Michael Baer is a CFP® professional with nine years of industry experience. He currently works at Corient and previously held roles at Capital Advisors, Fluent Financial, Private Client Services, Fisher Investments, and SEI Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines proprietary strategies with third-party solutions and incorporates risk management tools and alternative investments where appropriate.

Nathan Osuna is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Hightower in 2024, he served in the U.S. Army for ten years and worked at Texas Tech University for two years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting with an emphasis on manager selection and customized portfolio construction.

Todd Amacher is a CFP® with 12 years of industry experience, currently serving as an advisor at Corient in Dallas, TX. His career includes nearly two decades at Rgt Wealth Advisors, LLC, followed by roles at CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools and alternative investment options.

Alexa Tizon is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. She has held roles at Charles Schwab & Co., Inc. since 2022 and prior to that worked in healthcare-related positions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, offering guidance on asset allocation and investment selection based on proprietary research and standard asset-allocation models.

Michael Peschel is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes positions at Wells Fargo Advisors and Raymond James Financial Services. Outside of advising, he is a partner in MPM Interests, LLC, a holding company, and a passive investor in a trampoline park business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors managing over 13,000 clients.

James Marr is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab and Co., Inc., USAA Investment Management Company, and USAA Financial Planning Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on proprietary asset-allocation models and internal research, offering tailored recommendations reviewed at least annually.

Howell Florence is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Fisher Investments, USAA Financial Planning Services, Merrill, and Chase Investment Services. He is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager approach with access to affiliated and third-party managers, proprietary research, and diverse investment vehicles.

Christopher Patton is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., USAA, and several financial advisory firms. Outside of his advisory work, he is involved with AdvoCare, where he advises on sports nutrition and supplements. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected to TIAA-managed retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary advisory model using model and customized portfolios.

Gary Wallace is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 65 registrations and has two years of industry experience. Prior to joining Eagle Strategies, he worked at Cain Watters & Associates, LLC and Bland Garvey PC. Outside of advising, Wallace manages rental properties. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Alexandria Reyes is a CFP® professional with six years of industry experience, currently serving at Schwab Wealth Advisory Inc. She has held roles within Charles Schwab & Co., Charles Schwab Bank, J.P. Morgan Securities, Merrill, Bank of America, and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, without exercising discretionary trading authority.

Manuel Cruz is a CFP® professional at Schwab Wealth Advisory with five years of industry experience. His prior roles include positions at Raymond James & Associates, Deloitte LLP, American National Bank, and service in the U.S. Air Force. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory 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 Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations aligned with clients’ goals and risk tolerance.

Melissa Trask is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. She has worked at TIAA and its related entities since 2018 and was previously with TD Ameritrade from 2016 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 connected to TIAA-administered employer retirement plans. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to the TIAA Donor Advised Fund.

Brent Anderson is a CFA® charterholder based in Dallas, TX, with 11 years of industry experience. He currently works at Corient and has previously been with RGT Wealth Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates various risk management tools and alternative investment options.

Kamaljit Kaushal is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. His career includes positions at New York Life Insurance Company, Eagle Strategies, and Principal Securities Incorporated. Kaushal serves as a board member and immediate past president of the India Association of North Texas, an organization dedicated to preserving Asian Indian arts and culture. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money managers through direct advisory programs and referral arrangements.

Kurt Miscinski is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with HPM Partners LLC since 2010. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services, combining quantitative screening, manager selection, and asset allocation with access to alternative and private market solutions for qualified clients.

Wallace Eason is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab Wealth Advisory, he spent 30 years with State Farm Insurance. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients in the Schwab Wealth Advisory program and select referred clients. The firm’s guidance includes asset allocation and investment selection based on Charles Schwab & Co.’s asset-allocation models and research tools, with trades executed only upon client authorization.

Daniel Saur is a financial advisor with Beacon Pointe Advisors, LLC in Plano, TX, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include leadership at Kalos Capital, Inc. and founding D.R. Saur Financial, Inc. He is also a licensed insurance agent involved in life, disability, and long-term care insurance sales. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing proprietary due diligence and a mix of active and passive strategies, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for private funds.

Ryan Deakins is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Empower Advisory Group since 2023, following prior roles at Personal Capital and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm combines proprietary and third-party methodologies to deliver financial plans focused on long-term portfolio returns and savings rates, integrating its services with affiliated Empower platforms.

Claudia Brown is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including previous roles at Guided Path Financial and Lewis Brown. Her outside activities include serving as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Callum Harris is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He holds a Series 65 designation and has worked previously at Lido Advisors, LLC, Goldman Sachs PFM, and United Capital Financial Advisers, LLC. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.