Oscar Barillas Jr. is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked at Fidelity in various advisory and brokerage roles and held positions at GM Financial and Uber. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA‑administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Amanda Sessler is a CFP® with 15 years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC and Clintsman Financial Planning. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Timur Stanton is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, Fisher Investments, and Crestview Wealth Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships.

Sherese Calvert is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2020, also working at Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering investment recommendations and financial planning supported by Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.

Hayden Vanover is a financial advisor at Mariner with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Peak American Investment Advisors. His background also includes service in the United States Marine Corps. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers and offers integrated tax, accounting, and family office services uncommon for a firm of its size.

Maxwell Mitcham is a financial advisor with Schwab Wealth Advisory, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at JP Morgan Chase Bank and J.P. Morgan Securities, among other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services including annual financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority, distinguishing its approach among enterprise wealth managers.

Cassandra Altom is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 21 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, and COMPASS Bank. Outside of her advisory work, she operates a small craft business making personalized tumblers and other items. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and emphasizes inter-affiliate integration in its service delivery.

Miyanda Hamakando is a financial advisor at TIAA-CREF with two years of industry experience. Prior to joining TIAA-CREF in 2023, Hamakando held positions at the Bank of Zambia and African Banking Corporation and worked at the University of Lusaka. Hamakando holds Series 65 and Series 63 licenses. 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 pre-existing relationships through TIAA-administered retirement plans. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund sponsored by Charityvest.

Lauren Cantillo is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 license and previously worked at firms including JPMorgan Chase Bank, Bank of America, Merrill, and Stifel Nicolaus. Lauren and her spouse are involved in managing a residential rental property in California. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals linked to employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, often utilizing model portfolios and customized investment strategies under a fiduciary standard.

Grace Ottey is a financial advisor with Eagle Strategies (NY Life) in Plano, TX, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2012. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Michael Hansen is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 65 designation and one year of industry experience. His prior background includes roles at Lee Financial and Texas A&M University-Commerce. 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, discretionary and non-discretionary asset management, and specialized financial planning services.

Tien Nguyen is a financial advisor at TIAA-CREF with four years of industry experience and holds a Series 66 designation. Prior to joining TIAA-CREF in 2026, he worked at Fidelity Personal and Workplace Advisors from 2021 to 2024. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 plan relationships. The firm offers model and customized portfolio management alongside referral services such as TIAA Trust and manages the TIAA Donor Advised Fund sponsored by Charityvest.

Clovis Russell is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and 12 years of industry experience. Prior to joining TIAA-CREF, he worked at Principal Securities, Inc. and Principal Life Insurance Company. Outside of his advisory role, he serves as a deacon and children’s ministry teacher at his local church. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both model-based and customized portfolio management and acts as adviser to a donor-advised fund.

Matthew Craft is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously at Agia. Outside of his advisory role, he has contributed editorial support to a family devotional project called The Advent Table. 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, employing Envestnet-developed UMA models to construct client portfolios.

Robert Sweeney is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 2016. Outside of his advisory work, he serves as president of the Roehampton Court Homeowners Association. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering financial planning, retirement consulting, and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Hayden Solis is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 credential with one year of industry experience. Prior to joining TIAA-CREF, he worked at Wells Fargo, Goldman Sachs Wealth Services, and JP Morgan Chase Bank. He also served five years in the United States Marine Corps and has been affiliated with Texas Tech University since 2022. TIAA‑CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolios under fiduciary standards.

Cailley Bryan is a CFP® and Series 66-licensed financial advisor with Schwab Wealth Advisory in Westlake, TX. Bryan has four years of industry experience and previously worked at Baylor University and in roles outside finance including at Cupertino Dental Group and Nothing Bundt Cakes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab's asset allocation models and research tools. The firm’s advisors recommend investment allocations and conduct at least annual account reviews while final trading decisions remain with clients.

Christopher Hayes is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and has been associated with Charles Schwab since 2007. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations across a variety of asset classes while leaving final trading decisions to clients.

Theresa Krupka is a financial advisor with Lincoln Investment in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with Capital Analysts, Lincoln Investment, and Valic Financial Advisors. Krupka is also the owner of TLK Financial, LLC, which focuses on insurance products including fixed life and disability coverage. Lincoln Investment Planning, LLC serves a diverse client base including individual investors, trusts, charities, and retirement plans, with a particular history of working with educators. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment research team that creates strategic model portfolios and employs third-party managers.

Mallory Armijo is a financial advisor at Prime Capital Financial with 15 years of industry experience. She holds a Series 66 designation and previously worked at Sageview Advisory Group and Cetera Wealth Services, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and provides tax planning and bill-pay services through its affiliated accounting subsidiary.