Paul Rennie is a financial advisor at Guardian Life with 11 years of industry experience. He holds a Series 66 designation and has been with Guardian Life and its affiliates since 2014. In addition to his advisory work, he serves as executor for a family estate. Park Avenue Securities LLC, where Rennie practices under the Park Avenue® Wealth Management brand, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party solutions, and integrated lending options.

John Schnorr is a financial advisor with Brookstone Capital Management LLC in Plano, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Brookstone since 2016 and has been self-employed since 2007. Outside of his advisory role, Schnorr is an insurance agent involved in fixed, index, life, and long-term care insurance sales, and he owns a firm that provides 401(k) rollover consulting services. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and integrated insurance and banking referral channels.

Nate Ramirez is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 12 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016 and previously at Equitable Advisors. 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’s approach relies on Charles Schwab’s asset-allocation models and research tools, with recommendations tailored to individual client goals and risk tolerance.

Michael Lewis is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Charles Schwab, along with entrepreneurial activities such as Delight Dispensing LLC and D&M Collaboration LLC. He has also been involved with companies like Uber and Lyft in various capacities. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model and customized portfolios within a vertically integrated advisory structure.

Jody Brown is a financial advisor at Principal Financial Services with 5 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Principal Securities, Inc. and Principal Life Insurance Company in 2026, she worked at Guardian Life Insurance Company and Park Avenue Securities from 2023 to 2026, and at PFS Investments Inc. and Primerica Financial Services from 2020 to 2022. She also served in a long-term role at Frisco ISD from 2000 to 2023. Brown serves on the board of directors for FASTPacs, a nonprofit organization based in Frisco, TX. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory arrangements.

James Tardy Jr. is a financial advisor at Corient based in Dallas, TX, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Corient and its related entities since 2022, including previous experience at RGT Wealth Advisors. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charities, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options to align portfolios with client objectives.

Sa Vion Harris is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Integra Global Advisors LLC, Corient, and Intercontinental Wealth Advisors LLC. Harris is also involved with Concurrent Private Wealth, an advisory business operated under the firm's DBA. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, with an investment approach focused on customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, bonds, and alternative investments.

Ira Utay is a CFP®-credentialed financial advisor with 21 years of industry experience, currently serving at Hightower Advisors since 2020. His prior roles include positions at Frontier Investment Management, USAA Investment Management, USAA Financial Planning Services, Merrill, Banc of America Investment Services, and UBS Financial Services. Based in Dallas, TX, Utay’s background encompasses both individual and institutional financial planning and investment management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and financial institutions. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Thanh Vo is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab, TD Ameritrade, CarMax, and World Market. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm uses proprietary asset-allocation models and research tools to provide tailored recommendations with client authorization required for trades.

Anastasia Maston is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. She previously worked at Stratford Consulting, LLC from 2013 to 2020. Outside of her advisory role, she is also an independent actor based in Dallas, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses and private market investment activities.

Matthew Mc Coll is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Charles Schwab, MassMutual, and Turnbridge, as well as seven years as an attorney. He is based in Westlake, TX. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standard asset-allocation models and internal research tools, with trades executed only upon client authorization.

Hongli Chen is a CFP®-certified financial advisor with Schwab Wealth Advisory, Inc., bringing nine years of industry experience. Chen has worked at Charles Schwab & Co., Inc. since 2023 and previously spent eight years at TD Ameritrade, Inc. Outside of advisory services, Chen manages a rental property in Texas, assisting tenants with their needs. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its Schwab Wealth Advisory program, offering guidance on asset allocation and investment selection while trades require client authorization. The firm uses Charles Schwab’s proprietary asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Randall Crimmings is a CFP® with 23 years of experience in financial advisory roles. He is currently with Focus Partners Wealth, LLC and has held positions at The Colony Group, Buckingham Strategic Wealth, Clintsman Financial Planning, and Fidelity. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Mary Aguirre is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. Her background includes roles at Charles Schwab, TD Ameritrade, Lockton Dunning Benefits, and Conduent Business Services. 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 uses standard asset-allocation models and internal research tools, delivering tailored recommendations without exercising discretionary trading authority.

Natali Espinosa is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 designations. She has been in the industry since 2025, including experience with Charles Schwab and a background that includes full-time education roles and work at Ozumo Santana Row LLC. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses internal research tools and standard asset-allocation models to tailor recommendations to client goals and risk tolerance without exercising discretionary trading authority.

Adam Cajandig is a financial advisor at Savant Wealth Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Exencial Wealth Advisors, LLC, Bank of America, and 7th Harvest Investments. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Darrell Amsden is a financial advisor with Equity Services, Inc. who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with Equity Services and National Life Group since 2014. Besides his advisory role, he is registered as a life insurance sales agent and also acts as power of attorney for family members under specific circumstances. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading and employs a network of investment adviser representatives to deliver its services.

William Gibson is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has worked at TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with 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 and ongoing managed account services, and it acts as adviser to a donor-advised fund while operating within a vertically integrated group.

James Quaider is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His previous roles include positions at BBVA Wealth Solutions, USAA Investment Services Company, and USAA Financial Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Ian Troutman is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Fisher Investments, VisionPoint Advisory Group, LPL Financial LLC, CX Institutional, and Secrest Blakey & Associates. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs for individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm operates within a vertically integrated model, offering both point-in-time financial planning and ongoing portfolio management through a variety of managed account options.