Erin Bluske is a CFP® with 17 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC. Her prior roles include positions at NewEdge Advisors, BFS Advisory Group, Mercer Global Advisors, and Personal Capital. Outside of her advisory work, she is the managing member of an LLC focused on RV travel planning and related real estate. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers diverse portfolio management options and employs multiple analytical approaches, operating as a fiduciary under written agreements.

Casey Griffin is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining First Command in 2025, he worked at Farpointe Wealth Advisors and Cetera, among other firms. He serves as Secretary on the board of the Lakeview Point Municipal Utility District of Palo Pinto County. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporations, 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, using a centralized Investment Management Team to select and manage portfolios with discretionary authority granted by clients.

Maxwell Mitcham is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and five years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab & Co. since 2026 and previously held roles at JP Morgan Chase Bank, J.P. Morgan Securities, and Wells Fargo Clearing Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset allocation models and internal research tools, with investment decisions executed only upon client authorization.

Cassandra Altom is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 21 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, and COMPASS Bank. Outside of her advisory work, she operates a small craft business making personalized tumblers and other items. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and emphasizes inter-affiliate integration in its service delivery.

Kristina Love is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Charles Schwab & Co., Bank of America, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm’s approach is guided by Schwab’s asset-allocation models and internal research, offering tailored recommendations with trades executed only upon client authorization.

Frederick Mesch II is a financial advisor with Commonwealth Financial Network in Fort Worth, TX, holding a Series 63 designation and over 33 years of industry experience. He has worked at Commonwealth since 2018 and concurrently leads Mesch Wealth Advisors. Outside of advisory services, he is involved in an accounting and tax preparation firm, Mesch, PLLC, and participates in nonprofit management through co-ownership of Hope for Everybody, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside proprietary model portfolios and various program structures to meet diverse client needs.

Kyle Dawson is a CERTIFIED FINANCIAL PLANNER™ professional at First Command Advisory Services with 22 years of industry experience. He has been with First Command Advisory Services since 2015 and previously worked at First Command Financial Planning Inc. Dawson is involved in his local community through a finance review role at Cleburne Bible Church, where he evaluates financial reporting and documentation. 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 comprehensive financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to select and monitor model portfolios and third-party managers.

Ashley Langan is a financial advisor at D.A. Davidson & Co. with three years of industry experience. Prior to joining D.A. Davidson in 2023, she worked at MyNurse Home Care, Inc. and Fayez Sarofim & Co. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with significant assets.

Bradley Bruce is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes a long tenure at Merrill and a decade at Bank of America prior to joining Sanctuary Wealth. He is also a founder of B&B Ventures Inc., a Texas-based firm providing merger and acquisition advisory services. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment approaches through a network of more than 400 independent advisors and provides portfolio management, financial planning, and retirement plan consulting services.

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.

Johnny Ortega is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, Merrill, Bank of America, Charles Schwab, and TD Ameritrade. He is based in Fort Worth, TX. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to support its advice programs, serving a large client base primarily with non-discretionary investment assets.

John King Jr. is a CFA® charterholder with 34 years of industry experience. He has been with Luther King Capital Management Corporation since 1979. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, model portfolio management, and financial planning. The firm’s investment teams employ fundamental, bottom-up analysis across various equity and fixed income strategies and manage roughly $31.5 billion in assets.

Cailley Camp is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. She has worked at Charles Schwab and previously held roles outside finance, including positions at Baylor University and Cupertino Dental Group. Schwab Wealth Advisory Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to guide investment selection, with trades executed only upon client authorization.

Christopher Hayes is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and has been associated with Charles Schwab since 2007. Schwab Wealth Advisory, Inc. provides non‑discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on internal research and asset-allocation models, with recommendations tailored to clients' goals and risk tolerance, and trades executed only with client authorization.

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.

Mallory Armijo is a financial advisor at Prime Capital Financial with 15 years of industry experience. She holds a Series 66 designation and previously worked at Sageview Advisory Group and Cetera Wealth Services, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and provides tax planning and bill-pay services through its affiliated accounting subsidiary.

Brandon Watson is a financial advisor with Schwab Wealth Advisory. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments, Mobius Financial Advisors, and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to deliver tailored investment recommendations without exercising discretionary trading authority.

Corbin Bulger is a financial advisor at Schwab Wealth Advisory with the Series 66 designation. Based in Westlake, TX, he has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2026. Prior to that, he held positions at several firms including BMY Wealth Management Group and Patillo Brown & Hill, and has experience from Tarleton State University and periods of full-time education. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on proprietary asset-allocation models and internal research, with individualized reviews and recommendations tailored to client goals and risk tolerance.

Laura Martinez is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has previously worked at Frost Investments and IDEA Public Schools. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support.

Robert Pellette is a financial advisor with Cetera Planning Partners in Dallas, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Cetera, he worked at State Farm and Robinhood Markets, Inc. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider.