Juan Landa is a financial advisor at Luther King Capital Management Corporation with 21 years of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining Luther King Capital Management in 2022, he worked at Avalon Wealth Management LLC, Avalon Advisors, LLC, and Matterhorn Capital Management LLC. Luther King Capital Management Corporation serves a broad client base that includes individuals, trusts, foundations, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages multiple mutual funds, affiliated private partnerships, and separately managed accounts.

Larry Milton is a financial advisor with Sanctuary Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who provide customized investment strategies and portfolio management solutions through various programs and platforms.

William Hutson is a financial advisor with Transamerica Retirement Advisors, LLC in Euless, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Outside of his advisory role, he works as a food delivery driver for DoorDash. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs offering managed advice and investment education. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

David Jeffery is a CFP® and CFA® based in Dallas, TX, with four years of industry experience. He currently serves at Corient and has previously worked at RGT Wealth Advisors and American Airlines. 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 security strategies with third-party managers and customized asset allocation, utilizing risk management tools and private fund platforms.

David Bittermann is a CFA® charterholder with 43 years of industry experience. He is currently with Oppenheimer, where he has worked for 23 years, including his time at Fahnestock & Co. Inc. in Dallas, TX. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diversified investment programs with both discretionary and non-discretionary management, focusing on strategic asset allocation, manager selection, and comprehensive portfolio oversight.

Andrew Balettie is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. He has worked with Eagle Strategies and related entities since 2023 and serves as a board member of Wesleyan Christian Academy, a Christian pre-school. Additionally, he acts as an adjudicator for the Pride of Texas Music Festivals, supporting school band, choir, and orchestra programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm emphasizes tailored advice delivered through multiple program types, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Howard is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Eagle Strategies since 2022 and previously with Momentum Wealth Strategies and New York Life Insurance Company since 2013. Howard serves on several community and nonprofit boards, including the Dallas Business Club, Bishop Lynch High School, and the Catholic Foundation of Dallas. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Nathan Hill is a CFP® with five years of experience in the financial services industry. He is currently with Cerity Partners LLC and has previously worked at Paladini Financial Management, Cain Watters & Associates, and Ernst & Young. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services and employs a client-specific investment framework that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Katie Hutto is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding a Series 66 credential and 13 years of industry experience. She has been involved with firms including NYLIFE Securities LLC and May Financial Strategies, LLC. Outside of her advisory work, she is a partner in Easy Clean Maids, a residential cleaning business, and serves on the finance committee of The Family Initiative, a nonprofit child welfare agency. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailored solutions across multiple program types, with a focus on serving individual investors and institutional plan sponsors within an integrated New York Life affiliate structure.

James Wigen is a financial advisor with Independent Financial Partners in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Independent Financial Partners since 2013 and also owns Independent Financial Management LLC. Outside of his advisory duties, he teaches a non-credit financial course at Southern Methodist University and serves as a FINRA arbitrator on a volunteer basis. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model, supporting individual investment strategies alongside centralized asset management options, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Emma Gall is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Goldman Sachs, she worked at SFMG Wealth Advisors and has experience in the food service industry. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and access to specialized programs and alternative investments. The firm leverages proprietary research, tactical allocation models, and its broader Goldman Sachs ecosystem to serve clients through various fee arrangements and platforms.

Amelia Abels is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential. She has been with Goldman Sachs & Co. LLC since 2025, with prior experience including roles at Snohomish Bakery, the City of Marysville, SALT Center, and Lululemon Athletica. Goldman Sachs Wealth Services advises a diverse client base, including individual investors across wealth levels, corporate and executive clients, and institutional participants. The firm offers financial planning and portfolio management supported by specialized programs, strategic allocation models, and a range of fee arrangements, leveraging the broader capabilities of the Goldman Sachs ecosystem.

Benjamin Dixon is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Independent Financial Group, he has worked at Dixon & Associates and Alderson & Alderson PC, where he is involved in tax preparation, accounting, and bookkeeping services. He also serves as an officer and director of Dixon Advisory Group LLC, which provides similar consulting and tax filing services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a range of financial planning and portfolio management strategies using both firm- and third-party models, combining passive and active investments across standard risk profiles.

Jonathon Lamb is a financial advisor at Farther with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC, and TD Ameritrade. 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 an investment approach grounded in Modern Portfolio Theory, utilizing proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, individual equities, and fixed income.

Juliana Goodell is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Her recent work history includes roles at Goldman Sachs & Co. LLC and Osaic Wealth Inc. Prior to her advisory career, she was involved with Camp Longhorn and educational institutions. Goldman Sachs Wealth Services serves a diverse client base, including individuals, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs a structured investment approach supported by dedicated internal strategy groups and provides clients access to a broad range of financial products and advisory services within the Goldman Sachs ecosystem.

Courtney Stroope is a financial advisor at Creative Planning with 20 years of industry experience. She holds a Series 66 designation and has worked at Creative Planning since 2017. Prior to that, she was affiliated with Lockton Financial Advisors, Lockton Investment Advisors, and Lockton Companies from 2012 to 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.

Alexander Tyler is a CFP® with six years of industry experience currently serving at First Command Advisory Services in Fort Worth, TX. His work history includes roles at multiple First Command entities since 2020 as well as earlier positions in education with Aledo ISD and Guthrie Public School. He is also the owner of ATT Financial Services LLC, a business he uses to manage First Command-related commissions, revenue, and expenses. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers from approved lists.

Jacob Richter is a financial advisor with Kestra Advisory based in Fort Worth, TX, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He previously worked at Edward Jones for 15 years before joining Kestra in 2021. Outside of his advisory role, he serves on multiple nonprofit boards, including the Fort Worth Stock Show & Rodeo and Junior Achievement of the Chisholm Trail. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, with capabilities that extend to large institutional investors including sovereign wealth funds.

Erick Arowo is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked with several firms including Cloud Wealth Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a volunteer weekend priest with the Anglican Church in North America, Christ Church Plano, and Trinity Lakeside, and is a board member of FOCUS Group North America Inc., a nonprofit supporting mission work in Kenya. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm offers multiple program types tailored to client objectives, with a large portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Sofia Maricevic 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 firms including Brown Brothers Harriman & Co. and Broadleaf Results, Inc. Outside of her advisory role, she is involved as a video editor for Miller Music LLC, a social media channel. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management supported by specialized programs and an array of strategic investment tools. The firm leverages integrated capabilities across the Goldman Sachs ecosystem to deliver tailored solutions and access to alternative investments.