Seth Mc Carty is a financial advisor with Eagle Strategies (NY Life) based in Weatherford, Texas. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he has been affiliated with NYLIFE Securities LLC and Wes Young & Associates. Outside of advisory work, he is an investor with Money Metals Exchanges focused on self-directed IRAs. Eagle Strategies serves a diverse client base including individuals, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through a variety of program types and manages the majority of its assets on a non-discretionary basis.

Mark Johnson Jr. is a financial advisor at Luther King Capital Management Corporation with 22 years of industry experience. He has held his current role since 2011 and holds Series 63 and Series 65 designations. Luther King Capital Management Corporation serves a range of clients including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies, managing approximately $31.5 billion in assets with a team of around 73 investment and other professionals.

Anna Mpinga is a financial advisor with Eagle Strategies (NY Life) in Ft Worth, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at Crystal Clear Financial Group, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Brendon Winkler is a financial advisor with Hightower Advisors who holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior roles include positions at Moneta Group Investment Advisors and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and financial organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to construct portfolios across various asset classes.

Allen Harris is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 63 and Series 66 licenses. He has three years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his financial industry work, Harris spent nine years in education with several Texas school districts. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Christian Villa is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Schwab Wealth Advisory, Charles Schwab, and Fidelity in various roles since 2015. Outside of advising, he has engaged in retail sales and food delivery positions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools. The firm operates as an internal advisory unit of Charles Schwab and does not directly charge clients fees, distinguishing its service model from many other wealth managers.

Ramon Aguirre is a financial advisor at Money Concepts Capital Corp with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Maia Wealth, Jim Poe & Associates, Inc., DTN Wealth LLC, and Charles Schwab. Aguirre is also involved in non-investment business activities as owner and managing member of DTN Wealth LLC and DTN Income Strategies LLC. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and platforms such as Envestnet.

John Leithner is a financial advisor with Commonwealth Financial Network in Weatherford, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Kms Financial Services, Inc. from 2008 to 2020 and has owned Leithner Financial Group, LLC since 2020, which facilitates securities, advisory, and insurance business. Leithner also conducts fixed insurance sales as part of his activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management and compliance services, enabling advisors to offer customized portfolio solutions and third-party asset manager access.

Darius White is a CFP® with eight years of industry experience and currently works at Guardian Life and Park Avenue Securities. His prior experience includes roles at Charles Schwab, The Prudential Insurance Company of America, Wells Fargo, BMO Harris, and US Bank. Outside of his advisory work, he is involved in entrepreneurial ventures including serving as President and CEO of Money Mansion DFW LLC and owning an e-commerce business, Urban Trends Outlet. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs. The firm offers both discretionary and non-discretionary advisory services and integrates proprietary and third-party investment models.

Thomas Karsten is a CFP®-designated financial advisor with 33 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2019. His prior experience includes roles at BD4RIA, Inc., Triad Advisors Inc., and his own firms, Karsten Advisors and Karsten Financial Services. Outside of his advisory work, he is involved in multiple real estate investment and management ventures. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Scott Neuendorf is a CFA® charterholder with 17 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm manages a range of equity, fixed income, and balanced portfolios through fundamental, bottom-up analysis and oversees approximately $31.5 billion in regulatory assets.

Rhonda Foster is a CFP® and ChFC® with 23 years of industry experience. She has been with GWN Securities Inc. since 2014. Outside of her advisory role, she is the owner of RB Wealth Management, LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs including traditional and active investment strategies.

Christina Beninati is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Commonwealth Financial Network and previously worked at Barron Wealth Strategies and Raymond James Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody and clearing services.

Zackery Holley is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Manning & Napier Advisors, Sealy Investment Securities, White River Private Capital Management, Inland Securities Corporation, and Griffin Capital Securities. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Matt Magee is a CFP® with five years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC in Fort Worth, TX. His prior roles include positions at WPWealth LLP, Frost Insurance, and Call Box. 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 types and employs a network of independent advisors supported by an integrated affiliate structure and recent consolidation activities.

Brian Bisdorf is a financial advisor with Commonwealth Financial Network in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. His prior work includes 11 years at Edward Jones before joining Commonwealth in 2019, followed by Cedarwood Financial Partners in 2025. Outside of advisory roles, he is co-owner of Bisdorf & White Custom Homes, LLC, a residential real estate management entity, and serves as a consultant for land development companies. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, enabling advisors to manage portfolios through discretionary models and customized investment solutions.

Mitchell Randall is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 66 and Series 63 licenses and having three years of industry experience. Prior to joining PNC, he worked at Prospera Financial Services and TIAA-CREF Individual & Institutional Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that applies algorithm-driven risk assessments to manage investments via mutual funds and ETFs with annual rebalancing.

Christopher Pleshek is a financial advisor at Cerity Partners LLC in Fort Worth, TX, holding the PFS™ designation. He has been with Cerity Partners since 2021 and previously worked at Whitley Penn, LLP and Texas Christian University. 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, with a focus on diversified asset allocation and customized portfolios.

Richard Finley is a financial advisor with Kestra Advisory holding a Series 66 credential and five years of industry experience. Prior to joining Kestra, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2021 to 2025. Outside of advising, he serves as president of a personal investment LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Jarrod Nunn is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at KMS Financial Services, Inc. and WFG Advisors, LP. In addition to his advisory work, he is involved in non-variable insurance sales. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.