Tyler Brubaker is a financial advisor at TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining TIAA-CREF in 2022, he worked at Florida Financial Advisors and F4 Wealth Advisors and has experience in non-financial roles including AirTech of Pensacola. 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 to trusts, estates, and small corporate 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 investment platform.

Bryan Clintsman is a CFP® and holds a Series 65 license with 26 years of industry experience. He has worked at Ernst & Young since 2000 and previously operated Clintsman Financial Planning for 20 years. He is currently affiliated with The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Bryan is a part of Focus Partners Wealth, LLC, which serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Brittany Smith is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX. She holds a Series 66 designation and has 15 years of industry experience. Smith has worked at several firms throughout her career, including Wells Fargo Advisors and Raymond James Financial Services Advisors, Inc. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement advisory services through a network of approximately 286 advisors and employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, and other securities.

Lora Hoff is a CFP® with 27 years of experience in the financial services industry. She is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Investment Planners, Inc., Mass Mutual Investors Services, and Osaic FA, Inc. Hoff provides insurance advice tailored to client needs as part of her professional activities. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers comprehensive wealth and investment management, financial planning, and retirement plan services, employing a customized, primarily long-term investment approach that includes ETFs, mutual funds, and alternative investments.

Eric Porsch is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with TIAA-CREF since 2005. 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 pre-existing relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model with a separation between one-time planning services and ongoing discretionary management, offering both model portfolios and customized portfolio management.

Steven Hale is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and TD Ameritrade. He has been with Schwab Wealth Advisory and Charles Schwab since 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program. Its approach leverages standard asset allocation models and Schwab research tools, with advisors recommending allocations while clients retain final trading decisions.

Robert Williams is a financial advisor with Schwab Wealth Advisory, holding the Series 63 and Series 65 designations and having 10 years of industry experience. His prior roles include positions at Empower Financial Services, The Vanguard Group, and BBVA Securities. Williams is based in Westlake, Texas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm recommends investments while leaving final trading decisions to clients and conducts at least annual account reviews.

Juan Guerra is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. TIAA-CREF Individual & Institutional Services, LLC 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 vertically integrated advisory model that includes both one-time financial planning and ongoing portfolio management.

Kenneth Williams Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC 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 separates one-time planning services from ongoing discretionary management and offers customized portfolio management alongside model portfolio options.

Bryan Topelsohn is a financial advisor with Eagle Strategies (NY Life) in Flower Mound, TX, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been associated with New York Life Insurance Co since 1999 and NYLIFE Distributors LLC since 2003. Outside of his advisory role, he occasionally resells NFL and other event tickets related to his personal seat license. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing 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, operating within an integrated New York Life affiliate structure.

Griffin Rea is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He has held positions at several firms, including 49 Wealth Management, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Prior to his advisory career, he worked at D.R. Horton and Sky Ranch Camps and spent several years in education with the Southlake Carroll School District. Focus Partners serves a broad range of clients, including individuals, high-net-worth families, family offices, and institutional investors, offering wealth management, financial planning, and retirement consulting. The firm employs an “enhanced open architecture” investment approach that combines active and passive strategies with quantitative analysis and specialized tools, providing access to a variety of proprietary and affiliated investment vehicles.

Luis Gurrusquieta is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with TIAA-CREF since 2015. 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 with existing TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized managed account solutions.

Kirk Badii is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing 15 years of industry experience. His prior roles include positions at Cantella & Co., Raymond James Financial Services, UBS Financial Services, and Credit Suisse Securities. Badii operates marketing entities for securities and advisory services under the names Badii Group Private Wealth Management and Badii Group, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and a mix of passive and active investment exposures.

Matthew Donahoe is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Kestra Investment Services, and Avantax Investment Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Randi Howard is an advisor at Kestra Advisory with Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Thrivent Financial, Stifel Nicolaus & Co., Bank of America, and Merrill. She is also registered as a Client Service Specialist with CD Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Jeffrey Grizzard is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF since 2008. 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 TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes between point-in-time planning and ongoing portfolio management, utilizing both model and customized portfolios.

Collin Dufrane is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. His prior experience includes roles at Fidelity and its affiliated entities. Outside of finance, he has worked in the food service industry with positions at Revel Kitchen and Bar and Zachary's Chicago Pizza. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers a range of advisory models that separate one-time planning from ongoing portfolio management, applying a fiduciary standard across its investment advisory services.

Jakub Kulenty is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes two lengthy tenures at TIAA-CREF, from 2006 to 2020 and from 2022 to the present, with a brief period at Fisher Investment in 2021. 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 through TIAA-administered employer retirement plans. The firm provides planning services as well as ongoing portfolio management, applying a fiduciary standard to its advisory services while utilizing asset-based and wrap-fee structures.

Hallie Fraze is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and less than one year of industry experience. Prior to joining Schwab, she held various roles at companies including Target, University of North Texas, and Oklahoma State University Dini. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Charles Schwab ecosystem, delivering advice through standard asset allocation models without discretionary trading authority.

Zachary Fisher is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Schwab Wealth Advisory in 2022, he worked at Charles Schwab and Levi Strauss & Co., and has also been affiliated with the University of North Texas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using proprietary research tools and standard asset allocation models, without exercising discretionary trading authority over client accounts.