Jared Wewers is a CFP® and holds a Series 65 license with three years of experience in the financial industry. He is currently an advisor at Creative Planning and has business interests as the owner of companies involved in selling sneakers and apparel, operating as an Amazon seller, and designing pet products. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional accounts. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Xavier Thomas is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he owns Blatsby LLC, a clothing company based in Richardson, TX. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by strategic allocation models and proprietary research, leveraging the broader Goldman Sachs ecosystem to offer a range of specialized services and investment solutions.

Pablo Mogollon is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fisher Investments and LifeTime Fitness, as well as experience in education at the University of Texas at Dallas and Lone Star College. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary management while offering integrated solutions across affiliated entities.

David Slater is a CFP® certificant with 11 years of experience in financial advising at First Command Advisory Services in Fort Worth, TX. He has been with First Command since 2015 and holds Series 66 registration. Outside of his advisory role, he serves on the Board of Directors for the Enabling Peace in Iraq Center, where he helps guide organizational strategy and fundraising efforts. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using a centralized investment management team to design and manage portfolios.

April Bierle is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She worked at Merrill from 1997 to 2021 before joining Sanctuary Wealth in 2021. Outside of her advisory role, she is a commissioned notary. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who utilize various portfolio management strategies and act as fiduciaries under written advisory agreements.

Austin Little is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Fort Worth, TX. His prior roles include positions at Arkadios Capital, Securities America Advisors, and Clarity Financial Group. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, integrating proprietary quantitative screens with external managers and individual securities.

Jorje Godina is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at NYLIFE Securities LLC and New York Life Insurance Co. Since 2014, he has served as an aircraft loadmaster with the Texas Air National Guard. Additionally, he is the finance officer for Wings without Borders, a nonprofit charitable organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations through Schwab’s research tools and standard asset allocation models.

Adam Creel is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to his advisory role, he has served in the United States Marine Corps since 2004. Outside of his advisory work, he is a passive partner in a Crumbl Cookie franchise. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, 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, employing a centralized Investment Management Team that selects and manages model portfolios and third-party managers.

Lyanne Magriz Cortes is a financial advisor at Equity Services, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Bank of America - Merrill Lynch, Charles Schwab, and Texas Instruments Inc. before joining Equity Services in 2023. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Joshua Gray is a financial advisor at First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has 20 years of experience in the United States Air Force prior to beginning his advisory career. Gray has been with First Command in various capacities since 2025. 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 overseen by a centralized Investment Management Team and Wealth Portfolio Managers.

Keith Johnson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. His prior experience includes roles at Cetera Advisor Networks and Edward Jones. Johnson is also involved as an agent and representative in insurance and marketing-related activities through various DBAs, and he acts as a power of attorney for his father’s financial affairs. 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 a range of brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs through its AccessPoint platform and third-party asset managers.

Emily Van Der Merwe is a financial advisor at The Huntington Investment Company with three years of industry experience. She holds a Series 66 designation and previously worked at Truist Advisory Services and Truist Investment Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through a range of wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers, affiliate model offerings, and overlay services within an open-architecture investment approach.

Sidney Fenton is a financial advisor at Truist Advisory Services with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Truist and its predecessor firms since 1993, including roles at BBVA Compass Insurance Agency and BBVA Wealth Solutions. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and oversee manager selection.

Kyle Imhof is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 credential and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Clintsman Financial Planning. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various asset types.

Haden Mc Keehan is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Clearfork Engineering Inc. and Thrive Pet Healthcare. Goldman Sachs Wealth Services advises a diverse client base ranging 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 integrates strategic allocation models and uses proprietary and third-party analytics to tailor client solutions, supported by a wide array of affiliated Goldman Sachs entities.

Daniela Lopez Hernandez is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and currently based in Westlake, TX. She has one year of industry experience, including roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. Prior to entering the financial industry, she worked in retail and education-related positions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standardized asset allocation models and Schwab research tools. The firm serves individual clients with investment recommendations and annual reviews, operating as an internal advisory unit within the Schwab ecosystem.

William Reynolds III is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with First Command and its affiliated entities since 2015. First Command Advisory Services is an SEC-registered 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 through centralized teams and prescreened third-party managers.

Canndice Wooten is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. Prior to joining First Command, Wooten worked at JPMorgan Chase & Co and served 11 years in the US Army. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporations, 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, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers through discretionary authority.

Matthew Wiley is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at First Command Advisory Services. He previously worked at PlainsCapital Bank for eleven years. Outside of his advisory role, Wiley serves as Treasurer and Board Member for the DFW Airport Interfaith Chaplaincy, a nonprofit organization. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and monitors model portfolios and third-party managers.

Jaime Rangel is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Ally Invest Securities LLC and Capital One Investing, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many enterprise wealth managers.