Harris Pugh is a financial advisor at TIAA-CREF with Series 65 and Series 63 licenses and approximately one year of industry experience. His prior roles include positions at Fisher Investments and Florida Financial Advisors LLC. He has a background that includes work at the University of Alabama and UMS-Wright Preparatory School. 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 TIAA-administered retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary portfolio management with a fiduciary standard applied to its advisory services.

William Ferguson is a CFP® with six years of industry experience, currently advising at Focus Partners Wealth, LLC. He previously worked at Raymond James Financial Service Advisors, Inc and Ameriprise Financial Services, LLC. Ferguson serves as a member of the Career Development Committee for the Financial Planning Association's Dallas/Ft. Worth Chapter, where he helps organize professional events. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, and business management services. The firm employs a long-term, tax- and fee-sensitive investment approach with customizable portfolios that incorporate both active and passive strategies.

Robert Gecker is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior work includes over a decade with Retirement Advisors of America and its affiliated entities. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to provide customized portfolio allocations and offers various model strategies and specialist portfolios.

Brigette Parnell is a financial advisor at Corient with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Quasar Distributors, LLC, Minshall & Company, Inc., and Capital Advisors, Inc. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Kevin Motley is a financial advisor at Valic Financial Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Bank of America, and Merrill. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily 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 to construct client portfolios.

Grantham Akerly is a CFP® professional with six years of industry experience, currently affiliated with Allworth Financial, L.P. He previously worked at Ausdal Financial Partners and CFO4Life, and has experience dating back to EY and Baylor University. Allworth Financial serves individual and high-net-worth clients as well as institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm integrates quantitative and qualitative analysis to create customized investment strategies and provides educational resources such as newsletters and seminars.

Laura Lightbourn is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as experience with SwimPro, LLC and Aquakids. 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 proprietary asset-allocation models and internal research tools, delivering personalized recommendations without exercising discretionary trading authority.

Jeffrey Shadd is a financial advisor at TIAA-CREF with 4 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and its affiliates. TIAA-CREF Individual & Institutional Services, LLC provides 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’s approach separates one-time planning services from ongoing portfolio management, offering both model and customized investment solutions.

Alexander Lee is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds the Series 66 designation and has prior work experience at J.P. Morgan Securities, JPMorgan Chase Bank, and Equitable Advisors. Before entering the financial industry, he held roles in education and tutoring. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach uses Schwab’s standard asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

James Maher is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Calamos Wealth Management, Mai Capital Management, Fisher Investments, Ameriprise Financial Services, and Edward Jones. He also served in the United States Air Force Reserve for 21 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions and a combination of discretionary and non-discretionary portfolio management. The firm’s approach includes the use of proprietary research and a variety of investment vehicles, serving both domestic and international clients with an emphasis on manager selection and customized portfolio construction.

Justin Mourning is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Westlake, TX. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Westwood Wealth Management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice utilizes Schwab’s standard asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

Edmund Job is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at TD Ameritrade Investment Management, Fidelity, Merrill, and Ameriprise. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, focusing on asset allocation and investment selection based on Charles Schwab’s proprietary models and research tools.

Jarrod Brock is a financial advisor at Mercer Global Advisors Inc. in Frisco, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Peak American Investment Advisors, Fisher Investments, and New York Life. Outside of finance, he has experience working with fitness centers and wellness organizations. Mercer Global Advisors serves individuals, families, small business owners, and non-profits, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm focuses on globally diversified, risk-appropriate portfolios using a mix of ETFs, index funds, and separate account managers, and provides specialized services such as retirement plan consulting and charitable advisory.

David Hoppess is a financial advisor with Concurrent Investment Advisors, LLC based in Dallas, TX. He holds a Series 63 designation and has 32 years of industry experience. His prior firms include Ameriprise Financial Services, Wells Fargo Clearing, A. G. Edwards & Sons, and Citigroup Global Markets. He is the owner of Thoppess Ventures LLC, a personal operating company for an independent contractor business. 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 plan advisory services through a network of approximately 286 advisors and utilizes a customized, primarily long-term investment approach involving ETFs, mutual funds, and other securities.

Adara Johnson is a financial advisor at TIAA-CREF with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones, PFS Investments Inc, and Primerica Financial Services. Outside of advising, she has been involved in property management as a landlord. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm serves clients often linked to TIAA-administered employer retirement plans and provides specialized advisory services including donor-advised funds and customized portfolio management.

Michael Bowser is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at TIAA and TIAA-CREF since 2014. Prior to his financial services career, he spent 15 years at Texas Roadhouse. 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 provides both point-in-time financial planning and ongoing discretionary portfolio management through model and customized portfolios.

Jennifer Winters is a Series 66-licensed financial advisor with 23 years of industry experience. She has worked at D.A. Davidson & Co. since 2021 and was previously with Southwest Securities Inc. for nine years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jing Yan is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Transamerica, Yan worked at PricewaterhouseCoopers and Deloitte. Outside of advising, Yan is also associated with World Financial Group Insurance Agency and has experience at Walmart Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, operating as both a registered investment adviser and broker-dealer.

Cameron Brockhoff is a financial advisor with TIAA-CREF holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at JPMorgan Chase Bank and Goldman Sachs and Co LLC prior to joining TIAA-CREF. 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 connected to TIAA-administered employer retirement plans. The firm offers customized portfolio management and advisory services within a vertically integrated group that includes affiliated funds.

Kendall Dungan is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining Principal Securities, Inc., Kendall worked at Fidelity Brokerage Services LLC for five years. Outside of his advisory role, he owns and operates Kendall's Kookies, an internet-based cookie business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally managed on a discretionary basis by external managers.