Mario Coiradas is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously served 21 years in the United States Marine Corps. In addition to his advisory role, he is co-owner of Marco Properties LLC, where he engages in real estate investment decisions in eastern North Carolina. 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 design and manage portfolios with a controlled selection of third-party managers.

Solomon Cartier is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His career includes roles at USAA Investment Management Company, Under Armour, and International Assets Advisory, among others. Outside of finance, Cartier is an instructor for Dart Combatives, a martial arts training business he has been involved with since 2001. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm utilizes a manager selection approach with both affiliated and third-party managers and offers a range of strategies encompassing mutual funds, ETFs, alternative investments, and custom indexing.

Shih Shang is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Equity Services in 2024, Shih worked at Transamerica Financial Advisors, Inc., and World Financial Group, Inc. He also serves as Chief Information Officer at Our Infinite Company Insurance Agency. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading, utilizing both discretionary and non-discretionary management approaches.

Jamie Jenkins is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Fullcircle Wealth, LLC for six years and in sales and marketing roles prior to that. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active management overseen by an internal Investment Committee.

Louis Shaff is a Series 65-credentialed financial advisor with 14 years of industry experience. He is currently a Partner and Wealth Advisor at Corient, where he has worked since 2025. Prior to joining Corient, he was involved with Cabana Asset Management since 2012 and held roles at Prevost, Shaff, Mason, & Carns, PLLC and Hesse, Hesse & Blythe PC. Outside of advisory work, Shaff serves as CFO of The Cabana Group, LLC, a holding company for multiple affiliated entities. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes advanced risk management tools and private fund capabilities.

Clayton Evans is a CFP®-certified financial advisor at Mercer Global Advisors Inc. in Dallas, TX, with 10 years of industry experience. He has worked at several firms, including Fidelity Investments, Raymond James Financial Services, and Quest Capital Management, before joining Mercer in 2021. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach rooted in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and various specialized strategies.

Robert Cox is a CFP® professional with 28 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2021. He previously worked at Quest Capital Management Inc. and Raymond James Financial Services, Inc. Cox is also licensed as an agent in non-variable insurance and holds roles related to insurance sales and estate administration. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, small businesses, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing various portfolio management strategies and offering comprehensive financial planning and consulting services.

Quinten Smith is a financial advisor with Lincoln Investment, holding a Series 65 credential and three years of industry experience. Prior to joining Lincoln Investment, he worked at Forthright Capital Advisory and Mutual of Omaha Investor Services. Outside of his advisory role, he is involved in coaching men on personal development and leadership through his business Forged by Fire, LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a range of investment strategies overseen by an Investment Management & Research team and manages both discretionary and non-discretionary programs.

Karina Brunson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, she worked at Rgt Capital Management, Ltd. from 2014 to 2017 and spent a year as a caregiver. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and utilizes a financial planning–led investment process emphasizing low‑cost indexing and buy‑and‑hold strategies, supported by a broad range of supplemental investment and retirement plan services.

Race Chong is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 designation. His prior experience includes roles in education and construction before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.

Deborah Duckworth is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has held roles at related Transamerica entities and other firms since 2005. Her activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and businesses, offering investment advisory and brokerage services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Guy Wayman is a financial advisor with Hightower Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Frontier Investment Management Co and Steele Capital Management, Inc. before joining Hightower in 2020. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Sergio Garcia is a CFP® professional affiliated with Hightower Advisors in Dallas, TX, with 15 years of experience in the financial industry. He has held roles at several firms, including BFS Advisory Group, DBT Wealth Consultants, and Quest Capital Management. Garcia serves on The Dallas Foundation's Professional Advisor Advisory Council. Hightower Advisors provides investment advisory and planning services to a diverse client base, including institutional and individual investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of investment vehicles.

Mary Chastain is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously served as Chief Compliance Officer at Heritage Financial Planning. Her prior work includes five years at Barnett & Company. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager due-diligence process and offers discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions.

Sean Phillips is a financial advisor with CWM, LLC in Dallas, TX, holding the CFP® and Series 66 designations and bringing 20 years of industry experience. He worked at Chessman Wealth Strategies for 12 years before joining CWM in 2019. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and a range of retirement-plan and institutional services.

Kayla Samuel is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at firms including Goldman Sachs, AW Securities, and Allworth Financial. Kayla's background also includes roles in higher education and health services. Mercer Global Advisors serves a diverse client base that includes individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm applies a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

James Floyd is a CFP® certificant with five years of experience in financial advising, currently serving at NewEdge Advisors in Dallas, TX. His prior roles include positions at Paradigm Advisors LLC and management of mineral interests at Latigo Holdings LLC, where he also performed bookkeeping duties. He is a limited partner in Tasca Holdings, LLC, a clothing business in Dallas. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing diverse program structures and technology tools to support client needs.

Dennis Serio is a financial advisor with Fifth Third Securities, Inc. in Dallas, TX, holding Series 63 and Series 66 designations and 37 years of industry experience. His prior experience includes roles at Ameriprise, Comerica Securities, and Wells Fargo Securities. He is involved with Maestro/FO2, a cash management platform for corporate and institutional clients. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs and portfolio management options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains municipal-advisor and broker-dealer functions.

Barbara Harger is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Her prior experience includes roles at Fisher Investments, United Capital Financial Advisers, LLC, and Valuteachers Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and a variety of investment strategies.

Kyndal Andrews is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2021. Prior to joining Mercer, Kyndal worked at Quest Capital Management and held a position at Texas Christian University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers various portfolio management options, including low-cost ETFs, separate account managers, and private funds.