Joshua Mccutcheon is a financial advisor at GWN Securities Inc. in Fort Worth, TX, holding a Series 66 credential with six years of industry experience. Prior to joining GWN Securities in 2020, he worked at Sirrah Inc. from 2016 to 2020. He also works as an independent insurance agent providing life, disability, and long-term care insurance options to clients. GWN Securities offers investment advisory and related services to individual and corporate clients through multiple managed account programs, financial planning, and third-party manager selection. The firm combines discretionary portfolio management and model-based allocations grounded in Modern Portfolio Theory with tactical strategies such as market-timing and momentum-based approaches.

Frederick Labatt is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Luther King Capital Management Corporation since 2012 and previously worked at South Texas Money Management, Ltd. and Glass Wealth Management Co., LLC. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages multiple mutual funds, separate accounts, and private investment vehicles.

David Maxwell is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Lake Point Advisory Group for 11 years. In addition to his advisory role, he owns Tip Top Financial, LLC, where he is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Matthew Paladini is a CFP® with 24 years of industry experience. He is currently with Cerity Partners LLC and has held senior roles at Paladini Financial Advisors, Wealth Advisors Trust Company, and Paladini Financial Management. He is also an owner and board member of Wealth Advisors Trust Company. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets through customized wealth management services and an investment approach centered on client-specific profiles and both direct and third-party strategies.

Carolyn Smith is a Series 66 registered advisor with First Command Advisory Services in Fort Worth, TX. She has five years of industry experience, including roles at First Command Brokerage Services and a tutoring center prior to entering financial services. 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.

Jayme Russell is a financial advisor at Luther King Capital Management Corporation with four years of industry experience. He holds a Series 65 designation and has been with Luther King Capital Management Corporation since 2011. Luther King Capital Management Corporation advises institutional and individual clients, including 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, employing a fundamental, bottom-up approach across equity, fixed income, and balanced strategies.

James Stanford is a financial advisor at &Partners with Series 63 and Series 65 credentials and over 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Outside of finance, he holds ownership interests in several aircraft ownership and leasing LLCs, as well as a minority stake in a Tropical Smoothie Cafe franchise. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches using a combination of proprietary, third-party strategies, and multiple analytical methods.

Christina Slavonik is a CFP® with 17 years of industry experience. She is currently with Mercer Global Advisors Inc., where she has worked since 2024. Her previous experience includes roles at Your Financial Pharmacist Planning, Keener Financial Planning, Quest Capital Management, and Raymond James Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate accounts, and various specialized programs.

Kyle Castilaw is a financial advisor with Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles with NYLIFE Securities and May Financial Strategies. He is also engaged in insurance brokering with outside carriers for non-registered products. 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 investment adviser representatives. The firm offers a variety of program types and focuses on tailored recommendations, with most assets managed on a non-discretionary basis.

Vaughn Badenhorst is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. Prior to joining First Command, he worked at Capestrand Financial Group, LLC and has experience in the financial planning and insurance sectors. Outside of his advisory role, he manages education and training retreats for Project Sanctuary. 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 featuring centrally managed model portfolios and a discretionary investment management structure.

Erin Bluske is a CFP® with 17 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC. Her prior roles include positions at NewEdge Advisors, BFS Advisory Group, Mercer Global Advisors, and Personal Capital. Outside of her advisory work, she is the managing member of an LLC focused on RV travel planning and related real estate. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers diverse portfolio management options and employs multiple analytical approaches, operating as a fiduciary under written agreements.

Ashley Langan is a financial advisor at D.A. Davidson & Co. with three years of industry experience. Prior to joining D.A. Davidson in 2023, she worked at MyNurse Home Care, Inc. and Fayez Sarofim & Co. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with significant assets.

Bradley Bruce is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes a long tenure at Merrill and a decade at Bank of America prior to joining Sanctuary Wealth. He is also a founder of B&B Ventures Inc., a Texas-based firm providing merger and acquisition advisory services. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment approaches through a network of more than 400 independent advisors and provides portfolio management, financial planning, and retirement plan consulting services.

Ronald Haney is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Commerce Street Capital LLC. Outside of financial advising, Haney is involved in music production, working as a guitarist, vocalist, writer, and producer for custom music cues used in radio, TV, and film. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail clients, using an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Johnny Ortega is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, Merrill, Bank of America, Charles Schwab, and TD Ameritrade. He is based in Fort Worth, TX. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to support its advice programs, serving a large client base primarily with non-discretionary investment assets.

John King Jr. is a CFA® charterholder with 34 years of industry experience. He has been with Luther King Capital Management Corporation since 1979. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, model portfolio management, and financial planning. The firm’s investment teams employ fundamental, bottom-up analysis across various equity and fixed income strategies and manage roughly $31.5 billion in assets.

Edward Skinner Jr. is a CFP® and ChFC® with 11 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2024. His prior experience includes roles at The Vanguard Group, Personal Capital, New York Life Insurance Company, and USAA Financial Planning Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Laura Martinez is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has previously worked at Frost Investments and IDEA Public Schools. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support.

Jacqueline Mc Ginley is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Irving, Texas, bringing four years of industry experience. She has worked at Goldman Sachs & Co., LLC since 2022 and previously held roles at firms including 2U, TransPecos Banks, and Red Bull North America. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized programs such as Private Family Office services and Financial Wellness. The firm employs strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to tailor solutions to client objectives.

Brett Mcbroom is a financial advisor at Cerity Partners LLC based in Fort Worth, TX. He holds a Series 65 designation and joined Cerity Partners in 2026. His prior work experience includes roles in education, banking, and various other industries. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, quantitative screening, and access to alternative and private market solutions.