David Durham is a financial advisor with Foundations Investment Advisors LLC in Denton, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Foundations, he worked at Stander Financial and held various roles in technology and real estate firms from 2016 to 2024. He is also involved in managing client investment accounts and insurance sales through Stander Financial. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored advice through model portfolios and employs third-party sub-advisers and custodians.

Dean Belknap is a CFP® professional with 12 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2022. His prior roles include positions at TD Ameritrade and TIAA-CREF. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using proprietary asset allocation models and research tools tailored to client goals and risk tolerance. The firm operates through client-authorized trades and offers access to a range of investment options including mutual funds, ETFs, and separately managed accounts.

Cindy Scott is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior experience includes roles at Charles Schwab, JPMorgan Securities LLC, Fisher Investments, and Transamerica Investors Securities Corporation. 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 approach relies on standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Laura Schutte is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2006, following a one-year tenure at Ameriprise. 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 existing TIAA-administered employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios and acts as adviser to a donor-advised fund.

Jingwen Yi is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and five years of industry experience. Yi has worked at Charles Schwab since 2020 and has prior experience at Pricetrace LLC, Grand View Construction, and Fairway Insurance. 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 uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

William San is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has been with Eagle Strategies since 2020 and affiliated with NYLIFE Securities and New York Life Insurance Company since 2015. In addition to his advisory work, he serves as an independent contractor brokering non-registered insurance products with outside insurance carriers. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of representatives, emphasizing tailored solutions and primarily managing assets on a non-discretionary basis.

Firestar Gomez is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining TIAA-CREF in 2021, Firestar held positions at Equitable Advisors, LLC and the University of Colorado, among others. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a fiduciary advisory model that separates one-time planning services from ongoing portfolio management, utilizing both model and customized portfolios within a vertically integrated structure.

Vidhi Amin is a financial advisor at TIAA-CREF with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity, J.P. Morgan Securities, and Santander Securities. 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 TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios and model-based strategies, within a vertically integrated structure that includes advisory services for a donor-advised fund.

Hadley Joseph is a financial advisor at TIAA-CREF with 24 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill and Citizens Bank, with a significant portion of his career spent at Merrill from 2011 to 2022. 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. The firm provides both point-in-time planning services and ongoing portfolio management, including customized and model-based investment strategies, and serves as adviser to donor-advised funds.

Nicki Beatty is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at TIAA-CREF since 2018 and previously held positions at Huntington Bank and Bayport Credit Union. Outside of her advisory role, she is a co-owner of a rental property, involved occasionally in its management. TIAA-CREF Individual & Institutional Services, LLC offers 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’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.

Stacy Marshall is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, Stacy worked at RGT Wealth Advisors for four years. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies, supported by a broad team and integrated investment infrastructure.

Jason Kahle is a financial advisor at TIAA-CREF based in Frisco, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Transamerica Retirement Advisors, Victory Capital Management, The Champion Group, and New York Life Insurance. 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 through TIAA-administered employer retirement plans. The firm offers planning services separate from ongoing portfolio management and manages advisory accounts under a fiduciary standard.

Mirmehdi Hussain is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 credential and has previously worked at firms including MML Investors Services LLC and MassMutual Life Insurance Company. Outside of advisory roles, he is involved in IT consulting, providing data architecture and programming services for analytics projects, and also engages in tax preparation services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates an integrated advisory and broker-dealer platform, managing a multi-billion-dollar portfolio of assets through a combination of discretionary and non-discretionary strategies.

Jaclyn Johnson is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at United Advisors America, TD Ameritrade, and Scottrade. She is currently based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing managed account management, offering both model-based and customized portfolio solutions.

Haiyu Qi is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Qi has worked with Transamerica Financial Advisors since 2012 and is also engaged with Legacy Shield, Community Health Choice, and BlueCross BlueShield in various roles related to health insurance and estate planning. Outside of financial advising, Qi has experience as a referral agent focusing on estate planning. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models, with discretionary and non-discretionary program options.

William Thorman is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining TIAA-CREF, he worked at OSAIC and The Next Level Planning Group. 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 TIAA-administered employer retirement plans. The firm’s advisory approach separates one-time financial planning from ongoing discretionary management through model portfolios or customized portfolios managed under client-approved investment policies.

Jason Colquitt is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2017 and has concurrent roles with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, including retirement plan consulting and advisory services linked to insurance and annuity products, with a substantial portion of its assets managed on a non-discretionary basis.

Ivan Landeros is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TIAA-CREF in 2019, he worked in various roles at Pfeifer Guard-All Building Solutions, Aerotek, Williams & Davis Boilers, and DFW Grating Inc. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, corporations, and small retirement plans. The firm distinguishes between one-time financial planning and ongoing discretionary management, offering customized and model portfolios, and serves as adviser to a donor-advised fund.

Alexander Gido is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co. in 2026, he worked at Goldman Sachs from 2023 to 2026. 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 & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with reviews tailored to clients’ goals and risk tolerance.

Tyler Rea is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at American Contractors Insurance Group and Ernst and Young. Additionally, he is involved in insurance sales, advising clients on insurance products. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.