Martin Ezelle is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Forge & Link Financial Group, LLC, Mogul Wealth Strategies LLC, and New York Life Insurance Company, among others. Outside of finance, he has an independent acting career in television, film, and theater. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of advisory programs and emphasizes tailoring recommendations according to client objectives and plan sponsor criteria.

Michael Mc Lellan is a financial advisor at Empower Advisory Group in Frisco, TX, holding Series 66 and Series 63 licenses with 14 years of industry experience. His prior work includes roles at GWFS Equities, Fisher Investments, USAA Investment Management Company, and Primerica. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Michael Myers is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade for 12 years before joining Charles Schwab and Schwab Wealth Advisory. 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 based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with advisors recommending allocations while clients retain final trading decisions.

Todd Edwards is a CFP® with eight years of industry experience and is currently affiliated with Schwab Wealth Advisory. He previously worked at Edward Jones for seven years and American National Diversified, Inc. for one year. Edwards is based in Westlake, TX. 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 using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Robert Willis is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab, New American Funding, Mr Cooper, and Gateway Mortgage. 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 linked to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and includes management of donor-advised funds.

Anthony Lopez is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has worked at Strategic Advisers LLC, Fidelity Brokerage Services LLC, Fifth Third Bank, and Regions Bank, among others. Lopez is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning services and ongoing portfolio management, including customized managed accounts under a fiduciary standard.

Lori Welborn is a financial advisor with PNC Wealth Management in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven investment platform available to select PNC Bank employees. The firm uses approved model strategies executed by delegated investment managers with a focus on mutual funds and ETFs.

Joel Castor is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His career includes prior roles at Fidelity Investments and Fisher Investments. Schwab Wealth Advisory, Inc. 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 offers annual financial reviews and investment recommendations across various securities, with final trading decisions made by clients.

Stephen Isaacs is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, TD Ameritrade, Edward Jones, and FedEx Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Hajrudin Rastoder is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Bank, NA, and First Convenience Bank. He has been with Schwab-affiliated firms since 2021. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Jason Comer is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He has been with Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2016. Comer holds Series 63 and Series 65 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 planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice through standard asset allocation models and Schwab research tools, with discretionary management generally handled by affiliated or third-party managers.

Darrah Lay is a financial advisor with Cetera Planning Partners in Lantana, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Cetera Planning Partners and Cetera Wealth Services, Darrah worked at Avantax Planning Partners and Charles Schwab for over a decade. Outside of advising, Darrah serves as Territory Director for The Lay Collective, LLC, a local magazine focused on marketing to new home buyers, and is active in the Argyle Business Association. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers, utilizing a diversified investment process grounded in mutual funds and ETFs tailored to client objectives and risk tolerance.

Thomas Davis is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been associated with Eagle Strategies and New York Life since 2012 and operates under the DBA Maus and Associates for brokering non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm delivers tailored advice through multiple program types and maintains a predominantly non-discretionary asset base, working within an integrated New York Life affiliate structure.

Douglas Mcculley is a CFP® with 22 years of experience in the financial services industry. He currently works at Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, Buckingham Asset Management, Llc, JWA Financial Group, Inc., and USAA Financial Planning Services. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Charles Cronin is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2010. Outside of his advisory role, he contributes to the Pension Rights Center's Initiative on Women and Retirement at Divorce, providing expertise to help address challenges faced by women in securing retirement benefits after divorce. 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 connected through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Brooks Panhans is a financial advisor at Hightower Advisors with seven years of industry experience. He previously worked at JPMorgan Securities and JPMorgan Chase Bank. Outside of finance, he is a passive investor in 4Minds AI, a startup developing an enterprise AI platform for custom, domain-specific AI models. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Gregory Swindling is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and Fisher Investments. 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 connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and a donor-advised fund.

Park Mc Curdy is a financial advisor with Ameritas Advisory Services, LLC based in Dallas, TX. He holds a Series 66 designation and has one year of industry experience, including prior roles at Northwestern Mutual and Baylor University. Outside of his advisory work, he assists financial advisors through his involvement with Foster Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

John Norman is a ChFC® with 32 years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC since 2004. He holds multiple roles in insurance brokerage, including partnerships at firms specializing in life, disability, long-term care insurance, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory network, offering tailored financial planning and retirement consulting alongside brokerage services. The firm manages a diverse advisory platform featuring third-party asset manager relationships and both discretionary and non-discretionary account options.

Jared Johnson is a CFP® professional with 19 years of experience in the financial advisory industry. He is currently with Schwab Wealth Advisory and has previously worked at EP Wealth Advisors and Baker Avenue Asset Management. 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 using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients fees directly.