Alexandra Shanafelt is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Vanguard Advisers and Equitable Financial Life Insurance Co. Outside of finance, she was involved with Honeybee Facial Studio. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA employer retirement plans, as well as to trusts, estates, and smaller retirement plans. The firm offers a range of investment models and acts as adviser to the TIAA Donor Advised Fund.

Anthony Saltarski Jr. is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining Savant Wealth Management in 2026, he worked at Exencial Wealth Advisors, LLC, Avantax Advisory Services, and Avantax Investment Services. He is also an equity partner of less than 5% at Exencial Wealth Advisors. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Samantha Binz is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding CFP® and ChFC® designations and four years of industry experience. Her prior roles include positions at First Command Brokerage Services and American National Bank of Texas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance.

James Cherry is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2005. Outside of his advisory role, he serves as an advisory board member for The Tamaka Group, a company specializing in water and wastewater utilities, where he assists in identifying and correcting financial inefficiencies. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis alongside discretionary and non-discretionary arrangements.

Braden Howell is a CFP® professional based in Dallas, TX, with 20 years of industry experience. He is currently an advisor at Corient, having joined the firm in 2025. Prior to Corient, Howell worked at MPA Wealth, LLC and Messick Peacock & Associates, among other financial services firms. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments when appropriate.

Russell Greer is a financial advisor at TIAA-CREF with Series 63 and Series 66 designations and 16 years of industry experience. He has worked at TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of investment management options including model portfolios and customized portfolios managed under client-approved investment policies.

Alec Rodriguez is a financial advisor at TIAA-CREF with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining TIAA-CREF, he held various roles including positions in education at Lewisville Independent School District and Collin County Community College District. 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 employer retirement plans administered by TIAA. The firm operates a vertically integrated advisory model combining one-time planning services with ongoing portfolio management under a fiduciary standard.

Olayinka Olawoyin is a financial advisor at TIAA-CREF with four years of industry experience. She holds the Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors and Redeemers Federal Credit Union. 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 with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Bradley Eberendu is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His career includes roles at TD Ameritrade and Charles Schwab prior to joining Schwab Wealth Advisory. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standardized asset-allocation models and internal research tools. The firm’s approach involves at-least-annual reviews tailored to client goals, with trades executed only upon client authorization.

Stephen Osborne is a financial advisor with &PARTNERS in Colleyville, TX, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining &PARTNERS in 2025, he worked for Guidestone Financial Resources of SBC for 19 years and A. G. Edwards & Sons, Inc. for one year. Outside of advising, he is a silent partner in a business that purchases exotic animals for resale. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, using a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Stephen Mathiason is a financial advisor at Equity Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Life Group and Ameritas Life Insurance. Outside of his advisory work, he serves as commissioner of the Gulf Coast Lacrosse Association, organizing teams and scheduling games. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a mix of long-term strategies and specialized instruments through third-party asset managers and model portfolios.

Edward Kinder is a financial advisor with TIAA-CREF in Frisco, TX. He holds Series 66 and Series 63 licenses and has four years of industry experience, including prior roles at JPMorgan Chase Bank and related entities. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers discretionary portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that employs both model and customized investment portfolios.

Aaron Peck is a financial advisor at Guardian Life with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior roles include positions at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Mutual of Omaha. Outside of his advisory work, Peck serves as a board member for the National Association of Insurance and Financial Advisors (NAIFA) and is a continuing education instructor for Texas state licensing courses. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and a digital advisory solution, tailoring client relationships through a broad range of financial planning and consulting services.

Francisco Herrera is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory Inc. He previously worked at The Vanguard Group, Inc. for nine years and has a background in full-time education prior to his financial career. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, focusing on personalized asset allocation and investment selection guided by Charles Schwab & Co.’s research tools and standard models. The firm’s approach involves at-least-annual reviews without discretionary trading authority, emphasizing tailored recommendations consistent with clients’ goals and risk tolerance.

Richard Buckland is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Key Investment Services and Key Bank. He is also an insurance agent for non-securities insurance products through Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Sylvia Sriniwass is a financial advisor at TIAA-CREF with one year of industry experience. She holds the Series 66 designation and has prior work history including roles at KPMG and UNC Charlotte. Outside of her advisory work, she has been involved with organizations such as Make-A-Wish and Ben & Jerry's. 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 connected to TIAA-administered employer retirement plans. The firm provides a range of services from point-in-time financial planning to ongoing portfolio management using both model and customized investment approaches.

Charles Broyles is a financial advisor with SPC in Westlake, TX, holding the ChFC® and Series 63 designations and bringing 19 years of industry experience. He has worked at Parkland Securities since 2014 and has operated Broyles LLC since 2009, where he advises on insurance and employee benefits. Outside of his financial advisory roles, Broyles is the founder and president of Texas Sandlot Baseball Club, which organizes youth baseball and softball teams. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides discretionary and nondiscretionary investment management and works with third-party managers in co-advisor roles while maintaining compliance and succession protocols.

Brian Helm is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has 20 years of industry experience, including roles at Helm Financial Group since 2019 and Principal Securities Inc. since 2016. He serves as a board member of Involved for Life, Inc., a nonprofit organization based in Dallas, TX. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jack Hauswirth is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with TIAA-CREF Individual & Institutional Services, LLC since 2023. His prior experience includes roles at Aquatic Sales Solutions, Delaware North Sportservice, and a four-year tenure at Nolan Catholic High School. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients linked to TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Andres Martinez is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Fisher Investments and Fidelity in various capacities. Martinez is based in Frisco, TX. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through employer retirement plans and offers both model and customized portfolio management within a vertically integrated structure that includes affiliated funds.