Anna Apodaca is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. Her prior roles include positions at TD Ameritrade, Scottrade, and Lake Point Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a variety of implementation options.

Mario Coiradas is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously served 21 years in the United States Marine Corps. In addition to his advisory role, he is co-owner of Marco Properties LLC, where he engages in real estate investment decisions in eastern North Carolina. 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 design and manage portfolios with a controlled selection of third-party managers.

Louis Shaff is a Series 65-credentialed financial advisor with 14 years of industry experience. He is currently a Partner and Wealth Advisor at Corient, where he has worked since 2025. Prior to joining Corient, he was involved with Cabana Asset Management since 2012 and held roles at Prevost, Shaff, Mason, & Carns, PLLC and Hesse, Hesse & Blythe PC. Outside of advisory work, Shaff serves as CFO of The Cabana Group, LLC, a holding company for multiple affiliated entities. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes advanced risk management tools and private fund capabilities.

Karina Brunson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, she worked at Rgt Capital Management, Ltd. from 2014 to 2017 and spent a year as a caregiver. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and utilizes a financial planning–led investment process emphasizing low‑cost indexing and buy‑and‑hold strategies, supported by a broad range of supplemental investment and retirement plan services.

Deborah Duckworth is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has held roles at related Transamerica entities and other firms since 2005. Her activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and businesses, offering investment advisory and brokerage services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Prakash Muduli is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. His prior work includes roles at Mu Sigma Inc. and Wabtec Corporation, and he currently volunteers as a team member for the Richwoods Homeowners Association in Frisco, Texas. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Derek Demars is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation and over seven years of industry experience. His prior roles include positions at Leaf Commercial Capital, Inc. and involvement with Lakeshore Church. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing a range of investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms.

Charles Jaquess is a financial advisor at SPC with 13 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2024, as well as at Sigma Planning Corporation and Sigma Financial Corporation since 2016. Outside of his advisory role, he serves as campaign treasurer for a Texas House of Representatives candidate and acts as trustee for his deceased grandparents' trust. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client suitability.

Todd Justice is a financial advisor at Schwab Wealth Advisory with 24 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank National Association before joining Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients, differentiating its approach from many other enterprise wealth managers.

Theodore Trottman is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Private Client Services, RFG Advisory, Prospera Financial Services Inc., Raa, and Lincoln Financial Advisors Corporation. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services that emphasize manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Timothy Mayben is a financial advisor at United Planners Financial Services of America with 25 years of industry experience. He holds a Series 66 designation and has been with United Planners since 2003. He is also the president of The Mayben Company, a marketing entity, and is a licensed agent for non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and third-party money managers, and provides a mix of fee-based and commission-based solutions.

Clement Woo is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 designations. He has one year of industry experience and has been affiliated with Transamerica since 2026. Outside of his advisory role, he has been involved with Dallas Theological Seminary and Frisco Community Bible Church, including volunteer activities spanning over two decades. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party investment models, with both discretionary and non-discretionary program options.

Derek True is a Series 66-licensed financial advisor with six years of industry experience, currently with Ameritas Advisory Services, LLC. He has been associated with the Ameritas group of companies since 2011, including roles at Ameritas Investment Company and Ameritas Life Insurance Corp. Outside of his advisory work, he serves as President of the National Association of Insurance and Financial Advisors-Dallas, Inc. (NAIFA-Dallas). Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a range of investment programs, including model portfolios and third-party subadvisers, and integrates offerings across Ameritas affiliates.

Jon Paul Pattinson is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Purshe Kaplan Sterling Investments, Stone Creek Capital Management, Merit Financial Group, and LPL Financial. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, combining financial planning with tax and administrative services.

Gary Strawn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Fare Holdings, LLC, Zander & Associates, and World Financial Group, Inc. He is also involved in the sale of insurance and specialty insurance products through Blue Cross Blue Shield of Texas. Transamerica Financial Advisors serves a wide range of clients including individual investors, retirement plans, trusts, and businesses, utilizing model portfolios and third-party managers to deliver investment advisory and brokerage services. The firm operates a large advisor network and offers integrated retirement plan services alongside proprietary and externally managed model portfolios.

William Parker is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has eight years of industry experience. He has worked primarily with Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he is involved with Moonfire Drive LLC, a business established for tax purposes. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs, including both discretionary and non-discretionary options.

Emilio Garcia is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles in insurance sales and tax preparation, along with entrepreneurial activities such as operating e-commerce and car rental businesses. He also serves as a certified financial educator and tax preparer. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services with both proprietary and third-party investment models.

Gary Brownfield is a CFP® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network in Plano, TX. He has been associated with Commonwealth since 1999 and operates Gb Financial Services, LLC, a firm involved in securities and insurance activities. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to proprietary and third-party investment solutions.

John Tauss is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Brokers International Financial Services since 2019 and previously spent eight years at Commonwealth Financial Network. Outside of advisory work, he owns an insurance sales business under Capital Group Inc. Integrity Alliance serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, and retirement plan consulting, utilizing both advisor-managed and model-based portfolios with a variety of investment approaches and custodial platforms.

Samuel Hussein is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. His background includes roles at Fisher Investments and the Federal Deposit Insurance Corporation. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options such as ETFs, mutual funds, and separate account solutions.