Burke Rogers is a Series 65-licensed financial advisor at NewEdge Advisors with one year of industry experience. Prior to joining NewEdge, he worked at Iqeq and has experience in both corporate and academic environments. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management and consulting services, combining in-house manager selection with third-party models and uses technology tools and AI in its operations.

Tyrone Van Aswegen is a financial advisor at Transamerica Financial Advisors in Plano, TX, with five years of industry experience. He holds Series 65 and Series 63 designations and has been involved professionally in golf as the owner and coach at Assimilation Center For Golf since 2024. Van Aswegen also plays professional golf and has been self-employed since 2010. Transamerica Financial Advisors serves a broad client base, including individuals, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary assets and operates as both a registered broker-dealer and an RIA with affiliated retirement and recordkeeping entities.

Xinyu Liu is a financial advisor at Private Advisor Group, LLC with three years of industry experience and holds a Series 66 designation. Their prior experience includes roles at LPL Financial, Cetera Wealth Services, and Avantax Investment Services. Liu is also involved with Paxel Consulting LLC, a firm focused on international tax law and holistic financial planning. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Howard Sandefer is a Series 63-licensed financial advisor with 34 years of industry experience. He is currently with PNC Wealth Management and has previously worked at BBVA Securities Inc., BBVA Wealth Solutions Inc., Compass Bank, and BBVA Compass Insurance Agency. Outside of finance, he has been a karate instructor at Shote Karate-Do since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation only to employees. The firm utilizes approved model strategies executed via mutual funds and ETFs, with an emphasis on algorithm-driven portfolio selection and limited direct client contact.

Sylvia Mckinney is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2001. Her career also includes long-term roles with Mary Kay, Inc. and Parkland Health System. She is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. 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 platform programs, utilizing model portfolios and third-party managers for investment management.

Jared Tomsu is a CFP® professional with two years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Frontier Investment Management and The Capital Chart Room, LTD. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Steven Anglin is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 63 designation and 34 years of industry experience. His career includes long tenures at Smith Anglin & Co. and Smith Anglin Financial, LLC. Outside of advisory work, he is involved as a managing member or partner in several investment-related LLCs focused on oil and gas properties and family real estate partnerships. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver diversified portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing.

Mary Burress is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Transamerica Financial Advisors since 2014 and has also worked with organizations such as the Richardson Adult Literacy Center and Nomad Productions. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Matthew Rivera is a financial advisor at Hightower Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Fisher Investments, Glenmede Trust Company, Mariner Wealth Advisors, The Vanguard Group, and Wealth Management Solutions. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with a range of investment vehicles and portfolio management services.

Tiffany Garza is a CFP® and Series 66-registered advisor with 16 years of industry experience. She is currently with Mercer Global Advisors Inc. and previously worked at Quest Capital Management and Raymond James Financial Services. Outside of her advisory role, she manages a rental property in Richardson, 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’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles, multi-factor tilts, and tax management.

Diane Giddens is a financial advisor at Fifth Third Securities, Inc. in Dallas, TX, with 36 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services and Comerica Securities. Outside of her advisory role, she is involved with Maestro/ICS, a cash management platform serving institutional, retail, and corporate clients. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts, through investment advisory and brokerage channels. The firm offers multiple investment programs via its Passageway Managed Account Platform, combining third-party portfolio managers with a range of strategies such as mutual funds, ETFs, separately managed accounts, and direct indexing.

Jesus Maymi is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been affiliated with Transamerica since 2012 and is also an author and motivational speaker, writing self-help books and serving as president of Empowered Life Ministries. His work includes ministry activities and writing, including the publication of "A Coming Man's Devotional." Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers to implement its advisory model.

John Flaherty is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Brookstone since 2014. Flaherty also has a background in insurance sales, serving as Director of Management for the district of McKinney. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey platform and employs a range of strategic asset-allocation models, including proprietary ETFs and mutual funds, alongside internal and external sub-advisors.

Joel Williams is a financial advisor with SPC, holding a Series 66 designation and 21 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he provides general accounting services and prepares financial statements for Van's Kitchen in Dallas, TX. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies to provide a range of fiduciary and non-fiduciary services.

Kimberley Holcomb is a CFA® charterholder with 29 years of industry experience, currently serving as an investment advisor at Kestra Advisory since 2016. She has been involved with Kestra Investment Services since 2005 and owns Holcomb Wealth Management, where she provides advisory and insurance services. Outside of her advisory roles, she also performs fiduciary duties in a legal capacity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms. The firm serves a diverse client base, including large institutional investors, and supports complex investment solutions within a comprehensive supervisory framework.

Wayne Mc Cullough is a CFP® with 26 years of experience in the financial services industry. He is currently with Beacon Pointe Advisors, LLC and has held roles at Innovation Partners LLC and Benchmark Private Wealth Management. Outside of advisory work, he has been involved with Crossfit Katy Trail. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a manager-focused approach using proprietary due diligence and third-party platforms, and sponsors proprietary investment vehicles as well as private funds.

Scot Jackson is a CFP® professional with 14 years of industry experience, currently serving at Hightower Advisors since 2020. Prior to joining Hightower, he worked five years at Frontier Investment Management Co. He is also a 50% owner of Barefeet Photography and Design LLC, a family-owned business in Richardson, Texas, and serves as the Track and Field Commissioner for the Home School Athletic Association. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of portfolio strategies.

James Maher is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Calamos Wealth Management, Mai Capital Management, Fisher Investments, Ameriprise Financial Services, and Edward Jones. He also served in the United States Air Force Reserve for 21 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions and a combination of discretionary and non-discretionary portfolio management. The firm’s approach includes the use of proprietary research and a variety of investment vehicles, serving both domestic and international clients with an emphasis on manager selection and customized portfolio construction.

William Bowling is a CFP® professional with 24 years of experience in the financial services industry. He currently works at Hightower Advisors and previously held roles at THE Vanguard Group, Charles Schwab, and USAA, among others. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

David Catron is a CFA® charterholder and Series 66 registrant with 18 years of industry experience. He is currently an advisor at Hightower Advisors, where he has worked since 2020. Prior to joining Hightower, he held roles at Frontier Investment Management Co and USAA Financial Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes a multi-manager approach with manager selection, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.