Kyle Burgoyne is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at J.P. Morgan Securities LLC, Fisher Investments, Capital One Investing, and ClubCorp, as well as operating a general store business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, catering to workplace, high-net-worth, and ultra-high-net-worth clients.

Jimmy Fletcher is a financial advisor at Oppenheimer in Dallas, TX, with 20 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 66 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, with both discretionary and non-discretionary management options.

Paul Greenwell is a financial advisor at Luther King Capital Management Corporation with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Luther King Capital Management since 1983. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and mutual funds. The firm employs fundamental, bottom-up analysis across a range of equity, fixed income, and balanced strategies and manages approximately $31.5 billion in assets.

Michael Anderson is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. He previously worked at CH Investment Partners and HDVI. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm uses a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Aljon Lovelace is a CFP® and Series 66-licensed financial advisor at Empower Advisory Group with 14 years of industry experience. His career includes roles at Empower Advisory Group, JustAnswer, MDRN Capital, Edge Creek Wealth Management, and Retirement Planners of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

Dylan Mc Donald is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with Goldman Sachs Wealth Services and previously worked at Equitable Advisors, Clearfork Engineering, and Movement Mortgage. Outside of his advisory role, he is the sole proprietor of McDonald Property Investments. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning and portfolio management alongside specialized programs and alternative investments. The firm utilizes strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor investment solutions.

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.

Bismarck Darko is a CFP® and ChFC® with 12 years of experience in financial advisory roles. He currently serves as an investment advisor at Creative Planning and is also an investment advisory representative at Sageview Advisory Group, where he provides asset management services. His prior experience includes positions at Goldman Sachs, JPMorgan Chase, USAA Financial Advisors, and TIAA. Creative Planning offers 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, supported by a broad range of affiliated non-investment businesses such as an estate law firm, trust company, and retirement plan recordkeeping services.

Lindsay Landin is a CFP® professional with 22 years of experience, currently with Hornor, Townsend & Kent, LLC. She has been with the firm since 2004. In addition to her advisory role, she is active as a licensed insurance agent with activities that include life, health, disability, long-term care, and annuity product sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Richard Colleoni Jr. is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2017 and previously worked at Wunderlich Securities, Inc. from 2014 to 2017. Outside of his advisory work, he is involved in the international toy top community, developing and selling accessories. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports an extensive advisory network and offers tailored, discretionary investment advice through various account programs.

Jason Preston is a financial advisor at Creative Planning with 13 years of industry experience. He has been with Creative Planning since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner of a real estate business in North Richland Hills, Texas. 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 approach emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Stephen Beckmann is a Series 66-licensed financial advisor with Integrity Alliance, LLC, based in Bedford, TX, and has two years of industry experience. Prior to joining Integrity Alliance in 2026, he worked in multiple roles at Bankers Life from 2022 to 2026. He also spent 15 years with the Hurst Euless Bedford Independent School District. Beckmann’s non-investment business activities include recruiting and training insurance agents for Bankers Life, focusing on life and health insurance products. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans through a large network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers, utilizing multiple investment approaches and platforms.

Jenna Sands is a financial advisor at Eagle Strategies (NY Life) based in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her current role, she worked with NYLIFE Securities LLC and New York Life Insurance, and she spent eight years with Plano ISD. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm focuses on tailored recommendations and provides solutions across multiple program types, including fee-based advice and retirement plan consulting.

Jerome Caulk is a financial advisor at Concurrent Investment Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth Partners Alliance, Ameriprise Financial Services, Merrill, and Citigroup Global Markets. In addition to his advisory work, he is the owner of Tutelas Financial, an investment-related business. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Adaryan Jones is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and three years of industry experience. He previously worked at Big Insurance Group for three years and has a background that includes five years at Texas Tech. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and client savings rates through an integrated model tied to Empower’s administrative platforms.

Nicholas Nixon is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at Cloud Wealth Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a diverse range of clients including defined contribution and defined benefit plans.

Michael Shockley is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. His prior experience includes a 24-year tenure at Rgt Wealth Advisors, LLC, followed by roles at CIPW Service Company, LLC and Corient Services LLC. 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, combining in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Duane Aponte is a financial advisor at PNC Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. He has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Laura Maxfield is a CFP® and holds a Series 65 license with 16 years of industry experience. She is currently with Corient, where she has worked since 2022, having previously held positions at Rgt Wealth Advisors, LLC and LEE Financial Company, LLC. Maxfield is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and specialized offerings such as family office and trustee services.

Donna Dyke Bajaj is a financial advisor at Oppenheimer with 54 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2005. Her prior experience includes roles at Credit Suisse Securities (USA) LLC and Pershing LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation and both discretionary and non-discretionary management.