John Garcia is a financial advisor with Concurrent Investment Advisors, LLC based in Dallas, TX. He holds Series 63 and Series 66 credentials and has 20 years of industry experience, including 15 years at Edward Jones and subsequent roles at Raymond James Financial Services and PKS Investments. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and sub-advisers, supported by a range of operational tools and institutional relationships.

Miguel Figueroa is a financial advisor with PNC Wealth Management in Arlington, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Securities LLC, and JP Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to PNC Bank employees. The firm utilizes algorithm-driven risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Thomas Davis is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been associated with Eagle Strategies and New York Life since 2012 and operates under the DBA Maus and Associates for brokering non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm delivers tailored advice through multiple program types and maintains a predominantly non-discretionary asset base, working within an integrated New York Life affiliate structure.

Jerry Tuma is a CFP® professional with 45 years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has prior experience at Cornerstone Financial Services, Inc., where he worked for 40 years. Outside of advising, he is an author and public speaker, and owns Liberty Silver & Gold, LLC, which sells physical gold and silver bullion and coins. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of financial planning and portfolio management solutions, using both firm- and third-party models combined with ongoing due diligence to manage risk and asset allocation.

Rajiv Hargunani is a financial advisor at Oppenheimer in Dallas, TX with 19 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2014, following previous roles at Raymond James Financial and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary investment approaches.

Mark Johnson is a CFA® and CIC-designated financial advisor with 24 years of experience at Luther King Capital Management Corporation, where he has worked since 2002. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, pursuing fundamental, bottom-up analysis across multiple equity and fixed income strategies.

Jessica Boghetich is a CFP® professional with 11 years of industry experience, currently serving at Corient. She previously worked at RGT Wealth Advisors for 10 years and held roles at CIPW Service Company, LLC, and Corient Services LLC. She serves as an independent director and secretary of the nonprofit Council for Life. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and offers affiliated private fund capabilities and specialized services.

Bibhu Chapagain is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked within Goldman Sachs and its affiliated Personal Financial Management Group since 2022. Prior to his advisory role, he held various positions at Berry College, including roles in the Business and Finance Office and Student Enterprise. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large, integrated financial group.

Julie Petty is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has been with Oppenheimer since 2005. Outside of her advisory work, she operates a small home business creating custom gifts and personalized items, and also offers occasional dog sitting services. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary advisory services. The firm manages equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, and it maintains custody of client assets while operating both broker-dealer and advisory businesses.

Todd Amacher is a CFP® with 12 years of industry experience, currently serving as an advisor at Corient in Dallas, TX. His career includes nearly two decades at Rgt Wealth Advisors, LLC, followed by roles at CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools and alternative investment options.

Michael Peschel is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes positions at Wells Fargo Advisors and Raymond James Financial Services. Outside of advising, he is a partner in MPM Interests, LLC, a holding company, and a passive investor in a trampoline park business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors managing over 13,000 clients.

Gary Wallace is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 65 registrations and has two years of industry experience. Prior to joining Eagle Strategies, he worked at Cain Watters & Associates, LLC and Bland Garvey PC. Outside of advising, Wallace manages rental properties. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Hunter Anderson is a financial advisor with Kestra Advisory in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Kestra Investment Services, Chevron, and experience in the hospitality and event staffing sectors. Hunter has also been involved with Trinity Event Staffing for several years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and manages diverse investment platforms with a range of client types, including large institutional investors.

Brent Anderson is a CFA® charterholder based in Dallas, TX, with 11 years of industry experience. He currently works at Corient and has previously been with RGT Wealth Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates various risk management tools and alternative investment options.

David May is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. Outside of his advisory role, he serves as a director for Upland Software, Inc. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory, model portfolio services, and financial planning. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages approximately $31.5 billion in assets.

Shannon Miller is a financial advisor with Cresset Asset Management, LLC, holding Series 63, 65, and 66 licenses and bringing two years of industry experience. Prior to joining Cresset, Shannon worked at CH Investment Partners for five years, Crow Holdings Capital for five years, and UBS Financial Services for one year. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and a mix of active and passive implementation across various asset classes.

Brittny Allred is a CFA® charterholder based in Fort Worth, TX, with 10 years of industry experience. She has been with Luther King Capital Management Corporation since 2013. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Michael Yeager is a CFA® charterholder at Luther King Capital Management Corporation with 12 years of industry experience. He has been with Luther King Capital Management Corporation since 2001. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, and model portfolio management. The firm employs a fundamental, bottom-up investment approach across multiple asset classes and serves clients such as trusts, pension plans, government entities, and registered investment companies.

Kelvin Murphy Jr. is a CFP® professional with four years of industry experience, currently advising at Corient in Dallas, TX. He previously worked at RGT Wealth Advisors for eight years. Outside of his advisory role, he is involved in residential real estate through managing property rentals and home flipping activities. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house and third-party strategies, and offers specialized services including private fund management and trustee services.

Clark Woodruff is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2023, with prior experience at Farmers Insurance. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, supported by specialized programs and access to alternative investments within the broader Goldman Sachs ecosystem.