Erin Bluske is a CFP® with 17 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC. Her prior roles include positions at NewEdge Advisors, BFS Advisory Group, Mercer Global Advisors, and Personal Capital. Outside of her advisory work, she is the managing member of an LLC focused on RV travel planning and related real estate. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers diverse portfolio management options and employs multiple analytical approaches, operating as a fiduciary under written agreements.

Frederick Mesch II is a financial advisor with Commonwealth Financial Network in Fort Worth, TX, holding a Series 63 designation and over 33 years of industry experience. He has worked at Commonwealth since 2018 and concurrently leads Mesch Wealth Advisors. Outside of advisory services, he is involved in an accounting and tax preparation firm, Mesch, PLLC, and participates in nonprofit management through co-ownership of Hope for Everybody, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside proprietary model portfolios and various program structures to meet diverse client needs.

Ashley Langan is a financial advisor at D.A. Davidson & Co. with three years of industry experience. Prior to joining D.A. Davidson in 2023, she worked at MyNurse Home Care, Inc. and Fayez Sarofim & Co. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with significant assets.

Bradley Bruce is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes a long tenure at Merrill and a decade at Bank of America prior to joining Sanctuary Wealth. He is also a founder of B&B Ventures Inc., a Texas-based firm providing merger and acquisition advisory services. 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 wide range of investment approaches through a network of more than 400 independent advisors and provides portfolio management, financial planning, and retirement plan consulting services.

Ronald Haney is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Commerce Street Capital LLC. Outside of financial advising, Haney is involved in music production, working as a guitarist, vocalist, writer, and producer for custom music cues used in radio, TV, and film. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail clients, using an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Johnny Ortega is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, Merrill, Bank of America, Charles Schwab, and TD Ameritrade. He is based in Fort Worth, TX. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to support its advice programs, serving a large client base primarily with non-discretionary investment assets.

John King Jr. is a CFA® charterholder with 34 years of industry experience. He has been with Luther King Capital Management Corporation since 1979. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, model portfolio management, and financial planning. The firm’s investment teams employ fundamental, bottom-up analysis across various equity and fixed income strategies and manage roughly $31.5 billion in assets.

Edward Skinner Jr. is a CFP® and ChFC® with 11 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2024. His prior experience includes roles at The Vanguard Group, Personal Capital, New York Life Insurance Company, and USAA Financial Planning Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Laura Martinez is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has previously worked at Frost Investments and IDEA Public Schools. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support.

Robert Pellette is a financial advisor with Cetera Planning Partners in Dallas, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Cetera, he worked at State Farm and Robinhood Markets, Inc. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider.

Jacqueline Mc Ginley is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Irving, Texas, bringing four years of industry experience. She has worked at Goldman Sachs & Co., LLC since 2022 and previously held roles at firms including 2U, TransPecos Banks, and Red Bull North America. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized programs such as Private Family Office services and Financial Wellness. The firm employs strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to tailor solutions to client objectives.

Daniel Croonquist is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities for over a decade before joining Sanctuary Advisors in 2023. In addition to his advisory role, he is involved in the sale of fixed and variable annuities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of more than 400 independent advisers. The firm offers a variety of portfolio management solutions and financial planning services, employing multiple analytical approaches and acting as a fiduciary under written agreements.

Moises Ospina is a financial advisor with Cetera Planning Partners in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Avantax and 1st Global Capital Corp. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and specialized retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through affiliated providers.

Brett Mcbroom is a financial advisor at Cerity Partners LLC based in Fort Worth, TX. He holds a Series 65 designation and joined Cerity Partners in 2026. His prior work experience includes roles in education, banking, and various other industries. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Richard Maples is a financial advisor with Money Concepts Capital Corp in Fort Worth, TX, holding a Series 65 license and 11 years of industry experience. Prior to his current role, he worked at Vann Equity Management LLC and Per Stirling Capital Management, LLC. Outside of advising, he is the owner and managing member of A. Maples, LLC, practices law through Maples Law Firm as an attorney, and manages Rocking Morning Ranch, Ltd., which operates a ranch for agricultural and recreational purposes. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolio programs, supported by various technology platforms, and operates alongside affiliated broker-dealer and insurance entities.

Jonathan Lennox is a CFP®-credentialed financial advisor with 25 years of industry experience, currently practicing at Independent Financial Group, LLC in Grapevine, TX. His prior roles include positions at USAA Financial Planning Services, USAA Financial Advisors, Inc., Riverstone Wealth Management, Inc., and Morgan Stanley DW Inc. He is an officer and 100% owner of Lennox Wealth Strategies and serves as a volunteer board member for Lakepoint HOA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers a range of portfolio management and financial planning solutions, utilizing both firm- and third-party models tailored to client risk profiles.

Rhonda Windsor is a financial advisor with Guardian Life in Southlake, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, LPL Enterprise, and Primerica. Outside of advising, she is a commissioned Notary Public in Texas and participates in direct sales with Melaleuca, a wellness company. Guardian Life’s Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and proprietary platforms. The firm provides tailored client solutions, including financial planning, consulting, and access to insurance and alternative investment products.

David Dowler is a financial advisor at Luther King Capital Management Corporation in Fort Worth, TX, holding Series 63 and Series 65 designations with 34 years of industry experience. He has been with Luther King Capital Management since 1986. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies, managing mutual funds, separate accounts, and private investment partnerships.

Mahoghany Jordan is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds a Series 65 designation and previously worked at P3 Wealth Management, P3 Financial Group, Tower Loan, Ross Stores Inc, and the University of Mississippi. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, using a diversified investment approach tailored to clients’ objectives and risk tolerance.

Tyler Bartlett is a CFP® and ChFC® with 23 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at Merriman Wealth Management and Hornor, Townsend & Kent. Outside of his advisory work, Bartlett is the owner and founder of Lawn Rentals, LLC, a local lawn equipment rental business. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.