Hugo Azpeitia Pedroza is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with TIAA-CREF since 2014. Outside of his advisory role, he manages a rental property independently. 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 with pre-existing TIAA employer retirement relationships. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Shawn Mc Guire is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and also has experience with Charles Schwab & Co., Inc. dating back to 2021. Prior to his financial services career, he worked in retail and food service roles. 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 investment guidance is based on proprietary asset-allocation models and internal research, with client approvals required for all trades.

Anita Pring is a financial advisor at TIAA-CREF with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including LPL Enterprise LLC, Prudential Advisors, and Fidelity. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers distinct point-in-time planning services alongside ongoing discretionary management, utilizing model portfolios and customized portfolio management under a fiduciary standard.

Ginto Mathew is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with TIAA and its affiliated entities since 2012. 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, and small retirement plans. The firm offers a range of model and customized portfolio management options and serves as adviser to a donor-advised fund.

Elizabeth Marquez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. She has worked at various Truist entities since 2014, including Truist Investment Services, Inc. and BB&T prior to its merger with Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jonathan Kimble is a financial advisor with TIAA-CREF based in Frisco, TX, holding Series 63 and Series 65 licenses and with one year of industry experience. His prior work includes roles at Plano Data and David Weekley Homes, as well as a period operating under Florida Financial Advisors DBA Texas Financial Advisors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA employer retirement plans, along with trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios and customized options under a fiduciary standard.

Troy Frazier is a financial advisor at AE Wealth Management, LLC with 16 years of industry experience and holds a Series 65 credential. He has previously worked at Fusion Capital Management and Investment Advisor Corp and has operated his own firm, Frazier Wealth Strategies, Inc., since 2009, where he serves as CEO. In addition to advisory services, he facilitates estate planning document services for clients. 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 a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Harrison Benedict is a CFP® professional with one year of experience in the financial industry. He is currently with Commonwealth Financial Network and previously worked at Gibraltar Capital Management, Miller Equity Capital Advisors, City Electric Supply, BDO LLP, and spent eight years at Texas Christian University and high school education roles. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and clients, managing over $212 billion in assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Clay Jinks is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and Jojenco Holdings, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and business management. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Tyrus Treadway is a financial advisor at Farther with a Series 65 credential and no prior industry experience outside the firm. He has been affiliated with Farther since 2026 and has owned and operated Treadway Realty since 2009. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing, employing a mix of ETFs, mutual funds, equities, fixed income, and AI-assisted advisor judgment.

Brett Boudreaux is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he is involved in animal breeding as a member manager of Farm Town Frenchies LLC and works as a food delivery contractor. 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 with pre-existing TIAA employer retirement relationships. The firm offers model-based and customized portfolio management and acts as adviser to affiliated services such as a donor-advised fund.

Alesia Cooper is a financial advisor at TIAA-CREF with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo and J.P. Morgan Securities. Outside of finance, she operates an herbal goods business and is a freelance makeup artist. 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 with existing TIAA retirement relationships. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Kenith Causey is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2011. Outside of his advisory role, he works as an Uber driver. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with pre-existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers model-based and customized portfolio management alongside separate broker-dealer services and acts as adviser to a donor-advised fund.

Michael Borders is a financial advisor at Kestra Advisory with Series 63, 65, and 66 credentials and three years of industry experience. Prior to joining Kestra Advisory Services in 2026, he worked in various school districts and held positions at Securities America Advisors, Sunset Financial Services, and Insphere Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and manages over $79 billion in assets.

Scott Miracle is a CFP® professional with seven years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has prior experience at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and United Parcel Service. 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-referred clients. The firm’s approach uses proprietary asset-allocation models and research tools, offering guidance tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.

Ramin Ghaffari is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds a Series 63 designation. He has 36 years of industry experience, including roles at Ron Ghaffari and Associates, LLC, and Signator Investors, Inc. In addition to advisory work, he is an insurance agent specializing in non-variable insurance. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and trusts. The firm supports independent advisers through a limited-partnership ownership structure and offers a range of investment and cash-management solutions, primarily on a non-discretionary basis.

Joshua Woodring is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He has previously worked at TD Ameritrade and Charles Schwab & Co. In addition to his advisory role, Woodring is a passive investor in a brewing company and engages in land development activities. 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 and wealth management consultations based on standardized asset-allocation models and tailored to individual client goals.

Eric Clinger is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Transamerica Financial Advisors since 2024 and also has experience with ManhattanLife and Yellow Jacket Business Solutions. Outside of financial advising, he is employed at Toyota Motor North America as a supervisor in general accounting and refers individuals to ManhattanLife for health insurance. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, operating as both a registered investment adviser and broker-dealer.

Umair Zaman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, New York Life Insurance Company, Citigroup Global Markets, and JP Morgan Securities. Outside of finance, he was involved as a co-founder and organizer of 3B Welding Inc., although the venture remains inactive. TIAA-CREF’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 to TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Nathan Floyd is a Planning Consultant at Fidelity Investments, where he works with clients to understand and align with their unique financial goals. In his role, he guides clients through the complexities of financial challenges and provides support tailored to their individual needs. Nathan has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative II before becoming a Planning Consultant in 2024. This experience has provided him with a comprehensive understanding of investment solutions and client relationship management. Further details about Nathan's education, credentials, personal interests, or community involvement have not been provided.