Chandler Maxwell is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. He has worked with Ameritas Advisory Services, Ameritas Investment Company, and Foster Financial Group since 2021. Prior to his advisory roles, he was employed at ISN Software Corporation from 2016 to 2021. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing in-house and third-party managers, with a platform approach that includes co-advisory relationships and managed model portfolios.

James Hall is a CFP® with nine years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2025. His prior experience includes roles at First Command Financial Services and Ayco/Goldman Sachs & Co. LLC. Allworth Financial is a fee-based SEC-registered adviser providing asset management and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios with model strategies and third-party sub-advisers, and is notable for its ownership structure and specialized divisions including services for airline industry employees.

Blakely Buhler is a financial advisor at TIAA-CREF with two years of industry experience. She holds the Series 66 designation and has prior experience with firms including Wells Fargo, Home Point Financial, Velocio Mortgage, and Citibank. Buhler is based in Frisco, Texas. 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 TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund sponsored by Charityvest.

Stephen Valelly is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fuller Wealth Management, LLC and Raymond James & Associates. In addition to his advisory role, he is also an insurance agent based in Dallas, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Austin Cantor is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Frisco, TX, holding Series 63 and Series 65 licenses. He has two years of industry experience and has worked with Fifth Third Bank and FIFTH THIRD SECURITIES since 2022 and 2023, respectively. Cantor previously served six years in the United States Air National Guard and is involved in youth training as a coach with Athletic Performance Prep. FIFTH THIRD SECURITIES serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Lydia Geisler is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds the Series 66 and Series 63 designations. Her work history includes roles at Charles Schwab Bank and Charles Schwab, spanning over a decade. Outside of her advisory role, she manages a rental property in Carrollton, Texas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s research tools and standard asset allocation models.

William Nelson is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including roles at Hilltop Securities Inc. from 2016 to 2025 and currently at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm utilizes a variety of investment strategies through proprietary and third-party models, supporting a wide range of account types and investment options.

Ava Overman is a financial advisor with Valic Financial Advisors in Addison, TX, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Valic Financial Advisors since 2013 and also works as an agent for Agia, a role involving non-securities insurance products. Valic Financial Advisors serves primarily U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kristen Duncan is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. Her prior roles include positions with Bank of America, Merrill, Lincoln Financial Advisors Corporation, and GLP Investment Services. Outside of finance, she is co-owner of Soul-Full Treats LLC, a bakery and catering business, where she assists with budgeting and expenses. 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 pre-existing relationships through TIAA-administered employer retirement plans.

Brooke Heidelbaugh is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She previously worked at Buckingham Strategic Wealth, LLC and has a background in education at Texas A&M University and Trinity Christian Academy. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, retirement plan, and financial counseling services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis and integrates a broad set of affiliated service companies and product relationships.

John Mcandrews is a financial advisor at Mariner with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and Mariner Wealth Advisors. Outside of finance, he has experience with the Community Food Bank of Eastern Oklahoma. Mariner serves a diverse client base, including individuals, pension plans, trusts, and organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides customized portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional advisory offerings.

Xin Hao is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., having joined in 2024 after eight years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. Xin Hao holds Series 63 and Series 66 registrations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Aaron Frazier is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining TIAA-CREF, he worked at Fisher Investments, Fidelity, Primerica, and Barclays Investment Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a fiduciary standard for its advisory services and manages portfolios through model-based and customized approaches.

Michael Lee is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role since 2012, Lee serves as the superintendent of Booker Independent School District and is the owner of a family farm. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary investment programs.

Daniel Cummins is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Bank of America Private Bank and TIAA. Outside of financial advising, he manages a residential rental property as a sole proprietor. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and delivers investment recommendations without exercising discretionary trading authority.

Dyedy Yol is a financial advisor at TIAA-CREF with seven years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining TIAA-CREF in 2018, he worked at US Oncology, Inc. and was involved with the Dallas Zoo, Inc. from 2014 to 2018. 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 relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized and model-based strategies, operating within a vertically integrated structure that includes affiliated funds.

Cody Catron is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Vanguard Advisers, J.P. Morgan Securities, and Wells Fargo. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm operates within a vertically integrated structure and acts as adviser to a donor-advised fund.

Oscar Barillas Jr. is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and five years of industry experience. He has previously worked at Fidelity in various advisory and brokerage roles and held positions at GM Financial and Uber. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA‑administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Amanda Sessler is a CFP® professional with 15 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2024 and previously spent 16 years at Clintsman Financial Planning and three years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and integrates multiple asset types and strategies while offering a broad range of wealth management and advisory services.

Timur Stanton is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, Fisher Investments, and Crestview Wealth Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships.