John King is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 1994. The firm advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. Luther King Capital Management Corporation manages separate accounts, sub-advisory and model portfolio services, and the LKCM Funds, employing fundamental, bottom-up analysis across various equity and fixed income strategies.

Kevin Motley is a financial advisor at Valic Financial Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Bank of America, and Merrill. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled 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 to construct client portfolios.

Kelly Knight is a financial advisor at Citigroup Global Markets with 20 years of industry experience and holds a Series 66 designation. Prior to joining Citigroup in 2022, Knight worked at First Command Financial Services, Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad range of advisory programs and execution services.

Grantham Akerly is a CFP® with six years of industry experience currently advising at Allworth Financial, L.P. He previously worked at Ausdal Financial Partners and CFO4Life, and has held roles at EY and Baylor University. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a mix of model strategies and employs technology to manage held-away employer retirement accounts without client login information.

Alysia Park is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds the Series 66 designation and previously worked at United Capital Financial Advisers for six years. 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 retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans along with optional managed account solutions.

Alexander Lee is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab, he held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Equitable Advisors. His early career includes positions in education and tutoring. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on model-based advice without discretionary trading authority.

Justin Mourning is a CFP®-certified financial advisor with six years of industry experience, currently with Schwab Wealth Advisory, Inc. He has previously worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and Westwood Wealth Management. Mourning holds the Series 65 and Series 63 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning consultations, and investment recommendations through Schwab’s research tools and standard asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly, differentiating it from many enterprise wealth managers.

Edmund Job is a CFP®-certified financial advisor with 21 years of industry experience. He is currently affiliated with Schwab Wealth Advisory, where he has worked since 2021. Prior to that, he spent nine years at TD Ameritrade Investment Management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and focuses on providing annual financial reviews and investment recommendations without exercising discretionary trading authority.

Luke Roe is a financial advisor with Goldman Sachs Wealth Services based in Irving, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he had brief employment in the country club and trailer leasing sectors. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of specialized wealth and wellness programs, leveraging the broader Goldman Sachs platform and its affiliated entities.

Tim Sampson is a financial advisor with Equity Services, Inc. based in Dallas, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Premier Financial Alliance and Kovack Advisors, Inc. He is also involved as an associate and investor in an insurance and real estate business. Equity Services, Inc., operating as ESI Financial Advisors, 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, combining long-term strategies with options for shorter-term trading and specialized instruments.

Robert Brown is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. 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 through various account structures and utilizes sub-advisors and third-party model platforms to implement diverse investment strategies.

Kendall Dungan is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Fidelity Brokerage Services and Northwestern Mutual. Outside of finance, he owns an internet-based cookie company called Kendall's Kookies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through both advisory and promoter arrangements.

Chase Petter is a financial advisor with Equity Services, Inc. in Addison, TX, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked with National Life Group and Cetera Advisor Networks. In addition to his advisory role, he is active as an insurance agent with multiple firms. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including 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, with a combination of long-term strategies and options for shorter-term trading.

Michael Osswald is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Charles Schwab & Co., Inc. and First Security Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, conducting at least annual account reviews while leaving final trading decisions to clients.

Edward Ittner Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at Brokers International Financial Services, LLC and NEXT Financial Group. He owns Fundamental Value Analytics, a research business focused on stocks, bonds, and macroeconomics. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets and offers portfolio management, financial planning, and various investment program options.

Jerry Williams is a financial advisor with Lincoln Investment in Arlington, TX, holding over 56 years of industry experience. He has worked with Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. In addition to his advisory role, he is involved in insurance sales and service for fixed and life products through Williams Financial Position. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, utilizing a mix of in-house and third-party investment strategies managed by an Investment Management & Research team.

Crystal Huggins is a CFP® with 20 years of industry experience, currently serving at Schwab Wealth Advisory. Her prior roles include positions at J.P. Morgan Securities, Wells Fargo Advisors, and Missionsquare Retirement. She is based in Westlake, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with advisors recommending allocations while clients retain final trading decisions.

Timothy Bradford is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 65 designation and previously worked at National Life Group and Knights of Columbus. Outside of his advisory role, he is involved as an insurance agent and managing director with Texas National Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, and various institutional clients. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading and uses third-party asset managers across a broad client base.

Kyle Treadwell is a financial advisor with Principal Financial Services in Addison, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Edward Jones and The Prudential Insurance Company of America. Outside of his advisory work, he serves as Membership Chair for the Lonestar Chapter of the Precision Metalforming Association and has acted as a judge for a school music festival. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Brandon Potter is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His previous roles include positions at Fidelity Brokerage Services and New York Life Insurance Company. He also operates May Financial Strategies, LLC, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.