Jennifer Winters is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. She holds the Series 66 designation and has worked at D.A. Davidson since 2021, following nine years at Southwest Securities Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of planning and advisory services under fiduciary standards and distinguishes itself by acting as a municipal advisor and operating affiliated custodial entities.

Cameron Brockhoff is a financial advisor with TIAA-CREF holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at JPMorgan Chase Bank and Goldman Sachs and Co LLC prior to joining TIAA-CREF. 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 customized portfolio management and advisory services within a vertically integrated group that includes affiliated funds.

Kendall Dungan is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Fidelity Brokerage Services and Northwestern Mutual. Outside of finance, he owns an internet-based cookie company called Kendall's Kookies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through both advisory and promoter arrangements.

Chase Petter is a financial advisor with Equity Services, Inc. in Addison, TX, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked with National Life Group and Cetera Advisor Networks. In addition to his advisory role, he is active as an insurance agent with multiple firms. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, with a combination of long-term strategies and options for shorter-term trading.

Bryan Sechrist is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF since 2012. Outside of his advisory role, he has worked in event concessions at Dickies Arena and in warehouse fulfillment at Amazon. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with prior employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model that separates planning from ongoing management and serves as adviser to a donor-advised fund.

Joah Yeoman is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with TIAA-CREF since 2007. 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 offers a range of advisory services including point-in-time financial planning and ongoing portfolio management under a fiduciary standard, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Michael Osswald is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Charles Schwab & Co., Inc. and First Security Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, conducting at least annual account reviews while leaving final trading decisions to clients.

Edward Ittner Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at Brokers International Financial Services, LLC and NEXT Financial Group. He owns Fundamental Value Analytics, a research business focused on stocks, bonds, and macroeconomics. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets and offers portfolio management, financial planning, and various investment program options.

Kenny Truong is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. He has previously worked at Wells Fargo Clearing and CUSO Financial Services. 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 with existing ties to TIAA-administered employer retirement plans. The firm provides a fiduciary standard in its RIA services and acts as adviser to the TIAA Donor Advised Fund.

Bryn Henry is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Guided Path Financial and Global Wealth Advisors, alongside multiple tenures at Commonwealth Financial Network. He is also the CEO and owner of GP Wealth Solutions, LLC, a private entity operating under the name Guided Path Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Crystal Huggins is a CFP® with 20 years of industry experience, currently serving at Schwab Wealth Advisory. Her prior roles include positions at J.P. Morgan Securities, Wells Fargo Advisors, and Missionsquare Retirement. She is based in Westlake, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using 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.

Timothy Bradford is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 65 designation and previously worked at National Life Group and Knights of Columbus. Outside of his advisory role, he is involved as an insurance agent and managing director with Texas National Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, and various institutional clients. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading and uses third-party asset managers across a broad client base.

Kyle Treadwell is a financial advisor with Principal Financial Services in Addison, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Edward Jones and The Prudential Insurance Company of America. Outside of his advisory work, he serves as Membership Chair for the Lonestar Chapter of the Precision Metalforming Association and has acted as a judge for a school music festival. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Avertis Willis is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining TIAA-CREF, Willis worked at Edward Jones and served in the United States Army. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans administered by TIAA. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard.

William Wall is a CFP® professional with eight years of industry experience. He has been with Creative Planning since 2017 and previously worked at Tolleson Wealth Management. Outside of his advisory role, he serves as treasurer for The Charles F. "Doc" Hall Foundation, supporting the Texas A&M University men's lacrosse club. 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 employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

David Thompson is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with firms including Three Pillars Wealth, LLC, Primary Purpose Financial Group LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Thompson is president of an insurance brokering business focused on non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions across multiple program types and manages a majority of its assets on a non-discretionary basis.

Christian Hudnall is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His prior work includes roles at J.P. Morgan Securities and Merrill Lynch. Outside of his advisory work, Hudnall serves as an officer of the Dallas A&M Club and holds the treasurer position on the board of directors for the Coppell Chamber of Commerce. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser under The Guardian Life Insurance Company of America, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, advisory, and financial planning services.

Yosyas Assefa is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work experience includes roles at Charles Schwab, Liberty Mutual, and CVS. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides both one-time planning services and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated structure that includes affiliated funds.

James Davis is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has served in the US Army Reserves from 2005 to 2024. Outside of his advisory role, he works as a food delivery driver for DoorDash. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm operates a fiduciary advisory model with both one-time planning and ongoing managed accounts, utilizing model or customized portfolios and acting as adviser to a donor-advised fund.

Estevan Escarsega is a Financial Advisor at Merrill Lynch Wealth Management. He uses his experience as a former U.S. Army 1st Ranger Battalion member to bring discipline and strategy to helping clients grow and protect their wealth. Estevan works with veterans, business owners, and retirees to develop clear and confident financial strategies that support their long-term goals. His expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible and values-based investing, women and wealth, and tax minimization. Estevan holds the Chartered Retirement Planning Counselor (CRPC) certification and Personal Investment Advisor (PIA) designation. He earned a BBA in Finance from Georgia Southern University and is proficient in both English and Spanish. Outside of his professional work, Estevan is a member of The Rotary Club of Dallas. His personal interests include boxing, hunting, music, pickleball, reading, running, spending time with his family, traveling, watching movies, and practicing yoga.