Rutledge Gordon is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He has held positions at Allworth Financial since 2020 and previously worked for Retirement Advisors of America from 2008 to 2020. He holds Series 63 and Series 65 credentials. 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 strategies including model-based allocations, options overlays, and dividend-income models, and is notable for its ownership structure and specialized services such as an Airline division and management of privately offered income funds.

Brian Miller is a financial advisor at Mercer Global Advisors Inc. in Roanoke, TX, with 20 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at firms including Fisher Investments, Charles Schwab & Co., and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory to construct globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private fund platforms.

Varunavi Shukla is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. She has one year of industry experience and previously worked at The University of Texas at Dallas and Sally Beauty Holdings. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management, utilizing strategic allocation models, manager selections, and a range of fee arrangements, supported by tools such as tax-aware techniques and proprietary analytics.

Jennifer Williamson is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. She holds the Series 66 designation and has two years of industry experience. Outside of her advisory role, she volunteers at Bishop Lynch High School, assisting in the school store where merchandise is sold to students and parents. 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 largely manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonathan Lakin is a CFP® and CFA® with 15 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Mercer, Charles Schwab & Co., Inc., and Fidelity Investments. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a combination of passive and active investment strategies guided by an internal Investment Committee.

Mary Nelson is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has been with Charles Schwab and its affiliated entities since 2021. Outside of her advisory role, she serves on the advisory board of 6 Stones Mission Network, a nonprofit charitable organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models.

George Lynas is a ChFC® credentialed financial advisor with 34 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and has a background that includes long-term roles at New York Life Insurance Company and Nylife Securities Inc. Outside of his advisory work, he operates a part-time CPA firm focused on tax preparation and consulting. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailored solutions, with most assets managed on a non-discretionary basis.

Brent Hines Jr. is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Charles Schwab since 2022 and previously held a position at Fidelity Brokerage Services LLC from 2019 to 2022. Outside of finance, Brent is a voice actor who records and edits audio for various client projects including commercials and audiobooks. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations through standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Joshua Pinchek is a CFP® professional with 23 years of experience in the financial services industry. He currently serves as an advisor at Creative Planning and has prior experience at Allworth Financial, L.P. and Retirement Advisors of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Patrick Rowe Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. He has been with TIAA and its related entities since 2004. Outside of his advisory role, he serves as secretary of The Affluent Manner, a family venture involved in investment and consulting activities, including work with a company developing blockchain technology for medical applications. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, and various entities. The firm distinguishes between non-monitored planning services and ongoing discretionary management through model-based and customized portfolios, operating under a fiduciary standard and within a vertically integrated structure.

Tenesha Barron is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, Tata Consultancy Services, Transamerica Capitol, Inc., and Career Education Corporation. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves many clients connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Ernie Holloway is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2022. He previously worked at Charles Schwab and Scottrade, Inc. He is also vice president of the North Tarrant Parkway Homeowners Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews and investment recommendations using standardized asset allocation models and Schwab research tools.

Joseph Mccarthy is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and has been with Charles Schwab & Co., Inc. since 2019. Prior to his financial advisory career, he spent six years at Whole Foods Market. 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 various asset classes. The firm utilizes Schwab's asset allocation models and research tools, with advisors recommending investments while clients make final trading decisions.

Simon Beresford is a CFP®-certified financial advisor at Corient with 18 years of industry experience. He previously worked at Capital Advisors, Inc. for eight years and TD Ameritrade, Inc. for ten years. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, continuously monitoring portfolios using risk management tools to align with client objectives.

Ralph Youngblood Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 28 years of industry experience. His career includes roles at Merrill and LPL Financial, with seven years at Independent Financial Partners prior to joining Private Advisor Group in 2019. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, leveraging technology platforms and third-party managers to provide customized investment solutions.

Sergio Badillo is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and having six years of industry experience. He has been with TIAA-CREF since 2019 and was previously associated with TIAA starting in 2017. Outside of his advisory role, he works as a delivery driver. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, applying a fiduciary standard to its registered investment adviser services.

Joel Gomez is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company. Gomez serves as a board member for Los Primos Dallas, a nonprofit mentoring high school students, and for the Country Place Homeowners Association, supporting community events. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs tailored to client objectives and emphasizes non-discretionary asset management and fiduciary responsibilities, particularly in retirement plan consulting.

Sha'ron Clark is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, she worked at Park Avenue Securities, Opes One Wealth, and Guardian Life Insurance, and has experience in education and other sectors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time planning services and ongoing portfolio management using model and customized portfolios managed under a fiduciary standard.

Daniel Yancy is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including Fisher Investments, Merrill, and Citigroup Global Markets. Prior to his financial services career, he was the owner of Cadet Medical Supply, LLC, a medical supply business that ceased operations in 2022. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through 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 portfolio management using model and customized portfolios under a fiduciary standard.

Philip Pyrz is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1999. In addition to his advisory role, he is licensed as an agent for life insurance, annuities, disability income, long-term care, 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, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by the third-party managers.