Mason King is a CFA® charterholder with 13 years of industry experience. He has worked at Luther King Capital Management Corporation in Fort Worth, TX since 2004, totaling 22 years at the firm. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers a range of services such as separately managed portfolios, sub-advisory and model portfolio services, and serves as investment adviser to seven mutual funds.

John King is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 1994. The firm advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. Luther King Capital Management Corporation manages separate accounts, sub-advisory and model portfolio services, and the LKCM Funds, employing fundamental, bottom-up analysis across various equity and fixed income strategies.

Kelly Knight is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022, following prior roles at First Command Financial Services and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a notable combination of large institutional scale and unique market roles.

Alysia Park is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds the Series 66 designation and previously worked at United Capital Financial Advisers from 2017 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm offers integrated services that combine proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

Katherine Robertson is a Series 66-credentialed advisor at Corient with 23 years of industry experience. She previously worked at Smith, Frank & Partners and Kestra Advisory, with a longstanding connection to Kestra Investment Services, LLC. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach with continual portfolio monitoring and risk management tools. The firm offers specialized services through affiliates, including private fund capabilities and corporate trustee services.

Luke Roe is a financial advisor with Goldman Sachs Wealth Services based in Irving, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he had brief employment in the country club and trailer leasing sectors. 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 a range of specialized wealth and wellness programs, leveraging the broader Goldman Sachs platform and its affiliated entities.

Kalita Blessing is a CFP®-certified financial advisor with 33 years of industry experience, currently at Mercer Global Advisors Inc. She previously worked at Quest Capital Management Inc. and Raymond James Financial Services, Inc. Kalita is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services that include financial, tax, retirement, and estate planning. The firm’s approach uses Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios through a range of investment vehicles and offers specialized services such as retirement plan consulting and charitable advisory.

Leslie Reynoso is a CFP®, CFA®, and Series 65-licensed financial advisor with 12 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2021 and previously held roles at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. She is based in Dallas, TX. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of individual and institutional clients, employing asset-allocation modeling and a formal manager due-diligence process to implement client strategies across third-party independent managers.

Irfan Dossani is a financial advisor with Commonwealth Financial Network based in Dallas, TX. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at 360 Wealth Management, LLC and LPL Financial, and he has maintained his own CPA practice since 2005. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-support services. The firm offers various program structures and discretionary portfolio management through its Investment Management and Research team.

Tim Sampson is a financial advisor with Equity Services, Inc. based in Dallas, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Premier Financial Alliance and Kovack Advisors, Inc. He is also involved as an associate and investor in an insurance and real estate business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Robert Brown is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a large network of independent investment adviser representatives using various investment approaches and account types.

Alexander Pierce III is a financial advisor at Beacon Pointe Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Oxbow Advisors, LLC for 12 years before joining Beacon Pointe in 2023. Beacon Pointe Advisors provides investment advisory and consulting services to a broad range of individual and institutional clients. The firm employs a manager-driven investment approach, using a proprietary “Focus List” and asset-allocation modeling, and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and other fiduciary services.

Erik Linstrom is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining NewEdge in 2024, he spent 14 years with JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. He is also the founder of Fortis Wealth Advisors, through which he provides advisory services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, retirement consulting, and advisory program services, utilizing a combination of in-house and third-party strategies supported by technology and centralized manager oversight.

Katherine Archer is a financial advisor at Cresset Asset Management, LLC with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at CH Investment Partners and Deutsche Bank Securities. She serves as an Investment Committee Board Member for the Dallas Regional Chamber. Cresset Asset Management manages approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Jerry Williams is a financial advisor with Lincoln Investment, holding over 56 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years with Legend Equities Corporation. Williams is also involved in insurance sales and service, focusing on fixed and life insurance products. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team.

Brandon Potter is a financial advisor affiliated with Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with firms including NYLIFE Securities LLC, New York Life Insurance Company, and Fidelity Brokerage Services, LLC. Outside of his advisory role, he is involved in insurance brokering, focusing on property and casualty as well as non-registered insurance products through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm implements tailored solutions across various program types and emphasizes a primarily non-discretionary asset management approach within an integrated New York Life affiliate structure.

Timothy Taylor is a financial advisor with Money Concepts Capital Corp in Fort Worth, TX. He holds the Series 66 designation and has 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. Money Concepts Capital Corp provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

David Carpenter Jr. is a financial advisor with Integrity Alliance, LLC based in Arlington, TX, holding a Series 63 designation and bringing 31 years of industry experience. His prior work includes positions at Brokers International Financial Services, Royal Alliance Associates, Inc., and Signator Investors, Inc. He also operates a sole proprietorship as an insurance agent, marketing fixed annuity and life products as appropriate. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent representatives managing approximately $5.4 billion in assets. The firm offers a range of investment solutions including discretionary accounts, model portfolios, and third-party sub-advisers, supported by both advisory and brokerage services.

Matthew Sherman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with firms including LPL Financial, LEVEL FOUR ADVISORY SERVICES, and Securities America Advisors. Sherman spends a significant portion of his time providing investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm implements a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often through third-party managers and model portfolios.

Jeremy Hudson is a CFP® with 19 years of industry experience currently advising at Corient. His prior roles include a decade at RGT Wealth Advisors, LLC, and positions at CIPW Service Company, LLC and Corient Services LLC. He is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.