Manuel Esparza Jr. is a financial advisor at Guardian Life with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Guardian since 2014 and Park Avenue Securities since 2016. Outside of his advisory work, he serves as Treasurer of the South Texas chapter of NAIFA and is involved with charitable organizations such as Coyote Cooks and local parish finance councils. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Emily Van Der Merwe is a financial advisor at The Huntington Investment Company with three years of industry experience. She holds a Series 66 designation and previously worked at Truist Advisory Services and Truist Investment Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through a range of wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers, affiliate model offerings, and overlay services within an open-architecture investment approach.

Sidney Fenton is a financial advisor at Truist Advisory Services with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Truist and its predecessor firms since 1993, including roles at BBVA Compass Insurance Agency and BBVA Wealth Solutions. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and oversee manager selection.

Eric Michaud is a financial advisor with TIAA-CREF in Frisco, TX. He holds a Series 66 designation and has 20 years of industry experience. Since 2014, Michaud has been with TIAA-CREF and TIAA. Outside of his advisory role, he serves as an adjunct instructor for a continuing education financial planning course and has worked as a food delivery contractor. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management under a fiduciary standard, with a range of model and customized portfolio options.

Andrew Payton is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and operates within a vertically integrated model using affiliated funds.

Kyle Imhof is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds the Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Clintsman Financial Planning. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Daniela Lopez Hernandez is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and currently based in Westlake, TX. She has one year of industry experience, including roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. Prior to entering the financial industry, she worked in retail and education-related positions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standardized asset allocation models and Schwab research tools. The firm serves individual clients with investment recommendations and annual reviews, operating as an internal advisory unit within the Schwab ecosystem.

David Herron Jr. is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Charles Schwab Bank for over 16 years. Outside of his advisory role, he assists with strategy and training for Excellence with Etiquette, providing seminars on etiquette topics for youth and adults. 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 with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model with both planning and ongoing management services.

Judson Arrington is a financial advisor with Voya Financial Advisors, Inc. based in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Voya Financial Advisors since 2014 and is also involved with Arrington Family Holdings, LLC. Outside of his advisory role, he serves as CEO and proprietor of Arrington Financial and acts as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through various programs, mostly on a non-discretionary basis, and operates both as an SEC-registered investment adviser and a broker-dealer.

Jaime Rangel is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Ally Invest Securities LLC and Capital One Investing, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many enterprise wealth managers.

Brandon Dyson is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and Tiaa since 2011, with a one-year break in 2017-2018. 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 with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management under a fiduciary standard, with a focus on model and customized portfolios.

Jacob Pavlasek is a financial advisor with Lincoln Investment, holding a Series 66 designation and working in the industry for one year. Prior to his role at Lincoln Investment, he held positions at Tommy Hilfiger, Dynamo Distribution, and Texas State University. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Leslie Greco Pool is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Benjamin F. Edwards in 2026, Leslie worked for Raymond James & Associates for 10 years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing strategies managed in-house, by advisors, and through third-party managers.

Charles Wedemeyer is a CFP® professional with 21 years of industry experience, currently advising at Allworth Financial, L.P. in Addison, TX. His prior roles include positions at Mercer Global Advisors, Fisher Investments, The Vanguard Group, and Fidelity Investments. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a variety of strategies and employs third-party sub-advisers when appropriate.

Keith Lynch is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Fidelity Brokerage Services and multiple wealth management firms. Lynch operates under the DBA Tri Wealth, LLC, servicing insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages a majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Michael Mc Clinton is a financial advisor with Eagle Strategies (NY Life) based in Addison, TX. He holds Series 65 and Series 63 credentials and has experience at Principal Financial Group and Collin College prior to joining Eagle Strategies. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Mark Pruitt is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at AE Wealth Management since 2017. Prior to that, he was with Global Financial Private Capital, LLC from 2015 to 2017 and has been involved with Strategic Estate Planning Services since 2005. He serves as a board member for the Mustang Ridge Office Complex homeowners association. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Labique Fazal Din is a financial advisor at Commonwealth Financial Network with a Series 66 designation and over 11 years of industry experience, including 11 years at Fidelity Investments before joining Commonwealth in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Zachry Fearing is a financial advisor with Centaurus Financial, Inc. in Highland Village, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Centaurus Financial since 2016. In addition to his advisory role, he is involved in property and casualty insurance sales and provides support for life insurance products. Centaurus Financial serves a diverse client base including individuals, families, small businesses, and institutional clients, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs both discretionary and non-discretionary management styles and utilizes various analytical approaches alongside model overlay programs and third-party money manager referrals.

Michael Smith is a financial advisor with Hornor, Townsend & Kent, LLC in Addison, TX, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend And Kent, Inc. since 2008. In addition to advisory services, he is involved in insurance brokerage through Penn Mutual Wealth Strategies and Wealth Coordination Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.