Matthew Loughren is a CFP® professional with 20 years of industry experience, currently serving at Mercer Global Advisors Inc. He has held positions at The Vanguard Group, DLG Wealth Management, Etico Partners, and Charles Schwab. Outside of finance, he officiates Division 1 college football games as a referee. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, low-cost index vehicles, and multi-factor tilts, supported by a range of implementation options and additional financial planning services.

Kimberly Arthur is a financial advisor at Wealth Enhancement Advisory Services, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked previously at firms including Vista Investment Partners, Raymond James & Associates, and XO Wealth Management. Kimberly is based in Dallas, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Tatiana Preval is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., State Street Inc, and Visiting Angels. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary tools and asset allocation models.

Ian Winslow is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with two years of industry experience. Prior to his current role, he worked at Advanced Wealth Strategies and Charles Schwab, and has a background that includes time spent in education and hospitality. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm serves individual clients with annual reviews and investment recommendations while leaving final trading decisions to the clients.

Don Khieu is a CFP® professional with 30 years of experience, currently serving at Transamerica Financial Advisors. He has been with the firm since 2012 and has held roles at Blue Cross Blue Shield of Texas and Wellcare Health Plan, among others. Outside of his advisory work, he is a certified pickleball coach and volunteers as a financial coach with several nonprofit organizations, including Catholic Charities Dallas and The Wings for Widow. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through a large advisor network and multiple program platforms.

Michael Wollitz is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent 14 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers comprehensive financial planning and portfolio management services supported by proprietary research, tactical allocation models, and a range of fee arrangements, leveraging the broader Goldman Sachs ecosystem for expanded product access and specialized client solutions.

Cassandra Guerrero is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. She has worked at firms including RGT Wealth Advisors and True North Advisors before joining Corient, where she has been since 2022. Guerrero is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach with a combination of in-house strategies and third-party solutions, incorporating risk management tools and alternative investments as appropriate.

Joanna Jadlow is a CFP® with 13 years of industry experience and is currently with Corient in Dallas, TX. Her prior roles include long tenure at RGT Wealth Advisors, LLC, followed by positions at CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies, with continuous portfolio monitoring and risk management tools.

Kade Christensen is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He has previously worked at The Vanguard Group, Fidelity Investments, and Charles Schwab & Co., Inc. Christensen also spent time with the Special Olympics of Texas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Robert Case is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 65 designation and has previously worked at Fisher Investments and Personal Capital Advisors Corporation. 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’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns, annual rebalancing, and savings rates, delivered within a model closely tied to Empower’s recordkeeping and administrative platforms.

Aubrey Socha is a CFP®-designated financial advisor with 12 years of industry experience. Currently with Schwab Wealth Advisory, Socha has previously worked at firms including Charles Schwab, Quasar Distributors, Capital Advisors, and Fidelity. Based in Westlake, TX, Socha holds Series 66 and Series 63 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and distinguishes itself by its non-discretionary approach and affiliation with a registered futures commission merchant.

Juan Amaya Acero is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab in multiple roles. Prior to his financial industry career, he was involved in the restaurant sector, working at Terra Gaucha Brazilian Stakehouse and Lombardi Cucina Italiana. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations within the Charles Schwab ecosystem. The firm operates using standard asset allocation models and research tools, delivering advice without exercising discretionary trading authority.

Christopher Quintana is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023. Prior to his advisory roles, he spent time in education and worked at Tylers from 2018 to 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and offers investment recommendations, while clients retain final trading decisions.

Ryan Lee is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. He previously worked at Guided Path Financial and has held roles at Kanakuk Ministries and Twice As Nice Retail. Lee also spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver personalized advice within Commonwealth’s platform.

Einat Sadka is a financial advisor at Citigroup Global Markets with 21 years of industry experience, including 19 years at the firm. She holds Series 63 and Series 65 credentials. Outside of her advisory role, she is the managing member of EQUALI LLC, a bookkeeping business unrelated to investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with extensive oversight and maintains a combination of large institutional scale and specialized market roles.

Robert Christiansen Jr. is a financial advisor with First Command Advisory Services in Carrollton, Texas. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his financial advisory career, he served 26 years in the United States Air Force. Outside of advising, he operates a retail comic book business from his residence. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage model portfolios through discretionary authority granted by clients.

Christopher Barton is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at Steward Partners in various capacities since 2017 and previously at Raymond James Financial Services and Morgan Stanley Smith Barney. In addition to his advisory role, he serves as Divisional President of Sales and Recruiting for Steward Partners Investment Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Steven Lamon is a Series 66-licensed financial advisor with one year of experience, currently with Rockefeller Financial LLC. He previously worked at USAA for two years and spent six years at West Monroe Partners. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

William Reed III is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and three years of industry experience. His background includes roles at Morgan Stanley and One Network Enterprises, as well as earlier experience spanning several organizations. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Benjamin Jones is a CFP® with eight years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has previously worked at firms including The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, private funds, and proprietary portfolio tools.