Robert Williams is a financial advisor with Schwab Wealth Advisory, holding the Series 63 and Series 65 designations and having 10 years of industry experience. His prior roles include positions at Empower Financial Services, The Vanguard Group, and BBVA Securities. Williams is based in Westlake, Texas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm recommends investments while leaving final trading decisions to clients and conducts at least annual account reviews.

Juan Guerra is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF Individual & Institutional Services, LLC since 2016. 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 operates a vertically integrated advisory model that includes both one-time financial planning and ongoing portfolio management.

Kenneth Williams Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC 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, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and offers customized portfolio management alongside model portfolio options.

Bryan Topelsohn is a financial advisor with Eagle Strategies (NY Life) in Flower Mound, TX, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been associated with New York Life Insurance Co since 1999 and NYLIFE Distributors LLC since 2003. Outside of his advisory role, he occasionally resells NFL and other event tickets related to his personal seat license. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing 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, operating within an integrated New York Life affiliate structure.

Griffin Rea is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He has held positions at several firms, including 49 Wealth Management, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Prior to his advisory career, he worked at D.R. Horton and Sky Ranch Camps and spent several years in education with the Southlake Carroll School District. Focus Partners serves a broad range of clients, including individuals, high-net-worth families, family offices, and institutional investors, offering wealth management, financial planning, and retirement consulting. The firm employs an “enhanced open architecture” investment approach that combines active and passive strategies with quantitative analysis and specialized tools, providing access to a variety of proprietary and affiliated investment vehicles.

Guy Wayman is a financial advisor with Hightower Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Frontier Investment Management Co and Steele Capital Management, Inc. before joining Hightower in 2020. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Luis Gurrusquieta is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with TIAA-CREF since 2015. 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, often serving clients with existing TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized managed account solutions.

Sergio Garcia is a CFP® professional affiliated with Hightower Advisors in Dallas, TX, with 15 years of experience in the financial industry. He has held roles at several firms, including BFS Advisory Group, DBT Wealth Consultants, and Quest Capital Management. Garcia serves on The Dallas Foundation's Professional Advisor Advisory Council. Hightower Advisors provides investment advisory and planning services to a diverse client base, including institutional and individual investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of investment vehicles.

Stacey Kirkpatrick is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Farther since 2025. Her prior roles include positions at Raymond James Financial Services and Cetera, among others. Outside of finance, she was previously involved in operating SDK Desserts LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach, using proprietary model portfolios with algorithmic rebalancing, and incorporates exchange-traded funds, mutual funds, equities, fixed income, and AI tools in portfolio management.

Kirk Badii is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing 15 years of industry experience. His prior roles include positions at Cantella & Co., Raymond James Financial Services, UBS Financial Services, and Credit Suisse Securities. Badii operates marketing entities for securities and advisory services under the names Badii Group Private Wealth Management and Badii Group, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and a mix of passive and active investment exposures.

Corey Orthengren is a CFP® professional with experience at Corient and related entities since 2021, as well as prior roles at SFMG Wealth Advisors, Amarillo National Bank, and West Texas A&M University. He is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining proprietary strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Sulaiman Khan is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has previously worked at The Vant Group and Oblique Consult. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a wide range of advisory programs and brokerage services. The firm employs multi-asset, multi-manager investment strategies with both discretionary and non-discretionary options, supported by internal standards and oversight committees.

Matthew Donahoe is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Kestra Investment Services, and Avantax Investment Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Randi Howard is an advisor at Kestra Advisory with Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Thrivent Financial, Stifel Nicolaus & Co., Bank of America, and Merrill. She is also registered as a Client Service Specialist with CD Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Jeffrey Grizzard is a financial advisor with TIAA-CREF in Frisco, Texas, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF since 2008. 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 TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes between point-in-time planning and ongoing portfolio management, utilizing both model and customized portfolios.

Collin Dufrane is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. His prior experience includes roles at Fidelity and its affiliated entities. Outside of finance, he has worked in the food service industry with positions at Revel Kitchen and Bar and Zachary's Chicago Pizza. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers a range of advisory models that separate one-time planning from ongoing portfolio management, applying a fiduciary standard across its investment advisory services.

Kevin Parrill is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Rockefeller Financial LLC and previously held roles at Stifel Nicolaus & Co. Inc. and Bank of America, N.A. He serves as a director of the Fred and Charlotte Parrill Foundation, a charitable organization. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a unified investment platform, combining brokerage, placement, and asset management capabilities.

Jakub Kulenty is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes two lengthy tenures at TIAA-CREF, from 2006 to 2020 and from 2022 to the present, with a brief period at Fisher Investment in 2021. TIAA‑CREF Individual & Institutional Services, LLC offers 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 provides planning services as well as ongoing portfolio management, applying a fiduciary standard to its advisory services while utilizing asset-based and wrap-fee structures.

Hallie Fraze is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and less than one year of industry experience. Prior to joining Schwab, she held various roles at companies including Target, University of North Texas, and Oklahoma State University Dini. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Charles Schwab ecosystem, delivering advice through standard asset allocation models without discretionary trading authority.

Zachary Fisher is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Schwab Wealth Advisory in 2022, he worked at Charles Schwab and Levi Strauss & Co., and has also been affiliated with the University of North Texas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using proprietary research tools and standard asset allocation models, without exercising discretionary trading authority over client accounts.