Hunter Shoemake is a CFP® with five years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. Prior to joining MAI in 2026, he worked at Hilltop Securities and Charles Schwab & Co., Inc. Shoemake's background also includes roles outside finance at Golf Galaxy and Lifetime Fitness. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, institutions, and corporations. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning, tax, and administrative services through its affiliated companies.

Andrew Williams Jr. is a financial advisor with Kestra Advisory who holds Series 63 and 66 licenses and has 35 years of industry experience. He previously worked at Wfg Investments Inc. from 2010 to 2017. Williams also owns Williams Wealth Management Group, operating under Kestra’s registered representative and advisory services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary services, plan design and compliance support, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Matthew Paladini is a CFP® with 24 years of industry experience. He is currently with Cerity Partners LLC and has held senior roles at Paladini Financial Advisors, Wealth Advisors Trust Company, and Paladini Financial Management. He is also an owner and board member of Wealth Advisors Trust Company. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets through customized wealth management services and an investment approach centered on client-specific profiles and both direct and third-party strategies.

Michael Barczak II is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is currently with Carson Wealth in Dallas, TX, and previously worked at firms including Creative Planning, Lockton Financial Advisors, Wells Fargo Advisors, and Guardian Life. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, variable sub-account management for annuities, sub-advisory relationships, and retirement plan services, supported by an Investment Committee that oversees model portfolios and offers tailored investment solutions.

Kathy Kaffer is a CFP®-certified financial advisor at Creative Planning with seven years of industry experience. She has worked at Creative Planning since 2020 and previously was with Thun Financial Advisors and Oscar Gruss & Son Incorporated. Creative Planning provides wealth management and financial planning services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and other tailored investment options.

Andres Medina is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 66 licenses and is based in Austin, TX. 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 offers a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental approaches and a broad range of retirement plan services.

Logan Frasier is a financial advisor at MAI Capital Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. Prior to joining MAI, he worked at Treloar & Heisel and has been involved with Collegiate Entrepreneurs Painting Services. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, and retirement plan consulting services to a range of clients, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

Ronald Haney is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Commerce Street Capital LLC. Outside of financial advising, Haney is involved in music production, working as a guitarist, vocalist, writer, and producer for custom music cues used in radio, TV, and film. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail clients, using an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Edward Skinner Jr. is a CFP® and ChFC® with 11 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2024. His prior experience includes roles at The Vanguard Group, Personal Capital, New York Life Insurance Company, and USAA Financial Planning Services. 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 account holders. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Kiante Mc Fail is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at MWA Financial Services Inc and Modern Woodmen of America. He is based in Desoto, TX. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Kempland Walley is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated Wealth Concepts, Walley worked at Baylor, Scott & White Health and has a background in higher education, including roles at the University of Michigan and Pennsylvania State University College of Medicine. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, using customized portfolios with a long-term investment approach and a range of model and wrap fee options.

Tyler Specht is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His previous roles include positions at Bank of America, Merrill, and Equitable Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Case Lawhon is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Principal, Lawhon worked at Equitable Advisors, LLC, and has held various roles outside the financial services industry, including four years at DoorDash. He also holds a position as an insurance agent involved in the sales and service of fixed insurance products such as life, annuities, disability income, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs offered under both adviser and promoter arrangements.

Joan Alexandre is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Avantax Investment Services, 1st Global Advisors, and UBS Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on serving large institutional investors.

Zachary Egbert is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at GWN Securities Inc. since 2012. He is also the managing partner of Egbert Wealth Management, which is noted as an investment-related side business maintained for tax purposes. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, incorporating both discretionary portfolio management and financial planning with a combination of affiliated and unaffiliated sub-advisers.

Mark Bachman is a CFA® charterholder with three years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Painted Porch Advisors, LLC, Celanese Corporation, and Textron. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using multi-factor tilts and low-cost index vehicles, along with comprehensive financial planning and consulting services.

Sharain Taylor is a financial advisor with SPC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked at SPC since 2011 and Parkland Securities since 2014. Outside of her advisory roles, she serves as a poll clerk for the Dallas County Elections Office during the 2024 election cycles and acts as an independent agent for Medicare plans. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers customized, typically discretionary investment advice through various account programs, including partnerships with Fidelity and third-party providers.

Michael Meadows is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Beacon Pointe Advisors since 2020. Prior to that, he was with Westwood Trust for five years. Meadows is also the President and CEO of Meadows Family Consulting Group, LLC, a consulting practice advising public charities on topics including fund-raising and governance, and serves as Vice President (independent contractor) for Foundation Management Inc., consulting with private foundations and non-profits. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing a proprietary “Focus List” of independent managers and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and other fiduciary services.

Nicholas Purgason is a Series 65-credentialed financial advisor with eight years of industry experience at Independent Financial Partners. He has worked at Independent Financial Partners since 2018 and also serves as an assistant principal at Grand Prairie Independent School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management, supports a formal retirement-plan advisory practice, and serves individual, charitable, corporate, and high-net-worth clients.

Anshul Singh is a financial advisor at Empower Advisory Group in Dallas, TX, holding Series 66, Series 65, and Series 63 licenses with seven years of industry experience. His work history includes roles at Empower Financial Services, Unique Capital, Ingenio Consulting, and USAA-affiliated firms. 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 account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.