Bradyn Papke is a financial advisor at Corient based in Dallas, TX, with five years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services and Bank of America among other firms. Corient provides investment advisory and financial planning services to a wide range of clients including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and offers specialized services through various affiliates.

Dorothy Thomas is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Mercer Global Advisors Inc. in Dallas, TX. She has eight years of industry experience, with prior roles at Raymond James Financial Services, Inc. and Quest Capital Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options such as ETFs, mutual funds, and separate account solutions.

Lori Welborn is a financial advisor with PNC Wealth Management in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven investment platform available to select PNC Bank employees. The firm uses approved model strategies executed by delegated investment managers with a focus on mutual funds and ETFs.

John Garcia is a financial advisor with Concurrent Investment Advisors, LLC based in Dallas, TX. He holds Series 63 and Series 66 credentials and has 20 years of industry experience, including 15 years at Edward Jones and subsequent roles at Raymond James Financial Services and PKS Investments. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and sub-advisers, supported by a range of operational tools and institutional relationships.

Joel Castor is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Fisher Investments, Fidelity Investments, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach emphasizes asset allocation and investment selection guided by Schwab’s internal research tools, with client authorization required for all trades.

Stephen Isaacs is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Schwab Wealth Advisory and has previous experience at Charles Schwab, TD Ameritrade, Edward Jones, and FedEx Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using standard asset-allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance.

Hajrudin Rastoder is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has six years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and First Convenience Bank prior to joining Schwab Wealth Advisory in 2022. Schwab Wealth Advisory serves clients enrolled in its Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standard asset allocation models and internal research tools, with client approvals required for all trades.

Jason Comer is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including TIAA-CREF, USAA Financial Planning Services, TD Ameritrade, and Fidelity. Comer has been with Charles Schwab & Co. and Schwab Wealth Advisory since 2016. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset-allocation models and research tools, with recommendations tailored to individual client goals and risk tolerance.

Darrah Lay is a financial advisor with Cetera Planning Partners in Lantana, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Cetera Planning Partners and Cetera Wealth Services, Darrah worked at Avantax Planning Partners and Charles Schwab for over a decade. Outside of advising, Darrah serves as Territory Director for The Lay Collective, LLC, a local magazine focused on marketing to new home buyers, and is active in the Argyle Business Association. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers, utilizing a diversified investment process grounded in mutual funds and ETFs tailored to client objectives and risk tolerance.

Thomas Davis is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been associated with Eagle Strategies and New York Life since 2012 and operates under the DBA Maus and Associates for brokering non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm delivers tailored advice through multiple program types and maintains a predominantly non-discretionary asset base, working within an integrated New York Life affiliate structure.

Douglas Mcculley is a CFP® with 22 years of experience in the financial services industry. He currently works at Focus Partners Wealth, LLC and has held prior roles at The Colony Group, LLC, Buckingham Asset Management, Llc, JWA Financial Group, Inc., and USAA Financial Planning Services. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Charles Cronin is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA-CREF and Tiaa since 2005. Outside of his advisory role, he participates in a nonprofit initiative with the Pension Rights Center focused on addressing issues related to women’s retirement benefits at divorce. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers both model and customized portfolios within a vertically integrated investment platform.

Brooks Panhans is a financial advisor at Hightower Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is a passive investor in 4Minds AI, a startup focused on enterprise artificial intelligence solutions. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Gregory Swindling is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and Fisher Investments. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and a donor-advised fund.

Park Mc Curdy is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience and holds the Series 66 designation. Prior to joining Ameritas, he worked at Northwestern Mutual and has a background that includes employment at Baylor University and Palio's Pizza Cafe. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of portfolio construction tools and offers discretionary and non-discretionary programs, supported by multiple platforms and third-party managers.

John Norman is a ChFC® with 32 years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC since 2004. He holds multiple roles in insurance brokerage, including partnerships at firms specializing in life, disability, long-term care insurance, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory network, offering tailored financial planning and retirement consulting alongside brokerage services. The firm manages a diverse advisory platform featuring third-party asset manager relationships and both discretionary and non-discretionary account options.

Jared Johnson is a CFP® with 19 years of industry experience, currently with Schwab Wealth Advisory, Inc. He has previously worked at EP Wealth Advisors, Baker Avenue Asset Management, TD Ameritrade, and Banc of America Investment Services. Johnson holds Series 63 and 65 licenses and is based in Westlake, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance includes asset allocation and investment selection using Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

Joy Doss is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

Jerry Tuma is a CFP® professional with 45 years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has prior experience at Cornerstone Financial Services, Inc., where he worked for 40 years. Outside of advising, he is an author and public speaker, and owns Liberty Silver & Gold, LLC, which sells physical gold and silver bullion and coins. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of financial planning and portfolio management solutions, using both firm- and third-party models combined with ongoing due diligence to manage risk and asset allocation.

Bradley Mcconkey is a CFP® certificant with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020 and was previously with Frontier Investment Management Co for seven years. He is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.