Steven Wisdom is a CFP® professional with 43 years of industry experience, currently affiliated with Commonwealth Financial Network in Dallas, TX. He has been associated with Commonwealth since 1989 and has operated Swisdom Financial since 2000. Outside of advisory work, he is also a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services, while offering various discretionary and customized investment program options.

Zachary Williamson is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses. He has been in the financial industry since 2026, with prior experience at Principal Life Insurance Company, Principal Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Before entering financial services, he worked in various roles including at BluStar Leads, Luckys Market, Hilton, and Southern Glazer's Wine & Spirits. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically handled on a discretionary basis by those managers.

Jacob Marley is a Series 66 credentialed financial advisor with 25 years of industry experience. He is currently with Equity Services, Inc. and National Life Group, having worked at both firms since 2015. Outside of his advisory work, he is a partner in an ice vending business run with his father. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Dana Hodges is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Valic in 2018, Hodges worked at Farmers Financial Solutions and Farmers Insurance from 2015 to 2018. Outside of advising, Hodges is a sponsored NPC bodybuilding athlete. Valic Financial Advisors primarily 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, consulting, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Arquerhia Brand is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services focus on long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Kay Parker is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Her prior work includes positions at Merrill and Bank of America. Outside of finance, she is the owner of Silver Sirens Press Iron, a health and fitness business focused on educational content and fitness guidance for menopausal women. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement relationships, as well as to trusts, estates, and small entities. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Jennifer Davis is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, and several Schwab entities. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a tax- and fee-sensitive investment approach using fundamental and quantitative analysis and offers comprehensive wealth services, including investment management, financial counseling, and fiduciary retirement plan services.

Elexys Ferreira is a financial advisor at TIAA-CREF with one year of industry experience. She holds a Series 66 designation and has prior experience at United Thrift Management Inc and B and R Strategies LLC, as well as an academic background at The University of Texas at Arlington. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and other entities. The firm separates planning services from ongoing portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.

Shondra Williams is a financial advisor with TIAA-CREF in Frisco, Texas. She holds the Series 63 and Series 66 designations and has five years of industry experience. Prior to her current role at TIAA-CREF, she worked at Fedex Logistics Hub, the University of Texas at Arlington, and Openroad Lending/Vensure ER Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs 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 one-time financial planning services and ongoing discretionary management, using model portfolios or customized portfolios managed under client-approved investment policies.

Tallie Young is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 29 years of industry experience. She has been with Ameritas Advisory Services since 2021 and operates Tallie O. Young & Associates, LLC. Additionally, she markets nutritional supplements and natural products through Shaklee. Ameritas Advisory Services provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a variety of strategies and affiliated professionals.

Jason Weston is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has held multiple roles in insurance and mortgage-related businesses since 2001. Weston is involved in residential mortgage loan origination and insurance sales as part of his broader professional activities. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party model portfolios with discretionary and non-discretionary options, and supports clients with affiliated retirement and recordkeeping entities.

Brian Bergman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at Smith Anglin Financial, Fidelity Investments, and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Carter Street is a financial advisor at Allworth Financial, L.P. with 10 years of industry experience. He holds the CFP® and Series 66 certifications and has previously worked at firms including J.P. Morgan Securities LLC, Merrill, and Bank of America, N.A. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Itallo Pereira is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, E*Trade Securities, Charles Schwab, Wells Fargo, Ameriprise, and Comerica Bank. 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 pre-existing relationships through employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Shehroze Zubair is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked at Paycom and Equity Investments and spent several years at The University of Oklahoma. 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 relationships through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated model that includes affiliated funds and donor-advised fund advisory services.

Valarie Wright is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Cabot Lodge Securities LLC, IFS Securities Inc., Fuller Wealth Management, Keller Williams, and Raymond James & Associates. She also serves as a FINRA arbitrator in Dallas, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Chandler Maxwell is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. He has worked with Ameritas Advisory Services, Ameritas Investment Company, and Foster Financial Group since 2021. Prior to his advisory roles, he was employed at ISN Software Corporation from 2016 to 2021. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing in-house and third-party managers, with a platform approach that includes co-advisory relationships and managed model portfolios.

James Hall is a CFP® with nine years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2025. His prior experience includes roles at First Command Financial Services and Ayco/Goldman Sachs & Co. LLC. Allworth Financial is a fee-based SEC-registered adviser providing asset management and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios with model strategies and third-party sub-advisers, and is notable for its ownership structure and specialized divisions including services for airline industry employees.

Blakely Buhler is a financial advisor at TIAA-CREF with two years of industry experience. She holds the Series 66 designation and has prior experience with firms including Wells Fargo, Home Point Financial, Velocio Mortgage, and Citibank. Buhler is based in Frisco, Texas. 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 offers model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund sponsored by Charityvest.

Stephen Valelly is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fuller Wealth Management, LLC and Raymond James & Associates. In addition to his advisory role, he is also an insurance agent based in Dallas, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.