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.

Nidhi Talati is a CFP® professional with 25 years of industry experience, currently serving at First Command Advisory Services in Fort Worth, TX. She has held roles at First Command Financial Services, Inc. since 2017 and previously worked with Primerica Advisors and Primerica Financial Services from 1998 to 2017. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team that selects and manages portfolios from approved mutual funds, ETFs, and third-party managers.

Leif Svendsen is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and with 25 years of industry experience. He has worked at First Command Financial Planning, Inc. since 2014 and Hd Vest Investments Securities since 1999. 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 multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Jefferson Disla is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously served on active duty with the U.S. Army and in various roles at the Defense Finance and Accounting Service. 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 multiple wrap-fee asset management programs using model portfolios managed centrally by their Investment Management Team and Wealth Portfolio Managers.

Kenneth Selby is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command, he served in various roles in the United States Army from 2014 to 2025. 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Mark Goodrum is a financial advisor with First Command Advisory Services who holds a Series 66 credential and has 10 years of industry experience. He has worked with firms including USAA Investment Services Company and Mutual of Omaha Investor Services. In addition to his advisory role, he is an author of fiction novels. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team.

Joanna Horton is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and with 31 years of industry experience. She has previously worked at Merrill and Bank of America, N.A., and currently serves as an adjunct professor teaching business courses at Dallas Baptist University. Horton is also an officer and director of Altrusa of HSV. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions through a large network of independent advisers and maintains approximately $34.9 billion in assets under management.

Jacob Smith is a Series 65 credentialed advisor at Luther King Capital Management Corporation with 20 years of experience at the firm. Based in Fort Worth, TX, he has worked exclusively at Luther King Capital Management since 2006. Luther King Capital Management Corporation advises a variety of institutional and individual clients, including trusts, foundations, pension plans, government entities, and mutual funds. The firm employs fundamental, bottom-up analysis across diverse equity and fixed income strategies and manages approximately $31.5 billion in assets.

Cory Bruntz is a CFP® with eight years of industry experience, currently serving as a wealth advisor at Beacon Pointe Advisors, LLC. He previously worked at Purshe Kaplan Sterling Investments and Rosenthal Advisory Services, among other firms. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, leveraging proprietary due diligence and third-party platforms to deliver discretionary wealth management, financial planning, and outsourced CIO solutions.

Teresa Palmer is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. She has 38 years of industry experience and previously worked at KMS Financial Services, Palmer Nunn Wealth Management, and WFG Advisors. Additionally, she serves as the mayor of Willow Park, TX. United Planners Financial Services is a national wealth-management enterprise with approximately 359 advisors and over $12 billion in assets under management. The firm serves a diverse client base including individual investors, retirement plans, corporations, and institutional clients, offering both advisory and brokerage services through independent representatives.

David Hunkins is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his financial services career, he served with the Las Vegas Metro Police for 24 years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Jason Surya is a financial advisor at First Command Advisory Services in Fort Worth, TX, with 16 years of industry experience. He holds the Series 66 designation and has been affiliated with First Command Advisory Services and related entities since 2015. Outside his advisory role, Surya is president of Surya Financial Services, Inc., a corporation through which he operates his First Command business. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

William Dedmon is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work history includes roles at UBS Financial Services and Truist Investment Services, as well as time spent at the University of Mississippi. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Susan Bolland is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has 12 years of industry experience, all with First Command Financial Planning Inc. since 2013. 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 provides financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Daniel Gunderson is a financial advisor at Brookstone Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brookstone since 2020. Prior to that, he was associated with JD Mellberg and Hilltop Securities Independent Network Inc. Gunderson is also involved in insurance sales through his role at J.D. Mellberg Financial. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models and options-enhanced strategies, and serves as a sub-advisor to other advisory programs.

Philip Garcia is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he raises cattle on his farm in Weatherford, Texas. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

Adam Deem is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. He previously worked at Comprehensive Asset Management and Servicing, Inc. and Teak Tree Capital Management, LLC, both from 2009 to 2020. In addition to his advisory role, Deem serves as treasurer for the River Park HOA in Fort Worth, TX. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs proprietary research and offers access to various investment vehicles, including mutual funds, ETFs, alternative investments, and customized indexing solutions.

Cheryl Mccarson is a financial advisor at Sanctuary Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner and Smith for 10 years before joining Sanctuary Wealth in 2021. Outside of her advisory role, she is a commissioned notary. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account types and utilizes a network of independent advisors and sub-advisors to implement strategies.

Marnie Flynn is a Series 66 licensed financial advisor with nine years of industry experience, currently with First Command Advisory Services. She has worked at firms including Robinhood Markets, Charles Schwab, and First Command Financial Services. Outside of her advisory roles, she was involved with Junque to Jewels from 2018 to 2021. 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 multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.