Joshua Dietz is a financial advisor with Schwab Wealth Advisory, holding a Series 65 credential and beginning his tenure there in 2026. He has prior experience at Texas Capital Bank Private Wealth Advisors, New York Life, and also led the Dietz Law Firm, PLLC for over a decade. Outside of financial services, he is the owner and president of ECO Group, LLC, a company that receives overriding royalty interests from oil and gas production. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in its own Schwab Wealth Advisory program and certain clients referred by Charles Schwab & Co. The firm’s guidance is based on internal asset-allocation models and research tools, with investment trades executed only upon client approval.

Jason Gower is a CFP®-credentialed financial advisor with 17 years of industry experience. He has worked at Creative Planning, Inc. since 2020 and previously spent six years with Stratford Consulting, LLC. He is based in Addison, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Charles Schwender is a financial advisor at PNC Wealth Management in Frisco, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at PNC Investments LLC, First Horizon Bank, the University of Alabama, and LDV. Schwender’s background also includes several years of full-time education. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digitally delivered, invitation-only discretionary account that uses approved model strategies managed by PNC or third parties. The firm’s approach involves algorithm-driven risk assessment and portfolio rebalancing, with certain operational features delegated to external providers.

Wen Bin Wang is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 provides both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Edi Crow is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. She has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often those connected to TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and offers customized portfolio management through a vertically integrated model.

Clint Edsall is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at Edward Jones, Charles Schwab & Co Inc, TD Ameritrade, and GM Financial. TIAA-CREF Individual & Institutional Services, LLC 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 distinguishes between one-time planning services and ongoing portfolio management, utilizing model-based and customized strategies under a fiduciary standard.

Stuart Schwartz is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Banc of America Investment Services, Inc. from 2005 to 2009. Outside of his advisory work, he is a partner in a retail clothing business focusing on ladies’ outerwear and serves as trustee for separate property trusts established for his children. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs that include strategic and tactical asset allocation, manager selection, consulting, and retirement services across both discretionary and non-discretionary accounts.

Jefferson Stiles is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential. He has been with Mercer since 2026 and previously worked at Texas A&M University and Covenant Christian Academy. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of strategies and platforms.

Kyle Deatherage is a financial advisor with Kestra Advisory, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has been affiliated with Kestra Advisory since 2016 and also owns Deatherage Financial Consulting, through which he provides advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large institutional investors. The firm provides fiduciary services, plan design, compliance testing, and employee education, leveraging multiple management platforms and extensive third-party relationships.

Karl Cole is a CFP® professional with 38 years of experience in the financial services industry. He has worked at Independent Financial Group, LLC since 2017 and previously spent 14 years with LPL Financial LLC. Cole is also a registered representative and owner of a DBA offering securities, insurance, and advisory services, and he holds a notary public commission and a Texas insurance agent license. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes both firm- and third-party models to develop tailored client strategies, combining active and passive exposures with ongoing portfolio monitoring and due diligence.

Zachary Morse is a financial advisor at TIAA-CREF with a Series 66 designation and two years of industry experience. He previously worked at NTT DATA Services and held various roles at universities and in the telecommunications and food service sectors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed accounts to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

David Gates is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and possessing four years of industry experience. Prior to joining TIAA-CREF in 2026, he worked at Fisher Investments, Citigroup Global Markets, and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with existing TIAA-administered retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time financial planning and ongoing managed account services, functioning within a vertically integrated structure that includes affiliated funds and fiduciary standards tailored by service.

Allen Horak is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has professional experience at firms including Applied Systems, Inc., EZLynx, and NetSuite/Oracle. Outside of his advisory role, Horak serves as a board member of Infinix Global and operates a CPA consultancy focused on business, financial, and accounting services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, with a client roster that includes sovereign wealth funds.

Dylan Harig is a financial advisor with GWN Securities Inc. in Colleyville, TX, holding the ChFC® designation and Series 66 license, with 21 years of industry experience. He has worked at Highland Capital Brokerage and GWN Securities since 2012. Outside of his advisory role, he serves as Managing Director of RISE, a Medicare-related business, and is involved with Redwood Financial, focusing on fixed annuity and insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including unique legacy market-timing and momentum-based strategies.

Asim Awan is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Capital Analysts, Voya Financial Advisors, Valic Financial Advisors, and Ameriprise. He is also the founding partner of Red River Wealth Advisors, a financial services firm. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm’s investment approach is supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios, while advisors use these tools to tailor strategies and provide both discretionary and non-discretionary advice.

Christopher Sanchez is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior experience includes roles at Citizens Securities, Citizens Bank, Carrington Advisors, and TIAA. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that provides financial planning, portfolio management, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver investment solutions, offering both non-discretionary and limited discretionary management options.

Frank Zuch is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs, including asset management, consulting, retirement services, and financial planning, and manages portfolios using strategic and tactical asset allocation with both discretionary and non-discretionary approaches.

Matthew Aquino is a financial advisor at TIAA‑CREF with five years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Fisher Investments, Vanguard, and Charles Schwab. 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. The firm distinguishes between one-time planning services and ongoing portfolio management, and serves as adviser to a donor-advised fund sponsored by Charityvest.

Nancy Dinh is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at several firms, including Capital Analysts, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, Valic Financial Advisors, New England Securities, and PRUCO Securities, LLC. Outside of advising, she is executive vice-president of the DFW Asian American Citizens Council and a part owner of an IT support services company. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team and third-party managers.

Taylor Welch is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Fidelity Investments, J.P. Morgan Securities, and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and institutional clients, often those connected through TIAA-administered retirement plans. The firm’s advisory approach separates one-time planning from ongoing portfolio management, providing both model and customized portfolio options.