Christopher Cavazos is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked at Goldman Sachs Personnel Financial Management since 2019 and served in the Texas Army National Guard since 2018, following prior service in the South Carolina Army National Guard and a five-year period at The Citadel, Military College of South Carolina. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers a range of tailored services, leveraging its integration within a large financial group to deliver comprehensive wealth management solutions.

William Burks II is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2000. Burks also serves as a consultant for fintech firms involved in platform development and branding. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Genesis Meave is a financial advisor at TIAA-CREF with seven years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Charles Schwab and Co., Inc., TD Ameritrade, Inc., and Arvest Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals and various institutional clients, often those connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management using model or customized portfolios and serves as adviser to a donor-advised fund.

Kevin Baumhart is a CFP® with 10 years of industry experience. He is currently with Schwab Wealth Advisory and previously worked at Fidelity Investments and Cresset Asset Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, focusing on personalized asset allocation and investment selection without discretionary trading authority.

Patrick Kimbrough is a financial advisor at Mariner with 16 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 65 licenses. His prior work experience includes roles at Mariner Wealth Advisors, Avantax Advisory Services, LPL Financial, and Edward Jones. Mariner serves a diverse range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm provides customized discretionary portfolios supported by an internal team and third-party managers, with integrated tax and accounting capabilities that are notable among large advisory enterprises.

Joanne Bolden is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including Charles Schwab and The Vanguard Group. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and research tools.

Amandeep Somal is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining TIAA-CREF in 2024, he worked at Citigroup Global Markets and Citigroup from 2020 to 2023 and TD Ameritrade from 2019 to 2020. He also has experience outside finance, having spent time in homemaking roles. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with prior TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure that includes affiliated funds and serves as adviser to a donor-advised fund sponsored by Charityvest.

James Yoo is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 1998 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Anish Bamne is a financial advisor at Schwab Wealth Advisory holding Series 63 and Series 66 registrations, with two years of industry experience. He has worked at Schwab in various capacities since 2022 and has prior experience at The Heico Companies and Spanera LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using proprietary asset-allocation models and research tools. The firm emphasizes tailored recommendations without discretionary trading authority and operates on a large scale with formal compliance measures and unique affiliations within the industry.

Monica Duran is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She previously worked at TIAA and TIAA-CREF from 2015 to 2022 and rejoined the firm in 2024. Outside of advising, she is the managing member of a startup real estate business focused on building, buying, and selling homes. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals with ties to TIAA employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both one-time planning and ongoing discretionary management through model and customized portfolios, and it serves as adviser to a donor-advised fund.

Jeremiah Neptune is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services LLC before joining TIAA in 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management and serves as adviser to a donor-advised fund.

Tiffany Clark is a CFP® professional with nine years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has held various roles within Charles Schwab entities since 2015. 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 selected Charles Schwab & Co.-referred clients. The firm’s advice is guided by Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations with at least annual reviews.

Aleksey Palumbo is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 credentials and five years of industry experience. His work history includes roles at TIAA-CREF and Tiaa since 2021, as well as positions in healthcare and education. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios within a vertically integrated advisory structure.

Francis Mesina is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of his advisory role, Mesina serves on several nonprofit boards, including LiftFund and The Center for Grieving Children, and is also an associate pastor and an actor. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm offers multiple advisory programs with a focus on tailoring recommendations to client objectives and plan sponsor criteria, managing a majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Rebecca Sizelove is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has held positions at Charles Schwab & Co., Inc., Charles Schwab Bank, J.P. Morgan Securities LLC, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach emphasizes tailored recommendations based on asset allocation models and internal research, with trades executed only upon client authorization.

Lena Marshall is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Her prior work includes roles at Pacific Excel Wealth Advisors, the University of North Texas Recreation Center, and the Dallas Stars/Children's Health Hockey Rink. 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 a range of portfolio management approaches.

Brian Cloud is a CFP® professional with eight years of industry experience, currently serving at Corient. His career includes roles at RGT Wealth Advisors, LLC, and CIPW Service Company, LLC before joining Corient. 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 uses a goals-based, team investment approach combining in-house strategies and third-party solutions, with continuous portfolio monitoring and risk management.

Emily Lopez is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Robinhood Financial, and Fidelity Investments. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.

Chi Gee Yip is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Fisher Investments and TD. In addition to his advisory role, he is also an agent involved in the sale of insurance products at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers a range of wealth advisory and consulting services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers, employing both active and passive strategies across public and private asset classes, and provides comprehensive performance reporting and plan-level analytics.

Nehemiah Jefferson is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 licenses. He began his career in financial services in 2025 after nine years at Esquire Tax Firm Americas Tax Attorney Carrington. Jefferson is based in Westlake, TX. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s advice is based on internal research and asset-allocation models, with individualized recommendations reviewed at least annually.