Marvin Petty Jr. is a CFP® with 35 years of industry experience, currently affiliated with United Planners' Financial Services of America as well as North Star Wealth Strategies. He has been engaged with United Planners and affiliated entities since 2011 and owns North Star Wealth Strategies, where he also manages non-variable insurance services. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and around 359 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients, offering advisory and brokerage services through independent representatives using a range of custodians and third-party money managers.

Dorothy Thomas is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Mercer Global Advisors Inc. in Dallas, TX. She has eight years of industry experience, with prior roles at Raymond James Financial Services, Inc. and Quest Capital Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options such as ETFs, mutual funds, and separate account 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.

Jessica Boghetich is a CFP® professional with 11 years of industry experience, currently serving at Corient. She previously worked at RGT Wealth Advisors for 10 years and held roles at CIPW Service Company, LLC, and Corient Services LLC. She serves as an independent director and secretary of the nonprofit Council for Life. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and offers affiliated private fund capabilities and specialized services.

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.

Todd Amacher is a CFP® with 12 years of industry experience, currently serving as an advisor at Corient in Dallas, TX. His career includes nearly two decades at Rgt Wealth Advisors, LLC, followed by roles at CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools and alternative investment options.

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.

Brent Anderson is a CFA® charterholder based in Dallas, TX, with 11 years of industry experience. He currently works at Corient and has previously been with RGT Wealth Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates various risk management tools and alternative investment options.

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.

Shannon Miller is a financial advisor with Cresset Asset Management, LLC, holding Series 63, 65, and 66 licenses and bringing two years of industry experience. Prior to joining Cresset, Shannon worked at CH Investment Partners for five years, Crow Holdings Capital for five years, and UBS Financial Services for one year. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and a mix of active and passive implementation across various asset classes.

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.

Kelvin Murphy Jr. is a CFP® professional with four years of industry experience, currently advising at Corient in Dallas, TX. He previously worked at RGT Wealth Advisors for eight years. Outside of his advisory role, he is involved in residential real estate through managing property rentals and home flipping activities. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house and third-party strategies, and offers specialized services including private fund management and trustee services.

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.

Caroline Zortman is a financial advisor at Farther with a Series 65 designation and one year of industry experience. Prior to joining Farther, she worked at SEI Investments for three years and has a background in education, having spent four years each at Bucknell University and Brebeuf Jesuit Preparatory School. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Krista Hinton is a CFP® professional with 11 years of industry experience, currently serving at Corient in Dallas, TX. Her work history includes roles at RGT Wealth Advisors and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Julie Anderson is a financial advisor at Beacon Pointe Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 12 years before joining Beacon Pointe in 2023. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of individual and institutional clients, utilizing a proprietary manager selection process and offering solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Benjamin Stevenson is a financial advisor with Guardian Life and holds the Series 66 designation. He has experience at Park Avenue Securities and American Fidelity Assurance Company, and previously worked in education. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and proprietary programs.

Andrew Sawyer is a CFP® with three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he worked at Veterans United Home Loans and spent time in educational roles at the University of Missouri and Lafayette High School. Creative Planning is an enterprise firm managing approximately $217 billion in assets, providing investment advisory and financial planning services to a diverse client base including individuals, corporations, and retirement plans. The firm emphasizes a financial planning-led investment approach with a focus on low-cost indexing and offers a range of supplemental strategies alongside affiliated legal, trust, and recordkeeping services.