Brandon Montgomery is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Personal Capital Advisors Corporation and JP Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Weidong Li is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His work history includes roles at LSPN Pro, LLC, Eclat Star Financial Services, The Brokerage Inc, and Value Audio Connexion, where he serves as president coordinating international audio import-export operations. In addition to his advisory work, he is involved in sales of healthcare insurance and estate planning services through related entities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily uses model portfolios and third-party managers, delivering services through multiple platforms and a large advisor network.

Nicholas Smith is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX. He holds Series 65 and Series 63 licenses and has three years of industry experience. In addition to his advisory role, he is involved in business management through Smith Aviation, LLC and real estate via Smith & Co Homes, LLC. 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 supports portfolio management through an integrated platform that includes third-party partners and multiple custodial solutions.

Troy Frazier is a financial advisor at AE Wealth Management, LLC with 16 years of industry experience and holds a Series 65 credential. He has previously worked at Fusion Capital Management and Investment Advisor Corp and has operated his own firm, Frazier Wealth Strategies, Inc., since 2009, where he serves as CEO. In addition to advisory services, he facilitates estate planning document services for clients. 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 combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Ramin Ghaffari is a financial advisor with United Planners' Financial Services of America and holds a Series 63 designation. He has 35 years of industry experience, including roles at TransAmerica Financial Advisors and his own firm, Ron Ghaffari and Associates, LLC. He is also an insurance agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors, operating an open-architecture platform with multiple custodians and money managers.

Eric Clinger is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Transamerica, he worked at Yellow Jacket Business Solutions and ManhattanLife, where he refers individuals and groups needing health insurance. He also has a background at Toyota Motor North America and Encore Wire Corp. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers. The firm operates as both a registered broker-dealer and registered investment adviser, providing a range of discretionary and non-discretionary investment programs.

Kathleen Marsh is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at MML Investors Services LLC and MassMutual Life Insurance Company for 13 years. Marsh serves as secretary of the board for The Cat Ranch Sanctuary & Community Outreach, an orphaned cat sanctuary, and is also an author with book sales on Amazon. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuities, using risk questionnaires and model portfolios supported by an Investment Committee and third-party partners.

Danny Mcfadden Jr. is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 credential and 26 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation. Outside of advising, he works as a freelance photographer. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm uses a mix of discretionary and non-discretionary management strategies, including fundamental and technical analysis, and incorporates digital advice solutions.

Ma Nang Lar is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and 18 years of industry experience. Her prior roles include positions at Citi Personal Wealth Management and Citigroup Global Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessments and approved model strategies implemented via mutual funds and ETFs.

Daniel Malone is a CFP® professional with nine years of industry experience. He has been a financial advisor with Kestra Advisory since 2018 and previously worked with Cetera Advisors Networks LLC. Malone is also president of WDW Tax Services, a tax and accounting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds.

Sean Sweeney is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and with 12 years of industry experience. He has worked at The Mayben Company LLC since 2016, serving as Director of Client Accounts in addition to his role at United Planners. United Planners Financial Services is a national wealth-management firm with approximately $12.77 billion in assets under management and over 350 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and trusts, offering advisory and brokerage services primarily through independent investment adviser representatives.

Joe Ledford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at LPL Financial, Woodbury Financial Services, and Householder Group Estate and Retirement Specialists. Outside of his advisory work, he is involved with Barton Financial Services, a business entity used for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that combines strategic asset allocation, passive and active management, and research-driven analysis.

Robert Northcut is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved in the financial and insurance sectors through Ameritas Life Insurance Corp., Ameritas Investment Corp., and his own firm, Northcut Financial LLC, for over 20 years. Outside of finance, he serves as the Mayor of Melissa, Texas. 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 both discretionary and non-discretionary advisory relationships through a combination of internal resources and third-party partners.

Dylan Moore is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Fidelity Investments and has experience outside finance with the Orange County Sheriff's Department. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs.

Ryan Edwards is a financial advisor with LPL Financial in Plano, TX, holding a Series 66 designation and two years of industry experience. His prior roles include work at UrbanFootprint, Ekata, and Unearth Technologies, as well as academic positions at Princeton University and the University of Tennessee Chattanooga. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a extensive network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to provide both discretionary and non-discretionary management options.

Eugene Weinstein is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Fidelity Investments for 11 years. Outside of his advisory role, he manages an operating LLC related to the expenditures of his financial planning business. Ameriprise is an institutional firm serving clients approaching or in retirement, offering retirement-income planning services that include written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling techniques with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients with significant assets under management at Ameriprise.

Eric McMurdie is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked for FSC Securities Corporation for 16 years before joining OSAIC in 2023. Outside of his advisory role, he is Vice President of The McMurdie Group Inc. and owns an insurance business assisting clients with life, disability, and long-term care coverage. OSAIC Wealth, Inc. serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed-account platforms using a combination of proprietary asset-allocation tools and third-party solutions.

Eduardo Benavides is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Keri Mayfield is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to her current role, she was involved with several businesses, including Studio Pearlescent LLC, Fallatah Property Management LLC, and Plantonix LLC. She also serves as a Notary Public in Medford, OR. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Dendy is a CFP® with 35 years of experience in financial advisory services, currently affiliated with Raymond James Financial in Dallas, TX. His prior experience includes roles at LPL Financial and Elite Financial Management. Outside of his advisory work, he is an attorney specializing in estate and family law, and he also operates an accounting practice focused on income tax preparation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting.