Jonathon Lamb is a financial advisor at Farther with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC, and TD Ameritrade. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs an investment approach grounded in Modern Portfolio Theory, utilizing proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, individual equities, and fixed income.

Alexander Tyler is a CFP® with six years of industry experience currently serving at First Command Advisory Services in Fort Worth, TX. His work history includes roles at multiple First Command entities since 2020 as well as earlier positions in education with Aledo ISD and Guthrie Public School. He is also the owner of ATT Financial Services LLC, a business he uses to manage First Command-related commissions, revenue, and expenses. First Command Advisory Services is an SEC-registered investment adviser that serves 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers from approved lists.

Jacob Richter is a financial advisor with Kestra Advisory based in Fort Worth, TX, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He previously worked at Edward Jones for 15 years before joining Kestra in 2021. Outside of his advisory role, he serves on multiple nonprofit boards, including the Fort Worth Stock Show & Rodeo and Junior Achievement of the Chisholm Trail. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, with capabilities that extend to large institutional investors including sovereign wealth funds.

William McMahan is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He previously worked at CH Investment Partners for four years and Crow Holdings for 26 years. Outside of his advisory role, he serves as a director overseeing the wind down and liquidation of Catmontu Insurance Company, Ltd. 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 and offers services including portfolio management, wealth management, and private fund advisory.

Meggan Pierce is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. She has 18 years of industry experience, including roles at Park Avenue Securities, First Command Financial Planning, and TD Ameritrade. She is based in Burleson, TX. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and integrated lending options.

Forrest Patterson is a ChFC® credentialed financial advisor at Integrity Alliance, LLC with five years of industry experience. His prior roles include positions at Bloom Financial Partners, Gradient Securities, and Northwestern Mutual. Outside of his advisory work, Patterson is an insurance agent with American Senior Benefits. Integrity Alliance, LLC is a large enterprise firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and maintaining dual registration as an investment adviser and broker-dealer.

Jeremy Blackman is a CFA® charterholder and Series 65 licensee with 17 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. The firm advises a diverse range of clients including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. Luther King Capital Management employs a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies, managing approximately $31.5 billion in regulatory assets.

Kimberly Caldwell is a financial advisor with United Planners Financial Services of America LP, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior work includes roles at LPL Financial, Merrill, Truist Investment Services, and Banc of America Investment Services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with both advisory and brokerage services through independent representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and features a limited-partnership ownership structure that includes many financial professionals as limited partners.

Tobin Calvert is a financial advisor at Luther King Capital Management Corporation with 22 years of industry experience. He has been with Luther King Capital Management since 2011. Calvert holds the Series 63 and Series 65 designations. Luther King Capital Management advises a range of clients including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies and manages approximately $31.5 billion in regulatory assets.

Ira Hester is a CFA® and CIC-designated financial advisor with 28 years of industry experience. He has been with Luther King Capital Management Corporation in Fort Worth, TX, 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 multiple equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Galilea Hernandez is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Charles Schwab. Hernandez’s background also includes roles outside finance, such as positions at Dave & Buster's and The Home Depot. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s investment approach emphasizes long-term portfolio returns and annual rebalancing, delivered through an integrated platform connected to Empower’s recordkeeping and administrative services.

John Gunthorp is a CFA® and CIC credentialed advisor with 28 years of industry experience. He 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 equity, fixed income, and balanced strategies, managing a range of portfolios including mutual funds and private investment partnerships.

Scot Hollmann is a CFA® charterholder with 34 years of industry experience, currently serving at Luther King Capital Management Corporation since 1983. He is based in Fort Worth, TX, and holds a Series 65 license. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, pension plans, and government entities. The firm employs a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies, managing a range of pooled and separate accounts with approximately $31.5 billion in regulatory assets under management.

Mason Goynes is a CFP® professional with eight years of industry experience, currently serving with AE Wealth Management, LLC in Fort Worth, TX. His prior experience includes roles at Gregory Ricks & Associates, Inc., Centanni Financial Group, Lincoln Financial Advisors Corporation, and Raymond James Financial Services, Inc. He also acts as a presenter for the Association for Financial Education and Advice (AFEA). AE Wealth Management, LLC 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 utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion across more than 127,000 clients, supported by a robust platform and a large team of advisors.

Jaimeson Smith is a financial advisor with Creative Planning, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Robinhood Financial, Robinhood Markets, and Fidelity Brokerage Services. He serves on the board of the American Heart Association and participates on the family board of directors for Allen Associates, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by specialized offerings such as direct indexing and tax-loss harvesting.

Kevin Benesh II is a CFA® charterholder with nine years of industry experience. He currently works at Cresset Asset Management, LLC, where he has been since 2026. Prior to joining Cresset, he spent nine years at JP Morgan Chase Bank. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets and serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and alternatives, utilizing tools such as artificial intelligence and machine-learning for research and analysis.

Tyisha Wolfe is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 66 and Series 63 licenses and 12 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, CNO Financial - Bankers Life Securities, First Command Financial Services, Trinity Portfolio Advisors, and Morgan Stanley. She is the founder of Hattie's House Youth Solutions, an organization focused on preparing underserved youth for independence through practical life skills training, and owns Peniel Enterprises LLC, which markets personal care products. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by internal due diligence and a range of operational tools.

Paul Greenwell is a financial advisor at Luther King Capital Management Corporation with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Luther King Capital Management since 1983. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and mutual funds. The firm employs fundamental, bottom-up analysis across a range of equity, fixed income, and balanced strategies and manages approximately $31.5 billion in assets.

Michael Anderson is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. He previously worked at CH Investment Partners and HDVI. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm uses a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Aljon Lovelace is a CFP® and Series 66-licensed financial advisor at Empower Advisory Group with 14 years of industry experience. His career includes roles at Empower Advisory Group, JustAnswer, MDRN Capital, Edge Creek Wealth Management, and Retirement Planners of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.