Zachary Murdock is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Equitable Advisors and various positions outside finance, such as in the food service and retail sectors. He is also licensed as an insurance agent, providing sales and service of life, disability, long-term care, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Thu Dang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her background includes roles at several health insurance providers such as Molina Health Care, Aetna, Cigna, BlueCross BlueShield, Friday Health Insurance, and United Health Care. She is involved with the Heartland Institute of Financial Education, a nonprofit focused on promoting financial literacy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a variety of model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management of approximately $1.7 billion.

James Lester is a financial advisor with Hornor, Townsend & Kent, LLC and holds the ChFC® and Series 63 credentials. He has 54 years of industry experience, including over 27 years with Hornor, Townsend & Kent and a long career managing his own agency, Jay Lester Agency. He also has experience in insurance sales and service through related brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer services, featuring a comprehensive platform that includes third-party asset manager relationships and multiple account options.

Jeffrey Dunn Jr. is a CFP® professional with 11 years of industry experience, currently advising at Hightower Advisors since 2025. His prior roles include positions at Smith Anglin Financial, Fisher Investments, and TIAA-CREF. He serves as the Dallas Chapter Membership Committee Chair for the Dallas Financial Planning Association and is an Executive Organizer for Dallas MeetUp events. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and various portfolio construction techniques.

Larry Jackson is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Brokerage Services LLC, Merrill, and Bank of America. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, ranging from individuals and high-net-worth clients to corporations and charitable organizations. The firm supports over 400 independent investment adviser representatives who deliver advice through various portfolio management programs and financial planning, using a range of analytical approaches and maintaining fiduciary standards when applicable.

Ian Mcgurran is a financial advisor with Primerica Advisors holding a Series 66 credential and four years of industry experience. He currently works at Park Avenue Securities and has previous experience with Guardian Life Insurance Company. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports accounts with features such as discretionary management, mutual funds, ETFs, and securities-based lending.

Lisa Emmons is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. In addition to her advisory role, she operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through various program structures, emphasizing non-discretionary recommendations and maintaining its dual registration as both an SEC-registered investment adviser and broker-dealer.

Donald Goodwin is a financial advisor with Primerica Advisors in Rockwall, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles. Outside of finance, he owns DG23 Fitness, a personal training business, and is a candidate for the McLendon Chisholm City Council. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, with a range of proprietary and third-party investment programs and account-level services.

Daniel Edwards is a financial advisor with CWM, LLC based in Southlake, TX. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Bank of America, Merrill, Cetera Wealth Services, and Armstrong Purselley Wealth Management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing a combination of in-house investment committees, third-party sub-advisors, and customization tools.

Rashi Poddar is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at Creative Planning since 2023. Prior to this, she worked at Nylife Securities LLC and New York Life Insurance Company from 2017 to 2023. Outside of financial advising, she is a board member of the Frisco Gifted Association and the CFA Society of Dallas/Fort Worth, and is involved in several nonprofit and entrepreneurial ventures including software consulting and franchise partnerships. 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 approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Analiese Holmes is a Series 65-licensed financial advisor with two years of industry experience. She currently works at Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC, Clintsman Financial Planning, Texas Instruments, and Texas A&M University. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis alongside a broad platform of affiliated service companies and specialized investment options.

Jonathan Johnson is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Eagle Strategies since 2007 and operates Johnson Financial Strategies, LLC. Outside of his financial advisory work, he is an officer supporting the East Texas triathlon community and is involved in recording and sound mixing of church services. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across various program types and manages a significant portion of its assets on a non-discretionary basis, working with diverse client segments including retirement investors and institutional plan sponsors.

Alan Grossman is a financial advisor at D.A. Davidson & Co. with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has been with D.A. Davidson since 2013. Outside of his advisory role, Grossman owns and operates several consulting businesses and is a partner in an industrial recruiting firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, and operates under fiduciary standards with specialized municipal advisory capabilities.

Kenneth Hodges is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. His prior experience includes roles at HD Vest Insurance Agency, HD Vest Advisory Services, Five Star Advisor Partners, LLC, and H.D. Vest Financial Services. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporate entities, providing investment management, financial planning, retirement plan consulting, and tax services. The firm’s approach combines discretionary, customized portfolio management with integrated tax and accounting services, supported by an in-house Investment Committee and access to third-party managers.

Dahlia Goldberg is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mariner. Her career includes roles at Mariner Wealth Advisors since 2017 and Briar Hall from 2016 to 2017. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal investment committee and integrates tax and accounting services uncommon for a firm of its size.

Jeremy Morgan is a financial advisor at Eagle Strategies (NY Life) based in Frisco, TX, with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with Eagle Strategies since 2018. Morgan also operates Inspired Wealth Solutions, LLC, a business focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a range of program types, emphasizing tailored solutions and fiduciary responsibilities.

Daniel Solis is a financial advisor with PNC Wealth Management in Denton, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Citigroup, Citizens Securities Inc., and Deborah Wolfgram State Farm. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses algorithm-driven risk assessments and managed strategies with mutual funds and ETFs.

Bob Van Erem is a Financial Consultant currently working at Fidelity Investments since 2021. He partners with individuals and families to design and implement personalized financial plans aimed at helping them work toward their long-term financial goals. Prior to his current role, Bob served as a Senior Vice President Financial Consultant at BBVA Securities from 2015 to 2021. His professional experience includes guiding clients through financial planning and investment strategies. Outside of his professional career, Bob has interests in fitness, golf, and running.

Ulysses Cervantes is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fisher Investments, Morgan Stanley, E*TRADE Capital Management, and TD Ameritrade. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers a range of advisory services, including discretionary portfolio management and donor-advised fund advisory, operating under a fiduciary standard with a vertically integrated investment approach.

Ethan Strickland is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior roles include positions at Charles Schwab and Equitable Advisors, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, applying a fiduciary standard across its advisory services.