Wendell Epps is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Principal Securities since 1998 and has worked with Principal Life Insurance since 1997. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Teodora Ibrahim is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2024. Outside of her advisory role, she works as an independent contractor delivering packages for Amazon Flex. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a range of discretionary and non-discretionary managers.

David Warhoftig is a financial advisor at Hightower Advisors with three years of industry experience. He holds a Series 65 designation and has previously worked at Americana Partners, LLC and Avalon Advisors. Outside of his advisory role, he serves as Secretary of the Board for the Cambridge Crossing Homeowners Association. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes multi-manager solutions through affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Ambyr Capps is a financial advisor at Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 66 licenses with three years of industry experience. She maintains an active occupational therapy license and works on a part-time, as-needed basis providing therapy services at Health Management Group and CRG Therapy Group. Additionally, she serves as an administrator for the DFW Network of Women, a local networking group. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Abdoulali Jirani is a financial advisor at Goldman Sachs Wealth Services with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, New York Life, and H-E-B, among others. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers access to specialized wealth programs and alternative investments.

Billy Clark is a financial advisor with Kestra Advisory in Irving, TX, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 35 years of industry experience and has been with Kestra Advisory since 2016, with prior tenure at Kestra Investment Services dating back to 2005. Clark is the owner of Halcyon Wealth Advisors, LLC, through which he provides insurance and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design and compliance, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Dustin Stiefel is a financial advisor with Mercer Global Advisors Inc. in Colleyville, TX, holding a Series 63 designation and 28 years of industry experience. He previously worked at Steward Financial Group, LLC for 16 years before joining Mercer in 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by educational content and specialized service offerings.

Brian Schmidt is a CFP® professional with 27 years of industry experience, currently with Cetera Planning Partners. His career includes prior roles at Fidelity and Avantax, with a tenure spanning various affiliated Cetera entities since 2025. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning and preparation, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified investment approach tailored to client objectives and risk tolerance.

Cord Adams is a financial advisor at Creative Planning with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Sageview Advisory Group, Capital One Investing, United Income, and Shamrock Asset Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and uses a variety of specialized strategies and services to meet clients’ long-term and liquidity needs.

Brady Bell is a financial advisor with Carson Wealth in Southlake, TX, holding Series 63 and Series 66 licenses and possessing five years of industry experience. His professional background includes roles at Charles Schwab & Co., Inc., Simmons Bank, and Cetera Wealth Services, LLC. Outside of his advisory work, he has experience working with country clubs and a university. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

Tristan King is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Cantella & Co., Inc., UBS Financial Services Inc., and Morgan Stanley. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm utilizes both firm- and third-party investment models across discretionary and non-discretionary portfolios, combining active and passive strategies with ongoing manager due diligence.

David Springer is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked as an independent professional golfer for one year. His background also includes academic roles at the University of Missouri and Trinity University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers various portfolio management programs, employs multiple analytical approaches, and acts as a fiduciary under written advisory agreements.

Alicia Langdon is a CFP®-certified financial advisor with 10 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and has prior experience at Whitley Penn Financial, Fluent Financial, LPL Financial, and Charles Schwab. Based in Fort Worth, TX, she holds a Series 63 license. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, and retirement-plan services to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across both active and passive strategies, and differentiates itself by acting as a general partner in proprietary private funds and advising a continuously offered interval fund.

Matthew Loughren is a CFP® professional with 20 years of industry experience, currently serving at Mercer Global Advisors Inc. He has held positions at The Vanguard Group, DLG Wealth Management, Etico Partners, and Charles Schwab. Outside of finance, he officiates Division 1 college football games as a referee. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, low-cost index vehicles, and multi-factor tilts, supported by a range of implementation options and additional financial planning services.

James Ray is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch, Fidelity Investments, and Guy Rodgers Private Wealth Strategies. Prior to his career in finance, he was a professional golfer and also spent five years at the Law Office of Gary L Nickelson. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, direct security selection, and access to alternative and private market solutions.

Robert Case is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 65 designation and has previously worked at Fisher Investments and Personal Capital Advisors Corporation. 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 clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns, annual rebalancing, and savings rates, delivered within a model closely tied to Empower’s recordkeeping and administrative platforms.

Minor Wallace is a CFA® charterholder with 11 years of industry experience. He has worked at Luther King Capital Management Corporation since 2006. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple equity and fixed income strategies, and manages mutual funds, separately managed accounts, and private investment vehicles.

John Pilkinton is a financial advisor with Empower Advisory Group in North Richland Hills, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at USAA, Merrill Lynch, Prudential, and Bank of America. Outside of advisory work, he is co-owner of Zep Tepi Sports, which organizes youth basketball tournaments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm integrates financial planning with Empower’s administrative platforms, focusing on long-term portfolio returns, rebalancing, and clients’ savings rates.

Lindsey Toole is a financial advisor with Carson Wealth in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her professional background includes roles at Cetera Advisor Networks, Private Advisor Group, LPL Financial, Northwestern Mutual Investment Management, and Wells Fargo Clearing. Carson Wealth operates as an SEC-registered investment adviser with an enterprise platform overseeing approximately $50.6 billion through more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios constructed by an Investment Committee and offering customized solutions including alternative investments and third-party sub-advisory relationships.

Jesse Nunez is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His previous roles include positions at The Vanguard Group, TD Ameritrade, and a four-year tenure in the United States Marine Corps. He also operates an independent business, Jesse Has No Money Ltd Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio management and operates within plan lineups selected by plan sponsors.