Michelle Hahn is a CFP® professional with eight years of industry experience. She currently serves as an advisor at Schwab Wealth Advisory and previously worked at Ausdal Financial Partners, Inc. for seven years. Hahn is a member of the finance committee at Trietsch Memorial United Methodist Church. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority with clients directly.

Jared Eichler is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., State Farm VP Management Corp, and Edward Jones. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, offering services such as annual financial reviews and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools, with final trading decisions left to clients.

Myles Hernandez is a CFP®-credentialed financial advisor with six years of industry experience, currently with Schwab Wealth Advisory in Westlake, TX. His prior roles include positions at Steward Partners Investment Advisory and Raymond James Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its services.

Joshua Phillips is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at Enterprise Mobility for nine years. Outside of his advisory role, Phillips owns and operates Fire Pit and Chill, an internet retail store specializing in outdoor living items. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm delivers customized advice and solutions across multiple programs, with a large portion of assets managed on a non-discretionary basis.

Elysa Flores is a financial advisor at Mariner in Plano, TX, holding a Series 65 credential. She has been with Mariner since 2023 and has prior work experience outside the industry at Baskin Robbins. Elysa’s background includes several years as a full-time student before entering the advisory field. Mariner serves a broad range of clients including individuals, trusts, and institutional investors by offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Stephen Wiggins is a financial advisor with Equity Services, Inc. in Fort Worth, TX, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at National Life Group and Fidelity Investments Co. prior to his current roles. Equity Services, Inc., operating 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 uses multiple advisory platforms and a network of third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized investments.

Timothy Aragon is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His work history includes roles at Transamerica Investors Securities Corporation, TRANSAMERICA Retirement Solutions, State Farm VP Management Corp., and Justin Kenney Insurance Agency. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed investment advice and education. The firm leverages Morningstar Investment Management’s proprietary tools and model portfolios to deliver asset allocation and retirement planning guidance, primarily focusing on non-discretionary assets across a large client base.

Stephanie Hays is a financial advisor with Principal Financial Services based in Southlake, TX. She holds a Series 66 designation and has 18 years of industry experience. Hays has been with Principal Life Insurance Company since 2011 and manages her own tax-related entity, Hays Financial Strategies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Harris Pugh is a financial advisor at TIAA-CREF with Series 65 and Series 63 credentials. He joined the firm in 2026 after a year at Fisher Investments and has prior experience outside the financial industry. 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 TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management within a vertically integrated advisory structure.

William Ferguson is a CFP® professional with five years of industry experience, currently advising at Focus Partners Wealth, LLC. He previously worked with Ameriprise Financial Services and Raymond James Financial Service Advisors. Ferguson is a volunteer member of the Career Development Committee for the Financial Planning Association’s Dallas/Ft. Worth Chapter. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm applies a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Robert Gecker is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Retirement Advisors of America from 2008 to 2020. Gecker has been with Allworth Financial since 2020. 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 strategies, employs third-party sub-advisers, and manages both discretionary and non-discretionary engagements, with specialized services including an Airline division and management of privately offered funds.

Brigette Parnell is a financial advisor at Corient with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Quasar Distributors, LLC, Minshall & Company, Inc., and Capital Advisors, Inc. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Kevin Motley is a financial advisor at Valic Financial Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Bank of America, and Merrill. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for Agia. 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Kelly Knight is a financial advisor at Citigroup Global Markets with 20 years of industry experience and holds a Series 66 designation. Prior to joining Citigroup in 2022, Knight worked at First Command Financial Services, Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad range of advisory programs and execution services.

Grantham Akerly is a CFP® with six years of industry experience currently advising at Allworth Financial, L.P. He previously worked at Ausdal Financial Partners and CFO4Life, and has held roles at EY and Baylor University. 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 portfolios using a mix of model strategies and employs technology to manage held-away employer retirement accounts without client login information.

Laura Lightbourn is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Schwab, she worked at Aquakids and SwimPro, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, investment recommendations, and wealth management education, with advice delivered through standard Schwab asset allocation models and research tools.

Jeffrey Shadd is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining TIAA-CREF in 2026, he worked at Fidelity Investments and related entities from 2021 to 2025. 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 connected through 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.

Alexander Lee is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab, he held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Equitable Advisors. His early career includes positions in education and tutoring. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on model-based advice without discretionary trading authority.

Justin Mourning is a CFP®-certified financial advisor with six years of industry experience, currently with Schwab Wealth Advisory, Inc. He has previously worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and Westwood Wealth Management. Mourning holds the Series 65 and Series 63 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning consultations, and investment recommendations through Schwab’s research tools and standard asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly, differentiating it from many enterprise wealth managers.

Edmund Job is a CFP®-certified financial advisor with 21 years of industry experience. He is currently affiliated with Schwab Wealth Advisory, where he has worked since 2021. Prior to that, he spent nine years at TD Ameritrade Investment Management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and focuses on providing annual financial reviews and investment recommendations without exercising discretionary trading authority.