Imani Hosseini is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and experience beginning in 2024. Prior to joining Goldman Sachs, Hosseini worked at Ernst & Young and held legal roles at Le Brocq Law Firm and the Law Office of Dorothy Hyde. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth solutions, leveraging strategic allocation models and both discretionary and non-discretionary portfolio implementations.

Kenneth Jacobs Jr. is a financial advisor with Empower Advisory Group in Fort Worth, TX, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Fidelity, Charles Schwab, Robinhood Financial, and Texas Aquafarm. 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 offers integrated services with a focus on long-term portfolio returns and annual rebalancing through proprietary and third-party methodologies.

David Lehmann is a CFA® charterholder with 12 years of industry experience. He has worked at Luther King Capital Management Corporation since 2003. The firm advises a diverse range of clients including individuals, trusts, foundations, pension plans, and government entities. Luther King Capital Management pursues fundamental, bottom-up analysis across multiple asset classes and manages a variety of investment vehicles, including mutual funds and private partnerships.

Andrew Henk is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at &Partners. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is the vice president of the board of directors for the Ellis County Fresh Water Supply District No.1 in Dallas, Texas. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, combining proprietary and third-party portfolio management strategies with a range of fee and transaction structures.

Bridget Palmer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for five years before joining Commonwealth in 2019. Palmer currently leads the Palmer Wealth Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Wendell Epps is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Principal Securities since 1998 and has worked with Principal Life Insurance since 1997. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Teodora Ibrahim is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2024. Outside of her advisory role, she works as an independent contractor delivering packages for Amazon Flex. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a range of discretionary and non-discretionary managers.

Richard Maus is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Eagle Strategies since 2006 and operates Maus and Associates alongside his advisory role. Maus is a board member of NYLARC Holding Company Inc. and participates on the investment committee of the Lovers Lane United Methodist Church Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm emphasizes tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

David Warhoftig is a financial advisor at Hightower Advisors with three years of industry experience. He holds a Series 65 designation and has previously worked at Americana Partners, LLC and Avalon Advisors. Outside of his advisory role, he serves as Secretary of the Board for the Cambridge Crossing Homeowners Association. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes multi-manager solutions through affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Ambyr Capps is a financial advisor at Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 66 licenses with three years of industry experience. She maintains an active occupational therapy license and works on a part-time, as-needed basis providing therapy services at Health Management Group and CRG Therapy Group. Additionally, she serves as an administrator for the DFW Network of Women, a local networking group. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Zachary Tally is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Cypress Legacy Group and New York Life Insurance Co. since 2012. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Abdoulali Jirani is a financial advisor at Goldman Sachs Wealth Services with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, New York Life, and H-E-B, among others. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers access to specialized wealth programs and alternative investments.

Tamara Becker is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Guaranty Bank and Trust. Outside of her advisory work, she is involved in a medical devices and supplies business focused on renal health. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering tailored financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Billy Clark is a financial advisor with Kestra Advisory in Irving, TX, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 35 years of industry experience and has been with Kestra Advisory since 2016, with prior tenure at Kestra Investment Services dating back to 2005. Clark is the owner of Halcyon Wealth Advisors, LLC, through which he provides insurance and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design and compliance, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Dustin Stiefel is a financial advisor with Mercer Global Advisors Inc. in Colleyville, TX, holding a Series 63 designation and 28 years of industry experience. He previously worked at Steward Financial Group, LLC for 16 years before joining Mercer in 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by educational content and specialized service offerings.

Cord Adams is a financial advisor at Creative Planning with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Sageview Advisory Group, Capital One Investing, United Income, and Shamrock Asset Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and uses a variety of specialized strategies and services to meet clients’ long-term and liquidity needs.

Heidi Schmidt is a Certified Financial Planner® with 24 years of experience in the financial services industry. She has been with Schwab Wealth Advisory Inc. since 2019 and previously worked at USAA in various financial planning and investment management roles from 2004 to 2019. Schmidt holds Series 63 and Series 65 registrations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers comprehensive financial reviews and investment recommendations using Schwab’s research tools and models, with final trading decisions made by clients.

Brady Bell is a financial advisor at CWM, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and Simmons Bank. His earlier career includes roles at several country clubs and Texas A&M University. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing a discretionary investment approach supported by an in-house Investment Committee and a range of third-party resources.

Tristan King is a financial advisor at Independent Financial Group, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Cantella & Co., Inc. and UBS Financial Services Inc. King is also involved with BADII Group, LLC and BADII Group Private Wealth Management, entities used for marketing securities and advisory services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and multiple advisory program platforms.

Parker Martinez is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has prior experience at Charles Schwab & Co., Inc. and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering annual financial reviews and investment recommendations using standard asset allocation models and Schwab research tools. The firm’s advice is delivered through a non-discretionary model, with final trading decisions made by clients.