Joanna Horton is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked at Merrill and Bank of America and serves as an adjunct professor at Dallas Baptist University, where she teaches business courses. Joanna is also an officer and director of the nonprofit Altrusa of Hot Springs Village. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers tailored portfolio management, retirement plan consulting, and financial planning, utilizing multiple investment strategies and acting as a fiduciary under written agreements.

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.

Donald Lyons is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 38 years of industry experience. He has worked with Ameritas-affiliated firms since 1987 and has managed Lyons Investment Group since 2008. Outside of his advisory roles, Lyons is involved with Emergent Development Group LLC, a business focused on acquiring residential lots as a passive investor. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to tailor portfolios according to client needs.

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.

Eric Maya is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley from 2016 to 2021 before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jacob Smith is a Series 65 licensed advisor at Luther King Capital Management Corporation with one year of industry experience. He has been with Luther King Capital Management since 2006. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs a fundamental, bottom-up investment approach across a range of equity, fixed income, and balanced strategies and manages several mutual funds, private partnerships, and wrap fee programs.

Brian Miller is a financial advisor at Mercer Global Advisors Inc. with 20 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked with firms including Fisher Investments, Charles Schwab & Co., TD Ameritrade, and Wells Fargo Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory to create globally diversified, risk-appropriate portfolios implemented through a variety of vehicles, including low-cost ETFs, separate account managers, and private funds.

Varunavi Shukla is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. She has one year of industry experience and previously worked at The University of Texas at Dallas and Sally Beauty Holdings. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management, utilizing strategic allocation models, manager selections, and a range of fee arrangements, supported by tools such as tax-aware techniques and proprietary analytics.

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.

Wendy Kelly is a CFP® and holds a Series 65 license, with 17 years of industry experience. She has worked at Cerity Partners LLC since 2024 and previously spent nine years at Paladini Financial Advisors, LLC. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework that integrates proprietary quantitative methods with access to alternative and private market 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 65 and Series 63 licenses with one year of industry experience. Before entering financial services, he served 24 years with Las Vegas Metro Police. First Command Advisory Services is an SEC-registered investment adviser that serves 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, utilizing a centralized Investment Management Team to design and manage model portfolios and select third-party managers from approved lists.

Brent Hines Jr. is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Brokerage Services and Charles Schwab. Outside of finance, he is involved in voice acting, recording and editing audio for projects such as commercials, narration, and audiobooks. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s standard asset allocation models and internal research tools, with a focus on client 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 at Schwab Wealth Advisory, Inc. with six years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Schwab Wealth Advisory in 2026, he was with Charles Schwab & Co., Inc. from 2019, and previously worked at Whole Foods Market from 2013 to 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses internal research tools and standard asset-allocation models to guide investment selection and asset allocation, with trades executed only after 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.