Joseph Casselman is a financial advisor at Farther with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. His career includes roles at Waypoint Strategic Advisors, Casselman Financial Strategies, and Guardian Life. Casselman is also a licensed insurance agent involved in insurance products and services. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, implemented through proprietary model portfolios and algorithmic rebalancing, utilizing a range of asset classes with support from AI tools.

Christopher Evers is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2026, and has prior experience at Charles Schwab & Co., TD Ameritrade, Scottrade, and Edward Jones. Outside of financial services, he is involved in agriculture, including managing a small cattle feeding and sales business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Amalea Zegarzewski is a CFP® professional with 10 years of industry experience, currently advising at Schwab Wealth Advisory. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Fidelity Investments. She holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research tools, with client accounts reviewed at least annually and trades executed only with client authorization.

Christopher Cerulla is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Voya Financial and its affiliated entities since 2014. Prior to that, he was associated with Directed Services, LLC for nine years. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing both affiliated and third-party investment products through a network of advisors and technology-enabled tools.

Jacob Smith is a Series 65 credentialed advisor at Luther King Capital Management Corporation with 20 years of experience at the firm. Based in Fort Worth, TX, he has worked exclusively at Luther King Capital Management since 2006. Luther King Capital Management Corporation advises a variety of institutional and individual clients, including trusts, foundations, pension plans, government entities, and mutual funds. The firm employs fundamental, bottom-up analysis across diverse equity and fixed income strategies and manages approximately $31.5 billion in assets.

Brian Miller is a financial advisor at Mercer Global Advisors Inc. with 20 years of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab & Co., TD Ameritrade Investment Management, and Wells Fargo Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and specialized programs.

Cory Bruntz is a CFP® with eight years of industry experience, currently serving as a wealth advisor at Beacon Pointe Advisors, LLC. He previously worked at Purshe Kaplan Sterling Investments and Rosenthal Advisory Services, among other firms. 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-of-managers approach, leveraging proprietary due diligence and third-party platforms to deliver discretionary wealth management, financial planning, and outsourced CIO solutions.

Mary Nelson is a CFP® and Series 66-registered financial advisor with Schwab Wealth Advisory, where she has worked since 2022. She has four years of industry experience, including prior roles within Charles Schwab. Mary serves on the advisory board of the nonprofit 6 Stones Mission Network, providing strategic guidance to its board of directors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program or referred by Charles Schwab & Co. The firm uses proprietary asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Don Nguyen is a financial advisor with Eagle Strategies (NY Life) in Arlington, TX, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Globe Life, among others. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis.

David Hunkins is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to his financial services career, he served with the Las Vegas Metro Police for 24 years. 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.

Brent Hines Jr. is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His background includes roles at Charles Schwab, Fidelity Brokerage Services, and Albertsons Companies. Outside of finance, he works as a voice actor, recording and editing audio for various client projects. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on individual goals and risk tolerance.

Ernie Holloway is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, Charles Schwab Bank, and Scottrade, Inc. He also serves as vice-president of the North Tarrant Parkway Homeowners Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset allocation models and internal research, offering tailored recommendations reviewed at least annually.

James Janka is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James and Avantax. 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 by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and third-party managers.

Joseph Mccarthy is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and six years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2019 and was previously employed by Whole Foods Market for six years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s guidance combines asset allocation, investment selection, and tailored recommendations based on Schwab’s research tools, with trades executed only upon client authorization.

William Dedmon is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work history includes roles at UBS Financial Services and Truist Investment Services, as well as time spent at the University of Mississippi. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Susan Bolland is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has 12 years of industry experience, all with First Command Financial Planning Inc. since 2013. 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 a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Daniel Gunderson is a financial advisor at Brookstone Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brookstone since 2020. Prior to that, he was associated with JD Mellberg and Hilltop Securities Independent Network Inc. Gunderson is also involved in insurance sales through his role at J.D. Mellberg Financial. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models and options-enhanced strategies, and serves as a sub-advisor to other advisory programs.

Jonathan Smilie is a Personal Investment Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop strategies tailored to their unique ambitions and financial goals. His approach focuses on aligning clients with the appropriate people, plans, and processes to address priorities such as funding education, retirement planning, and managing potential health care costs. Jonathan holds a High School Diploma from Liberty University and has earned the Personal Investment Advisor (PIA) designation. He emphasizes clarity and transparency in his work, aiming to simplify the complexities of wealth planning and help clients make informed decisions throughout their financial journey.

Philip Garcia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at UBS Financial Services, Raymond James & Associates, Merrill, Bank of America, and BB&T Securities before joining Truist in 2018. Outside of his advisory work, he is involved in ranching operations in Weatherford, Texas, where he raises cattle. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and an Equity Research team employing AI-enabled tools.

Adam Deem is a CFP® credentialed financial advisor at Hightower Advisors with 26 years of industry experience. His career includes roles at Merrill, Comprehensive Asset Management and Servicing, Inc., and Teak Tree Capital Management, LLC. He also serves as treasurer for the River Park HOA in Fort Worth, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach, utilizing both affiliated and third-party managers with a range of investment options, and services include portfolio management, financial planning, and retirement plan consulting.