Travis Ames Sr. is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved with Capital Wealth Advisory Group, assisting business owners in planning and executing strategies to improve their outcomes. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services including financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services.

Maxwell Corey is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. His prior work includes roles at Cardinal Group Management and involvement with the Dairy Council of Nevada and Fantasy Lab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering recommendations through standardized asset allocation models and research tools while leaving final trading decisions to clients.

Jonathan Lucas is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Capital, Tata Consultancy Services, and World Financial Group. Lucas has also been involved with the Heartland Institute of Financial Education. 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 to TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing account management, providing both model-based and customized portfolio solutions.

Ethan Settle is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and one year of industry experience. His prior roles include positions at Box Financial Advisors, Wells Fargo, and Charles Schwab & Co., Inc. Before entering the financial advisory field, he spent ten years in full-time education and has experience working in the food service industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many other enterprise wealth managers.

Steve Cotton is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 26 years of industry experience. He previously worked at Independent Financial Partners and has been associated with LPL Financial for over 20 years. Outside of his advisory roles, Cotton serves as president of Cotton Wealth Management Associates, LLC, a firm involved in life, health, long-term care insurance, and fixed annuities. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of investment approaches and provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

Robert Hopper is a financial advisor at Private Advisor Group, LLC with 40 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Private Advisor Group in 2021, he worked at Advisor Resource Council and LPL Financial. Outside of advisory work, he is a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing varied investment strategies and supporting held-away account management through technology partnerships.

Louis Bryant is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2003. TIAA-CREF Individual & Institutional Services, LLC’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 relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes point-in-time planning from ongoing portfolio management and serves as adviser to the TIAA Donor Advised Fund.

Daniel Mahaffey is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab since 2018. Prior to that, he worked at TD Ameritrade from 2010 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standardized asset allocation models and Schwab research tools, offering annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Dawn Schmidt is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. She has been with TIAA-CREF since 2013. 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 a range of advisory services, including model portfolio management and customized portfolio solutions, and acts as adviser to the TIAA Donor Advised Fund.

Calley Cola is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and three years of industry experience. Prior to joining Commonwealth, Calley worked at RLC Wealth Management, Dominion Payroll, Payvision Online, Henderson Edwards Wilson Evetts, LLP, and Bain and Schindele Tax Consulting. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a range of operational and technology support services to affiliated advisors.

James Schwalbe Jr. is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes roles at Principal Securities, Nylife Securities LLC, New York Life Insurance Company, and The Prudential Insurance Company of America. He also engages in the sales and service of various insurance products and facilitates property and casualty insurance arrangements to support his clients' needs. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individuals, retirement plans, trusts, and corporations, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Grover Brillhart II is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 66 credentials. He has 28 years of industry experience, including long-term roles at Hornor, Townsend & Kent and Cadaret, Grant & Co., Inc. Brillhart is also active in insurance brokerage, focusing on life insurance and annuity products through his roles with Penn Mutual Wealth Strategies and 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight with a significant focus on non-discretionary asset management.

Christopher Simmons is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has eight years of industry experience, having worked at firms including Ameriprise Financial Services, AXA Advisors, and currently Park Avenue Securities and Guardian Life Insurance Company. Simmons also spent three years working at the University of North Texas. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Kristi Shumate is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2007. Outside of her advisory work, she owns a business that makes specialized horse show accessories and is involved in leasing and selling ponies. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected to TIAA-administered retirement plans. The firm offers customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund.

Jilly Dearaza is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she is a managing member of MJAMS LLC, which manages rental income properties. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Chandler Peterson is a CFP® professional with two years of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners, he held roles at Buckingham Strategic Wealth, Cresset, U.S. Bank Private Wealth Management, and Wells Fargo Securities. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, corporate entities, and institutions, providing investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates both fundamental and quantitative analysis and offers access to a diverse set of investment strategies and affiliated service companies.

Scott Shoates is a CFP® with 21 years of industry experience, currently affiliated with Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2021, with prior roles at TDAmeritrade Investment Management, Fidelity Brokerage Services LLC, and TD Ameritrade. Outside of his advisory work, he owns three homes, two of which are rental properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm’s approach involves recommending investments while leaving final trading decisions to clients, with at least annual account reviews conducted by advisors.

Roy Plumlee is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. Prior to this, he held roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and USAA in various investment management and financial planning capacities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using proprietary asset allocation models and research tools. The firm serves individual clients with annual financial reviews, retirement planning, and investment recommendations but does not exercise discretionary trading authority.

Sarah Samm is a Series 66-licensed advisor at Schwab Wealth Advisory with one year of industry experience. Her career includes roles at Charles Schwab & Co., Inc., Texas Trust Credit Union, and Walmart, along with periods of full-time education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations based on Schwab’s proprietary research and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Randi Vonnahme is a financial advisor at TIAA-CREF with five years of industry experience and holds a Series 66 designation. Her prior roles include positions at Mary Kay, Bank of America, Merrill, and Credit Acceptance Corp. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.