Mary Burress is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Transamerica Financial Advisors since 2014 and has also worked with organizations such as the Richardson Adult Literacy Center and Nomad Productions. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Jesus Maymi is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been affiliated with Transamerica since 2012 and is also an author and motivational speaker, writing self-help books and serving as president of Empowered Life Ministries. His work includes ministry activities and writing, including the publication of "A Coming Man's Devotional." Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers to implement its advisory model.

Joel Williams is a financial advisor with SPC, holding a Series 66 designation and 21 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he provides general accounting services and prepares financial statements for Van's Kitchen in Dallas, TX. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies to provide a range of fiduciary and non-fiduciary services.

Arnolds Grava is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently operates The DI Center, LLC, an insurance brokerage specializing in disability, life, annuities, health, long-term care, group, and critical illness insurance. Additionally, he is the founder and owner of My PFTM, a personal financial task management software developed to support the sales process. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and custom strategies, with a notable focus on plan sponsors and participants, supported by firm-level affiliations and a range of custody and product arrangements.

Christopher Houghton is a financial advisor at NewEdge Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mercer Global Advisors, Lake Point Advisory Group, TD Ameritrade, and the Texas A&M Engineering Extension Service. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers comprehensive portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support advisor and client needs.

Sydney Hacker is a CFP® with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, Sydney held roles at Sanctuary Securities, Fidelity Investments, Equitable Advisors, and gained diverse experience including positions outside finance such as at Dillard's and Baylor University. Sydney has also been involved with Dahlia Bar & Bistro and Heliwagon. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios with multi-factor tilts and a variety of investment vehicles, and offers specialized services and client education programs.

Qiliang Zhu is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He is also the founder and president of Dream Alliance, Inc., a consulting and marketing services firm that assists business clients in reaching their customers. Zhu has been with Transamerica Financial Advisors since 2012 and has worked in the financial services industry since 2004. Transamerica Financial Advisors serves a wide client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment approaches.

Kirk Barrett is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Farther. His prior roles include positions at Silver Lake Capital Management, Malleck Wealth Management, Raymond James Financial Services, Fisher Investments, Avantax Advisory Services, and 1st Global Capital. Outside of his advisory work, he is a Gift Planner for the Lutheran Foundation of Southwest, focusing on legacy and charitable gift planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory with bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, equities, and fixed income.

Jason Weston is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has held multiple roles in insurance and mortgage-related businesses since 2001. Weston is involved in residential mortgage loan origination and insurance sales as part of his broader professional activities. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party model portfolios with discretionary and non-discretionary options, and supports clients with affiliated retirement and recordkeeping entities.

Michael Kolacz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Independent Financial Group since 2023 and previously was with International Assets Advisory, LLC for seven years. He also co-manages Epstein & Kolacz Wealth Management, where he has been involved since 1982. Outside of advisory work, he provides estate planning legal services and assists clients with college tuition negotiation through separate consulting roles. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with integrated investment advisory programs, financial planning, and retirement services. The firm utilizes a combination of in-house and third-party investment models to deliver tailored strategies and operates both as a registered investment adviser and an active broker-dealer.

Sachit Muduli is a financial advisor at Transamerica Financial Advisors with one year of industry experience. His credentials include Series 63 and Series 65 licenses. Prior to joining Transamerica, he worked at Wfgia and Boost Mobile and has been a student for over a decade. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary model portfolios and access to third-party money managers with discretionary and non-discretionary program options.

Antonio Biedma is a financial advisor at SPC with a Series 65 credential and experience spanning roles in mortgage and insurance companies since 2012. His prior work history includes positions at Sigma Financial Corporation, TWFG Insurance, USA Mortgage, Amerihome Mortgage, and Ocwen Loan Servicing LLC. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers various account programs such as SIGMA Managed Account and the Axis Platform, delivering tailored and discretionary investment advice.

Bradley Livingstone is a financial advisor at Independent Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Financial Group since 2020. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2016 to 2020. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through a mix of in-house and third-party managed portfolios, operating with approximately $12.9 billion in regulatory assets under management.

Benjamin Holden is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He also works as an aeronautical engineer at Lockheed Martin Missiles & Fire Control. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Burt Snover is a ChFC® with 37 years of industry experience, currently affiliated with Integrity Alliance, LLC. He has held roles at Brokers International Financial Services, Fund Architects, and Foresight Financial Group. Outside of advisory work, he serves as president of Comp Edge Financial, a wholesaling and insurance marketing firm. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers.

Bradley Mickelson is a CFA® charterholder with four years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Spectrum Advisors, Fisher Investments, and Barrow Hanley Global Investors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with a focus on multi-factor tilts, low-cost index vehicles, and tax management.

Gregory Mccurry is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Hornor, Townsend & Kent in 2020, he worked at Penn Mutual Life Insurance Company, The O.N. Equity Sales Company, Ohio National Financial Services, and operated the McCurry Insurance Agency LLC, which he continues to own and manage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as a registered investment adviser and broker-dealer, combining advisory services with custody and brokerage capabilities.

Brandon Montgomery is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Personal Capital Advisors Corporation and JP Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Michael Tannery is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, Tannery owns and operates an accounting and tax services firm, Michael Tannery, PLLC, and serves as a volunteer board member for the Richardson YMCA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives.

Michael Putnam is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at GWFS Equities, MWA Financial Services Inc, and Modern Woodmen of America. Outside of his advisory role, he provides transportation services as an Uber driver during non-business hours. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.