Alysia Park is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds the Series 66 designation and previously worked at United Capital Financial Advisers from 2017 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm offers integrated services that combine proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

Jerry Williams is a financial advisor with Lincoln Investment, holding over 56 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years with Legend Equities Corporation. Williams is also involved in insurance sales and service, focusing on fixed and life insurance products. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team.

David Carpenter Jr. is a financial advisor with Integrity Alliance, LLC based in Arlington, TX, holding a Series 63 designation and bringing 31 years of industry experience. His prior work includes positions at Brokers International Financial Services, Royal Alliance Associates, Inc., and Signator Investors, Inc. He also operates a sole proprietorship as an insurance agent, marketing fixed annuity and life products as appropriate. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent representatives managing approximately $5.4 billion in assets. The firm offers a range of investment solutions including discretionary accounts, model portfolios, and third-party sub-advisers, supported by both advisory and brokerage services.

Matthew Sherman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with firms including LPL Financial, LEVEL FOUR ADVISORY SERVICES, and Securities America Advisors. Sherman spends a significant portion of his time providing investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm implements a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often through third-party managers and model portfolios.

Matthew Paladini is a CFP® with 24 years of industry experience. He is currently with Cerity Partners LLC and has held senior roles at Paladini Financial Advisors, Wealth Advisors Trust Company, and Paladini Financial Management. He is also an owner and board member of Wealth Advisors Trust Company. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets through customized wealth management services and an investment approach centered on client-specific profiles and both direct and third-party strategies.

Eric Schuster is a financial advisor with First Command Advisory Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience, having worked at First Command and its affiliated entities since 2002. Schuster is also the owner and president of Schuhouse Financial Services, Inc., where he manages his independent contractor status with First Command. 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 wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Ronald Haney is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Commerce Street Capital LLC. Outside of financial advising, Haney is involved in music production, working as a guitarist, vocalist, writer, and producer for custom music cues used in radio, TV, and film. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail clients, using an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Edward Skinner Jr. is a CFP® and ChFC® with 11 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2024. His prior experience includes roles at The Vanguard Group, Personal Capital, New York Life Insurance Company, and USAA Financial Planning Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Kiante Mc Fail is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at MWA Financial Services Inc and Modern Woodmen of America. He is based in Desoto, TX. 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, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Joan Alexandre is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Avantax Investment Services, 1st Global Advisors, and UBS Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on serving large institutional investors.

Shawn Holbrook is a financial advisor with PNC Wealth Management in Waxahachie, TX, holding a Series 63 designation and 20 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Compass Insurance Agency, Compass Bank, and BBVA Securities from 2016 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation to employees, which uses algorithmic risk assessments and portfolios managed by PNC or third-party strategists.

Nicholas Purgason is a Series 65-credentialed financial advisor with eight years of industry experience at Independent Financial Partners. He has worked at Independent Financial Partners since 2018 and also serves as an assistant principal at Grand Prairie Independent School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management, supports a formal retirement-plan advisory practice, and serves individual, charitable, corporate, and high-net-worth clients.

Bryan Leake is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at The Keever Group and Ameriprise Financial Services, Inc. for 16 years and has held roles at Wellspring Associates and HighTower Advisors. Leake is also involved with Biltmore Financial Services as a paraplanner, assisting in financial and retirement planning. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and businesses. The firm offers model portfolio solutions, discretionary asset management, and financial planning through a platform that integrates both internal and third-party managed models.

Jenna Blevins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Crescent Financial Services, FSC Securities Corporation, The Retirement Group, and LPL Financial. She is also a commissioned notary in Southlake, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a variety of program offerings such as financial planning, asset management, and specialized retirement plan consulting.

Mike Bui is a financial advisor with Eagle Strategies (NY Life) in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Eagle Strategies since 2012 and with New York Life Insurance Company and NYLife Securities LLC since 1998. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailoring recommendations to client objectives across multiple program types.

Melissa Stewart is a financial advisor with Edward Jones in Duncanville, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Jillian Mc Clary is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She previously worked at Don Carro and has a background as a driver for Uber in Crandall, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Martin Durbin is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has held roles at Avantax Investment Services and 1st Global Advisors and is president of several related entities, including Aperture Wealth Management and a CPA firm. He is also involved in agricultural and ranching operations through Stag Horn Ranch LLC and Durbin Enterprises, Inc., and serves as a board member for the Envision Mineral Wells Foundation, a nonprofit focused on community and economic development. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and third-party money managers, providing a range of investment options and program structures.

Juliann Vidaurri is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research and quantitative analysis in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.

Rachelle Wagner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. Prior to joining Wells Fargo Clearing in 2019, she worked at Merrill and Ameriprise Financial Services. Outside of her advisory work, she co-owns and manages Alarm Control Technicians, Inc., a family business in Fort Worth, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines internal research with third-party analytics and offers a range of brokerage and advisory solutions.