Angel Vargas is a financial advisor with TIAA-CREF, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining TIAA-CREF, he worked at Merrill and has experience in both academic and corporate roles at the University of North Texas and UPS. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm separates one-time financial planning from ongoing portfolio management and offers customized investment solutions under a fiduciary standard.

Orlando Copeland is a financial advisor at Creative Planning with 15 years of industry experience. He holds the Series 66 designation and previously worked at Fisher Investments for 15 years before joining Creative Planning in 2026. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

David Eddy is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds the Series 63 and Series 66 designations and has 12 years of industry experience. His prior roles include work with New York Life Insurance Co. and Nylife Securities LLC. He serves on the board of Camp Arnold Skate Church, a not-for-profit ministry. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm provides advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Felisha Pullen is a CFP® professional with 28 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2025. Her prior experience includes roles at Charles Schwab from 2018 and 1st Global Capital Group from 2010 to 2018. Outside of her advisory career, she operates a business making girls' hair bows and owns a vending machine business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering investment recommendations and wealth management education through Schwab's research tools and standard asset allocation models.

Katelyn Roberts is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, LPL Financial, and Symphony Financial. Outside of finance, she has experience in retail, having worked for Bath & Body Works and Victoria's Secret. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines advisory and broker-dealer services, offering discretionary and non-discretionary portfolio management, financial planning, and placement and investment banking services through its integrated investment platform.

Amelia Abels is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential. She has been with Goldman Sachs & Co. LLC since 2025, with prior experience including roles at Snohomish Bakery, the City of Marysville, SALT Center, and Lululemon Athletica. Goldman Sachs Wealth Services advises a diverse client base, including individual investors across wealth levels, corporate and executive clients, and institutional participants. The firm offers financial planning and portfolio management supported by specialized programs, strategic allocation models, and a range of fee arrangements, leveraging the broader capabilities of the Goldman Sachs ecosystem.

Toby Brown is a financial advisor with TIAA-CREF, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining TIAA-CREF in 2018, he held roles at Cognizant, Learnvest Planning Services, and Northwestern Mutual. Outside of his advisory work, he has experience in the hospitality industry, having worked at Saltgrass Steakhouse for seven years. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates point-in-time planning from ongoing management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Benjamin Dixon is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Independent Financial Group, he has worked at Dixon & Associates and Alderson & Alderson PC, where he is involved in tax preparation, accounting, and bookkeeping services. He also serves as an officer and director of Dixon Advisory Group LLC, which provides similar consulting and tax filing services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a range of financial planning and portfolio management strategies using both firm- and third-party models, combining passive and active investments across standard risk profiles.

Cameron Heald is a financial advisor with Schwab Wealth Advisory and holds the Series 66 designation. He has experience in both Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., beginning his industry career in 2026. Prior to joining Schwab, he worked with Indy Wealth Advisors, Football University, and CAPTrust, and has a background in education through Full Time Education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, using Schwab’s asset allocation models and research tools while leaving final investment decisions to clients.

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.

Alexandra Hauer is a CFP®-certified financial advisor with eight years of industry experience. She has been with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. since 2021, following roles at Edward Jones and the University of Arizona. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Charles Schwab’s research tools and asset allocation models. 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.

Bilal Ali is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at several firms, including Charles Schwab & Co., Robinhood Financial, JP Morgan Securities, and TD Ameritrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across a range of assets. The firm operates within the Schwab ecosystem, using standard asset allocation models and Schwab research tools, while leaving final trading decisions to clients.

Jonathon Lamb is a financial advisor at Farther with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC, and TD Ameritrade. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

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 Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using Schwab’s research tools and asset allocation models while leaving final trading decisions to clients.

Juliana Goodell is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Her recent work history includes roles at Goldman Sachs & Co. LLC and Osaic Wealth Inc. Prior to her advisory career, she was involved with Camp Longhorn and educational institutions. Goldman Sachs Wealth Services serves a diverse client base, including individuals, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs a structured investment approach supported by dedicated internal strategy groups and provides clients access to a broad range of financial products and advisory services within the Goldman Sachs ecosystem.

Melissa Rankin is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a range of portfolio management options and offers both onshore and offshore solutions through various managed account platforms.

Julieanne Brittain is a Series 66-licensed financial advisor with Schwab Wealth Advisory and has 11 years of industry experience. She has worked at several firms including Charles Schwab, TD Ameritrade, Fidelity Brokerage Investments, and Raymond James & Associates. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab and does not directly charge clients fees for its services.

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.

Courtney Stroope is a financial advisor at Creative Planning with 20 years of industry experience. She holds a Series 66 designation and has worked at Creative Planning since 2017. Prior to that, she was affiliated with Lockton Financial Advisors, Lockton Investment Advisors, and Lockton Companies from 2012 to 2021. 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, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.