Tallie Young is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 29 years of industry experience. She has been with Ameritas Advisory Services since 2021 and operates Tallie O. Young & Associates, LLC. Additionally, she markets nutritional supplements and natural products through Shaklee. Ameritas Advisory Services provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a variety of strategies and affiliated professionals.

Jason Weston is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has held multiple roles in insurance and mortgage-related businesses since 2001. Weston is involved in residential mortgage loan origination and insurance sales as part of his broader professional activities. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party model portfolios with discretionary and non-discretionary options, and supports clients with affiliated retirement and recordkeeping entities.

Brian Bergman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at Smith Anglin Financial, Fidelity Investments, and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Chandler Maxwell is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. He has worked with Ameritas Advisory Services, Ameritas Investment Company, and Foster Financial Group since 2021. Prior to his advisory roles, he was employed at ISN Software Corporation from 2016 to 2021. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing in-house and third-party managers, with a platform approach that includes co-advisory relationships and managed model portfolios.

Michael Kolacz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Independent Financial Group since 2023 and previously was with International Assets Advisory, LLC for seven years. He also co-manages Epstein & Kolacz Wealth Management, where he has been involved since 1982. Outside of advisory work, he provides estate planning legal services and assists clients with college tuition negotiation through separate consulting roles. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with integrated investment advisory programs, financial planning, and retirement services. The firm utilizes a combination of in-house and third-party investment models to deliver tailored strategies and operates both as a registered investment adviser and an active broker-dealer.

Chad Smith is a CFP® and ChFC® with 29 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined the firm in 2025 after six years at Heritage Financial Planning, LLC and eleven years at H.D. Vest. He is based in Dallas, TX. 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 using a proprietary “Focus List” and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Nishant Mehta is a CFP® professional with experience at Mercer Global Advisors Inc. since 2026. Prior to joining Mercer, he worked at Guidehouse for 13 years and was affiliated with Texas Tech University for two years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s approach utilizes Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios through a range of investment vehicles, and it offers specialized services including retirement plan consulting and charitable advisory.

Christopher Ford is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked at Frontier Investment Management Co and United Capital Financial Advisers. He also spent one year at Texas Tech University early in his career. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Jason Nunez is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. He has been with Transamerica Financial Advisors since 2018 and also serves as an independent contractor with Net Law Group Inc., providing affordable estate planning and legal services. Additionally, he is a member of the United States Naval Academy Alumni Association North Texas Chapter, where he is involved in membership administration and outreach. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with various proprietary and third-party investment programs, operating as both a registered investment adviser and broker-dealer.

Michael Lee is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role since 2012, Lee serves as the superintendent of Booker Independent School District and is the owner of a family farm. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary investment programs.

Darren Hill is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities from 2009 to 2020 before joining Sanctuary Advisors in 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a range of portfolio management options, financial planning, and retirement consulting, employing multiple analytical approaches and maintaining fiduciary standards under written advisory agreements.

Zeeshan Ali is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and bringing eight years of industry experience. He has held multiple roles in tax planning and financial services, including proprietorships in wealth management and tax preparation firms. Ali is also involved in business consulting through his ownership of Profinguide LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets and offering both discretionary and non-discretionary account options.

Sachit Muduli is a financial advisor at Transamerica Financial Advisors with one year of industry experience. His credentials include Series 63 and Series 65 licenses. Prior to joining Transamerica, he worked at Wfgia and Boost Mobile and has been a student for over a decade. 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 both advisory and broker-dealer services, featuring proprietary model portfolios and access to third-party money managers with discretionary and non-discretionary program options.

John Farris Sr. is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has worked with Commonwealth since 2016 and was previously affiliated with WFG Investments, Inc. from 2012 to 2016. Outside of his advisory role, he is a co-owner of a charitable foundation and operates a ranching and hay production sole proprietorship in Texas. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Drew Labarbera is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 designations and has 37 years of industry experience. He has been with Transamerica Financial Advisors since 2014 and has a long career that includes ownership and management roles in several businesses, including a golf course and real estate development. Outside of his advisory work, Labarbera is a part owner of Northern Challenge Golf Course and has been involved in land development around the course. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio and third-party manager approach, delivering advisory services through multiple platforms and a large network of advisors.

Irma Sandoval is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has held roles with Colonial Life & Accident Insurance Company, WealthWave, Debtmerica Relief, and Wfgia. Outside of her advisory work, she is involved in administering employee benefits for companies through Colonial Life. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its advisory services.

Antonio Biedma is a financial advisor at SPC with a Series 65 credential and experience spanning roles in mortgage and insurance companies since 2012. His prior work history includes positions at Sigma Financial Corporation, TWFG Insurance, USA Mortgage, Amerihome Mortgage, and Ocwen Loan Servicing LLC. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers various account programs such as SIGMA Managed Account and the Axis Platform, delivering tailored and discretionary investment advice.

Nitame Thomas Sr. is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with various organizations, including the U.S. Department of Labor and the Veterans Health Administration. He is the founder of Growapprised, a business education company focused on entrepreneurial growth and strategic oversight. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios.

Dan Drummond III is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Smith Anglin Financial, LLC. Based in Dallas, TX, Drummond joined Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Umeka Johnson Hart is a financial advisor with Truist Advisory Services in Plano, TX, holding Series 63 and Series 65 credentials and totaling 13 years of industry experience. Her prior roles include positions at Truist Investment Services, Bbva Securities Inc., Compass Bank, and BBVA Compass Insurance Agency. Outside of her advisory work, she is the sole member of KRIMEEK BIJOUTERIE LLC, a small online costume jewelry store. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration across its platform.