Carter Brower is a financial advisor with NewEdge Advisors in Plano, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Mercer Global Advisors and Lake Point Advisory Group before joining NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies with centralized due diligence and technology tools.

Toby Brown is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at TIAA-CREF since 2018. Prior to joining TIAA-CREF, he had brief roles at Cognizant, Learnvest Planning Services, and Northwestern Mutual. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as trusts, estates, and smaller retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through a fiduciary advisory model.

Cameron Heald is a financial advisor at Schwab Wealth Advisory with the Series 66 credential and less than one year of industry experience. He has held roles at Schwab Wealth Advisory Inc., Charles Schwab & Co., Inc., Indy Wealth Advisors, Football University, and CAPTrust. Outside of financial services, he has worked extensively in education through Full Time Education since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Amy Redd is a financial advisor at PNC Wealth Management in McKinney, TX, holding a Series 66 designation with four years of industry experience. Prior to joining PNC in 2026, she worked for Edward Jones from 2018 to 2026 and has held roles at Uber, Century 21 Masters, and REMAX. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Michael Davis is a financial advisor with Money Concepts Capital Corp in Frisco, TX, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Money Concepts since 1995 and has worked at Texas Instruments since 1997. Outside of his advisory role, Davis is the President and CEO of Genesis WW Sports Management Group, LLC, and serves as President and Executive Director of Ethos Education Group, Inc., a nonprofit organization. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, including proprietary retirement model portfolios and third-party sub-advisers, serving approximately 14,700 clients through an integrated broker-dealer and insurance platform.

Brian Robb is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and corporate entities. The firm’s advisory services distinguish between one-time planning and ongoing account management, using both model and customized portfolios.

Jane Landsberger is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. Her background includes roles in various sectors such as oil and gas production and estate planning referrals. Outside of her advisory work, she is involved in managing rental properties and holds royalty interests in energy companies. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.

Alexandra Hauer is a CFP® and Series 66-registered advisor with Schwab Wealth Advisory, Inc. She has eight years of industry experience, including roles at Edward Jones and Charles Schwab & Co. Alexandra’s background also includes work in student engagement and career development at the University of Arizona. Schwab Wealth Advisory serves clients enrolled in its program and select Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice and financial planning. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment decisions, with a focus on tailored recommendations and annual reviews.

Bilal Ali is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities, Robinhood Financial, and TD Ameritrade. Schwab Wealth Advisory serves clients enrolled in its Schwab Wealth Advisory program and certain referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with a focus on client authorization for trades.

Joshua Eakman is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise, Kestra Investment Services, MGM Resorts International, and Ace Parking Management. He is the owner of JEakman LLC, a business entity currently not active in any operations. 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 offers model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Richard Fox is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on proprietary asset-allocation models and research tools, providing tailored recommendations with client authorization for all trades.

Julieanne Brittain is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including Charles Schwab, TD Ameritrade, Fidelity Brokerage Investments, and Raymond James & Associates. 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 Schwab’s asset-allocation models and internal research tools.

Juniwati Katopo is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and two years of industry experience. Prior to joining Transamerica in 2024, she worked at WFGIA and Medline Industries. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, operating as both a registered investment adviser and broker-dealer.

Charles Kwan is a financial advisor with PNC Wealth Management in Carrollton, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Wells Fargo, and Sterling Bank and Trust. Outside of his advisory work, he owns a non-investment-related business called Niji Tcg. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only employee pilot. The firm employs algorithm-driven risk assessment and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Erick Arowo is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked with several firms including Cloud Wealth Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a volunteer weekend priest with the Anglican Church in North America, Christ Church Plano, and Trinity Lakeside, and is a board member of FOCUS Group North America Inc., a nonprofit supporting mission work in Kenya. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm offers multiple program types tailored to client objectives, with a large portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Alan Perdue Jr. is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Merrill, Robinhood Markets, Inc., and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Teal Powell Mckinzie is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and three years of industry experience. She has worked at Charles Schwab and Heb during her career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm bases its recommendations on Charles Schwab & Co.'s asset-allocation models and internal research, with trades executed only upon client authorization.

Jacob Israel is a financial advisor at TIAA-CREF with four years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining TIAA-CREF, he worked at Fisher Investments, Merrill Lynch, J.P. Morgan Securities LLC, and several other financial firms. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model-based and customized portfolio management under a fiduciary standard.

Steven Kosta is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Brokerage Services and Strategic Advisers Inc. His career includes experience in both advisory and client service roles. 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 with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management services, applying a fiduciary standard to its RIA services within a vertically integrated platform.

Alexandra Madsen is a financial advisor at TIAA-CREF with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, U.S. Bank, and First United Bank and Trust/American Bank of Texas. Alexandra is also the owner and financial manager of a small vending machine business in her local community. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model portfolios and customized solutions within a vertically integrated structure.