Jing Xu is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Xu has worked at multiple firms including LPL Financial, Cetera, and Avantax, and is also a partner at Lam, Po, & Xu, CPA’s, where he is involved in tax preparation and accounting. Outside of advisory work, Xu manages a family ranch and is involved in family investment partnerships focusing on stock and bond investments. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers.

David Gauhs is a financial advisor at Fifth Third Securities, Inc. based in Dallas, TX, holding a Series 66 designation with 27 years of industry experience. His prior roles include positions at Comerica Securities, Inc. and Ameriprise Financial Services. Outside of his advisory role, he is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of managed account, tax overlay, and direct indexing strategies.

Christie Russell is a CFP® and ChFC® with 11 years of experience in the financial services industry. She is currently affiliated with Primerica Advisors and has previously worked at Northwestern Mutual Wealth Management Company and Guardian Life Insurance Company. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies alongside financial planning and consulting solutions.

Gosby King Jr. is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He is also an author, having published books since 2019. King has been with Transamerica Financial Advisors since 2012 and has worked with World Financial Group since 2008. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, including proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Hudson Roe is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Velvet Taco for two years and studied at Texas Tech University from 2015 to 2020. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by proprietary research, with integration across Goldman Sachs affiliates offering clients a range of specialized wealth services and investment options.

Steven Shaw is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with Fifth Third Securities, Inc., having joined in 2026, and previously worked at Ameriprise Financial Services and Comerica Securities. Shaw also serves as a financial advisor with Comerica Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers various investment programs via the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Austin Winsett is a Series 65-licensed financial advisor with eight years of industry experience, currently with Savant Wealth Management. He previously worked at Exencial Wealth Advisors for eight years and at KPMG for four years. Outside of his advisory role, he serves as an advisor to a family-owned construction company, Drillworx Directional Drilling. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm uses a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Jared Novak is a CFP®-credentialed financial advisor with 20 years of industry experience, currently affiliated with Commonwealth Financial Network in Dallas, TX. He previously spent 22 years with The Vanguard Group, Inc. and has been with Commonwealth Financial Network and Assay Wealth Partners, LLC since 2026. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Tara Williams is a financial advisor at Hightower Advisors with nine years of industry experience. She holds the ChFC® and Series 66 designations and has previously worked at Smith Anglin Financial, Apex Fintech Solutions, Creating & Managing Wealth, Lincoln Investment, and Foresight Financial. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions and the use of proprietary research to support portfolio construction across various asset classes and strategies.

David Trammell is a CFP® and ChFC® with eight years of experience at First Command Advisory Services, where he has worked since 2018. Prior to this, he spent 15 years at the University of Phoenix-Dallas Campus and two years at Impact Telecom. He is the founder and principal of The Trammell Group LLC, a management consulting firm, and is also an aspiring author working on his first manuscript. First Command Advisory Services, Inc. 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 that feature model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Thu Dang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her background includes roles at several health insurance providers such as Molina Health Care, Aetna, Cigna, BlueCross BlueShield, Friday Health Insurance, and United Health Care. She is involved with the Heartland Institute of Financial Education, a nonprofit focused on promoting financial literacy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a variety of model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management of approximately $1.7 billion.

Peter Ruth is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2016. He is also part owner of Brown Ruth Advisors, LLC, through which he sells fixed annuity products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Jeffrey Dunn Jr. is a CFP® professional with 11 years of industry experience, currently advising at Hightower Advisors since 2025. His prior roles include positions at Smith Anglin Financial, Fisher Investments, and TIAA-CREF. He serves as the Dallas Chapter Membership Committee Chair for the Dallas Financial Planning Association and is an Executive Organizer for Dallas MeetUp events. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and various portfolio construction techniques.

Ryan Solt is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Hightower Advisors and has prior experience at The Capital Chart Room, Coiner Enterprises LLC, OneAmerica Securities, and Integrity Financial Group, among others. He continues to service former clients through Integrity Financial Group and American United Life, primarily receiving life insurance renewals. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, a focus on manager selection, and the use of affiliated and third-party managers across various investment vehicles.

Kylie Stevens is a Series 65-licensed financial advisor with Hightower Advisors, based in Dallas, TX. She has three years of industry experience, previously working at Dearborn and Creggs and H-E-B. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm provides various portfolio management and financial planning services with an emphasis on manager selection and access to proprietary research.

Jackson Lowe is a CFP® professional based in Dallas, TX, with three years of industry experience. He has been with Hightower Advisors since 2021, following prior roles at Highgate Hotels and PricewaterhouseCoopers. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Mark Ganter is a financial advisor at Integrity Alliance, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with Brokers International Financial Services, LLC since 2016. Outside of his advisory role, he is involved in insurance-related activities, including wholesaling life insurance and annuities as well as acting as an independent insurance agent selling life, annuities, and other fixed products. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in assets and provides investment advice through discretionary accounts, model portfolios, and third-party sub-advisers.

Matthew Maresch is a financial advisor with TLG Advisors, Inc. holding Series 65 and Series 66 credentials and 22 years of industry experience. He has worked extensively with Equitable Advisors and has held roles including independent insurance agent and founder of Ashbury Boutique Wealth Management. Maresch is also involved in nonprofit educational activities through the Association of Financial Consultants and is founder of Senior Healthcare Planning LLC, an agency focused on Medicare agent development. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans, providing investment supervisory services, portfolio management, and fiduciary services. The firm’s investment process emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and it offers a direct-to-consumer digital program, Starlight Portfolios, with portfolio reviews and tactical adjustments.

Tommy Fincher is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at WhiteStone Wealth Advisors, Institute for Wealth Partners, and Cherry Financial Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, emphasizing centralized due diligence and the use of technology to support advisors and clients.

Daniel Melander is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Integrated Trust Systems and Magellan Research Group. Outside of financial advising, he provides consulting and research services for Magellan Research Group and works as a referral sales associate for Integrated Trust Systems, supporting estate planning efforts. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party managed portfolios, offering discretionary and non-discretionary program options.