Lindsay Landin is a CFP® professional with 22 years of experience, currently with Hornor, Townsend & Kent, LLC. She has been with the firm since 2004. In addition to her advisory role, she is active as a licensed insurance agent with activities that include life, health, disability, long-term care, and annuity product sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Richard Colleoni Jr. is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2017 and previously worked at Wunderlich Securities, Inc. from 2014 to 2017. Outside of his advisory work, he is involved in the international toy top community, developing and selling accessories. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports an extensive advisory network and offers tailored, discretionary investment advice through various account programs.

Jason Preston is a financial advisor at Creative Planning with 13 years of industry experience. He has been with Creative Planning since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner of a real estate business in North Richland Hills, Texas. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Jenna Sands is a financial advisor at Eagle Strategies (NY Life) based in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her current role, she worked with NYLIFE Securities LLC and New York Life Insurance, and she spent eight years with Plano ISD. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm focuses on tailored recommendations and provides solutions across multiple program types, including fee-based advice and retirement plan consulting.

Adaryan Jones is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Empower Financial Services in 2022, he worked at Big Insurance Group from 2019 to 2022 and has a background with Texas Tech from 2014 to 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm emphasizes long-term portfolio returns and savings rates through integrated planning and managed account solutions tied to Empower’s recordkeeping and administrative platforms.

Duane Aponte is a financial advisor at PNC Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. He has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Philip Jones is a financial advisor at VALIC Financial Advisors in Fort Worth, TX, holding a Series 66 license with four years of industry experience. His prior work includes roles at the Texas Workforce Commission from 2009 to 2021 and as an agent with Agia since 2022. Outside of advising, he co-owns several rental properties with his wife. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large advisor network.

Walter May is a financial advisor with Eagle Strategies (NY Life) based in Fort Worth, TX. He holds the CFP® and ChFC® designations and has 38 years of industry experience. May has been affiliated with Eagle Strategies since 1997 and operates May Financial Solutions, LLC, which he founded in 2000. Outside of his advisory role, he is an independent ferry pilot for high-performance aircraft and serves on several community boards, including the Mid-Cities Joint Airport Zoning Board and the Boy Scouts of America. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm primarily manages assets on a non-discretionary basis and offers multiple program types tailored to individual and institutional client objectives.

Andrew Zacharias is a CFA® charterholder based in Fort Worth, TX, with 11 years of industry experience. He has worked at Luther King Capital Management Corporation since 2005. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory and model portfolio services, and serving as investment adviser to seven mutual funds. The firm employs fundamental, bottom-up analysis across multiple equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Marianne Carter is a financial advisor with Sanctuary Advisors, LLC in Fort Worth, TX, holding the ChFC® designation along with Series 65 and Series 66 licenses. She has 28 years of industry experience, including roles at Securities America Advisors and National Planning Corporation. Outside of her advisory work, she serves as President of the Chadwick Shores Homeowners Association. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients through a network of over 400 independent advisers. The firm offers various portfolio management solutions, retirement plan consulting, and employs multiple analytical approaches, functioning as a fiduciary when advisory agreements are in place.

Aleria Person is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 66 and Series 63 designations and has been with Empower Financial Services since 2016. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Tammy Holt is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Biltmore Financial Services and in educational roles with Arlington and Fort Worth Independent School Districts. 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 utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies, managing approximately $49.8 billion for over 127,000 clients.

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.

William Mccants is a Series 66-licensed financial advisor with one year of industry experience, currently with Principal Financial Services. His prior experience includes roles at Merrill, Fidelity Investments, Charles Schwab, and Bank of America. He has been employed in various capacities across multiple industries, including security and retail, as well as an ongoing role at Tarrant County College since 2018. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and military personnel stationed outside the U.S. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, implementing investments typically on a discretionary basis.

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.

Michael Duke is a financial advisor with Eagle Strategies (New York Life) based in Mansfield, TX. He holds the ChFC® designation and has 18 years of industry experience. Mr. Duke has been with Eagle Strategies and Duke Financial & Insurance Strategies since 2017, and also maintains affiliations with NYLife Securities LLC and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types emphasizing tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Joseph Casselman is a financial advisor at Farther with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. His career includes roles at Waypoint Strategic Advisors, Casselman Financial Strategies, and Guardian Life. Casselman is also a licensed insurance agent involved in insurance products and services. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, implemented through proprietary model portfolios and algorithmic rebalancing, utilizing a range of asset classes with support from AI tools.

Donald Lyons is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 38 years of industry experience. He has worked with Ameritas-affiliated firms since 1987 and has managed Lyons Investment Group since 2008. Outside of his advisory roles, Lyons is involved with Emergent Development Group LLC, a business focused on acquiring residential lots as a passive investor. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to tailor portfolios according to client needs.

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.