Brittny Allred is a CFA® charterholder based in Fort Worth, TX, with 10 years of industry experience. She 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 various equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Michael Yeager is a CFA® charterholder at Luther King Capital Management Corporation with 12 years of industry experience. He has been with Luther King Capital Management Corporation since 2001. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, and model portfolio management. The firm employs a fundamental, bottom-up investment approach across multiple asset classes and serves clients such as trusts, pension plans, government entities, and registered investment companies.

Patrick Yingst is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and TTI, Inc. before joining Charles Schwab, where he has been employed since 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations to clients’ goals and risk tolerance, with trades executed only upon client authorization.

Timothy Hyde is an advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience from his current roles at various First Command entities since 2025. Hyde also serves in the United States Air Force, a position he has held since 2004. 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 multiple wrap-fee asset management programs, managing model portfolios and third-party managers through a centralized Investment Management Team.

Clark Woodruff is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2023, with prior experience at Farmers Insurance. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, supported by specialized programs and access to alternative investments within the broader Goldman Sachs ecosystem.

Tina Caddell is a financial advisor at First Command Advisory Services with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with First Command Financial Planning, Inc. since 2015. 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 multiple wrap-fee asset management programs, utilizing centralized investment management and a prescribed selection of third-party managers.

Caroline Zortman is a financial advisor at Farther with a Series 65 designation and one year of industry experience. Prior to joining Farther, she worked at SEI Investments for three years and has a background in education, having spent four years each at Bucknell University and Brebeuf Jesuit Preparatory School. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Kalie Goudy is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has been with Schwab Wealth Advisory since 2016 and affiliated with Charles Schwab since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to guide investment selections, with recommendations tailored to clients’ goals and risk tolerance.

Adrian Moon is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at First Command Insurance Services, First Command Brokerage Services, Precision Security LLC, and four years of service in the United States Army. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.

Benjamin Stevenson is a financial advisor with Guardian Life and holds the Series 66 designation. He has experience at Park Avenue Securities and American Fidelity Assurance Company, and previously worked in education. Park Avenue Securities, a subsidiary of 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 a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and proprietary programs.

Wesley Wood is a financial advisor with Sanctuary Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Wood is also the owner of Wood Private Wealth Management LLC, where he provides financial planning and educational services to individuals and families without making investment recommendations. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering services such as portfolio management, financial planning, and retirement plan consulting through a large network of independent advisers. The firm employs various analytical approaches and offers discretionary and non-discretionary account management, with a platform that includes multiple affiliations and a fiduciary standard when agreements are in place.

Christopher Mc Neal is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, RBC Capital Markets, LLC, Raymond James Financial Services Advisors, Inc., and Jackson National Distributors, LLC. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and other institutional investors, providing customized wealth management services and access to alternative and private market solutions through a client-specific investment framework.

Henry Jackson is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. His prior roles include positions at Worldwide Express and CBI Insurance, as well as experience at Baylor University and Kentucky Country Day. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, proprietary quantitative methods, and access to alternative and private market solutions.

Pedro Campos Mejorado is a CFP® with eight years of industry experience currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Since 2021, he has held various roles within Charles Schwab-affiliated entities and previously worked at JP Morgan securities. Outside of his advisory work, he has also worked as a delivery driver for Uber. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, with a focus on client goals and risk tolerance.

Charles Garner is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2021. His prior experience includes roles at USAA Investment Management Company, USAA Financial Planning Services, Ameriprise, Wells Fargo Clearing, and Prudential Equity Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using internal research tools and model portfolios, with client authorization required for all trades.

Luke Palmer is a CFP® with 17 years of industry experience, currently serving as an advisor at Commonwealth Financial Network. He previously worked at Edward Jones for 11 years and co-owned Bisdorf Palmer, LLC before launching Palmer Wealth Group. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Gary Walsh is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Luther King Capital Management Corporation since 1995. Luther King Capital Management Corporation advises a mix of institutional and individual clients, including trusts, foundations, pension plans, and registered investment companies. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages a range of separately managed portfolios, mutual funds, and private investment vehicles.

Susan Gomez is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Luther King Capital Management Corporation since 2023. She is also the managing member and chief compliance officer of KONNECT Health and Wealth LLC, a role she has held since 2013. Luther King Capital Management Corporation advises a diverse client base that includes individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs a fundamental, bottom-up investment approach across various equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Andrew Sorenson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and having 21 years of industry experience. He has worked at The AYCO Company, L.P./Mercer Allied since 2004. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates extensive resources across the Goldman Sachs network, utilizing strategic allocation models and proprietary analytics to tailor investment solutions.

Chalitda Hughes is a financial advisor at First Command Advisory Services with a Series 66 designation and five years of experience. Her career includes roles at multiple First Command entities since 2021, along with prior experience as a tutor and in the fitness industry. She serves as Treasurer for the Monterey Bay Spouses Club, where she manages the organization's finances. 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 using model portfolios managed by a centralized Investment Management Team.