Victor Nuncio is a Series 66-licensed advisor with Schwab Wealth Advisory in Westlake, TX, having one year of industry experience. His prior work includes roles at Charles Schwab and ICompeteX, as well as positions outside the financial sector. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain clients referred by Charles Schwab & Co. The firm’s guidance incorporates Charles Schwab’s asset-allocation models and internal research tools, with client-authorized trade execution and at-least-annual portfolio reviews.

Katherine Canon is a CFP® with 18 years of experience in the financial services industry. She currently works at Schwab Wealth Advisory, Inc. and has prior experience with JP Morgan and Wells Fargo. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations according to clients’ goals and risk tolerance.

Shawn Riggins is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Rosenthal Advisory Services, and National Planning Corporation. Outside of his advisory work, he teaches private clarinet lessons to middle and high school students. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach uses Charles Schwab’s asset allocation models and internal research tools, with tailored recommendations and at-least-annual reviews, while trades require client authorization.

Christopher Carrion is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hornor Townsend & Kent Inc since 2014. Carrion is also active in life insurance brokerage and serves as a programming co-chair for the Conscious Capitalism networking organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Kyle Knutson is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding the ChFC® and Series 63 designations and bringing 27 years of industry experience. He has been with Eagle Strategies since 2009 and has been affiliated with New York Life and Nylife Securities since 2001. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Trevor Johnson is a CFP® professional with nine years of experience in the financial services industry. He currently works at Schwab Wealth Advisory and has previously held roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on Schwab’s asset-allocation models and internal research tools. The firm offers tailored recommendations with client authorization required for trades and typically utilizes separately managed accounts handled by third-party or affiliated managers.

Carlos Benitez is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab & Co., Inc., having previously worked at The Vanguard Group and affiliated entities for five years, as well as Renaissance Financial and Securian Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research, with client-tailored recommendations and trades executed only upon client authorization.

Raymond Bellucci is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with TIAA and TIAA-CREF since 1983. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients connected through TIAA-administered employer retirement plans. The firm offers financial planning, discretionary managed account programs, and broker-dealer services, and acts as an adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Jordan Bommarito is a CFP® and Series 66 holder with four years of industry experience. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2021 following earlier roles at Charles Schwab & Co., Inc. and other organizations. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without discretionary trading authority.

Jerod Frank is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He has worked with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. In addition to his advisory role, he is a partner at Wealth Coordination Partners, an insurance brokerage specializing in multi-line insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing billions in assets under management.

Vineet Kalra is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at The Quantum Group, Ash Brokerage, and Global View Capital Management. Outside of financial advising, he is the managing member and consultant at Capilano Solutions LLC, an information technology firm. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure across its extensive network of advisors.

Gabriel Devoto is a financial advisor at TIAA-CREF with three years of industry experience and holds a Series 66 designation. His prior roles include positions at Fidelity Personal and Workplace Advisors and Texas Securities, Inc. Before entering the financial sector, he was involved with Premier Gymnastics Academy and Infinite Bounds Training Center. TIAA-CREF Individual & Institutional Services, LLC’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 with existing relationships through TIAA-administered employer retirement plans. The firm’s approach separates one-time planning services from ongoing discretionary management and includes acting as adviser to a donor-advised fund.

Mathew Smart is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining TIAA-CREF in 2025, he held roles at Uber, Tesla, Oasis Outsourcing, Coherent Corp., Volt Information Services, and United Parcel Service. He is also affiliated with DeVry University. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm provides tailored investment management options under a fiduciary standard and acts as adviser to a donor-advised fund.

Bruce Vernon is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2020, he worked at Charles Schwab since 2017 and has held roles at Lyft, Uber, and Wells Fargo. Outside of his advisory work, he is involved in several business ventures, including ownership of companies in the travel tourism, retail collectibles, education, and equipment rental sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s services focus on asset allocation and investment selection using Charles Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

Venkatesh Kurvari is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Prudential Insurance Company of America, and other firms. Kurvari is based in Frisco, TX. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as various trusts, estates, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Desmond Wesley is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 65 certifications and has been with TIAA-CREF since 2007. Outside of his advisory role, he owns HOUSE OF WESLEY'S LLC, a business specializing in custom t-shirts, graphic design, and social media marketing. 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 existing employer retirement plan relationships. The firm operates a vertically integrated advisory model that separates financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund.

Scott Shannon is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Staples, Health Management Systems, Papa John’s International, and The University of Texas at Dallas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and select Charles Schwab-referred clients. The firm’s guidance centers on asset allocation and investment selection, utilizing Charles Schwab’s internal research tools and standard asset-allocation models, with client authorization required for all trades.

Peyton Krueger is a financial advisor at TIAA-CREF with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining TIAA-CREF in 2022, Krueger worked in the healthcare field for two decades at Pinnacle Pain Medicine. Outside of advising, Krueger is involved with Mayes Holding Company, where he performs property management and cleaning services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management using model or customized portfolios, and also serves as adviser to a donor-advised fund.

Kayo Kawamoto is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Transamerica Financial Advisors, Kawamoto held roles at The Asia Institute, Brandon K Drews PLLC, World Financial Group Insurance Agency, and Upland Software. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides a range of investment programs through proprietary and third-party models, with discretionary and non-discretionary options.

Christopher Deshotel is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he manages Innovative Striping Solutions LLC, a metal fabrication business. TIAA-CREF Individual & Institutional Services 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 distinguishes between one-time planning services and ongoing discretionary management and serves as an adviser to donor-advised funds within a vertically integrated structure.