Brett Russell is a financial advisor with Empower Advisory Group, holding a Series 66 designation and currently based in Argyle, TX. He has one year of industry experience, including roles at Empower Advisory Group, Empower Financial Services, Pure IT, Aspire Financial, and Veritas Asset Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Stacy Crawford Jr. is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, bringing one year of industry experience. His prior roles include five years at Provision Financial Group LLC and three years as an Independent Medicare Benefits Advisor. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a variety of investment advisory programs.

Edward Emery is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 65 and Series 63 licenses and has three years of industry experience. Emery’s professional background includes roles at TRI Wealth, LLC and Mogul Wealth Strategies, LLC, and he has experience in transportation and retail industries prior to entering financial services. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a significant portion of assets on a non-discretionary basis.

Joseph Kaniatobe is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 19 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Gerardo Calderon is a CFP® professional with 10 years of industry experience, currently serving at Schwab Wealth Advisory since 2024. He previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Calderon is a board member of Junior Achievement of the Chisholm Trail, a nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, focusing on client-directed investment decisions through standard asset allocation models and Schwab research tools, with annual reviews and recommendations across multiple investment types.

Travis Evans is a Series 66-licensed financial advisor with six years of experience at First Command Advisory Services. Prior to his advisory career, he served 25 years in the US Army. He is also the owner of Funkytown Vending, a business providing vending machines for apartment buildings. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios.

Mason Schoen is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Creative Planning since 2021 and previously held roles with Kansas State University and Clemson University Athletics. 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Nicholas Thomas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Commonwealth since 2016. Outside of his advisory role, he is co-owner of Taychas Advisors, LLC, an entity formed to own a restaurant. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing affiliated advisors discretion in portfolio construction alongside access to model portfolios managed by the firm’s Investment Management and Research team.

Ross Campbell is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, he assists with a family-owned craft business and works as a part-time delivery driver for Amazon Flex and DoorDash. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, 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, including customized portfolios managed under client-approved investment policies.

Pedro Gonzalez is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. He has worked with Eagle Strategies and New York Life Insurance Company since 2019, and previously spent over a decade at TD Ameritrade. Outside of his advisory role, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Sungwon Ma is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm also serves as investment adviser to a donor-advised fund and operates within a vertically integrated group that offers affiliated funds.

Danny Li is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Eagle Strategies since 2016 and has held roles at OpenWin Financial & Insurance Services, LLC and Heir Associates. Outside of advisory work, he is a partial owner of an OrangeTheory Fitness gym. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm offers multiple program types focused on tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Jeffrey Dils is a Series 66-licensed advisor with Primerica Advisors and has two years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company and spent 18 years at Accenture prior to his financial services career. He serves on the board of My Possibilities, a nonprofit organization based in Plano, TX. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, including proprietary advisory programs, third-party manager platforms, and account-level services such as lending solutions and donor-advised funds.

Sean Mossman is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 65 and Series 66 designations and has 24 years of industry experience, including 19 years with TIAA-CREF. 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 serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund while employing a fiduciary standard in its advisory services.

William Ferguson II is a financial advisor with TIAA-CREF holding Series 63, 65, and 66 licenses and 34 years of industry experience. He has held positions at Citigroup Global Markets, J.P. Morgan Securities, and TD Ameritrade, and he is also president of Ferguson Capital Group, a holding company for potential family business ventures. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals connected to TIAA-administered retirement plans as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various programs, including customized portfolios managed under client-approved investment policies.

Michael Williams is a Series 66-credentialed advisor with 11 years of industry experience, currently affiliated with Independent Financial Group, LLC in Dallas, TX. He has held multiple roles at Cornerstone Financial Services, Inc., where he also co-hosts the radio show Smart Money. Williams has an extensive background in financial services and education, including positions at Texas Tech University and Wayland Baptist University. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence across both passive and active investments to develop tailored client strategies.

Marco Melero is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Fiduciary Investment Trusts and Principal Financial Group. Melero is involved in investment-related activities through PCRM, LLC, which focuses on fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services alongside tax advisory and consolidated financial reporting.

Matthew Wallace is a financial advisor with PNC Wealth Management in Grapevine, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at CUSO Financial Services, Equitable Advisors, and PNC Investments. His background also includes work at Texas A&M University and involvement with the Texas A&M Horse Research Center. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies implemented via mutual funds and ETFs.

Jared Wewers is a CFP® and holds a Series 65 license with three years of experience in the financial industry. He is currently an advisor at Creative Planning and has business interests as the owner of companies involved in selling sneakers and apparel, operating as an Amazon seller, and designing pet products. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional accounts. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Xavier Thomas is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he owns Blatsby LLC, a clothing company based in Richardson, TX. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by strategic allocation models and proprietary research, leveraging the broader Goldman Sachs ecosystem to offer a range of specialized services and investment solutions.