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.

Patrick Yingst is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and TTI, Inc. before joining Schwab in 2018. 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’s services include asset allocation guidance and investment selection based on Schwab’s internal research tools, with trades executed only upon client authorization.

Timothy Hyde is an advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience from his current roles at various First Command entities since 2025. Hyde also serves in the United States Air Force, a position he has held since 2004. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, managing model portfolios and third-party managers through a centralized Investment Management Team.

Tina Caddell is a financial advisor at First Command Advisory Services with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with First Command Financial Planning, Inc. since 2015. First Command Advisory Services serves 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 centralized investment management and a prescribed selection of third-party managers.

Kalie Goudy is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has been with Schwab Wealth Advisory since 2016 and affiliated with Charles Schwab since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to guide investment selections, with recommendations tailored to clients’ goals and risk tolerance.

Adrian Moon is an advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He has one year of industry experience and previously served four years in the United States Army. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.

Benjamin Stevenson is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and American Fidelity Assurance Company. Prior to entering the financial sector, he worked in education at various schools from 2015 to 2024. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Wesley Wood is a financial advisor with Sanctuary Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Wood is also the owner of Wood Private Wealth Management LLC, where he provides financial planning and educational services to individuals and families without making investment recommendations. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering services such as portfolio management, financial planning, and retirement plan consulting through a large network of independent advisers. The firm employs various analytical approaches and offers discretionary and non-discretionary account management, with a platform that includes multiple affiliations and a fiduciary standard when agreements are in place.

Christopher Mc Neal is a financial advisor at Cerity Partners LLC in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, RBC Capital Markets, LLC, Raymond James Financial Services Advisors, Inc., and Jackson National Distributors, LLC. Cerity Partners provides customized wealth management and related services to a wide range of clients, including individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and proprietary quantitative screening alongside third-party managers and individual securities, and operates multiple private-markets offerings and affiliated consulting and insurance practices.

Henry Jackson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 credential and has previous work experience at Worldwide Express, CBI Insurance, and Cincinnati Insurance Company. Cerity Partners provides customized wealth management and related services to a wide national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative tools alongside third-party managers and individual securities.

Pedro Campos Mejorado is a CFP® with eight years of industry experience currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Since 2021, he has held various roles within Charles Schwab-affiliated entities and previously worked at JP Morgan securities. Outside of his advisory work, he has also worked as a delivery driver for Uber. 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 internal research tools to guide investment selection, with a focus on client goals and risk tolerance.

Charles Garner is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2021. His prior experience includes roles at USAA Investment Management Company, USAA Financial Planning Services, Ameriprise, Wells Fargo Clearing, and Prudential Equity Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using internal research tools and model portfolios, with client authorization required for all trades.

Luke Palmer is a CFP® with 17 years of industry experience, currently serving as an advisor at Commonwealth Financial Network. He previously worked at Edward Jones for 11 years and co-owned Bisdorf Palmer, LLC before launching Palmer Wealth Group. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Gary Walsh is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Luther King Capital Management Corporation since 1995. Luther King Capital Management Corporation advises a mix of institutional and individual clients, including trusts, foundations, pension plans, and registered investment companies. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages a range of separately managed portfolios, mutual funds, and private investment vehicles.

Susan Gomez is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Luther King Capital Management Corporation since 2023. She is also the managing member and chief compliance officer of KONNECT Health and Wealth LLC, a role she has held since 2013. Luther King Capital Management Corporation advises a diverse client base that includes individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs a fundamental, bottom-up investment approach across various equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Chalitda Hughes is a Series 66-registered financial advisor with First Command Advisory Services in Fort Worth, TX, with four years of industry experience. Her prior roles include work with First Command Insurance Services and First Command Brokerage Service, as well as experience as a tutor and involvement with fitness-related activities. She serves as Treasurer on the board of the Monterey Bay Spouses Club, managing the organization’s finances and compliance. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

George Sorto is a CFP® professional at Schwab Wealth Advisory with nine years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2023 and previously spent five years at TD Ameritrade and three years at Fidelity Brokerage Services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Dylan Jones is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and Robinhood Markets. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab’s asset-allocation models and internal research tools. The firm offers tailored recommendations with annual reviews and typically recommends separately managed accounts handled by third-party or affiliated money managers.

James Wilson is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and three years of industry experience. He has worked with Empower Financial Services since 2023 and held previous roles at J3 Enterprise and Orlando Access Group Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning services.