Aaron Peck is a financial advisor with Primerica Advisors in Southlake, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience and has worked with firms including Park Avenue Securities, Guardian Life Insurance Company, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Mutual of Omaha. Outside of advising, he serves on the board of the National Association of Insurance and Financial Advisors (NAIFA) and is a continuing education instructor for Texas state CE classes. 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, financial planning, and retirement-plan consulting, utilizing proprietary and third-party investment strategies across a variety of account types.

Francisco Herrera is a CFP® professional with nine years of industry experience. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined in 2026. Prior to that, he spent five years at The Vanguard Group, Inc. Herrera’s background includes full-time education from 2013 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving retail clients with financial reviews, planning discussions, and tailored investment recommendations. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools, and does not exercise discretionary trading authority within client accounts.

Richard Buckland is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Key Investment Services and Key Bank. He is also an insurance agent for non-securities insurance products through Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Sylvia Sriniwass is a financial advisor at TIAA-CREF with one year of industry experience. She holds the Series 66 designation and has prior work history including roles at KPMG and UNC Charlotte. Outside of her advisory work, she has been involved with organizations such as Make-A-Wish and Ben & Jerry's. 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, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of services from point-in-time financial planning to ongoing portfolio management using both model and customized investment approaches.

Charles Broyles is a financial advisor with SPC in Westlake, TX, holding the ChFC® and Series 63 designations and bringing 19 years of industry experience. He has worked at Parkland Securities since 2014 and has operated Broyles LLC since 2009, where he advises on insurance and employee benefits. Outside of his financial advisory roles, Broyles is the founder and president of Texas Sandlot Baseball Club, which organizes youth baseball and softball teams. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides discretionary and nondiscretionary investment management and works with third-party managers in co-advisor roles while maintaining compliance and succession protocols.

Brian Helm is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has 20 years of industry experience, including roles at Helm Financial Group since 2019 and Principal Securities Inc. since 2016. He serves as a board member of Involved for Life, Inc., a nonprofit organization based in Dallas, TX. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Andres Martinez is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Fisher Investments and Fidelity in various capacities. Martinez is based in Frisco, TX. 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 serves clients often connected through employer retirement plans and offers both model and customized portfolio management within a vertically integrated structure that includes affiliated funds.

Ta Shauna Mc Allister is a financial advisor at Mariner with Series 63 and Series 65 licenses and one year of industry experience. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Commerce Trust Company, and the University of Missouri - St. Louis. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, utilizing a combination of in-house research and third-party managers across a wide range of asset classes and strategies.

Tara Williams is a financial advisor at Hightower Advisors with nine years of industry experience. She holds the ChFC® and Series 66 designations and has previously worked at Smith Anglin Financial, Apex Fintech Solutions, Creating & Managing Wealth, Lincoln Investment, and Foresight Financial. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions and the use of proprietary research to support portfolio construction across various asset classes and strategies.

John Loy is a CFP® with 17 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and has prior experience at Charles Schwab, Drury Hotels, Edward Jones, Eagle Strategies (NY Life), New York Life Insurance, and Capital One Sharebuilder. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools, with client-directed trading decisions and annual account reviews.

Jacob Thiede is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining TIAA-CREF in 2021, he worked at Amazon Fulfillment Center and Animal Care Technologies, and he attended the University of North Texas. Outside of finance, Thiede is involved in musical composition and publishing through his own entity, Jacob Theedee Music, and participates in custom marching band music production with Fannin Musical Productions. He is also the founder of 633 Collective, an art collective supporting Christian artists. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals—often linked to TIAA-administered employer retirement plans—as well as to trusts, estates, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and acts as advisor to donor-advised funds within a vertically integrated structure using affiliated funds.

Wade O Neal III is a financial advisor with Schwab Wealth Advisory who holds Series 66 and Series 63 designations and has 16 years of industry experience. His prior roles include positions at USAA, Merrill Lynch, Bank of America, Fisher Investments, and The Resource Fund Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, differentiating it from many enterprise wealth managers.

Peter Garvey is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include long-term tenure at Monness Crespi Hardt & Co., Inc., as well as positions at JPMorgan Chase Bank and J.P. Morgan Securities. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, using model portfolios and custom strategies under a fiduciary standard.

Jason May is a financial advisor with TIAA-CREF, holding a Series 66 designation and 20 years of industry experience. His previous roles include positions at Ally Invest Advisors, Ally Invest Securities LLC, and TD Ameritrade. 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 separate broker-dealer services and serves as adviser to the TIAA Donor Advised Fund, employing both model and customized portfolio management within a vertically integrated structure.

Prem Suhalka is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds the ChFC® and Series 63 designations and has four years of industry experience. Prior to joining Eagle Strategies and related entities in 2022, he was self-employed for over two decades. Suhalka also owns a business that brokers non-registered insurance products. Eagle Strategies serves a broad array of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily operates on a non-discretionary basis, delivering advice through an integrated New York Life affiliate structure.

Daniel Barker is a financial advisor with CWM, LLC based in Southlake, TX, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, Carson Wealth, Linsco/Private Ledger Corp., and Pinnacle Financial Group. Outside of advising, he serves as a high school basketball referee for the Fort Worth Basketball Officials Association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios overseen by an in-house Investment Committee and incorporating multiple analytic and customization tools.

Christopher Sauser is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with TIAA and its affiliates continuously since 1998. 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 with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Kirk Quaschnick is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding the ChFC® designation and Series 63 license, with 34 years of industry experience. He has worked with multiple financial firms, including Mogul Wealth Strategies LLC and Integrated Financial, and currently serves on the board of Hope Fellowship Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a broad network of affiliated representatives. The firm offers a range of program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Baurichter is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2012 and Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem and uses Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Zachary Murdock is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Equitable Advisors and various positions outside finance, such as in the food service and retail sectors. He is also licensed as an insurance agent, providing sales and service of life, disability, long-term care, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.