Ramon Vargas is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and TD Ameritrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized investment strategies.

Victoria Wood is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 designations and five years of industry experience. She has previously worked at Fidelity Investments and Charles Schwab & Co., Inc. apart from her current role. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal unit within Charles Schwab & Co., Inc., emphasizing client-directed investment decisions without discretionary trading authority.

Clovis Morrison is a financial advisor at Centaurus Financial, Inc. with 38 years of industry experience. He has been with Centaurus since 1996 and has a nearly four-decade tenure at A.L. Williams. Morrison serves on the board of advisors for EQIS Capital Management and is an adjunct professor teaching retirement classes at Brookhaven College. He is also the author of a book managed through Foresight Education LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis, with both discretionary and non-discretionary arrangements.

Alexander Valerio is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 designations. He has nine years of industry experience, including four years in the hospitality sector prior to joining TIAA-CREF in 2017. 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 connected to TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that separates planning services from ongoing portfolio management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Annie Shah is a financial advisor with TIAA-CREF in Frisco, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining TIAA-CREF, she worked at Merrill and Bank of America, N.A. for four years. 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. The firm offers a combination of point-in-time planning services and ongoing portfolio management, serving many clients with existing retirement plan relationships through TIAA.

Steven Vander Velde is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research, Inc. and Lawing Financial Inc. Outside of his advisory work, Vander Velde serves as a precinct chair, engaging with the community to encourage voter participation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, managing accounts using both discretionary and non-discretionary strategies with various investment approaches.

Rafael Alfaro is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 designations and bringing eight years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. for five years and American Income Life for two years. 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 both point-in-time planning services and ongoing discretionary account management using model or customized portfolios.

John Henifin is a Series 66-credentialed financial advisor with 19 years of industry experience. He has been with TIAA-CREF and Tiaa since 2010, based in Frisco, TX. 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 connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time financial planning and ongoing discretionary management, utilizing model portfolios and customized strategies guided by fiduciary standards.

Arrin Simpson is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Fisher Investments and Trajan Wealth, L.L.C. Simpson is also involved in insurance sales, offering various insurance products in Texas. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, leveraging a range of advisory programs and third-party asset managers.

Hugo Azpeitia Pedroza is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 66 and Series 63 licenses and has 11 years of industry experience, having worked at TIAA-CREF since 2014. Outside of his advisory role, he manages a rental property. TIAA-CREF’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 existing TIAA-administered employer retirement plans. The firm offers customized portfolio management alongside model portfolio options and serves as adviser to a donor-advised fund.

Shawn Mc Guire is a financial advisor with Schwab Wealth Advisory, Inc. in Westlake, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. since 2021 and has a background including roles at Famous Footwear and Northwest Missouri State University. 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 using Schwab’s research tools and asset allocation models.

Anita Pring is a financial advisor at TIAA-CREF with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including LPL Enterprise LLC, Prudential Advisors, and Fidelity. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers distinct point-in-time planning services alongside ongoing discretionary management, utilizing model portfolios and customized portfolio management under a fiduciary standard.

Ginto Mathew is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with TIAA and its affiliated entities since 2012. 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, and small retirement plans. The firm offers a range of model and customized portfolio management options and serves as adviser to a donor-advised fund.

Elizabeth Marquez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. She has worked at various Truist entities since 2014, including Truist Investment Services, Inc. and BB&T prior to its merger with Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jonathan Kimble is a financial advisor at TIAA-CREF with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Florida Financial Advisors DBA Texas Financial Advisors and Plano Data. He also worked for Moore Supply Company/Hajoca Corporation and David Weekley Homes, and he spent 15 years at the University of North Texas. 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 retirement plans. The firm provides both point-in-time planning services and ongoing discretionary management through model portfolios and customized portfolios managed under client-approved investment policies.

Troy Frazier is a financial advisor at AE Wealth Management, LLC with 16 years of industry experience and holds a Series 65 credential. He has previously worked at Fusion Capital Management and Investment Advisor Corp and has operated his own firm, Frazier Wealth Strategies, Inc., since 2009, where he serves as CEO. In addition to advisory services, he facilitates estate planning document services for clients. 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 a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Harrison Benedict is a CFP® professional with one year of experience in the financial industry. He is currently with Commonwealth Financial Network and previously worked at Gibraltar Capital Management, Miller Equity Capital Advisors, City Electric Supply, BDO LLP, and spent eight years at Texas Christian University and high school education roles. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and clients, managing over $212 billion in assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Clay Jinks is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Buckingham Strategic Wealth, LLC and Jojenco Holdings, LLC prior to joining his current firm. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Tyrus Treadway is a financial advisor at Farther with a Series 65 credential and no prior industry experience outside the firm. He has been affiliated with Farther since 2026 and has owned and operated Treadway Realty since 2009. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing, employing a mix of ETFs, mutual funds, equities, fixed income, and AI-assisted advisor judgment.

Brett Boudreaux is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he is involved in animal breeding as a member manager of Farm Town Frenchies LLC and works as a food delivery contractor. 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 pre-existing TIAA employer retirement relationships. The firm offers model-based and customized portfolio management and acts as adviser to affiliated services such as a donor-advised fund.