John M Burke is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Prime Capital Investment Advisors, LLC since 2018, following four years at Ascende Wealth Advisors, Inc. He is also involved with CHHSZ Holdings, LLC, a limited liability company that owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, managing accounts on both discretionary and non-discretionary bases using varied investment strategies and platforms.

Matthew Miehe is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Charles Schwab Bank and TD Ameritrade. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management services through model and customized portfolios, applying a fiduciary standard to its RIA offerings.

Claire Foster is a CFP® professional based in Dallas, TX, with three years of industry experience. She has worked at Corient since 2022 and previously held positions at RGT Wealth Advisors and KPMG. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates internal and third-party strategies, supported by continuous portfolio monitoring and risk management tools.

Barrett Wells is a CFP® practitioner with seven years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has been with Charles Schwab-affiliated firms since 2019, including a prior role at New York Life. 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’s guidance is based on Schwab’s asset-allocation models and internal research, with trading conducted upon client authorization.

Luke Gheta is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016, including roles at Schwab Private Client Investment Advisory, Inc. and currently at Schwab Wealth Advisory, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, with client authorization required for all trades.

Joshua Hoff is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and previously spent 17 years at IPI Wealth Management and Investment Planners, Inc. Hoff also works as an independent contractor for Wealth Partners Alliance. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Jun Park is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, and New York Life Securities. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients who have existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated structure that includes affiliated funds.

Kejia Wang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Wang has worked concurrently at Transamerica Financial Advisors and World Financial Group, Inc since 2012 and has been with Globalfoundries since 2015. Outside of advisory work, Wang is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

James Moran is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and also worked at Charles Schwab & Co., Inc. prior to that. Before entering financial services, Moran held positions at Nike, Wing Stop, and Academy Sports and Outdoors. 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, using asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance. The firm operates without discretionary trading authority and utilizes separately managed accounts executed only with client approval.

Kendrick Perry is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at TD Ameritrade, Fidelity, and Charles Schwab. Perry owns residential properties in Louisiana, one of which he plans to rent out. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s guidance is based on proprietary asset-allocation models and internal research, offering tailored recommendations with client authorization for trades.

Ariel Bollant is a CFP® professional with five years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Dallas, TX. Prior to joining Eagle Strategies in 2025, he worked for Halbert Hargrove Global Advisors for six years. Outside of his advisory role, he serves as chairman of the board for Clarion Inc, a nonprofit organization focused on education to resolve conflict within marriages. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samir Abdullah is a financial advisor with Equity Services, Inc. in Addison, TX, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at National Life Group, Mutual of Omaha, Transamerica Agency Network, and Mass Mutual. Outside of advising, he is involved in aircraft ownership and manages several business ventures related to real estate and financial services. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms and combines long-term investment strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Brian James is a financial advisor with Truist Advisory Services in Westlake, TX. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes roles at BBVA Securities Inc., Merrill, and Banc of America Investment Services. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a range of research methods, including AI-enabled tools, and offers services through the Envestnet platform and partnerships to support both individual and retirement plan clients.

Sean Fitzpatrick is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 21 years before joining Janney Montgomery Scott in 2026. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Valerie Marquez is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior work experience includes roles at Ellevest, Tolleson Wealth Management, and JP Morgan Chase. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

B. Voigt is a financial advisor with Corient in Dallas, TX, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. Prior to joining Corient in 2026, Voigt spent ten years with Kestra Advisory and Kestra Investment Services. Outside of advisory work, Voigt is a limited partner in an estate planning-related entity and has been involved as a member and limited partner in other business ventures since the 1980s. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies and third-party managers, with continuous portfolio monitoring and risk management tools.

Nick Nunu is a financial advisor at Allworth Financial, L.P. with two years of industry experience. He holds a Series 65 designation and has previously worked at firms including eMoney Advisor LLC, Thimbleberry Financial, and BAM Advisory Group. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and manages privately offered funds, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.

Ronald Perry is affiliated with Centaurus Financial, Inc. and holds a Series 66 designation. He has 24 years of experience working at Texas Health Resources. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

John Kilgallon is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 designation and previously worked at Global Payments and The Garage. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a broad range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Daniel Baird is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following prior roles at The Ayco Company and BP. He earned an MBA from the University of Oklahoma. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, executives, and institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm utilizes strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions for client objectives.