Doris Silva is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked with Western Wealth Management, LLC, and LPL Financial, LLC. Outside of her advisory role, Silva co-owns Joshua Nutrition, a business focused on nutrition tea and protein shake sales, and serves as a board member for a homeowners association. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to serve a substantial client base.

Brandon Watson is a financial advisor with Schwab Wealth Advisory in Westlake, TX. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments, Mobius Financial Advisors, and Charles Schwab & Co., Inc. Outside of the financial industry, he has worked in retail and food service. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, serving primarily individual clients while not acting as a discretionary portfolio manager.

Corbin Bulger is an advisor at Schwab Wealth Advisory with a Series 66 credential and less than one year of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., BMY Wealth Management Group, Patillo Brown & Hill, and Tarleton State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Laura Martinez is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has previously worked at Frost Investments and IDEA Public Schools. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support.

James Arrington is a ChFC® with 40 years of experience in the financial industry and has been with VOYA Financial Advisors, Inc. since 2014. He is based in Dallas, TX, and has experience leading Arrington Financial, where he worked in insurance and investments, and serves on the Church Council of First Baptist Church Richardson. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures, emphasizing non-discretionary recommendation-based advice.

Jasmin Watkins is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Her career includes roles at J.P. Morgan Securities, Thrivent Investment Management, and Charles Schwab. Outside of finance, she is the founder and CEO of The Real Safe Space, a social enterprise focused on homemaking, self-development, and marriage preparation. 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 employer retirement plan relationships. The firm distinguishes between one-time planning services and ongoing portfolio management through customized and model-based strategies.

Mary Duplantier is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. Prior to joining Mariner, she held roles at JP Morgan Chase Bank and Carter's. Outside of finance, she is the owner and CEO of Eve Luxe, Co., a business specializing in bath and body products and home fragrances. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Taylor Ridgeway is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining TIAA-CREF in 2023, Ridgeway worked in the automotive industry with roles at Moritz Kia, AutoNation, Patterson Kia, and in management at Dominos. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, operating under a fiduciary standard within a vertically integrated structure.

Bentley Ford is a Series 66 credentialed financial advisor with 15 years of industry experience. He is currently with Prime Capital Financial and has previously worked at Private Client Services, Lawing Financial Inc., and Cambridge Investment Research Inc. Outside of his advisory role, Ford serves on the board of the Children's Advocacy Center of North Texas and is a board member of the Flower Mound Chamber of Commerce. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a mix of investment strategies and provides tax and financial administration services through an affiliated accounting subsidiary.

Jacqueline Mc Ginley is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Irving, Texas, bringing four years of industry experience. She has worked at Goldman Sachs & Co., LLC since 2022 and previously held roles at firms including 2U, TransPecos Banks, and Red Bull North America. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized programs such as Private Family Office services and Financial Wellness. The firm employs strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to tailor solutions to client objectives.

Daniel Croonquist is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities for over a decade before joining Sanctuary Advisors in 2023. In addition to his advisory role, he is involved in the sale of fixed and variable annuities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of more than 400 independent advisers. The firm offers a variety of portfolio management solutions and financial planning services, employing multiple analytical approaches and acting as a fiduciary under written agreements.

Moises Ospina is a financial advisor with Cetera Planning Partners in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Avantax and 1st Global Capital Corp. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and specialized retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through affiliated providers.

Andrew Gale is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, and has one year of industry experience. His prior work includes positions at Pingpong Global Solutions Inc and ANZ Bank, among others. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm provides tailored advice across multiple program types with a significant focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

Jin Sub Hwang is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2017, following two years with Fidelity Brokerage Services. Outside of advising, he is involved in leasing a second home in Dallas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and customized investment recommendations using Schwab’s research tools. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, distinguishing its model from many enterprise wealth managers.

Elmer Heard is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Raymond James & Associates, Inc., Edward Jones, Better Mortgage, Family First Life, Wells Fargo Clearing Services, TD Ameritrade, and the Federal Aviation Administration. 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 to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing discretionary portfolio management through model-based and customized investment strategies.

David Abed Rabboh is a CFP®-credentialed financial advisor with 19 years of industry experience, currently affiliated with Schwab Wealth Advisory in Westlake, TX. His career includes roles at TD Ameritrade and Scottrade prior to joining Charles Schwab and Schwab Wealth Advisory in 2023. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while clients retain final trading decisions.

Zachary White is a CFP® and CFA® with eight years of industry experience. He has been with Creative Planning since 2017 and previously worked at Tolleson Wealth Management from 2014 to 2017. Based in Dallas, TX, he is part of a large advisory team at Creative Planning. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Asahia Smith is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining TIAA-CREF in 2024, she worked at Empower Advisory Group and PNC Investments. She also performs notary services occasionally as an independent notary signing agent. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, and corporate entities. The firm provides ongoing portfolio management through customizable and model-based solutions under a fiduciary standard.

Jonathan Lennox is a CFP® with 24 years of experience in the financial industry. He is currently affiliated with Independent Financial Group, LLC, where he has worked since 2017. His prior experience includes roles at USAA Financial Planning Services, USAA Financial Advisors, Inc., Riverstone Wealth Management, Inc., and Morgan Stanley DW Inc. Lennox serves as an officer and owner of Lennox Wealth Strategies and is a volunteer board member for a homeowners association. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and various institutional entities. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation and manager selection with both passive and active investment approaches.

Edward Brownstein III is a CFP® with 18 years of industry experience and has been with Creative Planning since 2015. He holds Series 63 and Series 65 licenses and is based in Lewisville, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and utilizes a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques and integrated retirement plan services.