Ira Hester is a CFA® and CIC-designated financial advisor with 28 years of industry experience. He has been with Luther King Capital Management Corporation in Fort Worth, TX, since 2013. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Kevin Olson is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Charles Schwab & Co., PNC Investments, Avantax, and Pacific Life. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

John Gunthorp is a CFA® and CIC credentialed advisor with 28 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies, managing a range of portfolios including mutual funds and private investment partnerships.

Brian James is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His previous roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and Compass Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Ronald Deal is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has prior experience at Booz Allen Hamilton and Apex Clean Energy, as well as service in the United States Army. He is based in Fort Worth, TX. First Command Advisory Services 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 managed by a centralized Investment Management Team.

William Angerman is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and one year of industry experience. He previously served 27 years in the United States Air Force and has held roles at Silver Angle Consulting and Five Domains. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team.

Michael Mc Cann is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior work includes roles at Fidelity Investments and First Command Financial Services, Inc. First Command Advisory Services 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 provides financial planning and multiple wrap-fee asset management programs that utilize a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and third-party managers.

Thomas Richardson III is a financial advisor at Cerity Partners LLC with 29 years of industry experience. He holds a Series 63 designation and has worked at firms including Arkadios Capital, BD4RIA, Inc., Karsten Advisors, and 1 St Global Insurance Services. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in assets as of year-end 2025. The firm offers customized wealth management services, employing a client-specific investment framework that includes proprietary screening, manager selection, alternative and private market solutions, and affiliated business platforms.

Scot Hollmann is a CFA® charterholder with 34 years of industry experience, currently serving at Luther King Capital Management Corporation since 1983. He is based in Fort Worth, TX, and holds a Series 65 license. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, pension plans, and government entities. The firm employs a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies, managing a range of pooled and separate accounts with approximately $31.5 billion in regulatory assets under management.

Stephen Osborne is a financial advisor with \u0026Partners in Colleyville, TX, holding Series 65 and Series 66 licenses and 20 years of industry experience. Prior to joining \u0026Partners in 2025, he worked at Guidestone Financial Resources of SBC for 19 years and A. G. Edwards & Sons, Inc. for one year. Outside of his advisory role, he is a silent partner in a business that purchases and resells exotic animals. \u0026Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, retirement-plan participant management, and brokerage services. The firm employs a variety of analysis methods and third-party strategies, with investment management available on both discretionary and non-discretionary bases.

Aaron Peck is a financial advisor at Guardian Life with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior roles include positions at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Mutual of Omaha. Outside of his advisory work, Peck serves as a board member for the National Association of Insurance and Financial Advisors (NAIFA) and is a continuing education instructor for Texas state licensing courses. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and a digital advisory solution, tailoring client relationships through a broad range of financial planning and consulting services.

Frank Sullivan is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Frost Brokerage Services and First Command Financial Planning, Inc., each for six years. Outside of advisory work, he serves as an executor and independent administrator for family estates. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs, using a centralized Investment Management Team to design, monitor, and rebalance model portfolios.

Mason Goynes is a CFP® professional with eight years of industry experience, currently serving with AE Wealth Management, LLC in Fort Worth, TX. His prior experience includes roles at Gregory Ricks & Associates, Inc., Centanni Financial Group, Lincoln Financial Advisors Corporation, and Raymond James Financial Services, Inc. He also acts as a presenter for the Association for Financial Education and Advice (AFEA). AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion across more than 127,000 clients, supported by a robust platform and a large team of advisors.

Peter Carlo is a financial advisor at First Command Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with First Command in various capacities since 2001. First Command Advisory Services 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 provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Holly Heath is a Series 66-licensed financial advisor with First Command Advisory Services, based in Fort Worth, TX. She has 12 years of industry experience and has worked within various First Command entities since 2015. Outside of her advisory role, she is active in her local community as a member of a sewing club that creates items for sale and charity. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and monitor portfolio models.

Daniel Barker is a financial advisor with Carson Wealth and holds Series 63 and Series 65 licenses. He has 29 years of industry experience with prior roles at Cetera Advisor Networks LLC, Linsco/Private Ledger Corp. (formerly LPL Financial), Pinnacle Financial Group, and Summit Financial Group. Outside of his advisory work, Barker serves as a high school basketball referee with the Fort Worth Basketball Officials Association. CWM, LLC operates an enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach guided by an Investment Committee that uses fundamental and technical analysis to construct and monitor model portfolios.

James Meier is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and having one year of industry experience. Prior to joining the firm, he served 27 years in the United States Air Force. He is also involved as a distributor and community partner with The Juice Plus+ Company, a multi-level marketing business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

Jaimeson Smith is a financial advisor with Creative Planning, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Robinhood Financial, Robinhood Markets, and Fidelity Brokerage Services. He serves on the board of the American Heart Association and participates on the family board of directors for Allen Associates, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by specialized offerings such as direct indexing and tax-loss harvesting.

Kristal Dillon is a financial advisor with First Command Advisory Services holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked with First Command Financial Planning Inc. since 2002. Outside of her advisory role, she is employed as a driver for Uber and Door Dash. First Command Advisory Services 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 wrap-fee asset management programs featuring centrally managed model portfolios and third-party managers selected by an in-house Investment Management Team.

Kevin Heckle is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Prior to his current role, he served 27 years in the United States Air Force. He has worked at multiple First Command entities since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.