Charles Schwender is a financial advisor at PNC Wealth Management in Frisco, TX, holding a Series 66 designation. He began his advisory career in 2024 and has prior experience at First Horizon Bank and PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio solution for employees that uses mutual funds and ETFs with annual rebalancing.

Jamie Jenkins is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Fullcircle Wealth, LLC for six years and in sales and marketing roles prior to that. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active management overseen by an internal Investment Committee.

Louis Shaff is a Series 65-credentialed financial advisor with 14 years of industry experience. He is currently a Partner and Wealth Advisor at Corient, where he has worked since 2025. Prior to joining Corient, he was involved with Cabana Asset Management since 2012 and held roles at Prevost, Shaff, Mason, & Carns, PLLC and Hesse, Hesse & Blythe PC. Outside of advisory work, Shaff serves as CFO of The Cabana Group, LLC, a holding company for multiple affiliated entities. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes advanced risk management tools and private fund capabilities.

Quinten Smith is a financial advisor at Lincoln Investment with three years of industry experience. He previously worked at Forthright Capital Advisory and Mutual of Omaha Investor Services. Outside of his advisory role, Smith owns and operates Forged by Fire, LLC, a coaching and consulting business focused on men's spiritual growth and leadership. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and participants in 403(b) and 457(b) plans. The firm offers a range of financial planning and retirement services, employing both strategic and dynamic investment strategies managed by an internal research team.

Philip Onorato is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, and Axa Advisors. Onorato joined Hightower Advisors in 2024. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Deborah Duckworth is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has held roles at related Transamerica entities and other firms since 2005. Her activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and businesses, offering investment advisory and brokerage services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Christopher Cervantes is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC since 2022. His prior work includes roles at Bank of America and Merrill, where he spent over two decades combined. He is a member of the Baylor University Board of Advocates and serves on the advisory board for Baylor's Hankamer School of Business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporate and institutional investors, trusts, and charitable organizations. The firm supports independent advisers with a range of portfolio management options and fiduciary services through a platform known for its strategic affiliations and innovative fee arrangements.

Jarrod Leisure is a financial advisor with PNC Wealth Management in Plano, TX, holding ChFC® and securities licenses Series 63, 65, and 66. He has 26 years of industry experience, including seven years at BBVA in various roles and five years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary account using algorithmic risk assessments and managed portfolios composed of mutual funds and ETFs.

Prakash Muduli is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. His prior work includes roles at Mu Sigma Inc. and Wabtec Corporation, and he currently volunteers as a team member for the Richwoods Homeowners Association in Frisco, Texas. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Don Khieu is a CFP® professional with 30 years of experience, currently serving at Transamerica Financial Advisors. He has been with the firm since 2012 and has held roles at Blue Cross Blue Shield of Texas and Wellcare Health Plan, among others. Outside of his advisory work, he is a certified pickleball coach and volunteers as a financial coach with several nonprofit organizations, including Catholic Charities Dallas and The Wings for Widow. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through a large advisor network and multiple program platforms.

Yoga Gudivada is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 65 and Series 63 licenses and having six years of industry experience. His work history includes roles in IT consulting and employee benefits, and he is involved as a founding director and bookkeeper of Gita Mandir Inc, a nonprofit focused on Indian cultural and heritage activities. Additionally, he provides college planning advice through College Funding Solutions Inc and supports estate planning by offering licensed software solutions. Transamerica Financial Advisors serves a diverse range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models, with discretionary and non-discretionary program options.

Charles Jaquess is a financial advisor at SPC with 13 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2024, as well as at Sigma Planning Corporation and Sigma Financial Corporation since 2016. Outside of his advisory role, he serves as campaign treasurer for a Texas House of Representatives candidate and acts as trustee for his deceased grandparents' trust. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client suitability.

Todd Justice is a financial advisor at Schwab Wealth Advisory with 24 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank National Association before joining Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients, differentiating its approach from many other enterprise wealth managers.

Weili Jiang is a financial advisor at Private Advisor Group, LLC with five years of industry experience and a Series 66 designation. Prior to joining Private Advisor Group and LPL Financial, Jiang worked with Cetera and Avantax in various advisory roles. Outside of advising, Jiang is involved in accounting services through Lam, Po & Xu CPA’s, where they provide tax research and client tax services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm uses a fiduciary-based advisory model and incorporates both proprietary and third-party investment platforms and managers.

Brian Russell is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Ameritas Investment Corp and Foster Financial Group since 2008 and has been associated with Canvas Financial since 2018. Outside of advisory activities, he is a limited partner providing capital to Cohula Ventures/SA Whirlwind Ventures LTD, a real estate investment entity. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing a network of Investment Adviser Representatives supported by in-house and third-party resources.

Theodore Trottman is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Private Client Services, RFG Advisory, Prospera Financial Services Inc., Raa, and Lincoln Financial Advisors Corporation. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services that emphasize manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Pamela Goforth is a financial advisor with Principal Financial Services who holds Series 63 and Series 66 licenses and has 28 years of industry experience. She has worked with Princor Financial Services Corporation and Principal Mutual Life since 1997. She also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships across the firm’s insurance, broker-dealer, and trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Timothy Mayben is a financial advisor at United Planners Financial Services of America with 25 years of industry experience. He holds a Series 66 designation and has been with United Planners since 2003. He is also the president of The Mayben Company, a marketing entity, and is a licensed agent for non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and third-party money managers, and provides a mix of fee-based and commission-based solutions.

Clement Woo is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 designations. He has one year of industry experience and has been affiliated with Transamerica since 2026. Outside of his advisory role, he has been involved with Dallas Theological Seminary and Frisco Community Bible Church, including volunteer activities spanning over two decades. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party investment models, with both discretionary and non-discretionary program options.

Derek True is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has been affiliated with Ameritas since 2011, including roles at Ameritas Investment Company, Ameritas Life Insurance Corp., and his own business, The DI Center, LLC, which focuses on fixed insurance products. Since 2024, he has served as President of the National Association of Insurance and Financial Advisors-Dallas chapter. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and integrates multiple custodial platforms, with support from an Investment Committee and third-party partners to align portfolios with client objectives.