April Bierle is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously spent 24 years at Merrill before joining Sanctuary Wealth in 2021. Outside of advising, she serves as a notary, notarizing documents in person. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisors. The firm offers a range of portfolio management and consulting services, utilizing various analytical approaches and fiduciary practices, and maintains distinctive platform ownership and affiliations.

Austin Little is a CFP® with eight years of industry experience currently with Cerity Partners LLC. He has held positions at Arkadios Capital, BD4RIA, Securities America Advisors, and Clarity Financial Group, among others. He is based in Fort Worth, Texas. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

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, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked at Merrill and Bank of America and serves as an adjunct professor at Dallas Baptist University, where she teaches business courses. Joanna is also an officer and director of the nonprofit Altrusa of Hot Springs Village. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers tailored portfolio management, retirement plan consulting, and financial planning, utilizing multiple investment strategies and acting as a fiduciary under written agreements.

Christopher Cerulla is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Voya Financial and its affiliated entities since 2014. Prior to that, he was associated with Directed Services, LLC for nine years. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing both affiliated and third-party investment products through a network of advisors and technology-enabled tools.

Jacob Smith is a Series 65 licensed advisor at Luther King Capital Management Corporation with one year of industry experience. He has been with Luther King Capital Management since 2006. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs a fundamental, bottom-up investment approach across a range of equity, fixed income, and balanced strategies and manages several mutual funds, private partnerships, and wrap fee programs.

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, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked with multiple firms, including KMS Financial Services and Palmer Nunn Wealth Management, and currently serves as the mayor of Willow Park, TX. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent advisors. The firm employs a mix of custodians and third-party managers, with most assets under management held in non-discretionary accounts.

Cheryl Mccarson is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding a Series 66 designation and 18 years of industry experience. She 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 that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a variety of portfolio management options, including separately managed accounts and unified managed accounts, and employs multiple analytical approaches within a fiduciary framework.

Stephen Wiggins is a financial advisor with Equity Services, Inc. in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has 18 years of industry experience, including roles at Fidelity Investments and National Life Group. Equity Services, Inc. offers financial planning, consulting, and asset management to a range of clients such as individuals, corporations, trusts, and charitable organizations. The firm provides multiple advisory platforms, combining long-term investment strategies with options for shorter-term trading, and operates as both a broker-dealer and an SEC-registered investment adviser.

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 Guardian Life and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including tenure at Merrill, Comerica Securities, Commonwealth Financial Network, and Wells Fargo Investments. Bartley is a member of the Tarrant County Bar Association and serves on the Board of Directors for Community Healthcare of Texas, a nonprofit hospice. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, access to insurance products, alternative investments, and a range of integrated lending options.

Robert Brown is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a large network of independent investment adviser representatives using various investment approaches and account types.

Mark Wakeley is a CFP® with 40 years of experience in the financial industry. He is currently an Investment Advisor at Cerity Partners LLC, where he has worked since 2019. Prior to this, he spent over 30 years with H.D. Vest Investment Services and H.D. Vest Advisory Services. He also operates Wakeley Financial Services, which offers tax preparation and brokerage services. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm uses a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, while also providing access to alternative and private market solutions.

Jeffrey Isom is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., First Command Advisory Services, Creative Planning, Securities America Advisors, Inc., and TD Ameritrade. He is based in Weatherford, Texas. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and referred clients by Charles Schwab & Co., providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on proprietary asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Brandon Potter is a financial advisor affiliated with Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with firms including NYLIFE Securities LLC, New York Life Insurance Company, and Fidelity Brokerage Services, LLC. Outside of his advisory role, he is involved in insurance brokering, focusing on property and casualty as well as non-registered insurance products through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm implements tailored solutions across various program types and emphasizes a primarily non-discretionary asset management approach 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 with 25 years of experience in the financial industry. He has been with Luther King Capital Management Corporation since 2012 and previously worked at South Texas Money Management, Ltd. and Glass Wealth Management Co., LLC. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages multiple mutual funds, separate accounts, and private investment vehicles.