Nicole Mosley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Dallas, TX. Her prior experience includes seven years at Marc Hill, CPA, before joining Mercer in 2018. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory approach with globally diversified portfolios, using low-cost index vehicles and multi-factor tilts, and offers various implementation options alongside financial and retirement planning, tax support, and estate-planning coordination.

Eleanor Ray is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Farther Finance Advisors since 2023 and previously spent 16 years at WPWealth. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or proprietary algorithmic portfolios, with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.

Allen Harris is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 63 and Series 66 licenses. He has three years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his financial industry work, Harris spent nine years in education with several Texas school districts. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Christian Villa is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Fidelity Investments and Fidelity Brokerage Services LLC. Outside of his advisory role, he has worked in retail sales and as a food delivery driver. 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 & Co.’s asset-allocation models and internal research tools to guide investment decisions, with trades executed only upon client authorization.

Samantha Hoover is a CFP® professional with experience at Mercer Global Advisors Inc. since 2024 and prior roles including positions at AGIS Network and Northwestern Mutual. She is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies.

Kevin Tehan is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at WhiteRock Wealth Management for eight years before joining Beacon Pointe in 2024. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes high-net-worth individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Kristopher Cawthon is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 11 years. Mr. Cawthon founded Fortis Wealth Advisors, an independent registered investment advisor based in Dallas, where he is involved in operations, finance, and investment management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services, including portfolio management, financial planning, and consulting, and offers multiple program structures that combine in-house and third-party manager strategies with technology-supported tools.

Kathryn Banis is a CFP®-certified financial advisor at Creative Planning with nine years of industry experience. Her prior roles include positions at Adviser Investments LLC and Goldman Sachs, as well as a teaching role at The Carroll School at Boston College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tailored active management and access to private market investments.

James Justus is a CFP® professional with 14 years of industry experience, currently with Mercer Global Advisors Inc. in Dallas, TX. His prior roles include positions at INDESOVI de PR and Objective Planning, LLC. He is involved as a general partner and co-owner in a real estate investment company, The Madison Project, LLC. Mercer Global Advisors serves a broad client base including individuals, families, small business owners, and non-profits, providing investment advisory and comprehensive financial planning services. The firm employs a globally diversified, risk-appropriate investment approach utilizing low-cost ETFs, index funds, and specialized portfolios, alongside various advisory and client education offerings.

Ramon Aguirre is a financial advisor with Money Concepts Capital Corp in Fort Worth, TX, holding Series 66 and Series 63 licenses and possessing 12 years of industry experience. His career includes roles at Maia Wealth, Jim Poe & Associates, and Charles Schwab, among others. Aguirre also owns and manages DTN Wealth LLC and DTN Income Strategies LLC, which are personal business ventures outside of his securities activities. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation investment strategies and operates as an enterprise adviser managing approximately $4.07 billion in client assets through a broad network of advisors.

Adam Sheer is a financial advisor at Corient with five years of industry experience and holds a Series 65 designation. His prior work includes roles at Roosevelt Investments and CIPW Service Company. Outside of his advisory work, he serves as an advisor to Memoria, a company that guides families through funeral planning, and as a director on the board of Cedar Park Cemetery. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and specialized offerings through affiliates, focusing on continuous portfolio monitoring and risk management.

Joan Alexandre is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Avantax Investment Services, 1st Global Advisors, and UBS Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on serving large institutional investors.

Gregory Bone is a financial advisor at Corient with 11 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. His prior experience includes long-term service at Rgt Wealth Advisors, LLC, lasting over two decades. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates individual security selection, fixed-income strategies, and third-party manager solutions with ongoing portfolio monitoring and risk management.

Scott Neuendorf is a CFA® charterholder with 18 years of industry experience. He has worked at Luther King Capital Management Corporation since 2013 and spent five years at Hester Capital Management, L.L.C. prior to that. Neuendorf is based in Fort Worth, TX. Luther King Capital Management Corporation advises a range of institutional and individual clients, including trusts, foundations, pension plans, government entities, and private investment partnerships. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages mutual funds, separately managed accounts, and private investment vehicles.

William Diehl is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining Beacon Pointe in 2023. Outside of his advisory role, he serves as a trustee for family trusts and is an officer of a family-owned investment LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a manager-focused, asset-allocation approach supported by proprietary due diligence and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Larry Ferguson is a CFP® with 23 years of experience in the financial services industry. He has worked at Mercer Global Advisors since 2021 and previously spent significant time with Quest Capital Management and Raymond James Financial Services. He is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios with low-cost ETFs, index funds, and other strategies, while also offering specialized programs and educational initiatives.

Wesley Sorensen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Principal Life Insurance Co, and Householder Group Estate & Retirement Specialists. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and a range of program offerings such as financial planning, asset management, and specialized retirement plan consulting.

Ben Roth is a financial advisor at NewEdge Advisors with 43 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for over a decade. Mr. Roth is also the founder and wealth advisor of Fortis Wealth Advisors, LLC, through which he manages client financial assets. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

James Edwards is a financial advisor with Janney Montgomery Scott in Dallas, TX, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He previously worked at Raymond James & Associates for 23 years and UBS Financial Services for 9 years. Edwards is a limited partner in a private investment entity based in Houston. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Isaac Babalola is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. He has worked previously at Mercer Advisors, Ameriprise, Northwestern Mutual, and held roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.