Matthew Parkman is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked with Eagle Strategies, NYLife Securities LLC, and New York Life Insurance since 2025. Outside of finance, he is involved with Pax Pest Control. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types tailored to client and plan sponsor objectives, with a majority of its assets managed on a non-discretionary basis.

Gregery Odell is a financial advisor at Principal Financial Services with the designations ChFC® and Series 63, and 35 years of industry experience. His prior experience includes roles at New York Life Insurance Co., Guardian Life Insurance Company, and The Prudential Insurance Company of America. He serves as Vice Chair for the Lone Star Chapter of the Precision Metalforming Association, supporting membership growth and board activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Norris Mcclane is a financial advisor at Luther King Capital Management Corporation with 12 years of industry experience. He holds a Series 66 credential and previously worked at Avalon Advisors, LLC and Avalon Wealth Management LLC. Outside of his advisory role, he serves as an independent director and audit committee member at Vantage Bank and is involved in business consulting through Norris Robert Mcclane International, LLC. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, and government entities. The firm offers a range of investment services such as separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, pursuing fundamental, bottom-up analysis across various equity and fixed income strategies.

Kevin Grant is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has worked with Kestra Advisory since 2016 and has held roles at Higginbotham and its affiliates since 1998. In addition to his advisory work, he owns INCOME.FIT, a business focused on retirement income planning for individual participants in retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Steven Baaden is a financial advisor at Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles to meet client objectives.

Rakesh Patel is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Schwab Wealth Advisory since 2021, with prior experience at Charles Schwab and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm delivers advice using standard asset allocation models and Schwab research tools, conducting annual reviews without discretionary trading authority.

John Mcqueen is a financial advisor at Oppenheimer with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2002. Mcqueen also has power of attorney over a family member’s IRA and retail account, managing these as needed. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies tailored to client objectives.

Richard Truitt is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2001. Luther King Capital Management Corporation advises institutional and individual clients including trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple equity, fixed income, and balanced strategies, managing approximately $31.5 billion in regulatory assets.

Bryan Clintsman is a CFP® and holds a Series 65 license, with 26 years of industry experience. He has worked at Ernst & Young since 2000 and previously led Clintsman Financial Planning for 20 years. More recently, he has been associated with Buckingham Strategic Wealth and The Colony Group, LLC. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis alongside external managers and alternative strategies.

Steven Hale is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and TD Ameritrade. He has been with Schwab Wealth Advisory and Charles Schwab since 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program. Its approach leverages standard asset allocation models and Schwab research tools, with advisors recommending allocations while clients retain final trading decisions.

Dylan Vertner is a Series 66-licensed advisor at Goldman Sachs Wealth Services with four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Veterans United Home Loans and has held various roles including at Columbia Country Club, University of Missouri Operations, and Macklan Ent. Outside of advisory work, he is an independent contractor at TaskRabbit, performing general labor tasks. Goldman Sachs Wealth Services serves a wide range of clients from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm employs strategic and tactical allocation models supported by proprietary analytics and integrates capabilities across Goldman Sachs affiliates to deliver comprehensive wealth advisory solutions.

Connor Levesque is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors and Sanctuary Securities, Inc. Outside of his advisory work, he is employed at Trinity Forest Golf Club, where he works in member services and occasionally caddies. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm delivers customized investment programs through Advisor-Directed accounts, Separately Managed Accounts, Unified Managed Accounts, and both wrap and non-wrap solutions, utilizing a broad network of independent representatives and affiliated entities.

Robert Williams is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The Vanguard Group, Empower Financial Services, and Valic Financial Advisors. His background spans a range of financial services roles prior to joining Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and uses Schwab’s research tools and asset allocation models, with final trading decisions left to clients.

Bryan Topelsohn is a financial advisor with Eagle Strategies (NY Life) in Flower Mound, TX, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been associated with New York Life Insurance Co since 1999 and NYLIFE Distributors LLC since 2003. Outside of his advisory role, he occasionally resells NFL and other event tickets related to his personal seat license. 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Stacey Kirkpatrick is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Farther since 2025. Her prior roles include positions at Raymond James Financial Services and Cetera, among others. Outside of finance, she was previously involved in operating SDK Desserts LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach, using proprietary model portfolios with algorithmic rebalancing, and incorporates exchange-traded funds, mutual funds, equities, fixed income, and AI tools in portfolio management.

Erin Smith is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. Her career includes roles at Merrill, BB&T Securities, Truist Advisory Services, and Sanctuary Advisors. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and employs a network of independent advisors and affiliated broker-dealer services, supported by multiple sub-advisors and third-party platforms.

Kirk Badii is a financial advisor with Independent Financial Group, LLC in Southlake, Texas, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at UBS Financial Services, Raymond James Financial Services, and Cantella & Co., Inc. He is also involved in two DBAs used for marketing securities and advisory services. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and retirement plan services, employing both in-house and third-party managed portfolios tailored to various risk profiles.

Randi Howard is an advisor at Kestra Advisory with Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Thrivent Financial, Stifel Nicolaus & Co., Bank of America, and Merrill. She is also registered as a Client Service Specialist with CD Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Hallie Fraze is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and less than one year of industry experience. Prior to joining Schwab, she held various roles at companies including Target, University of North Texas, and Oklahoma State University Dini. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Charles Schwab ecosystem, delivering advice through standard asset allocation models without discretionary trading authority.

Zachary Fisher is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Schwab Wealth Advisory in 2022, he worked at Charles Schwab and Levi Strauss & Co., and has also been affiliated with the University of North Texas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using proprietary research tools and standard asset allocation models, without exercising discretionary trading authority over client accounts.