William Glenn is a ChFC® credentialed financial advisor with four years of industry experience, currently with Hightower Advisors in Dallas, TX. His prior experience includes roles at Smith Anglin Financial, LLC, Bevinco Inc, and University of North Texas. From 2013 to 2021, he was involved with Tenant Link/Let's Party in a business capacity outside of finance. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a broad range of portfolio management and consulting services.

Shawn Stanley is a financial advisor with NewEdge Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2024, he spent 10 years with JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, Mr. Stanley serves as Vice President of the Plano West Lacrosse Club, focusing on youth recruitment. NewEdge Advisors is a large registered investment adviser serving individuals, plans, corporations, and charitable organizations through a network of independent advisers. The firm offers diversified portfolio management and consulting services, employing various program structures and integrating technology tools to support both advisors and clients.

Yun Tong is a financial advisor with PNC Wealth Management in Allen, TX, holding a Series 66 designation and four years of industry experience. Prior to joining PNC Investments in 2025, Yun worked at Thrivent Investment Management and Thrivent Financial from 2023 to 2025, and held roles at Bank of America and Merrill from 2017 to 2023. Yun also founded Hello Yuki LLC, operating from 2012 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithmic risk assessment and discretionary model portfolios managed by PNC or third-party strategists.

Nicholas Blaine is a financial advisor at Creative Planning with Series 66 and Series 65 credentials and three years of industry experience. He previously worked at Fisher Investments for two years and spent nine years with Plano ISD. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Matthew Powers is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent five years at Frontier Investment Management Co. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to pooled vehicles and private funds. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Sergio Andrade is a financial advisor with Primerica Advisors in Dallas, TX, holding a Series 65 credential and over 30 years of industry experience. He previously worked at New York Life Insurance Company for 34 years before joining Park Avenue Securities and Guardian Life Insurance Company in 2025. Andrade is also involved with Valorstone Wealth and Insurance Solutions LLC. Park Avenue Securities serves a diverse retail client base, offering brokerage and fee-based advisory services, financial planning, and consulting. The firm utilizes a variety of proprietary and third-party investment strategies and supports a wide range of account types and features.

John Eggleton is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Canvas Financial, Alamo Corporate Group, Ameritas Investment Corp, and Foster Financial Group. He is involved in assisting clients with life insurance policy sales through a family-related business activity. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and portfolio management using model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual and institutional clients.

Chin Po is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His background includes roles at LPL Financial, Cetera, Avantax, and ownership of Paxel Consulting LLC, where he provides accounting, tax preparation, and business consultation services. He also serves as a director for Eclat, a nonprofit focused on education fundraising, and maintains a longstanding CPA practice with Lam, Po & Xu CPA’s. 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 network of investment adviser representatives and a range of advisory programs.

Steven Blankenship is a CFP® with 11 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 21 years at Heritage Financial Planning, where he was a managing member and advisory representative. He continues to assist with client transitions related to the acquisition of Heritage Financial Planning by Beacon Pointe. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing third-party platforms and a formal due-diligence process, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner in multiple private funds.

Ashish Khanna is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at Frontier Investment Management Co. from 2016 to 2020 before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to various investment vehicles such as mutual funds, ETFs, alternative investments, and custom indexing.

David Camarillo is a Certified Financial Planner® and Chartered Financial Consultant with 20 years of industry experience. He is currently with Hightower Advisors and has previously worked at Smith Anglin Financial, LLC and Purshe Kaplan Sterling Investments. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Steve Luong is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates as a CPA providing tax preparation services. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and operates an integrated retirement plan ecosystem with affiliated entities.

Taylor Snyder is a financial advisor with Sanctuary Advisors, LLC in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Sanctuary Advisors, he was affiliated with Sanctuary Securities, Inc. for four years and has a background working at the University of North Texas and James Bowie High School. Sanctuary Advisors, LLC provides 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 broad range of investment approaches and offers portfolio management through several account types while acting as a fiduciary under written agreements.

Carl Larimore is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked primarily at Mercer Global Advisors Inc. since 2016, with a brief tenure at Pegasus Advisors in 2016. Larimore is based in Dallas, TX. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.

Alexander Ling is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 65 designation and one year of industry experience. Before joining Hightower, he worked at The Menard Financial Group and Willis Johnson & Associates, and he operated Sandra Ling Designs, a business active for seven years. He was also a student at the University of Houston from 2018 to 2024. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions such as pension plans, charitable organizations, and corporations. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Daniel Oconnell is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Investment Institute, Inc. in Dallas, TX. He has worked at Wells Fargo Private Bank since 2015 and joined Wells Fargo Investment Institute in 2021. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm focuses on delivering research and model guidance rather than exercising investment discretion or holding custody of client assets.

Rhyan Young is a financial advisor at Hightower Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Frontier Investment Management Co and TIAA-CREF. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment advisory and planning services. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios across a range of investment vehicles.

Howard Swanfeldt II is a financial advisor with Fifth Third Securities, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior work includes 16 years at Comerica Securities Inc and time at Ameriprise Financial Services in various roles. Outside of his primary advisory duties, he coordinates with banking centers and money market products as a financial advisor affiliated with Comerica Bank. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs via the Passageway platform, combining mutual fund, ETF, SMA, tax-overlay, and direct-indexing strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Jinyu Shi is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Transamerica, Shi has worked at UnitedHealthcare since 2018 and Fidelity National Information Services since 2006, where he serves as an IT architect consultant. He is also involved in selling Medicare and ACA health insurance products through affiliated companies. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Qi Dong is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Transamerica Financial Advisors since 2017 and is also involved with the Heartland Institute of Financial Education, where he provides employee financial education classes. Additionally, he engages in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, proprietary and third-party model portfolios, and commission-based insurance and brokerage products.