Kirk Badii is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing 15 years of industry experience. His prior roles include positions at Cantella & Co., Raymond James Financial Services, UBS Financial Services, and Credit Suisse Securities. Badii operates marketing entities for securities and advisory services under the names Badii Group Private Wealth Management and Badii Group, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and a mix of passive and active investment exposures.

Michael Kucej is a financial advisor at First Command Advisory Services in Fort Worth, TX, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Command and its related entities since 2010. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who design and monitor model portfolios and select third-party managers from approved lists.

Christina Faulkner is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her prior roles include positions at Charles Schwab Bank, SSB, SCHW Private Client Investment Advisory, and Charles Schwab & Co., Inc. She is based in Westlake, TX. 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 guidance is based on internal asset-allocation models and research tools, with investment recommendations tailored to client goals and risk tolerance.

Hallie Fraze is an advisor at Schwab Wealth Advisory with a Series 66 designation and less than one year of industry experience. Her prior work experience includes roles at Charles Schwab & Co., Inc., Charles Schwab, Target, and the University of North Texas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with client authorization required for trades.

Zachary Fisher is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 certifications and four years of industry experience. He has worked at Schwab Wealth Advisory since 2022 and has been affiliated with Charles Schwab since 2019. Prior to his advisory role, he held positions at Levi Strauss & Co and the University of North Texas. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s standard asset-allocation models and internal research tools, with client authorization required for all trades.

Peter Martin is a financial advisor at Cerity Partners LLC in Fort Worth, TX, with 10 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Arkadios Capital and BD4RIA, Inc. He is also involved in insurance product sales through BD4RIA Insurance Agency, LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and pooled investment vehicles, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and incorporates proprietary quantitative screening alongside access to alternative and private market solutions.

Imani Hosseini is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and experience beginning in 2024. Prior to joining Goldman Sachs, Hosseini worked at Ernst & Young and held legal roles at Le Brocq Law Firm and the Law Office of Dorothy Hyde. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth solutions, leveraging strategic allocation models and both discretionary and non-discretionary portfolio implementations.

Kenneth Jacobs Jr. is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Fidelity, Charles Schwab, Robinhood Financial, and Texas Aquafarm. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, serving a large participant base with a higher client-to-advisor workload than many peers.

David Lehmann is a CFA® charterholder with 12 years of industry experience. He has worked at Luther King Capital Management Corporation since 2003. The firm advises a diverse range of clients including individuals, trusts, foundations, pension plans, and government entities. Luther King Capital Management pursues fundamental, bottom-up analysis across multiple asset classes and manages a variety of investment vehicles, including mutual funds and private partnerships.

Andrew Henk is a CFP® professional with 15 years of industry experience. He is currently with &PARTNERS, where he has worked since 2024, following prior roles at Wells Fargo Clearing and Merrill. Outside of his advisory work, Henk serves as Vice President on the Board of Directors for Ellis County Fresh Water Supply District No. 1 in Dallas, Texas. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, and operates with dual registration as a registered investment adviser and broker-dealer.

Bridget Palmer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for five years before joining Commonwealth in 2019. Palmer currently leads the Palmer Wealth Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Wendell Epps is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Principal Securities since 1998 and has worked with Principal Life Insurance since 1997. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Teodora Ibrahim is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2024. Outside of her advisory role, she works as an independent contractor delivering packages for Amazon Flex. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a range of discretionary and non-discretionary managers.

Mason Jones is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles in roofing and building products as well as retail. 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 comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers from approved lists.

Adriana Jimenez is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. She has worked with multiple affiliated firms under the First Command umbrella since 2018, and her previous roles include positions at William J Perry and Home Depot U.S.A. Inc. 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 wrap-fee asset management programs featuring centrally managed model portfolios and prescreened third-party managers.

David Warhoftig is a financial advisor at Hightower Advisors with three years of industry experience. He holds a Series 65 designation and has previously worked at Americana Partners, LLC and Avalon Advisors. Outside of his advisory role, he serves as Secretary of the Board for the Cambridge Crossing Homeowners Association. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes multi-manager solutions through affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Ambyr Capps is a financial advisor at Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 66 licenses with three years of industry experience. She maintains an active occupational therapy license and works on a part-time, as-needed basis providing therapy services at Health Management Group and CRG Therapy Group. Additionally, she serves as an administrator for the DFW Network of Women, a local networking group. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Abdoulali Jirani is a financial advisor at Goldman Sachs Wealth Services with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, New York Life, and H-E-B, among others. 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 access to specialized wealth programs and alternative investments.

Tamara Becker is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Guaranty Bank and Trust. Outside of her advisory work, she is involved with CROSS YOUR FINGERS LLC, a company focused on medical devices and supplies related to renal health. Schwab Wealth Advisory serves clients enrolled in its SWA program and certain referrals, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance relies on Charles Schwab’s asset-allocation models and research tools, with client-approved trades and tailored recommendations based on individual goals and risk tolerance.

Billy Clark is a financial advisor with Kestra Advisory in Irving, TX, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 35 years of industry experience and has been with Kestra Advisory since 2016, with prior tenure at Kestra Investment Services dating back to 2005. Clark is the owner of Halcyon Wealth Advisors, LLC, through which he provides insurance and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design and compliance, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.