Avertis Willis is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at Edward Jones and Key Bank, as well as service in the United States Army. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory services separate point-in-time financial planning from ongoing discretionary management, offering both model and customized portfolios under a fiduciary standard.

Jonathan Dodd is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., and has previously worked at Avantax Advisory Services and Wells Fargo Investments. He serves as a board member for his local homeowners association. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, with customized recommendations reviewed at least annually.

Christian Hudnall is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience and previously worked at J.P. Morgan Securities LLC and Merrill Lynch. Hudnall serves as an officer of the Dallas A&M Club and holds board and treasurer positions with the Coppell Chamber of Commerce. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies and provides access to proprietary and third-party advisory solutions.

Andrew Peterson is a financial advisor at TIAA-CREF with six years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at firms including Goldman Sachs & Co. LLC and Fidelity Personal and Workplace Advisors. Peterson 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering customized portfolios and model-based solutions under a fiduciary standard.

Yosyas Assefa is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TIAA-CREF, his work history includes roles at Charles Schwab, Liberty Mutual, CVS, and the University of Texas at Dallas. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, and acts as adviser to a donor-advised fund sponsored by Charityvest.

James Davis is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has served in the U.S. Army Reserves for 19 years. Outside of his advisory role, he works part-time as a food delivery driver for DoorDash. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers a range of advisory services including life goals analysis, customized portfolio management, and acts as adviser to a donor-advised fund within a vertically integrated structure.

Estevan Escarsega is a Financial Advisor at Merrill Lynch Wealth Management. He uses his experience as a former U.S. Army 1st Ranger Battalion member to bring discipline and strategy to helping clients grow and protect their wealth. Estevan works with veterans, business owners, and retirees to develop clear and confident financial strategies that support their long-term goals. His expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible and values-based investing, women and wealth, and tax minimization. Estevan holds the Chartered Retirement Planning Counselor (CRPC) certification and Personal Investment Advisor (PIA) designation. He earned a BBA in Finance from Georgia Southern University and is proficient in both English and Spanish. Outside of his professional work, Estevan is a member of The Rotary Club of Dallas. His personal interests include boxing, hunting, music, pickleball, reading, running, spending time with his family, traveling, watching movies, and practicing yoga.

Qiliang Zhu is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He is also the founder and president of Dream Alliance, Inc., a consulting and marketing services firm that assists business clients in reaching their customers. Zhu has been with Transamerica Financial Advisors since 2012 and has worked in the financial services industry since 2004. Transamerica Financial Advisors serves a wide client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment approaches.

Joe Foster is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 63 designation. He has 36 years of industry experience, including roles at Ameritas Advisory Services, Canvas Financial, and other financial and insurance firms. Outside of advisory work, he serves on the board of a Christian ministry and provides exit planning services to business owners. Ameritas Advisory Services, LLC offers investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction tools and platforms, including model portfolios and sub-advisers, and operates within a mutual holding company structure with affiliated broker-dealer and insurance entities.

Kirk Barrett is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Farther. His prior roles include positions at Silver Lake Capital Management, Malleck Wealth Management, Raymond James Financial Services, Fisher Investments, Avantax Advisory Services, and 1st Global Capital. Outside of his advisory work, he is a Gift Planner for the Lutheran Foundation of Southwest, focusing on legacy and charitable gift planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory with bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, equities, and fixed income.

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.

Jasmine Gregg is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and 10 years of industry experience. She has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017, and previously at FIDELITY Brokerage Services LLC from 2014 to 2016. She also has experience at the University of Texas in Arlington. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolio services and investment education through various advice programs. The firm uses proprietary software and model portfolios from Morningstar Investment Management to guide asset allocation and retirement planning, operating at scale with over 300 advisors and more than 200,000 clients.

Briana James is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing two years of industry experience. Prior to her current role, she worked at Charles Schwab & Co., Inc., Jim Bridges State Farm, and Betsy Cole Farmers Insurance. Outside of finance, she designs and produces handmade art pieces, managing related content and sales through Etsy. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on standardized asset allocation models and research tools, offering at-least-annual reviews tailored to client goals without exercising discretionary trading authority.

Ian Artho is a financial advisor at TIAA‑CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA‑CREF, he worked at Value Inc and held roles at Oklahoma State University, Karsten Creek Country Club, and Ridge View Ranch Golf Course. 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 ties to TIAA‑administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds.

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 Certified Financial Planner® with 12 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at firms including Kovitz Investment Group Partners, LLC and Relative Value Partners, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

John Talleur is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, having worked within various Charles Schwab entities since 2015. His experience spans roles at Schwab Wealth Advisory Inc., Schwab Private Client Investment Advisory, Inc., and Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

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 in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Ameritas Life Insurance Corp., Ameritas Investment Corp., Principal Financial Services, and Carillon Investments, Inc. In addition to her advisory work, she owns and operates Tallie O. Young & Associates, LLC and has been involved with Shaklee, marketing nutritional supplements and natural products since 2012. Ameritas Advisory Services provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing a range of model portfolios, mutual funds, ETFs, and individual securities across various program platforms.