Ricky Grunden Sr. is a CFP® with 23 years of industry experience, currently with Allworth Financial, L.P. since 2026. Prior to joining Allworth, he operated Grunden Financial Advisory for 24 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, employing both discretionary and non-discretionary asset management and utilizes technology to manage held-away employer retirement accounts.

Charles Wright is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has worked with Eagle Strategies since 2001 and has operated Lone Star Wealth Strategies since 2013. Outside of his advisory role, Wright serves as a Commissioner on the Texas Veterans Commission and is involved in publishing a book about a military figure through Gunny Publishing LLC. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and delivers solutions through various program types, with the majority of its assets managed on a non-discretionary basis.

Danny Li is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Eagle Strategies since 2016 and has held roles at OpenWin Financial & Insurance Services, LLC and Heir Associates. Outside of advisory work, he is a partial owner of an OrangeTheory Fitness gym. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm offers multiple program types focused on tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Jacqueline Harvey is a financial advisor at Kestra Advisory with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Integrity Wealth Management and National Business Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Brandon Agamennone is a financial advisor with Guardian Life and Park Avenue Securities, holding the Series 63 and Series 66 designations and seven years of industry experience. His career includes prior roles at New York Life Insurance Company, Bank of America, and Merrill. Outside of advising, he is involved with Baseball Prodigy, LLC, a college baseball recruiting app. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs utilizing proprietary and third-party strategies.

Jacob Pavlasek is a financial advisor with Lincoln Investment, holding a Series 66 designation and working in the industry for one year. Prior to his role at Lincoln Investment, he held positions at Tommy Hilfiger, Dynamo Distribution, and Texas State University. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Keith Lynch is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Fidelity Brokerage Services and multiple wealth management firms. Lynch operates under the DBA Tri Wealth, LLC, servicing insurance and financial product clients. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages a majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Adhit Menon is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at National Life Group and New York Life Insurance Company. Equity Services, Inc., doing business 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 uses multiple advisory platforms, including third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and non-discretionary management.

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.

Stephen Dungy is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at TIAA and TIAA-CREF for nine years. Outside of his advisory role, he is an investor in a restaurant business operated by Consolidated Restaurant Operations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Jennifer Davis is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, and several Schwab entities. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a tax- and fee-sensitive investment approach using fundamental and quantitative analysis and offers comprehensive wealth services, including investment management, financial counseling, and fiduciary retirement plan services.

Andrew Gale is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, and has one year of industry experience. His prior work includes positions at Pingpong Global Solutions Inc and ANZ Bank, among others. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm provides tailored advice across multiple program types with a significant focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

William San is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has been with Eagle Strategies since 2020 and affiliated with NYLIFE Securities and New York Life Insurance Company since 2015. In addition to his advisory work, he serves as an independent contractor brokering non-registered insurance products with outside insurance carriers. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of representatives, emphasizing tailored solutions and primarily managing assets on a non-discretionary basis.

Erik Baas is a CFA® charterholder and holds the Series 66 designation, with one year of industry experience. He currently works at \u0026PARTNERS and previously held roles at Kenfo and Marcard, Stein & Co. \u0026PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and brokerage services. The firm employs a mix of fundamental, technical, and quantitative analysis, managing accounts directly or through third-party managers.

Danniel Kazi is a financial advisor at Lincoln Investment with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Lincoln Investment in 2026, he held positions at firms including Randstad Digital, Allstate Insurance, and Fidelity Investments. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed investment programs, employing a combination of strategic and tactical investment approaches supported by an Investment Management & Research team.

Curtis Reese is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 credentials and 17 years of industry experience. He has held positions at multiple firms, including Fisher Investments and CoreCap Advisors, prior to joining Ameritas. Reese is also involved with Harvest Wealth Group as an employee and financial advisor. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers.

David Ragan is a CFP® professional with 19 years of industry experience. He has been with Allworth Financial, L.P. since 2026, following a 23-year tenure at Grunden Financial Advisory. Outside of his advisory role, he serves as an adjunct finance professor at the University of North Texas, teaching personal finance topics to students. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies including model portfolios, third-party sub-advisers, and technology solutions to manage a variety of assets and specialized funds.

Harrison Benedict is a CFP® professional with one year of experience in the financial industry. He is currently with Commonwealth Financial Network and previously worked at Gibraltar Capital Management, Miller Equity Capital Advisors, City Electric Supply, BDO LLP, and spent eight years at Texas Christian University and high school education roles. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and clients, managing over $212 billion in assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Tyrus Treadway is a financial advisor at Farther with a Series 65 credential and no prior industry experience outside the firm. He has been affiliated with Farther since 2026 and has owned and operated Treadway Realty since 2009. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing, employing a mix of ETFs, mutual funds, equities, fixed income, and AI-assisted advisor judgment.

Nathan Durfee is a financial advisor with Empower Advisory Group in Savannah, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Arvest Wealth Management and Empower Financial Services, Inc. Outside of financial services, he has experience in the retail and healthcare sectors, including positions at JL Beers and Avera Heart Hospital. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm combines proprietary and third-party methodologies in its planning services and operates within an integrated model connected to Empower’s recordkeeping and administrative platforms.