Tyler Downing is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is co-owner of Comanche Street Properties, LLC, a company involved in commercial real estate management in Texas. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer personalized portfolio solutions under Commonwealth’s oversight.

Jessie Cervantes is a financial advisor at TIAA-CREF with one year of industry experience. Prior to joining TIAA-CREF, Jessie worked at AGIA and Valic Financial Advisors. Jessie also holds Series 65 and Series 63 licenses and is appointed as an agent to sell non-securities insurance products. 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 relationships through employer retirement plans. The firm provides a range of investment advisory services, including customized portfolio management and acts as adviser to a donor-advised fund.

Charles Wright is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has worked with Eagle Strategies since 2001 and has operated Lone Star Wealth Strategies since 2013. Outside of his advisory role, Wright serves as a Commissioner on the Texas Veterans Commission and is involved in publishing a book about a military figure through Gunny Publishing LLC. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and delivers solutions through various program types, with the majority of its assets managed on a non-discretionary basis.

Kenneth Russell IV is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2017. Outside of his advisory role, he provides private tennis lessons to individuals in his community. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through Schwab’s asset allocation models and research tools, with final investment decisions made by clients.

Georgia Adams is a Series 66-licensed financial advisor at TIAA-CREF with 19 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Allstate Financial Services, and Northwestern Mutual Wealth Management. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 provides model and customized portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund.

Juan Sanchez is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked previously at Fisher Investments, Fidelity Investments, Victory Capital, and USAA in various advisory and investment roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients ongoing financial reviews, retirement planning, and investment recommendations that include stocks, bonds, mutual funds, ETFs, and separately managed accounts. The firm operates within the Schwab ecosystem using proprietary research tools and models, with advisory recommendations made by its associates while clients maintain final trading authority.

Logan Nourie is a financial advisor with Principal Financial Services in Addison, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Principal Securities, Inc. and Principal Life Insurance Company in 2025, he worked briefly with Equitable Advisors, LLC. Outside of his advisory role, Nourie is also an insurance agent involved in the sales and service of fixed insurance products, including life, annuities, disability income, long-term care, health, and group insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Bradford is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with TIAA and TIAA-CREF since 2011, with a two-year gap from 2020 to 2022. 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 connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

Christopher Baker is a CFP® with 10 years of industry experience, currently affiliated with Cetera Planning Partners in Dallas, TX. His career includes roles at firms such as Northwestern Mutual, LPL Financial, and Merrill. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and additional services including tax planning and estate-planning solutions. The firm’s investment approach emphasizes diversified portfolios aligned with client objectives and risk tolerance, supported by a larger Cetera network with access to institutional resources and coordinated estate-planning services.

Danielle Rouseau is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes ten years at Dempsey Lord Smith, LLC and multiple roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is involved in benefit counseling and works as a model home attendant. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Christina Guevara is a financial advisor with Transamerica Financial Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. Her career includes roles at multiple firms spanning insurance sales, estate planning, and advisory services, including her current involvement with Inheritguard, LLC and Prosperity Financial Inc. She provides education on estate planning and engages in debt negotiation referral services through affiliated business activities. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Juan Valdez is a Series 66 licensed financial advisor with TIAA-CREF, based in Frisco, TX, and has one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Nuveen and held several positions outside the financial industry, including roles at Discount Tire and Twisted Root Burger Co., as well as teaching experience at R I Turner High School. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both one-time planning services and ongoing discretionary management through model and customized portfolios.

Robert Frost is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through Schwab’s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients for its services.

Keegan Justice is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior experience includes roles at Vanguard Advisers and Empower Financial Services. He has also been involved with H20 Sprinkler Systems outside of financial services. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and separate broker‑dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm offers a fiduciary standard for its advisory services and manages customized portfolios through dedicated portfolio managers under client-approved investment policies.

Rajesh Sanchala is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds the ChFC® designation and Series 63 license, with 26 years of industry experience. Rajesh has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 1999. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm offers multiple advisory programs tailored to client and plan sponsor objectives within an integrated New York Life affiliate structure.

Janika Rodgers 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 owns Infinity Concepts Events, a consulting business focused on planning special occasions. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected to TIAA-administered retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management with a fiduciary standard applied to its registered investment adviser services.

Freddie Rodgers is a financial advisor at TIAA-CREF with nine years of industry experience and holds Series 63 and Series 65 credentials. His prior roles include positions at Advised Assets Group, LLC and Gwfs Equities, Inc. Outside of finance, he was involved with Blackjack Pizza for five years. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing TIAA retirement plan relationships. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that utilizes affiliated funds.

Jarrod Fowler is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with TIAA and TIAA-CREF since 2005. Outside of his advisory role, he is a partner and owner of a small business. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and corporate entities. The firm offers various portfolio management options and serves as adviser to a donor-advised fund.

Jason Lipsett is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2021. Prior to that, he spent six years at Tolleson Private Wealth Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax, family office, and financial wellness services.

Christopher Robins is a financial advisor with TIAA-CREF in Frisco, TX. He holds the Series 63 and Series 65 designations and has three years of industry experience. Prior to joining TIAA-CREF, he worked at Wells Fargo Bank and Wells Fargo Clearing Services for six and four years respectively and served in the United States Army for 13 years. 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 connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.