Chiew Sing Ling is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. In addition to her advisory role since 2012, she operates Cindy Ling Health Consulting, a part-time health consultancy focused on promoting holistic lifestyles through food, nutrition, and exercise. She also has a background in education as a professor at the University of Phoenix. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio approach and third-party managers to implement its advisory services, supported by multiple program platforms and an integrated retirement plan ecosystem.

Thaland Logan is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has operated several entities including Logan & Associates, P.C., a full-service CPA and accounting firm, and is involved in beef cattle and hay production through 3L Land and Cattle LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Jacqueline Daniels is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. She is currently with Mercer Global Advisors Inc. in Dallas, TX, where she has worked since 2021. Her prior experience includes roles at Quest Capital Management, Raymond James Financial Services, Fsc Securities Corp, and Brennan Wealth Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, supported by educational programs and an integrated platform of affiliated services.

Fang Hsi Lee is a financial advisor at Private Advisor Group, LLC with three years of industry experience. Lee holds a Series 66 credential and has prior experience with firms including Avantax Investment Services Inc., Cetera, and LPL Financial. Outside of advising, Lee works as a tax accountant and partner at Paxel Consulting LLC, providing tax return preparation, tax and estate planning, and financial statement services. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides access to third-party asset managers, turnkey platforms, and a proprietary separately managed account program through a nationwide network of investment adviser representatives.

Yasmin Alkahlout is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Her prior roles include positions at Creative Solutions Services LLC and QTC Management. 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 offers financial planning using proprietary and third-party methodologies focused on long-term portfolio returns and saving rates, delivered through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Brent Sikes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at Triad Advisors, Inc. and Fullcircle Wealth LLC. Outside of his advisory role, he is involved with Heritage Capital Strategies as a fixed insurance agent and is a passive investor in Ironwill Earthworks LLC. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment process combining passive and active management supported by an internal Investment Committee.

Weston Pollock is a financial advisor with Hightower Advisors, holding a Series 66 designation and 24 years of industry experience. He previously worked at Smith Anglin Financial, LLC for 18 years and Purshe Kaplan Sterling Investments, Inc. for 12 years. Outside of advisory work, he operates a sole proprietorship focused on group insurance. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Jason Brown is a CFP® with 11 years of industry experience. He is currently an advisor at Farther and previously worked at Fisher Investments, Fidelity, and Wells Fargo. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments mainly in ETFs, mutual funds, equities, and fixed income.

John Wisnewski is a financial advisor at Guardian Life with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Guardian Life and Park Avenue Securities since 2023. Outside of his advisory role, he serves as a Division I college football official and sits on the board of directors for the Little Elm Chamber of Commerce. John is affiliated with Park Avenue Securities LLC, which operates as Park Avenue® Wealth Management, a broker-dealer and investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a variety of advisory programs, including discretionary and non-discretionary models from in-house and third-party managers.

Kenneth Brown is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Commonwealth since 2016. Brown is also a part owner and partner of Brown Ruth Advisors, LLC, an operating company for securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Joana Montero Flores is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dallas, TX. She holds Series 63 and Series 65 designations and has one year of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. Joana has also held positions outside finance, including at Baylor Scott and White and Uhaul. FIFTH THIRD SECURITIES, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, featuring options such as mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

John Burns Jr. is a CFP® professional with 24 years of industry experience, currently serving at Savant Wealth Management since 2026. He previously led Burns Wealth Management, Inc. and Exencial Wealth Advisors, LLC, where he held ownership interests. Outside of his advisory roles, he is an independent insurance agent and has interests in oil and gas investments through a separate holding company. Savant Wealth Management provides comprehensive wealth management services to individuals, families, retirement plans, charitable organizations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a range of actively managed strategies, supported by integrated legal, accounting, and trust services.

Apekshit Mulay is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 registrations with seven years of industry experience. He has been involved in consulting for technology companies and economic revival projects and serves as a director of marketing for the Dallas Fort Worth Chapter of Vishwa Hindu Parishad of America, where he also promotes financial literacy through community workshops. Mulay is additionally engaged in authoring economic and macroeconomic works and maintains roles in health insurance referrals and rideshare advertising. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations, offering advisory and broker-dealer services including fee-based wrap programs, model portfolios, third-party money managers, and commission-based products. The firm operates as both a registered broker-dealer and RIA, supporting clients with a range of discretionary and non-discretionary investment options.

Yanfang Li is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has ownership and management roles in several land investment entities and provides tax filing and business assistance through her own firm. Additionally, she works as a health insurance agent helping clients obtain coverage. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering advisory services primarily through model portfolios and third-party managers across multiple platforms such as Transamerica ONE, TFA365, and ALPHA.

Allison Geiger is a CFP® and holds a Series 65 license with 19 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Heritage Financial Planning for 11 years. Based in Dallas, TX, her career spans roles focused on financial planning and advisory services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using proprietary due diligence processes and sponsors several private funds and a registered interval fund.

Carter Brower is a financial advisor with NewEdge Advisors in Plano, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Mercer Global Advisors and Lake Point Advisory Group before joining NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies with centralized due diligence and technology tools.

Jane Landsberger is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. Her background includes roles in various sectors such as oil and gas production and estate planning referrals. Outside of her advisory work, she is involved in managing rental properties and holds royalty interests in energy companies. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.

Steven Walton is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He has worked at Hightower Advisors since 2020 and previously spent ten years at GuideStone Financial Services and GuideStone Financial Resources. Walton is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, offering a range of investment products and strategies tailored to various client needs.

Gregory Leyden is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked previously at Ameriprise, Comerica Securities, and TIAA-CREF. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage channels, offering multiple program types including mutual fund/ETF models, SMA strategies, and direct indexing via the Passageway Managed Account platform.

John Mazzei is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Vanguard, Charles Schwab, and Fidelity. Outside of finance, Mazzei is a part-owner of Nurse Emily, LLC, a medical cosmetic company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering a range of portfolio management and planning services.