Chalitta Moore is a financial advisor at TIAA-CREF with Series 66 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Fidelity Investments, Merrill Lynch, and Bank of America. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory approach distinguishes between point-in-time planning and ongoing discretionary management, employing both model and customized portfolios under a fiduciary standard.

Aileen Dizon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She also serves as a college consultant at the Heartland Institute of Financial Education and is a member of the National Association of Registered Social Security Analysts, where she occasionally conducts public workshops on Social Security. In addition to her advisory role, she works as a senior HR information system analyst at CHRISTUS Health. Transamerica Financial Advisors serves a diverse range of clients, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers.

Zaineb Subhe is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill for two years. Her background includes roles outside finance, such as nutritionist and work in various other sectors. 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 with previous TIAA-administered retirement plan relationships. The firm offers model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Byron Jimmerson is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including NEXT Financial Group and Compass Retirement. Foundations Investment Advisors serves a broad client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, offering financial planning, investment management, and related services through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

John Rooney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Commonwealth Equity Services since 1988. Outside of his advisory role, he serves as a trustee and power of attorney for family members in non-investment related matters. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction and providing managed model portfolios through its Investment Management and Research team.

Michael Baer is a CFP® professional with nine years of industry experience. He currently works at Corient and previously held roles at Capital Advisors, Fluent Financial, Private Client Services, Fisher Investments, and SEI Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines proprietary strategies with third-party solutions and incorporates risk management tools and alternative investments where appropriate.

Alexa Tizon is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. She has held roles at Charles Schwab & Co., Inc. since 2022 and prior to that worked in healthcare-related positions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, offering guidance on asset allocation and investment selection based on proprietary research and standard asset-allocation models.

James Marr is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab and Co., Inc., USAA Investment Management Company, and USAA Financial Planning Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on proprietary asset-allocation models and internal research, offering tailored recommendations reviewed at least annually.

Christopher Patton is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., USAA, and several independent advisory firms. Outside of his advisory work, he is involved in a sports nutrition business through AdvoCare. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management, utilizing both model portfolios and customized management under a fiduciary standard.

Edward Peterson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles in insurance and tax-related services alongside his advisory work, including positions at J.Grant Insurance and involvement with student loan forgiveness programs. He also has experience in tax preparation assistance through QRS Business Solutions. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Alexandria Reyes is a CFP® professional with six years of industry experience, currently serving at Schwab Wealth Advisory Inc. She has held roles within Charles Schwab & Co., Charles Schwab Bank, J.P. Morgan Securities, Merrill, Bank of America, and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, without exercising discretionary trading authority.

Manuel Cruz is a CFP® professional at Schwab Wealth Advisory with five years of industry experience. His prior roles include positions at Raymond James & Associates, Deloitte LLP, American National Bank, and service in the U.S. Air Force. 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. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations aligned with clients’ goals and risk tolerance.

Melissa Trask is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and 10 years of industry experience. She has worked at TIAA-CREF and its affiliated entities since 2018, following a brief tenure at TD Ameritrade investment Management and TD Ameritrade. 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 with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing managed account oversight, applying a fiduciary standard to its advisory services within a vertically integrated structure.

Kerri Dane is a financial advisor with SPC in Aubrey, TX, holding Series 63 and Series 66 registrations and possessing 25 years of industry experience. She has worked at Parkland Securities since 2014 and with SPC since 2011. Outside of her advisory role, she operates as an independent agent for fixed insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client needs.

Wallace Eason is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab Wealth Advisory, he spent 30 years with State Farm Insurance. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients in the Schwab Wealth Advisory program and select referred clients. The firm’s guidance includes asset allocation and investment selection based on Charles Schwab & Co.’s asset-allocation models and research tools, with trades executed only upon client authorization.

Daniel Saur is a financial advisor with Beacon Pointe Advisors, LLC in Plano, TX, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include leadership at Kalos Capital, Inc. and founding D.R. Saur Financial, Inc. He is also a licensed insurance agent involved in life, disability, and long-term care insurance sales. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing proprietary due diligence and a mix of active and passive strategies, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for private funds.

Ryan Deakins is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Empower Advisory Group since 2023, following prior roles at Personal Capital 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 IRA and retail brokerage clients. The firm combines proprietary and third-party methodologies to deliver financial plans focused on long-term portfolio returns and savings rates, integrating its services with affiliated Empower platforms.

Claudia Brown is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including previous roles at Guided Path Financial and Lewis Brown. Her outside activities include serving as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Corey Durden is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has prior experience at Ernst & Young Investment Advisers LLP and Wayfair. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA-administered employer retirement plan relationships. The firm operates a fiduciary advisory model that distinguishes between one-time planning services and ongoing portfolio management through model portfolios or customized solutions.

Jake Gaster is a financial advisor with AE Wealth Management, LLC. He holds a Series 65 designation and has been in the industry since 2025, with prior experience at Frazier Wealth Strategies and roles in education at several schools. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes scalable model portfolio solutions and discretionary asset management, managing roughly $49.8 billion for over 127,000 clients.