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 five years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and Jojenco Holdings, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and business management. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

Alesia Cooper is a financial advisor at TIAA-CREF with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo and J.P. Morgan Securities. Outside of finance, she operates an herbal goods business and is a freelance makeup artist. 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 existing TIAA retirement relationships. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Kenith Causey is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2011. Outside of his advisory role, he works as an Uber driver. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with pre-existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers model-based and customized portfolio management alongside separate broker-dealer services and acts as adviser to a donor-advised fund.

Michael Borders is a financial advisor at Kestra Advisory with Series 63, 65, and 66 credentials and three years of industry experience. Prior to joining Kestra Advisory Services in 2026, he worked in various school districts and held positions at Securities America Advisors, Sunset Financial Services, and Insphere Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and manages over $79 billion in assets.

Scott Miracle is a CFP® professional with seven years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has prior experience at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and United Parcel Service. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s approach uses proprietary asset-allocation models and research tools, offering guidance tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.

Ramin Ghaffari is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds a Series 63 designation. He has 36 years of industry experience, including roles at Ron Ghaffari and Associates, LLC, and Signator Investors, Inc. In addition to advisory work, he is an insurance agent specializing in non-variable insurance. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and trusts. The firm supports independent advisers through a limited-partnership ownership structure and offers a range of investment and cash-management solutions, primarily on a non-discretionary basis.

Joshua Woodring is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He has previously worked at TD Ameritrade and Charles Schwab & Co. In addition to his advisory role, Woodring is a passive investor in a brewing company and engages in land development activities. 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 wealth management consultations based on standardized asset-allocation models and tailored to individual client goals.

Umair Zaman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, New York Life Insurance Company, Citigroup Global Markets, and JP Morgan Securities. Outside of finance, he was involved as a co-founder and organizer of 3B Welding Inc., although the venture remains inactive. TIAA-CREF’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 to TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Nathan Floyd is a Planning Consultant at Fidelity Investments, where he works with clients to understand and align with their unique financial goals. In his role, he guides clients through the complexities of financial challenges and provides support tailored to their individual needs. Nathan has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative II before becoming a Planning Consultant in 2024. This experience has provided him with a comprehensive understanding of investment solutions and client relationship management. Further details about Nathan's education, credentials, personal interests, or community involvement have not been provided.

La Darius Wilkerson is an advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Amicus Financial Advisors and Northwestern Mutual. 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, financial planning, and wealth management consultations based on asset allocation models and internal research tools.

Sean Linder is a financial advisor with Schwab Wealth Advisory Inc. in Westlake, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Charles Schwab, Fidelity Personal and Workplace Advisors, and Allstate Insurance Co. Prior to joining Schwab Wealth Advisory in 2021, he worked at Fidelity Brokerage Service LLC. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is guided by internal asset-allocation models and research tools, with client authorization required for trades, and it focuses on aligning recommendations with clients’ goals and risk tolerance.

Kathleen Marsh is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding a Series 66 designation and one year of industry experience. She previously worked at MML Investors Services LLC and MassMutual Life Insurance Company for over a decade. Marsh serves as secretary of the board for The Cat Ranch Sanctuary, an orphaned cat sanctuary and community outreach organization, and is also an author with book sales via Amazon. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing diversified investment platforms and a mutual holding company structure that offers expanded investment options.

Jacob Davis is a financial advisor with Eagle Strategies (NY Life) based in Plano, TX. He holds Series 63 and Series 66 designations and has 10 years of industry experience. Davis has worked at Eagle Strategies and its affiliates, NYlife Securities LLC and New York Life Insurance Co., since 2015. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Roshni Vasa is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Her prior work includes roles at Schwab Wealth Advisory Inc., Charles Schwab & Co., Inc., and PNC Bank. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on standard asset-allocation models and internal research tools, with reviews tailored to client goals and risk tolerance, and it operates without discretionary trading authority.

Francisco Medina is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing three years of industry experience. He has worked with several firms, including Ernst & Young Investment Advisers LLP and Bank of America. Outside of his advisory role, he operates an eBay storefront where he sells personal items. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary advisory model.

John Van De Steeg is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Mariner Wealth Advisors in Plano, TX. His background includes roles in education and nonprofit organizations, as well as experience outside the financial industry. Mariner serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, with integrated tax and accounting capabilities uncommon in large enterprise advisory firms.

David Yang is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at West Ocean Inc., Hwee Wyatts Holdings, and the Singapore Civil Defense Force. Outside of finance, he is the founder of David Yang Photography, a business specializing in various types of photoshoots including weddings and corporate events. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, and also acts as adviser to a donor-advised fund.