Ethan Strickland is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Equitable Advisors, Charles Schwab & Co., Inc., and other firms. TIAA-CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, providing financial planning and discretionary managed account programs with a fiduciary standard applied to its RIA services.

Juan Amador is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and TD Ameritrade. Outside of finance, he is the owner and partner of Amador Peppers LLC, a venture focused on buying and reselling pepper mash products. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and brokerage services primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm offers both model portfolio and customized portfolio management under a fiduciary standard and serves as adviser to a donor-advised fund through Charityvest.

Brian Neal is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at National Life Group, Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, Neal provides independent strengths-based coaching focused on personal development and leadership skills. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

William White is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at Eagle Strategies since 2020 and is also owner of Forge & Link Financial Group, LLC. Outside of his advisory roles, he serves as a Worship Minister at Oak Gardens Church in Dallas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored advice and manages a large portion of its assets on a non-discretionary basis through various program offerings.

John Wheldon is a financial advisor at Schwab Wealth Advisory, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to joining Schwab, he worked at Nordstrom and the University of Washington-Seattle. 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 and investment recommendations using Schwab’s standard asset allocation models and research tools, with final trading decisions made by clients.

Neil Resnik is a financial advisor at Equity Services, Inc. with 45 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 2003, while also operating Resnik and Associates since 1980. Outside of his advisory work, he serves as a board member and volunteer for local social service organizations and has held a leadership role in a nonprofit providing scholarships to at-risk youth. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers a variety of advisory platforms that blend long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Daniel Melander is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Integrated Trust Systems and Magellan Research Group. Outside of financial advising, he provides consulting and research services for Magellan Research Group and works as a referral sales associate for Integrated Trust Systems, supporting estate planning efforts. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party managed portfolios, offering discretionary and non-discretionary program options.

James Risalvato is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 66 designation with seven years of industry experience. His career includes positions at firms such as Morgan Stanley, Fisher Investments, and Personal Capital Advisors Corporation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs both discretionary and non-discretionary approaches, supported by proprietary technology and third-party sub-advisers.

Geoffrey Curry is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2018. Outside of his advisory work, he is establishing an LLC related to property management activities. TIAA-CREF Individual & Institutional Services, LLC offers 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 employs a fiduciary standard in its advisory services and provides customized portfolio management alongside model portfolio options.

Michael Powers is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

Kyle Bosworth is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. He has worked at Schwab Wealth Advisory since 2022 and has been with Charles Schwab since 2020. His prior experience includes roles with Compass Group USA and the University of Texas Rio Grande Valley in both athletics and biology departments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across a range of asset types. The firm’s approach involves using Schwab’s research tools and standard asset allocation models, with clients retaining final decision-making authority.

Jimmy Fletcher is a financial advisor at Oppenheimer in Dallas, TX, with 20 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 66 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, with both discretionary and non-discretionary management options.

William Glenn is a ChFC® credentialed financial advisor with four years of industry experience, currently with Hightower Advisors in Dallas, TX. His prior experience includes roles at Smith Anglin Financial, LLC, Bevinco Inc, and University of North Texas. From 2013 to 2021, he was involved with Tenant Link/Let's Party in a business capacity outside of finance. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a broad range of portfolio management and consulting services.

Kaitlyn Simmons is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has been with Beacon Pointe Advisors since 2019 and previously worked at Texas A&M University from 2015 to 2019. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes.

Brian Armstrong is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with CWM, LLC, where he has worked since 2018, and also leads Armstrong Purselley Wealth Management Group, a financial services practice. His career includes roles at Cetera, First Financial Equity Corporation, and National Planning Corporation. Armstrong has ownership interests in business ventures outside of advisory services, including a commercial building ownership entity. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary, model-portfolio approach managed by an in-house Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools. CWM emphasizes retirement-plan services, fiduciary processes, and operational features such as lead-generation and trust administration offerings.

Robert Howell is a CFP®-certified financial advisor with six years of industry experience. He currently works at Schwab Wealth Advisory and previously held roles at Morgan Stanley and Merrill Lynch. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, providing services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Kaitlyn Kirchhoff is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Charles Schwab, and she has also been involved with the B'Nai Preschool and The Common Good. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations, with clients retaining final trading decisions.

Hanna Alyafai is a Series 66-licensed financial advisor with TIAA-CREF in Frisco, TX, with one year of industry experience. Prior to joining TIAA-CREF, she worked at Merrill for two years and has held roles in various insurance and management companies. Alyafai is also an officer of Yafii Management LLC, a property management company. 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 through employer retirement plans. The firm offers model-based and customized portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Michael Mayne is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Neuberger Berman and Freddie Mac before joining Schwab Wealth Advisory and Charles Schwab in 2024. 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 Schwab’s proprietary 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 its operating model from many other enterprise wealth managers.

George Carlson is a CFP®-certified financial advisor with four years of industry experience. He is currently with Savant Wealth Management in Plano, TX, where he has worked since 2026. His prior experience includes roles at Exencial Wealth Advisors, Beacon Pointe Advisors, Morgan Stanley, E*Trade, TD Ameritrade, MassMutual, and Northwestern Mutual. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and sub-advised mandates, supported by a broad platform of affiliated accounting, legal, and trust services.