David Le is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes long-term roles at HealthMarkets, Inc., Blue Cross and Blue Shield of Texas, and the Heartland Institute of Financial Education, alongside self-employment as a tax preparer and involvement with FM 98.7 Radio Vietnam. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm provides advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary management options, and access to insurance and brokerage products.

Lane Hedgecoke is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2023, following a decade-long prior career. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Gary Strawn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Fare Holdings, LLC, Zander & Associates, and World Financial Group, Inc. He is also involved in the sale of insurance and specialty insurance products through Blue Cross Blue Shield of Texas. Transamerica Financial Advisors serves a wide range of clients including individual investors, retirement plans, trusts, and businesses, utilizing model portfolios and third-party managers to deliver investment advisory and brokerage services. The firm operates a large advisor network and offers integrated retirement plan services alongside proprietary and externally managed model portfolios.

William Parker is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has eight years of industry experience. He has worked primarily with Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he is involved with Moonfire Drive LLC, a business established for tax purposes. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs, including both discretionary and non-discretionary options.

Mark Vahala is a financial advisor with Eagle Strategies (New York Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Mr. Vahala has been affiliated with Nylife Securities Inc. and New York Life Insurance Co. since 1994. Outside of his advisory role, he serves on the boards of Bishop Dunne Catholic High School and St. Cecilia's Catholic School and is a member of the Notre Dame Club of Dallas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse group of individual and institutional clients. The firm offers various program types tailored to client objectives and Plan Sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

Brandon Keesee is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Hightower Advisors since 2020 and previously held roles at Frontier Investment Management Co. and Cracker Barrel Old Country Store. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Mark Mundy is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Ameritas since 2021 and has previously worked with Canvas Financial and Foster Financial. Outside of advising, he volunteers as a country music disc jockey at KNON Radio and serves on the board of a school for special needs children. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary solutions through in-house and third-party managers, integrating with Ameritas affiliates to provide a broad range of investment and retirement services.

Emilio Garcia is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles in insurance sales and tax preparation, along with entrepreneurial activities such as operating e-commerce and car rental businesses. He also serves as a certified financial educator and tax preparer. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services with both proprietary and third-party investment models.

Gary Brownfield is a CFP® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network in Plano, TX. He has been associated with Commonwealth since 1999 and operates Gb Financial Services, LLC, a firm involved in securities and insurance activities. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to proprietary and third-party investment solutions.

Ira Utay is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked at Frontier Investment Management Co and USAA Investment Management Company. He holds a Series 66 license and is based in Dallas, TX. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and portfolio construction strategies.

Anastasia Maston is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. She previously worked at Stratford Consulting, LLC from 2013 to 2020. Outside of her advisory role, she is also an independent actor based in Dallas, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses and private market investment activities.

John Tauss is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Brokers International Financial Services since 2019 and previously spent eight years at Commonwealth Financial Network. Outside of advisory work, he owns an insurance sales business under Capital Group Inc. Integrity Alliance serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, and retirement plan consulting, utilizing both advisor-managed and model-based portfolios with a variety of investment approaches and custodial platforms.

Samuel Hussein is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. His background includes roles at Fisher Investments and the Federal Deposit Insurance Corporation. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options such as ETFs, mutual funds, and separate account solutions.

Daniel Andriola is a financial advisor at Eagle Strategies (New York Life) with 15 years of industry experience. He holds the Series 66 designation and has been with New York Life Insurance Company since 2013. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Jay Khatter is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors serves a wide range of clients, including individual and institutional investors, offering services such as financial planning, portfolio management, and retirement-plan consulting through multiple program structures that emphasize recommendation-based relationships.

Brian Hattendorf is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 65 designation and previously worked for Frontier Investment Management Co. for 20 years before joining Hightower Advisors in 2020. Hightower provides investment advisory and planning services to a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

David Stephenson is a financial advisor with Principal Financial Services in Richardson, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Symonds Wealth Management and Next Level Insurance LLC. Outside of his advisory work, he serves on the board of Soul's Harbor and is involved in a business selling custom-made writing instruments as well as co-owning and managing SpeedShield in Addison, TX. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services encompass financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joshua Hendrick is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 designations and three years of industry experience. He previously worked at Equitable Advisors and AXA Advisors. Outside of his advisory work, he is also active as a performer and musician based in Dallas, TX. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, and back-office services.

David Reynolds is a CFP® and ChFC® professional with 14 years of experience in financial advisory. He has worked at Mercer Global Advisors Inc. since 2024, with prior experience at PNC Private Bank from 2015 to 2024. He is based in Dallas, TX. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm uses a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and employs a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Clayton Keyes is a CFP®-designated financial advisor at NewEdge Advisors with four years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities LLC in 2026, he held positions at Evergreen Wealth Advisors, Charles Schwab Bank, Charles Schwab, Bank of America, Merrill, and Bank of America Merrill Lynch. 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 and consulting services, utilizing multiple program structures and centralized due diligence, and incorporates technology tools and artificial intelligence in its operations.