David Totah Jr. is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Savant Wealth Management and has prior experience at Exencial Wealth Advisors, where he also serves as an equity partner. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jon Paul Pattinson is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Purshe Kaplan Sterling Investments, Stone Creek Capital Management, Merit Financial Group, and LPL Financial. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, combining financial planning with tax and administrative services.

Timothy Mullaney is a financial advisor at Transamerica Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at various organizations including WealthWave, NetLaw Inc., and Champion Health, Inc. His outside activities include providing financial education courses through the Heartland Institute of Financial Education and serving as a notary. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

David Le is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes long-term roles at HealthMarkets, Inc., Blue Cross and Blue Shield of Texas, and the Heartland Institute of Financial Education, alongside self-employment as a tax preparer and involvement with FM 98.7 Radio Vietnam. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm provides advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary management options, and access to insurance and brokerage products.

Gary Strawn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Fare Holdings, LLC, Zander & Associates, and World Financial Group, Inc. He is also involved in the sale of insurance and specialty insurance products through Blue Cross Blue Shield of Texas. Transamerica Financial Advisors serves a wide range of clients including individual investors, retirement plans, trusts, and businesses, utilizing model portfolios and third-party managers to deliver investment advisory and brokerage services. The firm operates a large advisor network and offers integrated retirement plan services alongside proprietary and externally managed model portfolios.

Mark Mundy is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Ameritas Investment Corp and Equitable Advisors. Outside of financial advising, he volunteers as a country music disc jockey at KNON Radio and serves on the board of directors for Chase's Place, a school for special needs children. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supporting advisory relationships on both discretionary and non-discretionary bases.

Emilio Garcia is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles in insurance sales and tax preparation, along with entrepreneurial activities such as operating e-commerce and car rental businesses. He also serves as a certified financial educator and tax preparer. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services with both proprietary and third-party investment models.

Henry Harris is a financial advisor with Money Concepts Capital Corp in Plano, TX, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has worked with Avantax Advisory Services and operates AltLand and Harris Financial Group, Inc., where he serves as CPA and CEO. Additionally, he is an instructor at Collin College, teaching certified bookkeeping courses. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Gary Brownfield is a CFP® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network in Plano, TX. He has been associated with Commonwealth since 1999 and operates Gb Financial Services, LLC, a firm involved in securities and insurance activities. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to proprietary and third-party investment solutions.

Adam Cajandig is a financial advisor at Savant Wealth Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Exencial Wealth Advisors, LLC, Bank of America, and 7th Harvest Investments. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Glenn Hafstad is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant in 2026, he worked for seven years at Exencial Wealth Advisors LLC and for eleven years at InKnowVision, LLC, where he continues to provide limited consulting on estate, business, and life insurance planning. He also holds an individual life insurance license and dedicates a small amount of time to related sales activities. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to a range of clients including individuals, families, pension plans, and high-net-worth entities. The firm employs a blend of evidence-based asset allocation and actively managed strategies supported by substantial in-house resources and affiliated legal, accounting, and trust services.

Daniel Andriola is a financial advisor at Eagle Strategies (New York Life) with 15 years of industry experience. He holds the Series 66 designation and has been with New York Life Insurance Company since 2013. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Jay Khatter is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors serves a wide range of clients, including individual and institutional investors, offering services such as financial planning, portfolio management, and retirement-plan consulting through multiple program structures that emphasize recommendation-based relationships.

Alex Mathern is a financial advisor with D.A. Davidson & Co. in Plano, TX, holding Series 66 and Series 63 licenses and 13 years of industry experience. He has been with D.A. Davidson & Co. since 2011. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards using qualitative and quantitative analyses and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Lori Welborn is a financial advisor with PNC Wealth Management in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven investment platform available to select PNC Bank employees. The firm uses approved model strategies executed by delegated investment managers with a focus on mutual funds and ETFs.

Matthew Peisker is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has 10 years of industry experience. In addition to his advisory role, he manages a team of agents as a Unit Sales Manager at Bankers Life & Casualty, overseeing hiring and training and working with insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs with a range of investment options.

Park Mc Curdy is a financial advisor with Ameritas Advisory Services, LLC based in Dallas, TX. He holds a Series 66 designation and has one year of industry experience, including prior roles at Northwestern Mutual and Baylor University. Outside of his advisory work, he assists financial advisors through his involvement with Foster Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Morgan Lineberry is a financial advisor with Transamerica Financial Advisors, holding Series 66 and Series 63 designations and seven years of industry experience. His prior work includes roles at WFGIA, Tata Consultancy Services, Transamerica Capital Inc., Park Avenue Securities, and Guardian Life Insurance. Outside the financial industry, he has been involved since 2009 with Lineberry Kicking LLC and Kohl's Professional Kicking Camps. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

David Lo is a financial advisor with Brookstone Capital Management LLC in Allen, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Brookstone Capital Management since 2018 and Gold Coast Securities, Inc. since 2010. Outside of his advisory roles, he operates under the DBA Dave Lowe Financial Services and participates in a semi-captive arrangement with Turtle Creek Financial Group to sell various insurance products, including fixed and indexed life insurance, annuities, and limited long-term care, disability, and health insurance. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, with a platform-oriented approach supporting a large advisor network and integrating insurance and banking referral channels.

Aileen Dizon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with CHRISTUS Health and Voluntary Benefits @ Work, and serves as a college consultant at the Heartland Institute of Financial Education. Additionally, she is involved with the National Association of Registered Social Security Analysts, where she may conduct public workshops on Social Security. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through multiple platform programs.