Daniel Downes is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2014. Based in Fort Worth, TX, he holds a Series 63 license. Luther King Capital Management Corporation advises 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 asset classes and offers a range of services such as separately managed portfolios, sub-advisory, and model portfolio solutions.

Miguel Figueroa is a financial advisor with PNC Wealth Management in Arlington, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Securities LLC, and JP Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to PNC Bank employees. The firm utilizes algorithm-driven risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Mark Johnson is a CFA® and CIC-designated financial advisor with 24 years of experience at Luther King Capital Management Corporation, where he has worked since 2002. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, pursuing fundamental, bottom-up analysis across multiple equity and fixed income strategies.

Hunter Anderson is a financial advisor with Kestra Advisory in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Kestra Investment Services, Chevron, and experience in the hospitality and event staffing sectors. Hunter has also been involved with Trinity Event Staffing for several years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and manages diverse investment platforms with a range of client types, including large institutional investors.

David May is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. Outside of his advisory role, he serves as a director for Upland Software, Inc. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory, model portfolio services, and financial planning. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages approximately $31.5 billion in assets.

Shannon Miller is a financial advisor with Cresset Asset Management, LLC, holding Series 63, 65, and 66 licenses and bringing two years of industry experience. Prior to joining Cresset, Shannon worked at CH Investment Partners for five years, Crow Holdings Capital for five years, and UBS Financial Services for one year. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and a mix of active and passive implementation across various asset classes.

Brittny Allred is a CFA® charterholder based in Fort Worth, TX, with 10 years of industry experience. She has been with Luther King Capital Management Corporation since 2013. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Michael Yeager is a CFA® charterholder at Luther King Capital Management Corporation with 12 years of industry experience. He has been with Luther King Capital Management Corporation since 2001. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, and model portfolio management. The firm employs a fundamental, bottom-up investment approach across multiple asset classes and serves clients such as trusts, pension plans, government entities, and registered investment companies.

Benjamin Stevenson is a financial advisor with Guardian Life and holds the Series 66 designation. He has experience at Park Avenue Securities and American Fidelity Assurance Company, and previously worked in education. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and proprietary programs.

Gary Walsh is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Luther King Capital Management Corporation since 1995. Luther King Capital Management Corporation advises a mix of institutional and individual clients, including trusts, foundations, pension plans, and registered investment companies. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages a range of separately managed portfolios, mutual funds, and private investment vehicles.

Jeremy Pillow is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at firms including Triumph Wealth Advisors, Inc. and Biltmore Financial Services, where he also assists in selling annuities and life insurance. Prior to his advisory career, he worked in education with Arlington ISD and Plano ISD. 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 uses a model portfolio and direct asset management approach with discretionary models supported by fundamental, technical, and cyclical analysis.

Susan Gomez is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Luther King Capital Management Corporation since 2023. She is also the managing member and chief compliance officer of KONNECT Health and Wealth LLC, a role she has held since 2013. Luther King Capital Management Corporation advises a diverse client base that includes individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs a fundamental, bottom-up investment approach across various equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Chelsey Yacos is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding a Series 65 designation. She has worked in the investment industry since 2011, previously with Cushing Asset Management and CH Investment Partners before joining Cresset in 2024. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets, serving individuals, families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and private-fund management across multiple asset classes.

Kevin Landis is a CFP® and ChFC® with 32 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at LPL Financial, The Retirement Group, LLC, and FSC Securities Corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research and periodic rebalancing.

Brandon Matthews is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors, TIAA-CREF, and Strategic Advisers, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that provide asset allocation, contribution, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight, managing a large client base with a focus on non-discretionary assets.

Juan Landa is a financial advisor at Luther King Capital Management Corporation with 21 years of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining Luther King Capital Management in 2022, he worked at Avalon Wealth Management LLC, Avalon Advisors, LLC, and Matterhorn Capital Management LLC. Luther King Capital Management Corporation serves a broad client base that includes individuals, trusts, foundations, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages multiple mutual funds, affiliated private partnerships, and separately managed accounts.

Larry Milton is a financial advisor with Sanctuary Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who provide customized investment strategies and portfolio management solutions through various programs and platforms.

William Hutson is a financial advisor with Transamerica Retirement Advisors, LLC in Euless, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Outside of his advisory role, he works as a food delivery driver for DoorDash. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs offering managed advice and investment education. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Nathan Hill is a CFP® with five years of experience in the financial services industry. He is currently with Cerity Partners LLC and has previously worked at Paladini Financial Management, Cain Watters & Associates, and Ernst & Young. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services and employs a client-specific investment framework that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Katie Hutto is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding a Series 66 credential and 13 years of industry experience. She has been involved with firms including NYLIFE Securities LLC and May Financial Strategies, LLC. Outside of her advisory work, she is a partner in Easy Clean Maids, a residential cleaning business, and serves on the finance committee of The Family Initiative, a nonprofit child welfare agency. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailored solutions across multiple program types, with a focus on serving individual investors and institutional plan sponsors within an integrated New York Life affiliate structure.