David Duque is a financial advisor at Valic Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008, with additional roles at Park Avenue Securities, Guardian Life Insurance Company, and Agia. Outside of his advisory work, Duque serves as Sergeant of Arms on the Board of Directors for the Champions Rotary Club of Justin, TX. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Joni Campos is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with TIAA and its affiliated entities since 2005. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals associated with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund while operating within a vertically integrated investment group.

Morris Boson is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 designations and nine years of industry experience. His prior roles include positions at Appreciation Financial, Fisher Investments, and GuideStone Financial Services. He is also involved in Mentoring Brother 2 Brother, a community mentoring organization. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard applied to its advisory services.

William Burks II is a financial advisor at Centaurus Financial, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Centaurus Financial for 26 years. Burks also serves as a consultant for fintech platforms, including Eyeballs Financial and Finntalk. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Genesis Meave is a financial advisor at TIAA-CREF with seven years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade, among other firms. 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 retirement plans. The firm’s advisory approach distinguishes between point-in-time planning and ongoing discretionary management, utilizing model portfolios and customized strategies under fiduciary standards.

Kevin Baumhart is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Westlake, TX. His career includes roles at Fidelity Investments and Cresset Asset Management, among others. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm serves individual clients with an emphasis on wealth management education and annual financial reviews, while leaving final investment decisions to clients.

Patrick Kimbrough is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2016. He holds Series 65 and Series 66 licenses. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing discretionary portfolios supported by in-house research and third-party managers.

Joanne Bolden is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. She has worked at Schwab Wealth Advisory Inc. since 2026 and has also held roles at Charles Schwab and Co., Inc., Charles Schwab Bank, Citizens Bank, Citizens Securities Inc., and The Vanguard Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations based on Schwab’s 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.

Amandeep Somal is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining TIAA-CREF in 2024, he worked at Citigroup Global Markets and Citigroup from 2020 to 2023 and TD Ameritrade from 2019 to 2020. He also has experience outside finance, having spent time in homemaking roles. 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 with prior TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure that includes affiliated funds and serves as adviser to a donor-advised fund sponsored by Charityvest.

Anish Bamne is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Charles Schwab and The Heico Companies, as well as periods of full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools, while clients retain final trading decisions.

Monica Duran is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has been with TIAA-CREF since 2015, with a two-year break before rejoining the firm in 2024. Outside of her advisory role, she is the managing member of Collab Builders, LLC, a new startup involved in building, buying, and selling homes. 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 existing relationships through TIAA‑administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management under a fiduciary standard, with model and customized portfolio options.

Jeremiah Neptune is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes three years at Fidelity Brokerage Services LLC before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm separates point-in-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

Aleksey Palumbo is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His career includes roles at TIAA-CREF since 2021, with prior experience across healthcare and academic institutions such as MD Kids Pediatrics and Texas A&M University. 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 services and ongoing portfolio management, operating within a vertically integrated group that manages affiliated funds and advises a donor-advised fund.

Francis Mesina is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of his advisory role, Mesina serves on several nonprofit boards, including LiftFund and The Center for Grieving Children, and is also an associate pastor and an actor. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm offers multiple advisory programs with a focus on tailoring recommendations to client objectives and plan sponsor criteria, managing a majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Rebecca Sizelove is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has held positions at Charles Schwab & Co., Inc., Charles Schwab Bank, J.P. Morgan Securities LLC, JPMorgan Chase Bank, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm's advice is delivered through standard asset allocation models and Schwab research tools, with final trading decisions left to clients.

Emily Lopez is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses. She has five years of industry experience, including roles at Robinhood Financial, Fidelity Investments, and GM Financial. Her background also includes work outside finance at Polytechnic United Methodist Church and Texas Wesleyan University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

Chi Gee Yip is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at Fisher Investments and TD. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. 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-driven investment approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Nehemiah Jefferson is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 licenses. He has prior experience as a tax attorney at Esquire Tax Firm Americas Tax Attorney Carrington, where he worked for nine years before joining Schwab in 2025. 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 based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Robert Thomas is a CFP® professional with two years of industry experience. He currently works at Allworth Financial, L.P. and previously was employed at Grunden Financial Advisory, Inc. He also has experience working in education with the Denton Independent School District and Van Independent School District. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various model strategies and employs both discretionary and non-discretionary asset management approaches, along with specialized services such as retirement plan consulting and annuity sub-account management.

David Totah Jr. is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Savant Wealth Management and has prior experience at Exencial Wealth Advisors, where he also serves as an equity partner. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.