Joseph Cundari is a financial advisor with Guardian Life and holds a Series 66 credential. He has one year of industry experience, with previous roles at BDS Connected Solutions and Mosaic/Acosta Sales and Marketing. Outside of advising, he is involved in outside insurance sales. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships and access to insurance products and alternative investments.

John Mints Sr. is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Triumph Wealth Advisors, Regal Investment Advisors, and Biltmore Financial Services, where he also serves as Managing Director. Outside of his advisory role, he is involved with the Mansfield Food Bank as a committee member, speaking at events and contributing as a donor. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies, supporting a large client base through standardized model and platform services.

Zachary Etoch is a financial advisor at Farther in Dallas, TX, holding a Series 65 designation. He has experience working at MDD Forensic Accountants for six years and joined Farther in 2025. Prior to his professional career, he attended the University of Arkansas. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Erica Puent is a CFP® professional at Creative Planning with six years of industry experience. Her prior work includes roles at Robert Walters Japan, Military OneSource, Fisher Investments, BKD Wealth Advisors, Charles Schwab & Co., Inc., and Old Fisherman's Grotto. She is based in Dallas, TX. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Richard Sun is a financial advisor at Farther with a Series 65 license and one year of industry experience. Prior to joining Farther, he worked at Fisher Investments and Fortress Investment Group. He also has experience in academia and other financial roles dating back to 2016. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools.

Raymond Reed Pouncy is a financial advisor with GWN Securities Inc. in Mansfield, TX, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Kass INC., TD Ameritrade, Exceptional Home Healthcare, and Crowley ISD. Outside of advising, he is a partner in several LLCs, including SPARK PROJECTS LLC and CLASSY VENTURE LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm uses a combination of affiliated and unaffiliated sub-advisers and model-based allocations, employing both traditional and market-timing strategies in their portfolios.

Nicholas Easby Smith is a financial advisor at Kestra Advisory with five years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, United Bank, Legacy National Bank, Goldmedal Autoplex, Firehouse Subs, and the University of Arkansas. Outside of his advisory role, he has worked as an Uber driver. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and large institutional investors.

Todd Kitzens is a financial advisor at Farther with a Series 65 designation and three years of industry experience. His prior work includes roles at BRP US Inc. and Saatchi & Saatchi, as well as a position at the University of Arizona. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and 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, individual equities, and fixed income.

Ryan Primrose is a Series 66-licensed financial advisor with Hightower Advisors in Dallas, TX, where he has worked since 2019. He has three years of prior experience at JP Morgan Chase Bank. Primrose has a total of seven years in the industry. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and financial institutions. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Miguel Figueroa is a financial advisor with PNC Wealth Management in Arlington, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Securities LLC, and JP Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to PNC Bank employees. The firm utilizes algorithm-driven risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Tiffany Kirgan is a financial advisor with Eagle Strategies (New York Life) in Dallas, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Eagle Strategies since 2006 and is also affiliated with New York Life Insurance Company and Johnson Financial Group, where she operates under the DBA Capital 5 Family Wealth. Kirgan serves on the advisory board of The Heritage Institute and is a board member of the East Texas Crisis Center, a shelter for battered women and children. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Joshua Battaglia is a financial advisor at Mariner based in Dallas, TX. He holds a Series 65 designation and has recently begun his career in the industry. Prior to joining Mariner, he was a student for 11 years. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers customized investment management, financial planning, retirement plan consulting, and integrated tax and family office services, supported by an investment committee and specialized internal teams.

Jason Bottenfield is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously held positions at Raymond James Financial Services and Morgan Stanley. Outside of his advisory work, he owns a business related to sports education offering professional pitching lessons and is involved in a nationally televised race car team he co-owns with his wife. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and portfolio management solutions, emphasizing personalized investment strategies and third-party money manager selection.

Jeremy Pillow is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at firms including Triumph Wealth Advisors, Inc. and Biltmore Financial Services, where he also assists in selling annuities and life insurance. Prior to his advisory career, he worked in education with Arlington ISD and Plano ISD. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses a model portfolio and direct asset management approach with discretionary models supported by fundamental, technical, and cyclical analysis.

Michael Hutter is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at GWFS Equities, Inc. and Mutual of America Securities LLC. Outside of his advisory role, he is also involved with Manatech, Inc., where he sells healthcare products. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm leverages an integrated model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning services.

Carolyn Pike is a financial advisor at Money Concepts Capital Corp with one year of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Money Concepts since 2013. Outside of her advisory role, she is a certified Rolfer practicing structural integration therapy and a professional violinist and music teacher. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Nathan Hill is a CFP® with five years of experience in the financial services industry. He is currently with Cerity Partners LLC and has previously worked at Paladini Financial Management, Cain Watters & Associates, and Ernst & Young. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services and employs a client-specific investment framework that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Robert Clow is a financial representative at GWN Securities Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with GWN Securities since 2018. Outside of his financial services work, he is a partner and back-office operator at Texas Power Clean Services LLC, a commercial cleaning and pressure washing business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including traditional and legacy market-timing and momentum-based strategies.

Sledge Killion is a financial advisor with United Planners Financial Services of America, holding a Series 63 designation and over 53 years of industry experience. His career includes roles at Signator Investors, Inc. and Educators Resource Group, along with several decades operating under his own name. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm supports independent advisors through a limited-partnership ownership structure and offers a mix of custodial and third-party platform solutions, primarily managing assets on a non-discretionary basis.

Noah Mitchell is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and approved mutual fund and ETF strategies managed by PNC or third-party strategists.