Adam Deem is a CFP® credentialed financial advisor at Hightower Advisors with 26 years of industry experience. His career includes roles at Merrill, Comprehensive Asset Management and Servicing, Inc., and Teak Tree Capital Management, LLC. He also serves as treasurer for the River Park HOA in Fort Worth, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach, utilizing both affiliated and third-party managers with a range of investment options, and services include portfolio management, financial planning, and retirement plan consulting.

Thomas Mccarty Jr. is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2019. His prior roles include positions at Vermont Information Processing, Primerica Advisors, and Primerica Financial Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and access to a broad range of affiliated capabilities within the Goldman Sachs ecosystem.

James Jenkins II is a financial advisor at First Command Advisory Services with two years of industry experience. He holds the Series 66 designation. His prior roles include work at First Command Financial Services, First Command Brokerage Services, self-employed writing and research, and a position at NANA Management Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Rimannuel Appling is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Loan Depot, and TIAA-CREF. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and research tools.

Jared Harrington is a CFP® with nine years of industry experience currently advising clients at Mercer Global Advisors Inc. He previously worked at Fisher Investments and The Vanguard Group, Inc., and has experience as a self-employed advisor. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, providing a range of advisory and planning services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and separate account managers, with offerings that include retirement plan consulting, tax management, and specialized programs.

Cheryl Mccarson is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner and Smith for 10 years before joining Sanctuary Wealth in 2021. Outside of her advisory role, she is a commissioned notary. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a variety of portfolio management options, including separately managed accounts and unified managed accounts, and employs multiple analytical approaches within a fiduciary framework.

Karel Story is a financial advisor with Kestra Advisory in Arlington, TX, holding Series 63 and Series 66 designations and totaling 30 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services LLC in 2022, he spent 20 years with World Choice Securities, Inc. He is also involved in financial coaching, providing client relationship management and support services to Representatives and RIAs. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.

Marnie Flynn is a Series 66 licensed financial advisor with nine years of industry experience, currently with First Command Advisory Services. She has worked at firms including Robinhood Markets, Charles Schwab, and First Command Financial Services. Outside of her advisory roles, she was involved with Junque to Jewels from 2018 to 2021. First Command Advisory Services is an SEC-registered investment adviser serving 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 a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Kenneth Hopkins is a financial advisor at First Command Advisory Services with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 16 years. Hopkins is based in Fort Worth, TX. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

Angelo Corbo is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has two years of industry experience following nine years of service in the U.S. Army. Outside of advisory work, he is the owner of a non-investment-related auto detailing business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to construct and manage portfolios from approved mutual funds, ETFs, and third-party managers.

Mason King is a CFA® charterholder with 13 years of industry experience. He has worked at Luther King Capital Management Corporation in Fort Worth, TX since 2004, totaling 22 years at the firm. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers a range of services such as separately managed portfolios, sub-advisory and model portfolio services, and serves as investment adviser to seven mutual funds.

John King is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 1994. The firm advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. Luther King Capital Management Corporation manages separate accounts, sub-advisory and model portfolio services, and the LKCM Funds, employing fundamental, bottom-up analysis across various equity and fixed income strategies.

Kelly Knight is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022, following prior roles at First Command Financial Services and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a notable combination of large institutional scale and unique market roles.

Bret Kelley is a Series 66 licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. He has worked within various entities of First Command since 2018. Outside of his advisory role, he serves as Vice President of BNI - Business Network International, where he contributes to group efficiency and oversees meeting operations. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Sherri Jannise is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at TIAA-CREF, TD Ameritrade, and multiple divisions within First Command since 2017. Outside of her advisory work, she is a minority partner and officer in a locksmith business with no day-to-day involvement. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Karyn Wejemark is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. She has one year of industry experience and has held prior roles within various First Command entities. Outside of her advisory work, she has volunteered with the Turn the Tables Foundation. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular 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 and monitors model portfolios and third-party managers.

Alysia Park is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds the Series 66 designation and previously worked at United Capital Financial Advisers from 2017 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm offers integrated services that combine proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

Jay Bartley is a financial advisor with Guardian Life and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including tenure at Merrill, Comerica Securities, Commonwealth Financial Network, and Wells Fargo Investments. Bartley is a member of the Tarrant County Bar Association and serves on the Board of Directors for Community Healthcare of Texas, a nonprofit hospice. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, access to insurance products, alternative investments, and a range of integrated lending options.

Luke Roe is a financial advisor with Goldman Sachs Wealth Services based in Irving, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he had brief employment in the country club and trailer leasing sectors. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of specialized wealth and wellness programs, leveraging the broader Goldman Sachs platform and its affiliated entities.

Thomas Finneran is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. He has served in the United States Air Force and is co-owner of Aquila Gin, a craft gin business. He is also the author of a published e-book. 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.