Parker Martinez is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at Fidelity Investments and Charles Schwab & Co., Inc. prior to joining Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s advice is based on proprietary asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

William Pearce is a financial advisor at Eagle Strategies (NY Life) with 24 years of industry experience. He has been with Eagle Strategies since 2011 and also maintains affiliations with Nylife Securities LLC and New York Life Insurance Company since 2010. Pearce serves as a board member of the Frisco Arts Foundation, where he helps organize events and advises on marketing efforts to support local artists and arts organizations. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Jarrod Leisure is a financial advisor with PNC Wealth Management in Plano, TX, holding ChFC® and securities licenses Series 63, 65, and 66. He has 26 years of industry experience, including seven years at BBVA in various roles and five years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary account using algorithmic risk assessments and managed portfolios composed of mutual funds and ETFs.

Daniel Oconnell is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been affiliated with Principal Securities, Principal Life Insurance Company, and Next Level Insurance LLC since 2016. Outside of his advisory work, Oconnell serves as a board member for Texas CASA, volunteers as an assistant scout master, speaks at industry events on leadership and entrepreneurship, and serves as a trustee for the MDRT Foundation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Richmond Agyekum is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining TIAA-CREF in 2019, he worked in various roles including positions at AmerisourceBergen and Uber. Outside of his advisory role, Richmond operates a sole proprietorship focused on affiliate marketing and serves on the finance committee for a small church. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm offers a range of services including model portfolio management and customized portfolios, and acts as adviser to a donor-advised fund.

Christal Thomas is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with TIAA-CREF since 2007. Outside of her advisory role, she also works as a driver for ride-sharing services Lyft and Uber. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing management services, including model and customized portfolios, and serves as adviser to donor-advised funds within a vertically integrated structure.

Duncan Gates is a CFP® with 19 years of industry experience, currently affiliated with Cetera Planning Partners. His career includes roles at Avantax Advisory Services and its related entities, as well as leadership in tax and accounting at Five Star Advisor Partners and Joseph Hancock Tax and Financial Service, where he prepares tax returns for individuals and businesses. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees through investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate-planning services, utilizing a diversified investment approach tailored to client objectives and risk tolerance.

Michael Prentice is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining TIAA-CREF in 2022, he worked at Freedom Financial Network and spent over a decade at TruGreen Lawncare. 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 TIAA-administered employer retirement plans. The firm also acts as adviser to the TIAA Donor Advised Fund and uses a fiduciary standard within a vertically integrated group that offers both model and customized portfolio management.

Charles Anderson Jr. is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at Fisher Investments, Merrill, Bank of America, Amazon, and Charles Schwab. 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 connected to TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and includes a fiduciary standard applied to its registered investment adviser services.

Eric Cannon is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Quasar Distributors, LLC, Minshall & Co., Inc., and Capital Advisors, Inc. Outside of his advisory role, he owns Soccer Genius, a company focused on measurement computation for youth soccer development. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, continuous portfolio monitoring, risk management, and may include alternative investments and private fund allocations.

Luis Lopez Jr. is a financial advisor at Eagle Strategies (NY Life) based in Frisco, TX, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with NYLIFE Securities LLC, New York Life Insurance Company, and Amazon. Eagle Strategies serves a diverse client base including individuals, institutions, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis within the New York Life affiliate structure.

Garry Scheufler is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes ten years with Bank of America and Merrill, and he has been involved with TECS, Inc., an operating company he owns. Scheufler also mentors students in the Baylor University Professional Sales Program. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, emphasizing customized, primarily long-term portfolios using ETFs, mutual funds, and other investments supported by affiliated sub-advisers and various platform integrations.

Kimberly Arthur is a financial advisor at Wealth Enhancement Advisory Services, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked previously at firms including Vista Investment Partners, Raymond James & Associates, and XO Wealth Management. Kimberly is based in Dallas, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Tatiana Preval is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 designations and seven years of industry experience. She has worked in various roles within Charles Schwab entities since 2018 and previously held positions at State Street Inc. and Visiting Angels. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab’s standard asset-allocation models and internal research tools. The firm emphasizes client-directed trading and periodic reviews tailored to individual goals and risk tolerance.

Ian Winslow is a CFP® and Series 66 licensed advisor with Schwab Wealth Advisory, bringing two years of industry experience. He joined Schwab Wealth Advisory in 2024 after prior roles at Charles Schwab and Advanced Wealth Strategies. Outside of finance, his work history includes positions in education and hospitality. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach relies on Schwab’s asset-allocation models and internal research tools, offering tailored recommendations with client approval on investment decisions.

Bethany Ketron is a CFP® professional with 16 years of experience in the financial advisory industry. She currently works at Focus Partners Wealth, LLC and has previously been with The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and JWA Financial Group, Inc. Focus Partners Wealth, LLC serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach that integrates active and passive strategies and customizes portfolios based on clients’ risk tolerance, liquidity, and tax situations.

Shafqat Manir is a financial advisor at TIAA‑CREF with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Distributors Company LLC and Fidelity Investments. Before entering the financial sector, he spent five years at A.G. Dresses Ltd. and one year at Fin-Bangla Apparels Ltd. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals with ties to 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, applying a fiduciary standard to its advisory services within a vertically integrated group that manages both model and customized portfolios.

Catherine Vigen is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 credential and ten years of industry experience. Her prior roles include positions at Charles Schwab and Capital One Investing. Outside of her financial career, she owns and operates Catherine Vigen Photography, a portrait, lifestyle, and travel photography business with an associated blog. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

John Sutterfield is a financial advisor at Focus Partners Wealth, LLC in Plano, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior work includes roles at Fisher Investments, Fidelity Brokerage Services LLC, and U.S. Bancorp Investments, Inc. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, offering a range of services including investment management, financial planning, tax and compliance support, and employee benefit retirement plan services. The firm employs a long-term investment approach with an enhanced open architecture that integrates active and passive strategies, third-party managers, private funds, and tactical overlays, tailoring portfolios to clients' risk tolerance, liquidity, and tax circumstances.

Mark Kissinger is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Eagle Strategies, New York Life Insurance Company, and Jeff Baird Allstate. Outside of his advisory work, he volunteers with the Radio Goats Football Podcast, focusing on Celina football through interviews and seasonal coverage. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.