Nathan Floyd is a Planning Consultant at Fidelity Investments, where he works with clients to understand and align with their unique financial goals. In his role, he guides clients through the complexities of financial challenges and provides support tailored to their individual needs. Nathan has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative II before becoming a Planning Consultant in 2024. This experience has provided him with a comprehensive understanding of investment solutions and client relationship management. Further details about Nathan's education, credentials, personal interests, or community involvement have not been provided.

La Darius Wilkerson is a financial advisor at Schwab Wealth Advisory with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Amicus Financial Advisors, Charles Schwab & Co., Inc., Northwestern Mutual, and Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, serving primarily individual clients without discretionary trading authority.

Sean Linder is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and bringing 10 years of industry experience. He has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Service LLC, and Allstate Insurance Co. He is based in Westlake, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools while leaving final trading decisions to clients.

Jacob Davis is a financial advisor with Eagle Strategies (NY Life) based in Plano, TX. He holds Series 63 and Series 66 designations and has 10 years of industry experience. Davis has worked at Eagle Strategies and its affiliates, NYlife Securities LLC and New York Life Insurance Co., since 2015. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Roshni Vasa is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and beginning her professional career in 2026. Prior to joining Schwab Wealth Advisory, she worked briefly at PNC Bank and Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm offers services such as annual financial reviews, retirement planning, and investment recommendations, while clients retain control over final trading decisions.

Francisco Medina is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing three years of industry experience. He has worked with several firms, including Ernst & Young Investment Advisers LLP and Bank of America. Outside of his advisory role, he operates an eBay storefront where he sells personal items. 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, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary advisory model.

John Van De Steeg is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Mariner Wealth Advisors in Plano, TX. His background includes roles in education and nonprofit organizations, as well as experience outside the financial industry. Mariner serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, with integrated tax and accounting capabilities uncommon in large enterprise advisory firms.

David Yang is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining TIAA-CREF, he worked at West Ocean Inc. and Hwee Wyatts Holdings, and spent seven years at Southern Methodist University. Outside of financial services, he is the founder of David Yang Photography, a business specializing in various types of professional photography including weddings and corporate events. TIAA-CREF Individual & Institutional Services 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’s advisory model separates financial planning from ongoing management and operates within a vertically integrated group offering both model and customized portfolios.

Robert Harvey III is a CFP® professional with 19 years of experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and asset allocation models, with final trading decisions made by clients.

Maxwell Corey is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. His prior work includes roles at Cardinal Group Management and involvement with the Dairy Council of Nevada and Fantasy Lab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering recommendations through standardized asset allocation models and research tools while leaving final trading decisions to clients.

Jonathan Lucas is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Capital, Tata Consultancy Services, and World Financial Group. Lucas has also been involved with the Heartland Institute of Financial Education. TIAA-CREF Individual & Institutional Services, LLC offers 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 distinguishes between one-time planning services and ongoing account management, providing both model-based and customized portfolio solutions.

Ethan Settle is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and one year of industry experience. His prior roles include positions at Box Financial Advisors, Wells Fargo, and Charles Schwab & Co., Inc. Before entering the financial advisory field, he spent ten years in full-time education and has experience working in the food service industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many other enterprise wealth managers.

Robert Hopper is a financial advisor at Private Advisor Group, LLC with 40 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Private Advisor Group in 2021, he worked at Advisor Resource Council and LPL Financial. Outside of advisory work, he is a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing varied investment strategies and supporting held-away account management through technology partnerships.

Louis Bryant is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2003. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides 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 operates a fiduciary advisory model that distinguishes point-in-time planning from ongoing portfolio management and serves as adviser to the TIAA Donor Advised Fund.

Daniel Mahaffey is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab since 2018. Prior to that, he worked at TD Ameritrade from 2010 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standardized asset allocation models and Schwab research tools, offering annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Dawn Schmidt is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. She has been with TIAA-CREF since 2013. 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 a range of advisory services, including model portfolio management and customized portfolio solutions, and acts as adviser to the TIAA Donor Advised Fund.

Calley Cola is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and three years of industry experience. Prior to joining Commonwealth, Calley worked at RLC Wealth Management, Dominion Payroll, Payvision Online, Henderson Edwards Wilson Evetts, LLP, and Bain and Schindele Tax Consulting. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a range of operational and technology support services to affiliated advisors.

Grover Brillhart II is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and 66 credentials and with 29 years of industry experience. He has been with Hornor, Townsend & Kent since 1999 and also has long-term affiliations with Cadaret, Grant & Co., Inc. and AIG. Outside of his advisory role, Brillhart is active as an insurance agent, involved in the sale and service of life, disability, long-term care insurance, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Christopher Simmons is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has eight years of industry experience, having worked at firms including Ameriprise Financial Services, AXA Advisors, and currently Park Avenue Securities and Guardian Life Insurance Company. Simmons also spent three years working at the University of North Texas. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Kristi Shumate is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2007. Outside of her advisory work, she owns a business that makes specialized horse show accessories and is involved in leasing and selling ponies. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected to TIAA-administered retirement plans. The firm offers customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund.