Alan Ives is a CFA® charterholder and holds the Series 63 license, with 10 years of industry experience. He has been with Luther King Capital Management Corporation in Fort Worth, TX since 2015. Luther King Capital Management Corporation advises a diverse client base, including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. The firm employs fundamental, bottom-up analysis across multiple asset classes and offers a range of services including separately managed portfolios, sub-advisory, model portfolio services, and financial planning.

Joanna Horton is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and with 31 years of industry experience. She has previously worked at Merrill and Bank of America, N.A., and currently serves as an adjunct professor teaching business courses at Dallas Baptist University. Horton is also an officer and director of Altrusa of HSV. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions through a large network of independent advisers and maintains approximately $34.9 billion in assets under management.

Christopher Cerulla is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at various Voya affiliates since 2014 and previously at Directed Services, LLC from 2009 to 2018. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients by providing financial planning, portfolio management, and brokerage services. The firm delivers advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Jacob Smith is a Series 65 credentialed advisor at Luther King Capital Management Corporation with 20 years of experience at the firm. Based in Fort Worth, TX, he has worked exclusively at Luther King Capital Management since 2006. Luther King Capital Management Corporation advises a variety of institutional and individual clients, including trusts, foundations, pension plans, government entities, and mutual funds. The firm employs fundamental, bottom-up analysis across diverse equity and fixed income strategies and manages approximately $31.5 billion in assets.

Cory Bruntz is a CFP® with eight years of industry experience, currently serving as a wealth advisor at Beacon Pointe Advisors, LLC. He previously worked at Purshe Kaplan Sterling Investments and Rosenthal Advisory Services, among other firms. 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, leveraging proprietary due diligence and third-party platforms to deliver discretionary wealth management, financial planning, and outsourced CIO solutions.

Teresa Palmer is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. She has 38 years of industry experience and previously worked at KMS Financial Services, Palmer Nunn Wealth Management, and WFG Advisors. Additionally, she serves as the mayor of Willow Park, TX. United Planners Financial Services is a national wealth-management enterprise with approximately 359 advisors and over $12 billion in assets under management. The firm serves a diverse client base including individual investors, retirement plans, corporations, and institutional clients, offering both advisory and brokerage services through independent representatives.

Cheryl Mccarson is a financial advisor at Sanctuary Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner and Smith for 10 years before joining Sanctuary Wealth in 2021. Outside of her advisory role, she is a commissioned notary. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account types and utilizes a network of independent advisors and sub-advisors to implement strategies.

Mason King is a CFA® charterholder with 13 years of industry experience. He has worked at Luther King Capital Management Corporation in Fort Worth, TX since 2004, totaling 22 years at the firm. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers a range of services such as separately managed portfolios, sub-advisory and model portfolio services, and serves as investment adviser to seven mutual funds.

John King is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 1994. The firm advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. Luther King Capital Management Corporation manages separate accounts, sub-advisory and model portfolio services, and the LKCM Funds, employing fundamental, bottom-up analysis across various equity and fixed income strategies.

Jay Bartley is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Bartley serves on the board of Community Healthcare of Texas, a nonprofit hospice organization. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various account-level services such as lending solutions and donor-advised funds.

Robert Brown is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and utilizes sub-advisors and third-party model platforms to implement diverse investment strategies.

Mark Wakeley is a CFP® with 39 years of industry experience, currently serving as an investment advisor at Cerity Partners LLC since 2019. His prior roles include positions at Karsten Advisors, Triad Advisors, and a long tenure at H.D. Vest Advisory Services and H.D. Vest Investment Services. He also operates Wakeley Financial Services, which provides tax preparation and brokerage services. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Jeffrey Isom is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. He holds a Series 66 designation and has worked at Schwab Wealth Advisory since 2018 and Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations across various asset classes, with final trading decisions made by clients.

Brandon Potter is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His previous roles include positions at Fidelity Brokerage Services and New York Life Insurance Company. He also operates May Financial Strategies, LLC, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Timothy Taylor is a financial advisor with Money Concepts Capital Corp in Fort Worth, TX. He holds the Series 66 designation and has 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. Money Concepts Capital Corp provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Joshua Mccutcheon is a financial advisor at GWN Securities Inc. in Fort Worth, TX, holding a Series 66 credential with six years of industry experience. Prior to joining GWN Securities in 2020, he worked at Sirrah Inc. from 2016 to 2020. He also works as an independent insurance agent providing life, disability, and long-term care insurance options to clients. GWN Securities offers investment advisory and related services to individual and corporate clients through multiple managed account programs, financial planning, and third-party manager selection. The firm combines discretionary portfolio management and model-based allocations grounded in Modern Portfolio Theory with tactical strategies such as market-timing and momentum-based approaches.

Frederick Labatt is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Luther King Capital Management Corporation since 2012. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory and model portfolio services, and financial planning. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies and manages approximately $31.5 billion in regulatory assets.

Laurence Bransgrove is a financial advisor with Primerica Advisors, holding CFP® and ChFC® designations and over 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he is involved with Bransgrove Brothers LLC, managing business strategies and accounting, and markets himself under the Wealth Advisory Group LLC name. Park Avenue Securities serves a wide retail client base, including individuals, high-net-worth investors, and organizations, offering brokerage and advisory services along with financial and business consulting. The firm utilizes proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.

Carolyn Smith is a Series 66 registered advisor with First Command Advisory Services in Fort Worth, TX. She has five years of industry experience, including roles at First Command Brokerage Services and a tutoring center prior to entering financial services. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Allen Kozel is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Envoy Advisory Inc. and Odyssey Wealth Management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s investment profile.