Luke Lang is a financial advisor with Principal Financial Services in McKinney, TX, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company in 2026, he worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company from 2020 to 2026. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Arquerhia Brand is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services focus on long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

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.

Jonathan Barham is a financial advisor with PNC Wealth Management in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Texas Dow Employee Credit Union, Comerica Securities, JP Morgan Securities, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Zeeshan Ali is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and bringing eight years of industry experience. He has held multiple roles in tax planning and financial services, including proprietorships in wealth management and tax preparation firms. Ali is also involved in business consulting through his ownership of Profinguide LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets and offering both discretionary and non-discretionary account options.

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 with SPC, holding Series 65 and Series 63 licenses. He has prior work experience 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, retirement plans, charitable organizations, and corporate clients. The firm offers tailored, discretionary advice through a large network of advisors and delivers services via managed accounts, direct fund programs, and wrap offerings.

Bradley Livingstone is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models to tailor strategies based on client risk tolerance.

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.

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.

Eric Clinger is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Transamerica, he worked at Yellow Jacket Business Solutions and ManhattanLife, where he refers individuals and groups needing health insurance. He also has a background at Toyota Motor North America and Encore Wire Corp. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers. The firm operates as both a registered broker-dealer and registered investment adviser, providing a range of discretionary and non-discretionary investment programs.

Danny Mcfadden Jr. is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 credential and 26 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation. Outside of advising, he works as a freelance photographer. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm uses a mix of discretionary and non-discretionary management strategies, including fundamental and technical analysis, and incorporates digital advice solutions.

Ma Nang Lar is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and 18 years of industry experience. Her prior roles include positions at Citi Personal Wealth Management and Citigroup Global Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessments and approved model strategies implemented via mutual funds and ETFs.

Daniel Malone is a CFP® professional with nine years of industry experience. He has been a financial advisor with Kestra Advisory since 2018 and previously worked with Cetera Advisors Networks LLC. Malone is also president of WDW Tax Services, a tax and accounting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds.

Sean Sweeney is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and with 12 years of industry experience. He has worked at The Mayben Company LLC since 2016, serving as Director of Client Accounts in addition to his role at United Planners. United Planners Financial Services is a national wealth-management firm with approximately $12.77 billion in assets under management and over 350 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and trusts, offering advisory and brokerage services primarily through independent investment adviser representatives.

Robert Northcut is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved in the financial and insurance sectors through Ameritas Life Insurance Corp., Ameritas Investment Corp., and his own firm, Northcut Financial LLC, for over 20 years. Outside of finance, he serves as the Mayor of Melissa, Texas. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supporting both discretionary and non-discretionary advisory relationships through a combination of internal resources and third-party partners.

Dylan Moore is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Fidelity Investments and has experience outside finance with the Orange County Sheriff's Department. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs.