Charles Machann is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. He operates Omega Wealth Group LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Additionally, he runs DZYNR LLC, a business involved in private-labeling and selling products via Amazon. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored recommendations and manages primarily non-discretionary assets, working extensively with defined contribution and benefit plans, charitable and corporate clients, and insurance-related advisory products.

Hestin Hurst is a CFP® professional with nine years of industry experience, currently with Schwab Wealth Advisory, Inc. He has previously worked at TD Ameritrade Inc., Charles Schwab & Co., and BBVA Compass. Outside of his advisory role, he is involved with Brothers in FireArms, LLC, overseeing sales and distribution, and manages financial and operational responsibilities for the LL & Rockin' AH Ranch Trust. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm offers guidance on asset allocation and investment selection using Schwab’s proprietary models and research tools, with a focus on client goals and risk tolerance in an oversight framework that does not include discretionary trading authority.

Sarah Stubbs is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2018 to 2023 and at The Spa-Los Gatos from 2012 to 2018. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individual investors, corporations, and 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.

George Morakis is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds the CFP® and CFA® designations. His prior roles include positions at The Vanguard Group, Fisher Investments, and JPMorgan Chase. Outside of his advisory work, Morakis is also an immigration law attorney with Morakis Immigration Law PLLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s proprietary asset-allocation models and research tools to guide investment decisions, focusing on tailored recommendations and client authorization for trades.

Grant Holloschutz is a financial advisor at Allworth Financial, L.P. with five years of industry experience and holds the Series 66 designation. His prior roles include positions at United Capital Financial Advisors, Bank of America, Merrill, Charles Schwab, and Morgan Stanley. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of services including financial and wealth planning, portfolio management, qualified retirement plan consulting, and manages privately offered funds using both quantitative and qualitative investment approaches.

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.

Joseph Globensky is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at LPL Financial, Level Four Advisory Services, and Securities America Advisors, Inc. Outside of his advisory work, Mr. Globensky owns Globensky Consulting LLC, used for taxation and business purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a combination of proprietary and third-party investment strategies and technology platforms.

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, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His previous roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and Compass Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

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.