Danielle Rouseau is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes ten years at Dempsey Lord Smith, LLC and multiple roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is involved in benefit counseling and works as a model home attendant. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Robert Frost is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through Schwab’s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients for its services.

Rajesh Sanchala is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds the ChFC® designation and Series 63 license, with 26 years of industry experience. Rajesh has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 1999. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm offers multiple advisory programs tailored to client and plan sponsor objectives within an integrated New York Life affiliate structure.

Philip Jones is a financial advisor at VALIC Financial Advisors in Fort Worth, TX, holding a Series 66 license with four years of industry experience. His prior work includes roles at the Texas Workforce Commission from 2009 to 2021 and as an agent with Agia since 2022. Outside of advising, he co-owns several rental properties with his wife. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large advisor network.

Walter May is a financial advisor with Eagle Strategies (NY Life) based in Fort Worth, TX. He holds the CFP® and ChFC® designations and has 38 years of industry experience. May has been affiliated with Eagle Strategies since 1997 and operates May Financial Solutions, LLC, which he founded in 2000. Outside of his advisory role, he is an independent ferry pilot for high-performance aircraft and serves on several community boards, including the Mid-Cities Joint Airport Zoning Board and the Boy Scouts of America. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm primarily manages assets on a non-discretionary basis and offers multiple program types tailored to individual and institutional client objectives.

Stacy Crawford Jr. is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, bringing one year of industry experience. His prior roles include five years at Provision Financial Group LLC and three years as an Independent Medicare Benefits Advisor. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a variety of investment advisory programs.

Andrew Zacharias is a CFA® charterholder based in Fort Worth, TX, with 11 years of industry experience. He has worked at Luther King Capital Management Corporation since 2005. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory and model portfolio services, and serving as investment adviser to seven mutual funds. The firm employs fundamental, bottom-up analysis across multiple equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Edward Emery is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 65 and Series 63 licenses and has three years of industry experience. Emery’s professional background includes roles at TRI Wealth, LLC and Mogul Wealth Strategies, LLC, and he has experience in transportation and retail industries prior to entering financial services. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a significant portion of assets on a non-discretionary basis.

Gerardo Calderon is a CFP® professional with 10 years of industry experience, currently serving at Schwab Wealth Advisory since 2024. He previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Calderon is a board member of Junior Achievement of the Chisholm Trail, a nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, focusing on client-directed investment decisions through standard asset allocation models and Schwab research tools, with annual reviews and recommendations across multiple investment types.

Marianne Carter is a ChFC® with 27 years of experience in the financial industry. She is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having joined in 2024. Her prior experience includes seven years at Securities America Advisors and Securities America, Inc., and ten years at National Planning Corporation. Outside of her advisory role, she serves as President of the Chadwick Shores Homeowners Association. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account types and uses an integrated affiliate structure alongside multiple sub-advisors and third-party platforms to implement its strategies.

Mason Schoen is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Creative Planning since 2021 and previously held roles with Kansas State University and Clemson University Athletics. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Jeffrey Dils is a Series 66-licensed advisor with Primerica Advisors and has two years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company and spent 18 years at Accenture prior to his financial services career. He serves on the board of My Possibilities, a nonprofit organization based in Plano, TX. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, including proprietary advisory programs, third-party manager platforms, and account-level services such as lending solutions and donor-advised funds.

Sophie Sulimowicz is a financial advisor at Oppenheimer with six years of industry experience and holds a Series 66 designation. Prior to joining Oppenheimer in 2026, she worked at Charles Schwab & Co., Inc. from 2020 to 2026. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to different programs, managing approximately $36.7 billion in assets as of December 31, 2025.

Aleria Person is a financial advisor with Empower Advisory Group in Fort Worth, TX, holding Series 66 and Series 63 licenses and nine years of industry experience. She has been with Empower Financial Services since 2016 and joined Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Michael Williams is a financial advisor at Independent Financial Group, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked with Cornerstone Financial Services, Inc. since 2021. Outside of his advisory role, he co-hosts Cornerstone’s radio show, Smart Money. 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, and financial planning services, utilizing multiple advisory programs and third-party asset managers across a national network of Investment Adviser Representatives.

Marco Melero is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Fiduciary Investment Trusts and Principal Financial Group. Melero is involved in investment-related activities through PCRM, LLC, which focuses on fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services alongside tax advisory and consolidated financial reporting.

Matthew Wallace is a financial advisor with PNC Wealth Management in Grapevine, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at CUSO Financial Services, Equitable Advisors, and PNC Investments. His background also includes work at Texas A&M University and involvement with the Texas A&M Horse Research Center. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies implemented via mutual funds and ETFs.

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.