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 financial advisor with Eagle Strategies (New York Life) based in Mansfield, TX. He holds the ChFC® designation and has 18 years of industry experience. Mr. Duke has been with Eagle Strategies and Duke Financial & Insurance Strategies since 2017, and also maintains affiliations with NYLife Securities LLC and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types emphasizing tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Goodrum is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has previously worked with USAA Investment Services and Mutual of Omaha. Outside of his advisory role, he is an author of fiction novels. 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 several wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage portfolios using mutual funds, ETFs, and third-party managers.

Joanna Horton is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked at Merrill and Bank of America and serves as an adjunct professor at Dallas Baptist University, where she teaches business courses. Joanna is also an officer and director of the nonprofit Altrusa of Hot Springs Village. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers tailored portfolio management, retirement plan consulting, and financial planning, utilizing multiple investment strategies and acting as a fiduciary under written agreements.

Joseph Casselman is a financial advisor at Farther with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. His career includes roles at Waypoint Strategic Advisors, Casselman Financial Strategies, and Guardian Life. Casselman is also a licensed insurance agent involved in insurance products and services. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, implemented through proprietary model portfolios and algorithmic rebalancing, utilizing a range of asset classes with support from AI tools.

Donald Lyons is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 38 years of industry experience. He has worked with Ameritas-affiliated firms since 1987 and has managed Lyons Investment Group since 2008. Outside of his advisory roles, Lyons is involved with Emergent Development Group LLC, a business focused on acquiring residential lots as a passive investor. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to tailor portfolios according to client needs.

Dalton Horton is a financial advisor with Kestra Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra Advisory, he worked at Merrill and has held roles in both public service and education. Horton is involved in client acquisition efforts with Wayne Christian Financial Services LLC and Christian and Daughters Financial Group LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Jacob Smith is a Series 65 licensed advisor at Luther King Capital Management Corporation with one year of industry experience. He has been with Luther King Capital Management 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 a fundamental, bottom-up investment approach across a range of equity, fixed income, and balanced strategies and manages several mutual funds, private partnerships, and wrap fee programs.

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 has worked at Cerity Partners LLC since 2024 and previously spent nine years at Paladini Financial Advisors, LLC. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, 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 an investment framework that integrates proprietary quantitative methods with access to alternative and private market solutions.

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 at First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Before entering financial services, he served 24 years with Las Vegas Metro Police. 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, utilizing a centralized Investment Management Team to design and manage model portfolios and select third-party managers from approved lists.

James Janka is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James and Avantax. 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and third-party 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 with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at UBS Financial Services, Raymond James & Associates, Merrill, Bank of America, and BB&T Securities before joining Truist in 2018. Outside of his advisory work, he is involved in ranching operations in Weatherford, Texas, where he raises cattle. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and an Equity Research team employing AI-enabled tools.

Adam Deem is a CFP® credentialed financial advisor at Hightower Advisors with 26 years of industry experience. His career includes roles at Merrill, Comprehensive Asset Management and Servicing, Inc., and Teak Tree Capital Management, LLC. He also serves as treasurer for the River Park HOA in Fort Worth, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach, utilizing both affiliated and third-party managers with a range of investment options, and services include portfolio management, financial planning, and retirement plan consulting.

James Jenkins II is a financial advisor at First Command Advisory Services with two years of industry experience. He holds the Series 66 designation. His prior roles include work at First Command Financial Services, First Command Brokerage Services, self-employed writing and research, and a position at NANA Management Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Rimannuel Appling is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Loan Depot, and TIAA-CREF. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and research tools.

Jared Harrington is a CFP® with nine years of industry experience currently advising clients at Mercer Global Advisors Inc. He previously worked at Fisher Investments and The Vanguard Group, Inc., and has experience as a self-employed advisor. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, providing a range of advisory and planning services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and separate account managers, with offerings that include retirement plan consulting, tax management, and specialized programs.