Colin Kirkpatrick is a financial advisor at Valic Financial Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Citizens Securities, Inc., and Total Benefit Communications. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products for 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 in portfolio construction.

Jesse Fox is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual Life Insurance Company. His background also includes roles outside finance, such as work with Proud Larrys and Outland Boat Tours. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm emphasizes fiduciary standards and employs both qualitative and quantitative analysis, offering a range of services from retirement plan advisory to private wealth planning for high-net-worth clients.

Steven Anglin is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 63 designation and 34 years of industry experience. His career includes long tenures at Smith Anglin & Co. and Smith Anglin Financial, LLC. Outside of advisory work, he is involved as a managing member or partner in several investment-related LLCs focused on oil and gas properties and family real estate partnerships. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver diversified portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing.

Amalea Zegarzewski is a CFP® professional with 10 years of industry experience, currently affiliated with Schwab Wealth Advisory. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Fidelity Investments, and AXA Equitable. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Derrick Catherman is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining TIAA-CREF, he worked at firms including Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he founded the Tomball Memorial Alumni Football Tournament, an event that brings together former student athletes and community members for a touch football competition. 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-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers model and customized portfolios and acts as adviser to donor-advised funds while operating within a vertically integrated structure.

Jerry Stowers is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2008. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, 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, operating within a vertically integrated structure that includes affiliated funds and advisory services such as a donor-advised fund.

Kent Booke is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 credential and eight years of industry experience. His prior work includes positions at JPMorgan Securities LLC and Edward Jones. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides 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 combines point-in-time financial planning with ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure using affiliated funds.

Noah Di Biase is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF in 2025, he worked with The Millstone Evans Group and Asian Tigers Japan. Outside of his financial career, he has experience running businesses including Golf For Life LLC and Half Fast Subs. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals and entities, often serving clients with existing retirement plan relationships. The firm offers a range of discretionary portfolio management options and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated investment funds.

Dianne Paroubek is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. Her career includes prior roles at LPL Financial, Independent Financial Partners, Merrill, and A. G. Edwards & Sons, Inc. She provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and both proprietary and third-party strategies to meet client goals.

Rutledge Gordon is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He has held positions at Allworth Financial since 2020 and previously worked for Retirement Advisors of America from 2008 to 2020. He holds Series 63 and Series 65 credentials. 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 strategies including model-based allocations, options overlays, and dividend-income models, and is notable for its ownership structure and specialized services such as an Airline division and management of privately offered income funds.

Brian Miller is a financial advisor at Mercer Global Advisors Inc. in Roanoke, TX, with 20 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at firms including Fisher Investments, Charles Schwab & Co., and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory to construct globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private fund platforms.

Jennifer Williamson is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. She holds the Series 66 designation and has two years of industry experience. Outside of her advisory role, she volunteers at Bishop Lynch High School, assisting in the school store where merchandise is sold to students and parents. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and largely manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonathan Lakin is a CFP® and CFA® with 15 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Mercer, Charles Schwab & Co., Inc., and Fidelity Investments. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a combination of passive and active investment strategies guided by an internal Investment Committee.

Mary Nelson is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has been with Charles Schwab and its affiliated entities since 2021. Outside of her advisory role, she serves on the advisory board of 6 Stones Mission Network, a nonprofit charitable organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models.

George Lynas is a ChFC® credentialed financial advisor with 34 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and has a background that includes long-term roles at New York Life Insurance Company and Nylife Securities Inc. Outside of his advisory work, he operates a part-time CPA firm focused on tax preparation and consulting. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailored solutions, with most assets managed on a non-discretionary basis.

Brent Hines Jr. is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Charles Schwab since 2022 and previously held a position at Fidelity Brokerage Services LLC from 2019 to 2022. Outside of finance, Brent is a voice actor who records and edits audio for various client projects including commercials and audiobooks. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations through standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Joshua Pinchek is a CFP® professional with 23 years of experience in the financial services industry. He currently serves as an advisor at Creative Planning and has prior experience at Allworth Financial, L.P. and Retirement Advisors of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Patrick Rowe Jr. is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. He has been with TIAA and its related entities since 2004. Outside of his advisory role, he serves as secretary of The Affluent Manner, a family venture involved in investment and consulting activities, including work with a company developing blockchain technology for medical applications. 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 employer retirement plan relationships, as well as trusts, estates, and various entities. The firm distinguishes between non-monitored planning services and ongoing discretionary management through model-based and customized portfolios, operating under a fiduciary standard and within a vertically integrated structure.

Tenesha Barron is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, Tata Consultancy Services, Transamerica Capitol, Inc., and Career Education Corporation. 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. The firm serves many clients connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Ernie Holloway is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2022. He previously worked at Charles Schwab and Scottrade, Inc. He is also vice president of the North Tarrant Parkway Homeowners Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews and investment recommendations using standardized asset allocation models and Schwab research tools.