James Quaider is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His previous roles include positions at BBVA Wealth Solutions, USAA Investment Services Company, and USAA Financial Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

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.

Manolo Alvarez is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has held roles at Goldman Sachs & Co LLC since 2023 and serves as a lecturer at the University of Texas at Dallas, teaching Business Communications, Ethics, and Leadership. Additionally, he is the owner of Cassette Deck Automotive, a mobile auto mechanic business. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office services and Alternative Investments. The firm integrates resources from across the Goldman Sachs ecosystem to tailor strategies and deliver comprehensive wealth management 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.

Kristen Henk is a CFP® professional affiliated with &Partners, holding the Series 66 designation and bringing 15 years of industry experience. She previously worked at Wells Fargo Clearing for eight years before joining &Partners. Outside of advisory work, she performs bookkeeping and administrative duties for a family business. &Partners serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement plan consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative strategies.

Nidhi Chetanbhai Patel is a financial advisor at Goldman Sachs Wealth Services in Irving, TX, holding a Series 66 credential with three years of industry experience. Her prior roles include positions at Robert Half, Floral Vale Dental Excellence, and New Jersey City University. Goldman Sachs Wealth Services advises a broad range of clients, including individual investors across wealth levels, corporate and employer-sponsored participants, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging integrated capabilities across the Goldman Sachs ecosystem.

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.

Jensen Weynands is a financial advisor at Farther with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including RBC Capital Markets and UBS. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform supplemented by in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a mix of ETFs, mutual funds, equities, and fixed income instruments.

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.

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.

Bibhu Chapagain is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked within Goldman Sachs and its affiliated Personal Financial Management Group since 2022. Prior to his advisory role, he held various positions at Berry College, including roles in the Business and Finance Office and Student Enterprise. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large, integrated financial group.

Jeffrey Paladini is a financial advisor at Cerity Partners LLC in Fort Worth, TX, holding CFP® and Series 66 credentials with 25 years of industry experience. His prior roles include positions at Arkadios Capital, BD4RIA, Inc., Triad Advisors Inc., and Karsten Advisors. Outside of advisory work, he is a one-third owner of a construction company in Colorado involved in custom building and equipment rentals. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, incorporating both third-party and direct investment strategies, and provides access to alternative and private market solutions for qualified clients.

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.

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.

Clark Woodruff is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2023, with prior experience at Farmers Insurance. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, supported by specialized programs and access to alternative investments within the broader Goldman Sachs ecosystem.