Nicole Hargrove is a financial advisor at Schwab Wealth Advisory Inc. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, BOK Financial Securities, Ameriprise, and Scottrade. 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 point-in-time wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Anabel Dimas is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. 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 & Co.-referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Jeffrey Dunn Jr. is a CFP® professional with 11 years of industry experience, currently advising at Hightower Advisors since 2025. His prior roles include positions at Smith Anglin Financial, Fisher Investments, and TIAA-CREF. He serves as the Dallas Chapter Membership Committee Chair for the Dallas Financial Planning Association and is an Executive Organizer for Dallas MeetUp events. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and various portfolio construction techniques.

Larry Jackson is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Brokerage Services LLC, Merrill, and Bank of America. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, ranging from individuals and high-net-worth clients to corporations and charitable organizations. The firm supports over 400 independent investment adviser representatives who deliver advice through various portfolio management programs and financial planning, using a range of analytical approaches and maintaining fiduciary standards when applicable.

Ian Mcgurran is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds a Series 66 designation and has five years of industry experience. Ian has been with Park Avenue Securities since 2019 and has over a decade of tenure with Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management solutions supported by proprietary and third-party platforms.

Lisa Emmons is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at Voya Financial Partners, LLC from 2007 to 2011. In addition to her advisory role, she is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists, model portfolios, and technology tools to support mostly non-discretionary client relationships managed by a large network of advisors.

Donald Goodwin is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he worked at Northwestern Mutual Wealth Management Company and its affiliates. Outside of financial advising, he owns DG23 Fitness, a personal training business, and is a candidate for the McLendon Chisholm City Council. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions including discretionary management, model-based strategies, and access to insurance and alternative investment products.

Daniel Edwards is a financial advisor at Carson Wealth based in Southlake, TX, holding a Series 66 designation with six years of industry experience. His work history includes roles at Cetera, Armstrong Purselley Wealth Management, Bank of America, and Merrill. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios guided by an Investment Committee and providing tailored investment solutions through various custodial and technology partnerships.

Rashi Poddar is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at Creative Planning since 2023. Prior to this, she worked at Nylife Securities LLC and New York Life Insurance Company from 2017 to 2023. Outside of financial advising, she is a board member of the Frisco Gifted Association and the CFA Society of Dallas/Fort Worth, and is involved in several nonprofit and entrepreneurial ventures including software consulting and franchise partnerships. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Analiese Holmes is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and two years of industry experience. Her background includes roles at Buckingham Strategic Wealth, Clintsman Financial Planning, Texas Instruments, and Texas A&M University. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with a range of services including investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with an “enhanced open architecture” that integrates active and passive strategies, third-party managers, private funds, and tactical overlays, customizing portfolios to clients’ risk tolerance, liquidity, and tax considerations.

Jonathan Johnson is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Eagle Strategies since 2007 and operates Johnson Financial Strategies, LLC. Outside of his financial advisory work, he is an officer supporting the East Texas triathlon community and is involved in recording and sound mixing of church services. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across various program types and manages a significant portion of its assets on a non-discretionary basis, working with diverse client segments including retirement investors and institutional plan sponsors.

Alan Grossman is a financial advisor at D.A. Davidson & Co. with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has been with D.A. Davidson since 2013. Outside of his advisory role, Grossman owns and operates several consulting businesses and is a partner in an industrial recruiting firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, and operates under fiduciary standards with specialized municipal advisory capabilities.

Kenneth Hodges is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. His prior experience includes roles at HD Vest Insurance Agency, HD Vest Advisory Services, Five Star Advisor Partners, LLC, and H.D. Vest Financial Services. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporate entities, providing investment management, financial planning, retirement plan consulting, and tax services. The firm’s approach combines discretionary, customized portfolio management with integrated tax and accounting services, supported by an in-house Investment Committee and access to third-party managers.

Dahlia Goldberg is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mariner. Her career includes roles at Mariner Wealth Advisors since 2017 and Briar Hall from 2016 to 2017. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal investment committee and integrates tax and accounting services uncommon for a firm of its size.

Alexis Bonder is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory. Bonder has two years of industry experience, with prior roles at Fidelity Investments and FB Credit Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment selection and wealth management consultations.

Jeremy Morgan is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked with Eagle Strategies since 2018 and operates Inspired Wealth Solutions, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing most of its substantial assets on a non-discretionary basis.

Daniel Solis is a financial advisor with PNC Wealth Management in Denton, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Citizens Securities Inc., Citigroup, Edward Jones, and Deborah Wolfgram State Farm. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account managed via approved model strategies and executed using mutual funds and ETFs.

Bob Van Erem is a Financial Consultant currently working at Fidelity Investments since 2021. He partners with individuals and families to design and implement personalized financial plans aimed at helping them work toward their long-term financial goals. Prior to his current role, Bob served as a Senior Vice President Financial Consultant at BBVA Securities from 2015 to 2021. His professional experience includes guiding clients through financial planning and investment strategies. Outside of his professional career, Bob has interests in fitness, golf, and running.

Ulysses Cervantes is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fisher Investments, Morgan Stanley, E*TRADE Capital Management, and TD Ameritrade. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers a range of advisory services, including discretionary portfolio management and donor-advised fund advisory, operating under a fiduciary standard with a vertically integrated investment approach.

Ethan Strickland is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at TIAA-CREF and Equitable Advisors, with prior roles at Charles Schwab and other firms. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios.