Mohamed Doumbia is a CFP® certificant with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior work includes roles at Charles Schwab and Co., Inc., TD Ameritrade, and Clout Enterprises. He is also the owner of a small rental services business, DML Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering 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 the Schwab ecosystem and does not directly charge clients fees.

Jonathan Doshier is a financial advisor at Farther with 19 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, TD Ameritrade, and other firms. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supported by in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary model portfolios, algorithmic rebalancing, and AI tools alongside advisor judgment.

Martin Ezelle is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Forge & Link Financial Group, LLC, Mogul Wealth Strategies LLC, and New York Life Insurance Company, among others. Outside of finance, he has an independent acting career in television, film, and theater. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of advisory programs and emphasizes tailoring recommendations according to client objectives and plan sponsor criteria.

Clayton Keyes is a CFP® and holds a Series 66 license, currently serving as a financial advisor at NewEdge Advisors with four years of industry experience. His prior work includes roles at Evergreen Wealth Advisors, Charles Schwab, Bank of America, Merrill, and Bank of America Merrill Lynch. He is based in Dallas, TX. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.

Michael Mc Lellan is a financial advisor at Empower Advisory Group in Frisco, TX, holding Series 66 and Series 63 licenses with 14 years of industry experience. His prior work includes roles at GWFS Equities, Fisher Investments, USAA Investment Management Company, and Primerica. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Michael Myers is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade for 12 years before joining Charles Schwab and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with advisors recommending allocations while clients retain final trading decisions.

Todd Edwards is a CFP® with eight years of industry experience and is currently affiliated with Schwab Wealth Advisory. He previously worked at Edward Jones for seven years and American National Diversified, Inc. for one year. Edwards is based in Westlake, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Robert Willis is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab, New American Funding, Mr Cooper, and Gateway Mortgage. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients linked to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and includes management of donor-advised funds.

Anthony Lopez is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has worked at Strategic Advisers LLC, Fidelity Brokerage Services LLC, Fifth Third Bank, and Regions Bank, among others. Lopez is based in Frisco, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning services and ongoing portfolio management, including customized managed accounts under a fiduciary standard.

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.

Joel Castor is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His career includes prior roles at Fidelity Investments and Fisher Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations across various securities, with final trading decisions made by clients.

Stephen Isaacs is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, TD Ameritrade, Edward Jones, and FedEx Services. Schwab Wealth Advisory 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 and does not act as a discretionary portfolio manager.

Hajrudin Rastoder is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual 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 the Schwab ecosystem and does not directly charge clients fees, distinguishing it from many enterprise wealth managers.

Matthew Peisker is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has 10 years of industry experience. In addition to his advisory role, he manages a team of agents as a Unit Sales Manager at Bankers Life & Casualty, overseeing hiring and training and working with insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs with a range of investment options.

Jason Comer is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He has been with Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2016. Comer holds Series 63 and Series 65 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory 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 and delivers advice through standard asset allocation models and Schwab research tools, with discretionary management generally handled by affiliated or third-party managers.

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® professional with 21 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Buckingham Asset Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Charles Cronin is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2010. Outside of his advisory role, he contributes to the Pension Rights Center's Initiative on Women and Retirement at Divorce, providing expertise to help address challenges faced by women in securing retirement benefits after divorce. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Brooks Panhans is a financial advisor at Hightower Advisors with seven years of industry experience. He previously worked at JPMorgan Securities and JPMorgan Chase Bank. Outside of finance, he is a passive investor in 4Minds AI, a startup developing an enterprise AI platform for custom, domain-specific AI models. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

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.