Charles Schwab & Co.’s asset allocation models and internal research tools, with trades executed only upon client authorization.

Kaitlyn Simmons is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has been with Beacon Pointe Advisors since 2019 and previously worked at Texas A&M University from 2015 to 2019. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes.

Robert Howell is a CFP® certified financial advisor with six years of industry experience. He is currently with Schwab Wealth Advisory, Inc., having previously worked at Morgan Stanley and Merrill Lynch. 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 Charles Schwab & Co.-referred clients. The firm’s advice is guided by Charles Schwab’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Kaitlyn Kirchhoff is a Series 66 credentialed financial advisor at Schwab Wealth Advisory with one year of industry experience. Prior to joining Schwab Wealth Advisory, she held roles at Charles Schwab and has experience in education and community involvement, including work with B'Nai Preschool and The Common Good. 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 wealth management consultations based on proprietary asset allocation models and internal research tools.

Brian Turbeville is a CFP® with six years of industry experience, currently advising at Schwab Wealth Advisory. His prior roles include positions at TD Ameritrade Investment Management, Charles Schwab & Co., Edward Jones, and Capital One Bank. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and research tools.

Hanna Alyafai is a Series 66-licensed financial advisor with TIAA-CREF in Frisco, TX, with one year of industry experience. Prior to joining TIAA-CREF, she worked at Merrill for two years and has held roles in various insurance and management companies. Alyafai is also an officer of Yafii Management LLC, a property management company. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers model-based and customized portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Michael Mayne is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and three years of industry experience. His prior roles include positions at Neuberger Berman and Freddie Mac. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning that incorporates Schwab’s asset allocation models and research tools.

George Carlson is a CFP® with four years of industry experience, currently serving as a financial advisor at Savant Wealth Management in Plano, TX. His prior experience includes roles at Exencial Wealth Advisors, Beacon Pointe Advisors, Morgan Stanley, E*Trade, TD Ameritrade, MassMutual, and Northwestern Mutual. Early in his career, Carlson worked outside finance at MOs Irish Pub and McKinney Volkswagen. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, and institutional clients. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by in-house legal, accounting, and trust affiliates.

Shane Montejano is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Bank of the West, and BancWest Investment Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, with an emphasis on client authorization for trades and tailored recommendations aligned with client goals and risk tolerance.

Shawn Warren is a financial advisor at Osaic Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Arbor Point Advisors and Securities America. Outside of his advisory role, Warren operates SDUBS Guitar Gear & More, a business focused on buying, modifying, and reselling guitars. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a variety of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Marcus Arnold is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 licenses, and has 16 years of industry experience. His prior roles include positions at Fidelity Investments and Strategic Advisers LLC. He is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Sarah Blackshear is a financial advisor at Prime Capital Financial with nine years of industry experience. She holds a Series 66 designation and has worked with firms including The Charles, Cambridge Investment Research, and Lawing Financial. Outside of advising, she was involved with Hotel Zaza (Z Resorts) for eight years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers comprehensive asset management, financial planning, and family office services, employing a mix of investment strategies and platforms to address a wide range of client needs.

Brett Wood is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63, 65, and 66 credentials and bringing 14 years of industry experience. His prior roles include positions at CoreCap Advisors and operating Wood Financial for two decades. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with connections to TIAA-administered employer retirement plans. The firm employs a fiduciary standard in its advisory services and provides access to customized portfolio management and donor-advised fund services.

Ricky Grunden Sr. is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Allworth Financial, L.P., having joined the firm in 2026 after 24 years at Grunden Financial Advisory. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and education through various media. The firm utilizes a combination of quantitative and qualitative analysis to create customized investment strategies across a range of asset classes and specialized portfolios.

Bao Vo is a CFP® professional at Schwab Wealth Advisory with four years of industry experience. His work history includes roles at Charles Schwab & Co., Inc. and TD Ameritrade, as well as running a nail salon business for a year. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals, using standardized asset-allocation models and internal research tools while executing trades only with client authorization.

Mark Elder is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with NYLife Securities and New York Life since 2012 and is the owner of Clearpath Wealth Strategies, LLC, which sells New York Life products and brokers non-registered insurance products. Additionally, he volunteers on The VET SOS Show, a podcast supporting veterans and military community members with career transition resources. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis.

Clinton Wolfe is a financial advisor at TIAA-CREF with 10 years of industry experience. He has been with TIAA-CREF and TIAA since 2018 and previously worked at GWFS Equities Inc. from 2016 to 2018. Outside of advising, he is self-employed as a food delivery driver for DoorDash and rents out his vehicle through Turo. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients connected through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to the TIAA Donor Advised Fund.