Benjamin Murray is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Eagle Strategies, he worked for Geeks of Finance, LLC and spent several years at BNSF Railway. Eagle Strategies serves a range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and Plan Sponsor criteria, with most assets managed on a non-discretionary basis.

April Bierle is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 1997 to 2021 before joining Sanctuary Wealth in 2021. Outside of her advisory role, she serves as a notary public. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs using a range of account types and investment philosophies, supported by a large network of independent advisors and affiliated entities.

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.

Lloyd Shaw is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His prior work includes roles at Nordstrom, AGIA, Principal Securities Inc., and USAA Financial Advisors. Outside of his advisory work, he manages a charitable food pantry for the Society of St. Vincent de Paul. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-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-developed UMA models for portfolio construction.

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.

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.

Manuel Esparza Jr. is a financial advisor with Primerica Advisors who holds a ChFC® designation and a Series 63 license, bringing 35 years of industry experience. He has worked with Park Ave Securities since 2016 and has concurrent roles at Guardian and The Economic Planning Group Inc. Outside of his advisory work, he serves as Treasurer of the South Texas chapter of NAIFA and is involved in local nonprofit activities, including serving as secretary for Coyote Cooks, an organization that prepares meals for charitable causes. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm utilizes a range of proprietary and third-party investment strategies and platforms to deliver customized investment management solutions.

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.

Judson Arrington is a financial advisor with VOYA Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Voya since 2014 and is also involved as CEO and proprietor of Arrington Financial, a firm focused on insurance and investments, and works as an independent insurance agent. VOYA Financial Advisors serves a diverse client base including individuals, charitable organizations, corporations, and plan sponsors, offering investment advisory, brokerage, financial planning, and retirement plan services. The firm utilizes a mix of model portfolios and manager-driven sleeves, providing both discretionary and predominantly non-discretionary investment options.

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.

Vincent Hawkins is a financial advisor at Mercer Global Advisors Inc. with 19 years of industry experience. He holds the Series 66 designation and previously worked for Steward Financial Group, LLC for 16 years before joining Mercer Global Advisors. Outside of advising, he is a one-third owner of HESland, a commercial real estate firm, where he manages banking and finance. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, offering a range of portfolio management and financial planning services.

Leslie Greco Pool is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Benjamin F. Edwards in 2026, she spent ten years at Raymond James & Associates. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a mix of model-based and customized investment strategies, combining discretionary and non-discretionary management with ongoing due diligence and portfolio monitoring.

Charles Wedemeyer is a CFP® professional with 21 years of industry experience, currently advising at Allworth Financial, L.P. in Addison, TX. His prior roles include positions at Mercer Global Advisors, Fisher Investments, The Vanguard Group, and Fidelity Investments. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a variety of strategies and employs third-party sub-advisers when appropriate.

Alan Ives is a CFA® charterholder and holds the Series 63 license, with 10 years of industry experience. He has been with Luther King Capital Management Corporation in Fort Worth, TX since 2015. Luther King Capital Management Corporation advises a diverse client base, including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. The firm employs fundamental, bottom-up analysis across multiple asset classes and offers a range of services including separately managed portfolios, sub-advisory, model portfolio services, and financial planning.

Michael Mc Clinton is a financial advisor with Eagle Strategies (NY Life) based in Addison, TX. He holds Series 65 and Series 63 credentials and has experience at Principal Financial Group and Collin College prior to joining Eagle Strategies. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Joanna Horton is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and with 31 years of industry experience. She has previously worked at Merrill and Bank of America, N.A., and currently serves as an adjunct professor teaching business courses at Dallas Baptist University. Horton is also an officer and director of Altrusa of HSV. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions through a large network of independent advisers and maintains approximately $34.9 billion in assets under management.