Charles Jaquess is a financial advisor at SPC with 13 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2024, as well as at Sigma Planning Corporation and Sigma Financial Corporation since 2016. Outside of his advisory role, he serves as campaign treasurer for a Texas House of Representatives candidate and acts as trustee for his deceased grandparents' trust. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client suitability.

Brian Herman is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fidelity Brokerage Services LLC, Charles Schwab, and TD Ameritrade. Herman is based in Frisco, TX. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and 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 distinguishes between point-in-time planning services and ongoing discretionary management, utilizing model and customized portfolios under a fiduciary standard.

Todd Justice is a financial advisor at Schwab Wealth Advisory with 24 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank National Association before joining Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients, differentiating its approach from many other enterprise wealth managers.

Kevin Hickey is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he operated Backyard Fitness LLC, a CrossFit gym, for nine years. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering tailored solutions through multiple program types within an integrated New York Life affiliate structure.

Justin Mandly is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at firms including Brownson, Rehmus & Foxworth, Inc., Portola Partners, and CIPW Service Company, LLC. He serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates both proprietary and third-party strategies, with ongoing portfolio monitoring and risk management.

Thomas Schilreff is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has been with Brookstone since 2018. In addition to his advisory role, Schilreff serves as president of Schilreff & Associates, where he is also an insurance producer specializing in life, health, disability, and annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Joseph Schleicher is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA and TIAA-CREF since 2000. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a fiduciary standard in its RIA services and manages portfolios through a combination of model and customized approaches.

Emerald Hensley is a CFP® affiliated with Beacon Pointe Advisors, LLC, with two years of industry experience. Prior to joining Beacon Pointe in 2023, Hensley worked at SFMG Wealth Advisors and Plancorp, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across various asset classes.

Kevin Kenney is a financial advisor at Principal Financial Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Knights of Columbus Asset Advisors, Knights of Columbus Insurance, and Principal Life Insurance Company. His background also includes operating his own business, K.C. Kenney, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Randi Walker is a CFP® professional affiliated with Janney Montgomery Scott in Dallas, TX, with 12 years of industry experience. Prior to joining Janney in 2025, she held positions at RBC Capital Markets, Purshe Kaplan Sterling Investments, Concurrent Investment Advisors, Wealth Partners Alliance, and Raymond James Financial Services. She is also a member and co-owner of Major Works, LLC, a Dallas-based business where she manages bookkeeping. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Sean Hosey is a Series 65-licensed financial advisor at Mariner with one year of industry experience. His background includes multiple roles at Mariner Wealth Advisors, as well as prior work with Leroy's Tavern and the University of Kansas. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office solutions. The firm employs customized discretionary portfolios supported by an internal investment team and third-party managers, with a notable integration of tax and accounting services.

Weili Jiang is a financial advisor at Private Advisor Group, LLC with five years of industry experience and a Series 66 designation. Prior to joining Private Advisor Group and LPL Financial, Jiang worked with Cetera and Avantax in various advisory roles. Outside of advising, Jiang is involved in accounting services through Lam, Po & Xu CPA’s, where they provide tax research and client tax services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm uses a fiduciary-based advisory model and incorporates both proprietary and third-party investment platforms and managers.

Brooke Henry is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation. Outside of her advisory role, she operates a tutoring business, Brooke Henry College Prep, serving high school students. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a range of managed account programs, third-party asset manager access, and retirement consulting services.

Noah Fitch is a financial advisor at Hightower Advisors based in Dallas, TX, holding a Series 65 credential. He has experience with several firms including Edward Jones and 55 Seventy, and has worked in education for over a decade at Ovilla Christian School and the University of Texas at Arlington. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers and proprietary research. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with experience in large institutional mandates and international investment considerations.

Brian Russell is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Ameritas Investment Corp and Foster Financial Group since 2008 and has been associated with Canvas Financial since 2018. Outside of advisory activities, he is a limited partner providing capital to Cohula Ventures/SA Whirlwind Ventures LTD, a real estate investment entity. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing a network of Investment Adviser Representatives supported by in-house and third-party resources.

Lisa Miller is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. Her prior roles include positions at Western Colorado University and Echo Canyon River Expeditions LLC. 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 to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Thornton Brown is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Brown Ruth Advisors and Meyers Research. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support, including operations, trading, technology, compliance, and practice management. The firm offers various investment solutions, including discretionary model portfolios and personalized indexing options.

Christopher Young is a CFP® with 29 years of industry experience currently serving as a financial advisor at Mercer Global Advisors Inc. Since 2021, he has been with Mercer and has a long history in the field, including over two decades at Quest Capital Management and roles as an independent insurance agent. He is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory and financial planning services. The firm’s investment approach follows Modern Portfolio Theory, utilizing globally diversified portfolios with a variety of investment vehicles, alongside specialized advisory services and client education initiatives.

Justin Williams is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience with Strategic Estate Planning Services and Hillwood, a Perot Company. Williams served five years in the United States Marine Corps. He also assists agents in retirement planning through his role at Strategic Estate Planning Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services, operating a platform that integrates various managed models and supports advisor customization.

Nicolas Valles is a financial advisor at TIAA-CREF with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and CH Robinson. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing ties to TIAA employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management under a fiduciary standard.