Vivian Van Ramirez is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments and Fidelity Distributors Company LLC for six years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios.

Joshua Jordan is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab & Co., Inc., Harbor Freight Tools, and Grand Prairie ISD. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering client services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models.

Tyler Burtscher is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2026. Prior to joining Mariner, he worked at Charles Schwab & Co., Inc. for over nine years. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, providing investment management, financial planning, tax services, and retirement plan consulting through discretionary, customized portfolios overseen by an internal team and investment committee.

David Gauhs is a Series 66 accredited financial advisor with 27 years of industry experience, currently with Fifth Third Securities, Inc. He has previously worked at Comerica Securities, Ameriprise Financial Services, Merrill, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory role, he is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations, trusts, and retirement accounts. The firm offers various investment advisory and brokerage services through multiple program types, including managed accounts and separately managed account strategies, supported by its position as a wholly owned subsidiary of Fifth Third Bank.

Jace Rees is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Stoneway Financial, LLC since 2021. His background also includes roles at Dallas National Golf Club, Dallas Baptist University, and Grace Community High School. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary, model-based approach supported by an in-house Investment Committee and a variety of third-party resources.

Randall Lucke is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has four years of industry experience, including roles at Charles Schwab and Schwab Wealth Advisory, and previously worked for American Airlines for 20 years. Outside of his advisory role, he owns and manages three duplex rental properties. 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 planning, and investment recommendations, utilizing Schwab’s asset allocation models and research tools while leaving final trade decisions to clients.

Jesse Faggioli is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Robinhood Markets, Fidelity Brokerage Services, and Broadridge Business Process Outsourcing. Outside of finance, he is involved in pet care services through pet sitting and dog walking. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers model and customized portfolio management within a vertically integrated structure that includes affiliated funds and serves as adviser to donor-advised funds.

Christie Russell is a CFP® and ChFC® with 11 years of experience in the financial services industry. She is currently affiliated with Primerica Advisors and has previously worked at Northwestern Mutual Wealth Management Company and Guardian Life Insurance Company. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies alongside financial planning and consulting solutions.

Sophie Springs is a financial advisor at TIAA-CREF in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining TIAA-CREF, she worked at Coca-Cola and has experience in hospitality and food service from previous roles. Outside of finance, she was affiliated with Brier Creek Country Club and TRUE Crafted Pizza. 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 retirement plans, as well as to trusts, estates, and other entities. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary portfolio management, employing a fiduciary standard within a vertically integrated structure.

Jessica Smith is a financial advisor at Principal Financial Services with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Principal Life Insurance Company and Principal Securities Inc. since 2015. Outside of her advisory role, she serves as Chair of the Economic Legacy Committee for the Tau Rho Omega Chapter of Alpha Kappa Alpha Sorority, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Charles Machann is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. He operates Omega Wealth Group LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Additionally, he runs DZYNR LLC, a business involved in private-labeling and selling products via Amazon. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored recommendations and manages primarily non-discretionary assets, working extensively with defined contribution and benefit plans, charitable and corporate clients, and insurance-related advisory products.

Hestin Hurst is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has previously worked at TD Ameritrade and BBVA Compass. Outside of his advisory role, Hurst is involved in overseeing sales at Brothers in FireArms, LLC, and manages accounting and operations for LL & Rockin' AH Ranch Trust. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models.

George Morakis is a CFP® and CFA® with 12 years of industry experience, currently with Schwab Wealth Advisory in Westlake, TX. He has previously worked at The Vanguard Group, Fisher Investments, and JPMorgan Chase. Outside of his financial advisory role, Morakis provides legal services as an immigration law attorney at Morakis Immigration Law PLLC. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, providing clients with financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client-directed trading and annual account reviews rather than discretionary management.

Grant Holloschutz is a financial advisor at Allworth Financial, L.P. with five years of industry experience. He holds a Series 66 designation and has worked at firms including United Capital Financial Advisors, Bank of America, Merrill, and Charles Schwab. 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 portfolio management using a variety of model strategies and employs both discretionary and non-discretionary engagements supported by technology to manage held-away employer retirement accounts.

John M Burke is a financial advisor with Prime Capital Financial in Flower Mound, TX, holding Series 63, 65, and 66 licenses and 11 years of industry experience. He previously worked at Ascende Wealth Advisors, Inc. from 2014 to 2018 before joining Prime Capital Investment Advisors, LLC in 2018. Outside of his advisory role, he is associated with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies across discretionary and non-discretionary accounts and provides tax planning and financial administration through an affiliated accounting subsidiary.

Matthew Miehe is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Charles Schwab Bank and TD Ameritrade. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management services through model and customized portfolios, applying a fiduciary standard to its RIA offerings.

Barrett Wells is a CFP® professional at Schwab Wealth Advisory with seven years of industry experience. He has been with Charles Schwab & Co., Inc. and its affiliated advisory firms since 2019 and previously worked at New York Life. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed trading and periodic account reviews rather than discretionary portfolio management.

Jun Park is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JP Morgan Chase Bank, JP Morgan Securities, NYLife Securities, and New York Life Insurance Agents. TIAA-CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals with ties to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm offers point-in-time planning and ongoing discretionary management with a fiduciary standard applied to its RIA services.

Kejia Wang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Wang has worked concurrently at Transamerica Financial Advisors and World Financial Group, Inc since 2012 and has been with Globalfoundries since 2015. Outside of advisory work, Wang is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

James Moran is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Charles Schwab & Co., Inc. and Nike. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a variety of securities. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice without discretionary trading authority and utilizing Schwab’s research tools and asset allocation models.