Cary Bazan is a financial advisor with Mutual of Omaha Investor Services, Inc. in Irving, TX, holding Series 63 and Series 65 licenses and with 11 years of industry experience. Prior to joining Mutual of Omaha in 2018, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of advising, Bazan is active as an actor with Linda McAlister Talent and is an Amazon KDP author. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm uses platforms such as Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Mark Theall is a financial advisor with Soltis Investment Advisors, LLC in Southlake, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience, including previous roles at Zable Freeman and Fidelity Investments. His background also includes several years in education and swim team management. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach combined with quantitative and qualitative manager analysis and offers a range of investment products and ongoing client communications.

Alejandra Navarro is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Ameritas Investment Corp., CCF Investments, and Capital Choice Financial Services. Outside of her advisory work, she is involved as a driver delivering U.S. mail for Tracie McCormick Trucking. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and works with sub-advisors and third-party asset managers.

Carson Graves is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Gradient Advisors since 2017. Additionally, he owns and operates Carson Enterprise, a retirement education center, and is involved in real estate as a licensed realtor. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

James Yahoudy is a financial advisor with Aptus Capital Advisors, LLC in Grapevine, TX, holding Series 66 and Series 63 designations and possessing 16 years of industry experience. His prior roles include positions at Quasar Distributors, LLC, TD Ameritrade, and Hornor, Townsend & Kent, LLC. Aptus Capital Advisors manages approximately $14.47 billion in assets and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm emphasizes the use of actively managed ETFs and model-driven portfolios, applying both technical and fundamental analysis to seek market participation while aiming to mitigate major drawdowns.

Omar Esparza is a financial advisor at VOYA Financial Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with VOYA Financial Advisors and its affiliates since 2010, including prior roles at Principal Financial Services. VOYA Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and portfolio management services through a large network of advisors, utilizing model portfolios, third-party managers, and technology-enabled tools across non-discretionary and discretionary account arrangements.

David Murdock Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Bordeaux Wealth Advisors LLC, Brownson, Rehmus & Foxworth, Silvercrest Asset Management Group LLC, Ernst & Young Investment Advisers LLP, and Equitable Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Sara Corbitt is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has been associated with Ayco since 2010. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients, utilizing centralized investment resources and a range of tailored service offerings.

Heath Dowell is a CFP® with 12 years of industry experience, currently serving at Schwab Wealth Advisory. His prior experience includes roles at The Vanguard Group, TD Ameritrade, Thomson Reuters, and Merrill. He maintains an inactive investment-related LLC formed from a past business opportunity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Joshua Dietz is a financial advisor with Schwab Wealth Advisory, holding a Series 65 credential and beginning his tenure there in 2026. He has prior experience at Texas Capital Bank Private Wealth Advisors, New York Life, and also led the Dietz Law Firm, PLLC for over a decade. Outside of financial services, he is the owner and president of ECO Group, LLC, a company that receives overriding royalty interests from oil and gas production. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in its own Schwab Wealth Advisory program and certain clients referred by Charles Schwab & Co. The firm’s guidance is based on internal asset-allocation models and research tools, with investment trades executed only upon client approval.

Lisa Johnson is a financial advisor at Goldman Sachs Wealth Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs - Ayco since 2021, TD AMERITRADE since 2018, and Travelers Insurance from 2016 to 2018. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models and provides clients access to a range of fee arrangements, proprietary research tools, and affiliated Goldman Sachs capabilities.

Jefferson Stiles is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential. He has been with Mercer since 2026 and previously worked at Texas A&M University and Covenant Christian Academy. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of strategies and platforms.

Kyle Deatherage is a financial advisor with Kestra Advisory, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has been affiliated with Kestra Advisory since 2016 and also owns Deatherage Financial Consulting, through which he provides advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large institutional investors. The firm provides fiduciary services, plan design, compliance testing, and employee education, leveraging multiple management platforms and extensive third-party relationships.

Karl Cole is a CFP® professional with 38 years of experience in the financial services industry. He has worked at Independent Financial Group, LLC since 2017 and previously spent 14 years with LPL Financial LLC. Cole is also a registered representative and owner of a DBA offering securities, insurance, and advisory services, and he holds a notary public commission and a Texas insurance agent license. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes both firm- and third-party models to develop tailored client strategies, combining active and passive exposures with ongoing portfolio monitoring and due diligence.

Allen Horak is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has professional experience at firms including Applied Systems, Inc., EZLynx, and NetSuite/Oracle. Outside of his advisory role, Horak serves as a board member of Infinix Global and operates a CPA consultancy focused on business, financial, and accounting services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, with a client roster that includes sovereign wealth funds.

Dylan Harig is a financial advisor with GWN Securities Inc. in Colleyville, TX, holding the ChFC® designation and Series 66 license, with 21 years of industry experience. He has worked at Highland Capital Brokerage and GWN Securities since 2012. Outside of his advisory role, he serves as Managing Director of RISE, a Medicare-related business, and is involved with Redwood Financial, focusing on fixed annuity and insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including unique legacy market-timing and momentum-based strategies.

Cameron Smith is a CFP® professional with seven years of experience in financial advising. He is currently with Commonwealth Financial Network and Messett Financial, having previously worked at Charles Schwab & Co., Inc., Schwab Wealth Advisory Inc., TD Ameritrade, and several other firms. Prior to his financial career, he held positions at various service and technology companies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers a wide range of managed account programs, access to third-party asset managers, and comprehensive back-office support, managing approximately $212.7 billion in client assets.

Shayan Peerwani is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, TIAA, and Bank of the Ozarks. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations based on clients’ goals and risk tolerance, with trades executed only upon client authorization.

Adrian Valles is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and previously held roles at Charles Schwab, TD Ameritrade, and SPR Packaging LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using standard asset-allocation models and internal research tools with at-least-annual reviews tailored to client goals.

Eron Dahl is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Charles Schwab and its affiliated firms since 1999, including 14 years specifically with Schwab Wealth Advisory. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab’s proprietary asset-allocation models and internal research tools, with reviews at least annually and recommendations tailored to client goals and risk tolerance.