Robert Case is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 65 designation and has previously worked at Fisher Investments and Personal Capital Advisors Corporation. 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 clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns, annual rebalancing, and savings rates, delivered within a model closely tied to Empower’s recordkeeping and administrative platforms.

Minor Wallace is a CFA® charterholder with 11 years of industry experience. He has worked at Luther King Capital Management Corporation 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 fundamental, bottom-up analysis across multiple equity and fixed income strategies, and manages mutual funds, separately managed accounts, and private investment vehicles.

John Pilkinton is a financial advisor with Empower Advisory Group in North Richland Hills, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at USAA, Merrill Lynch, Prudential, and Bank of America. Outside of advisory work, he is co-owner of Zep Tepi Sports, which organizes youth basketball tournaments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm integrates financial planning with Empower’s administrative platforms, focusing on long-term portfolio returns, rebalancing, and clients’ savings rates.

John Mints Sr. is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Triumph Wealth Advisors, Regal Investment Advisors, and Biltmore Financial Services, where he also serves as Managing Director. Outside of his advisory role, he is involved with the Mansfield Food Bank as a committee member, speaking at events and contributing as a donor. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies, supporting a large client base through standardized model and platform services.

Jesse Nunez is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His previous roles include positions at The Vanguard Group, TD Ameritrade, and a four-year tenure in the United States Marine Corps. He also operates an independent business, Jesse Has No Money Ltd Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio management and operates within plan lineups selected by plan sponsors.

Alejandro Barrera is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation. The firm’s approach involves algorithm-driven risk assessment and uses third-party strategists to manage investments primarily in mutual funds and ETFs, with annual rebalancing.

Campbell Warren is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. Prior to his current role, he has held positions at Mariner Wealth Advisors and has experience working at Barred Owl Butcher and Table as well as La Bodega. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and family office capabilities.

Debora Clark is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked with Eagle Strategies since 2018 and with New York Life and its affiliated broker-dealer since 2003. Outside of her advisory work, she serves as the organist for Trinity Episcopal Church, a role she has held for over 40 years. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and plan sponsors. The firm delivers tailored advice through various program types, with a significant focus on non-discretionary assets and fiduciary responsibilities for retirement investors.

Catherine Matthews is a financial advisor at Cresset Asset Management, LLC in Dallas, TX. She holds a Series 65 designation and has one year of industry experience, including prior roles at Bank of Texas and Sidley Austin. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

Eric Bartel is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Kestra in 2022, he spent 15 years at World Choice Securities, Inc. Bartel is also involved with Financial Coaching LLC, providing investment advisory services and personal line insurance sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm provides fiduciary services, plan-level investment advice, and access to multiple management platforms, serving notable clients such as sovereign wealth funds and large institutional investors.

Domonique Lockridge is a CFP® with four years of industry experience, currently serving as a financial advisor at Empower Advisory Group. Prior to joining Empower, Lockridge held positions at Goldman Sachs & Co. LLC and Purshe Kaplan Sterling Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates, and recommends investment lineups selected by plan sponsors within its extensive affiliated network.

Raymond Reed Pouncy is a financial advisor with GWN Securities Inc. in Mansfield, TX, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Kass INC., TD Ameritrade, Exceptional Home Healthcare, and Crowley ISD. Outside of advising, he is a partner in several LLCs, including SPARK PROJECTS LLC and CLASSY VENTURE LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm uses a combination of affiliated and unaffiliated sub-advisers and model-based allocations, employing both traditional and market-timing strategies in their portfolios.

Kathleen Gibson is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CH-Investment Partners and the Southwestern Medical Foundation. Gibson serves as a board member of the Dallas College Foundation, participating in an investment advisory group to assist with overseeing the foundation’s investment consultant. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client assets across a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using active and passive strategies, supported by a structured due-diligence process and multiple affiliated entities.

Robert Baker is a CFP® with 13 years of experience in the financial industry. He is currently with Empower Advisory Group and has previously worked at Charles Schwab & Co., Inc. and TIAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through proprietary planning methodologies and offers both point-in-time financial plans and managed account solutions.

Hunter Hardy is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously led Hardy Investment, Inc. for 18 years. In addition to his advisory role, he serves as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles while offering a range of wealth management and fiduciary services.

Christopher Chapa is a CFP® and ChFC® with nine years of industry experience currently advising with First Command Advisory Services in Fort Worth, TX. He has been with First Command since 2017 and previously worked briefly at Crickets Bar & Grill. Chapa serves as a board member of The Peak International STEM Academy, where he is involved in setting long-term goals and policies for the school district. 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 wrap-fee asset management programs managed centrally by an Investment Management Team, utilizing a range of model portfolios and third-party managers.

Tyler Bethea is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He previously worked at Crow Holdings Capital for nine years, J.P. Morgan Securities for three years, and Equitable Advisors for one year. Bethea serves as a board member and investment committee member of the West Dallas Community School Foundation. Cresset Asset Management manages approximately $78.9 billion in client assets and serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across multiple asset classes, including alternatives.

Richard Kleberg IV is a financial advisor with Luther King Capital Management Corporation, holding a Series 65 designation and 21 years of industry experience. He has been with Luther King Capital since 2011 and is also affiliated with Geographic Group, a non-investment business, where he has worked since 1996. Outside of his advisory work, Kleberg is a partner in Safari Consulting, a business focused on organizing safaris. Luther King Capital Management Corporation serves institutional and individual clients, offering separately managed portfolios, sub-advisory services, model portfolios, and financial planning. The firm employs a fundamental, bottom-up approach across a variety of equity and fixed income strategies and manages assets for a diverse range of clients including pension plans, government entities, and mutual funds.

Jason Frizzell is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at AE Wealth Management since 2019 and previously spent six years at Global Financial Private Capital. He also owns JCF Financial Advisory, an insurance sales business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services through a platform-centered approach that combines model portfolios managed by AEWM, third-party strategists, and advisor-managed models.

Katherine Pyle is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at CH Investment Partners from 2022 to 2024. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due diligence program and a range of services including portfolio management, financial planning, and private fund advisory.