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.

Brian Armstrong is a financial advisor with Carson Wealth in Southlake, TX, holding the CFP® designation and Series 63 and 66 licenses. He has 28 years of industry experience and has worked with firms including Cetera and First Financial Equity Corporation. Armstrong is also involved in financial services through multiple affiliated entities and holds a partner role in a holding company. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to manage model portfolios and offering customized solutions such as Orion Custom Indexing and access to alternative investments.

Gina McDonald is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank, spanning over a decade at those firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Brian Harris is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and joined First Command in 2025 following a 12-year career in the United States Air Force, where he served as an Avionics Functional Area Manager and is currently on terminal leave prior to retirement. 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, employing a centralized Investment Management Team to design and monitor model portfolios using mutual funds, ETFs, and third-party managers.

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.

Scott Kimmel is a financial advisor with Principal Financial Services in Fort Worth, TX, holding a Series 63 designation and 39 years of industry experience. He has been with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 2016. Outside of his advisory role, he sells fixed life insurance and fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

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 with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to her advisory career, she worked for eight years with Plano ISD and completed teacher certification through Region 10 ESC. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types and maintains a significant non-discretionary asset base.

Brian Carrillo is a financial advisor at Cetera Planning Partners in Dallas, TX, holding a Series 66 designation with 10 years of industry experience. His career includes roles at Merrill, Bank of America, Charles Schwab, and multiple Cetera-affiliated firms. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, including Social Security optimization and retirement advice, with a diversified investment approach centered on mutual funds and ETFs aligned to client objectives and risk tolerance.

Christopher Morrison is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at Regions Bank and Equitable Advisors. Outside of finance, he is a pipe organist. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and implements investments via approved strategies managed by PNC or third-party strategists.

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.

John Auger is a Series 66-credentialed financial advisor with First Command Advisory Services in El Paso, TX, bringing three years of experience in the financial industry. Prior to his advisory career, he served in the United States Army for 25 years, retiring in 2022. 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, using a centralized Investment Management Team to design and manage model portfolios with a range of mutual funds, ETFs, and third-party managers.

Joshua Jalowiec is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with less than one year of industry experience. Prior to his advisory role, he served in various capacities within the U.S. Air Force, including assignments with the 26th and 566th Intelligence Squadrons and the U.S. Air Force Academy. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using model portfolios selected and managed by an internal Investment Management Team.

Kimberly Cortez is a financial advisor at First Command Advisory Services with three years of industry experience. She holds the Series 66 designation and is based in Fort Worth, TX. Her prior experience includes roles at several First Command affiliated entities. First Command Advisory Services is an SEC-registered investment adviser that serves 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 featuring model portfolios managed by a centralized Investment Management Team.

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.

Marcus Little Sr. is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining First Command, Marcus worked at Verizon Connect and AT&T. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Neal Shields is a financial advisor with Osaic Advisory Services, LLC and holds the Series 66 designation. He has 12 years of industry experience, including roles at Wells Fargo Advisors and Triad Advisors. Neal also serves as a director and financial advisor at Morgan Capital Solutions, LLC. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and partnerships with third-party platforms and managers.

John Weitzer is a CFA® charterholder with 24 years of industry experience. He is currently with First Command Advisory Services in Fort Worth, TX, where he has worked since 2017. His prior roles include positions at Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Bank NA from 2011 to 2016. 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 that use model portfolios and third-party managers, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers.

Christopher Baker is a CFP® with 10 years of industry experience, currently affiliated with Cetera Planning Partners in Dallas, TX. His prior experience includes roles at Northwestern Mutual Investment Services, LPL Financial, Morgan Stanley, and Merrill. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering comprehensive financial planning, investment management, Social Security optimization, and retirement advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, with an investment process that emphasizes diversified mutual fund and ETF allocations tailored to clients’ objectives and risk tolerance.