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.

Michael Duke is a ChFC® credentialed financial advisor with 17 years of industry experience. He has been with Eagle Strategies (NY Life) since 2017 and also operates Duke Financial & Insurance Strategies. He has held affiliated roles with New York Life and its related entities since 2013. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client and plan sponsor objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Joseph Casselman is a financial advisor at Farther with 21 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Farther, he worked at Waypoint Strategic Advisors and operated Casselman Financial Strategies. He is also a licensed insurance agent. 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 and algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income.

Donald Lyons is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 38 years of industry experience. He has been associated with Ameritas in various capacities since 1987 and operates the Lyons Investment Group since 2008. Outside of advisory services, Lyons is licensed as an independent insurance agent and is involved with Emergent Development Group LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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.

Wendy Kelly is a CFP® and holds a Series 65 license, with 17 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2024, following a nine-year tenure at Paladini Financial Advisors, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high- and ultra-high-net-worth individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolio management.

Don Nguyen is a financial advisor with Eagle Strategies (NY Life) in Arlington, TX, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Globe Life, among others. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis.

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.

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.

Rimannuel Appling is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 14 years of industry experience with prior roles at Charles Schwab & Co., Inc., Loan Depot, and TIAA-CREF. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its model from many enterprise wealth managers.

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.

Karel Story is a financial advisor with Kestra Advisory in Arlington, TX, holding Series 63 and Series 66 designations and totaling 30 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services LLC in 2022, he spent 20 years with World Choice Securities, Inc. He is also involved in financial coaching, providing client relationship management and support services to Representatives and RIAs. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.

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.