Brian Herman is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Fidelity Brokerage Services, Charles Schwab, and TD Ameritrade. He is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers multiple managed account options, including model portfolios and customized portfolios managed under client-approved investment policies, and acts as adviser to the TIAA Donor Advised Fund.

Todd Justice is a CFA® charterholder with 24 years of experience in the financial industry. He currently serves as an advisor at Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab & Co., Morgan Stanley, Citigroup Global Markets, Merrill, and Goldman Sachs Wealth Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. Its approach is guided by proprietary asset allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Thomas Schilreff is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has been with Brookstone since 2018. In addition to his advisory role, Schilreff serves as president of Schilreff & Associates, where he is also an insurance producer specializing in life, health, disability, and annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Joseph Schleicher is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA and TIAA-CREF since 2000. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a fiduciary standard in its RIA services and manages portfolios through a combination of model and customized approaches.

Kevin Kenney is a financial advisor at Principal Financial Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Knights of Columbus Asset Advisors, Knights of Columbus Insurance, and Principal Life Insurance Company. His background also includes operating his own business, K.C. Kenney, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Brandyn Hinnrichs currently serves as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through various positions including Financial Consultant, Investment Consultant, Investment Solutions Representative, and Financial Representative. In his capacity as a Wealth Planner, Brandyn is dedicated to helping clients build, implement, and maintain financial plans tailored to their unique visions of success. He leverages Fidelity's technology and investment platform to develop wealth strategies that benefit clients and their families. Outside of his professional work, Brandyn enjoys fishing, fitness, football, golf, spending time at the lake, and reading.

Sean Hosey is a Series 65-licensed financial advisor at Mariner with one year of industry experience. His background includes multiple roles at Mariner Wealth Advisors, as well as prior work with Leroy's Tavern and the University of Kansas. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office solutions. The firm employs customized discretionary portfolios supported by an internal investment team and third-party managers, with a notable integration of tax and accounting services.

Weili Jiang is a financial advisor at Private Advisor Group, LLC with five years of industry experience and a Series 66 designation. Prior to joining Private Advisor Group and LPL Financial, Jiang worked with Cetera and Avantax in various advisory roles. Outside of advising, Jiang is involved in accounting services through Lam, Po & Xu CPA’s, where they provide tax research and client tax services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm uses a fiduciary-based advisory model and incorporates both proprietary and third-party investment platforms and managers.

Brooke Henry is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation. Outside of her advisory role, she operates a tutoring business, Brooke Henry College Prep, serving high school students. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a range of managed account programs, third-party asset manager access, and retirement consulting services.

Brian Russell is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has held roles at Ameritas Investment Corp, Foster Financial Group, Canvas Financial, and Snider Advisors. Outside of advisory work, he is a limited partner in Cohula Ventures/SA Whirlwind Ventures LTD, a real estate investment entity. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of portfolio construction tools and platform solutions to deliver customizable investment management and consulting services.

Lisa Miller is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. Her prior roles include positions at Western Colorado University and Echo Canyon River Expeditions LLC. 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 to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Justin Williams is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience with Strategic Estate Planning Services and Hillwood, a Perot Company. Williams served five years in the United States Marine Corps. He also assists agents in retirement planning through his role at Strategic Estate Planning Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services, operating a platform that integrates various managed models and supports advisor customization.

Nicolas Valles is a financial advisor at TIAA-CREF with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and CH Robinson. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing ties to TIAA employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management under a fiduciary standard.

Debra Selvidge is a financial advisor with Hightower Advisors in Dallas, TX. She holds the Series 65 designation and has 13 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments and Smith Anglin Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, as well as access to alternative investments and custom indexing.

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 at TIAA-CREF with nine years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at Appreciation Financial, Fisher Investments, and GuideStone Financial Services, and he has been involved with Mentoring Brother 2 Brother since 2007. 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 to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

William Burks II is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2000. Burks also serves as a consultant for fintech firms involved in platform development and branding. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Genesis Meave is a financial advisor at TIAA-CREF with seven years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Charles Schwab and Co., Inc., TD Ameritrade, Inc., and Arvest Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals and various institutional clients, often those connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management using model or customized portfolios and serves as adviser to a donor-advised fund.

Theodore Trottman is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with firms including Private Client Services, RFG Advisory, Prospera Financial Services, Raa, and Lincoln Financial Advisors Corporation. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with proprietary research and operational support.