Timothy Taylor is a financial advisor with Money Concepts Capital Corp in Fort Worth, TX. He holds the Series 66 designation and has 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. Money Concepts Capital Corp provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Smridhi Sharma is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Irving, TX, and has two years of industry experience. Prior to joining Goldman Sachs, she held roles including UC Davis Orientation Leader and worked in the university's International Admissions Department. Outside of her advisory work, she manages a residential real estate property in Gurugram, India. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory services to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions through a combination of discretionary and non-discretionary managers within a large integrated financial group.

David Carpenter Jr. is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 31 years of industry experience. His career includes roles at Brokers International Financial Services, Royal Alliance Associates, Signator Investors, and Educators Resource Group. Additionally, he operates a sole proprietorship as an insurance agent, marketing fixed annuity and life products. Integrity Alliance serves a broad client base, including individual investors, corporations, and retirement plans, offering advisory and brokerage services through a large network of independent advisors managing approximately $5.4 billion in assets.

William Wall is a CFP® professional with eight years of industry experience. He has been with Creative Planning since 2017 and previously worked at Tolleson Wealth Management. Outside of his advisory role, he serves as treasurer for The Charles F. "Doc" Hall Foundation, supporting the Texas A&M University men's lacrosse club. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Matthew Sherman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2012 and at Private Advisor Group since 2021. His outside business activities include providing non-variable insurance products such as life, annuity, LTC, and disability insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Owen Joyce is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, AGIA, and Corebridge Financial. Joyce has also worked in various capacities outside the financial sector, including roles connected to Messiah University and Dicks Sporting Goods. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients through a combination of financial planning, portfolio management, and brokerage services. The firm utilizes model portfolios, affiliated strategies, and third-party managers, with a majority of assets managed on a non-discretionary basis.

Joshua Mccutcheon is a financial advisor at GWN Securities Inc. in Fort Worth, TX, holding a Series 66 credential with six years of industry experience. Prior to joining GWN Securities in 2020, he worked at Sirrah Inc. from 2016 to 2020. He also works as an independent insurance agent providing life, disability, and long-term care insurance options to clients. GWN Securities offers investment advisory and related services to individual and corporate clients through multiple managed account programs, financial planning, and third-party manager selection. The firm combines discretionary portfolio management and model-based allocations grounded in Modern Portfolio Theory with tactical strategies such as market-timing and momentum-based approaches.

Zachary Williamson is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses. He has been in the financial industry since 2026, with prior experience at Principal Life Insurance Company, Principal Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Before entering financial services, he worked in various roles including at BluStar Leads, Luckys Market, Hilton, and Southern Glazer's Wine & Spirits. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically handled on a discretionary basis by those managers.

Frederick Labatt is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Luther King Capital Management Corporation since 2012. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory and model portfolio services, and financial planning. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies and manages approximately $31.5 billion in regulatory assets.

David Maxwell is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Lake Point Advisory Group for 11 years. In addition to his advisory role, he owns Tip Top Financial, LLC, where he is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Jacob Marley is a Series 66 credentialed financial advisor with 25 years of industry experience. He is currently with Equity Services, Inc. and National Life Group, having worked at both firms since 2015. Outside of his advisory work, he is a partner in an ice vending business run with his father. Equity Services, Inc., doing business 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 and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Dana Hodges is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Valic in 2018, Hodges worked at Farmers Financial Solutions and Farmers Insurance from 2015 to 2018. Outside of advising, Hodges is a sponsored NPC bodybuilding athlete. 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, consulting, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Briana James is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and two years of industry experience. She has previously worked at Charles Schwab & Co., Inc., Jim Bridges State Farm, and Betsy Cole Farmers Insurance. Outside of her advisory role, Briana creates and sells handmade art pieces through her Etsy business, Honey and Sculpture. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools.

Matthew Paladini is a CFP® with 23 years of industry experience, currently serving at Cerity Partners Retirement Plan Consultants. He has held roles at Paladini Financial Advisors, Wealth Advisors Trust Company, and Paladini Financial Management, Inc. Since 2009, Paladini has been an owner and member of the board of directors at Wealth Advisors Trust Company. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, offering ERISA fiduciary services, participant advice, plan design, and administrative support. The firm emphasizes asset-allocation driven model portfolios, IPS-based monitoring, and provides educational and fiduciary support services for plan committees.

John Talleur is a CFP® professional with 10 years of industry experience, currently serving at Schwab Wealth Advisory. He has worked within various Charles Schwab entities since 2015, including Schwab Private Client Investment Advisory and Charles Schwab Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual 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.

Carolyn Smith is a Series 66 registered advisor with First Command Advisory Services in Fort Worth, TX. She has five years of industry experience, including roles at First Command Brokerage Services and a tutoring center prior to entering financial services. 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 financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Bradley Reese is a CFP®, ChFC®, and Series 66 licensed advisor with 21 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has prior experience at Charles Schwab and Co., Inc. and TD Ameritrade Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not provide discretionary portfolio management.

Carter Street is a financial advisor at Allworth Financial, L.P. with 10 years of industry experience. He holds the CFP® and Series 66 certifications and has previously worked at firms including J.P. Morgan Securities LLC, Merrill, and Bank of America, N.A. 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 portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Valarie Wright is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Cabot Lodge Securities LLC, IFS Securities Inc., Fuller Wealth Management, Keller Williams, and Raymond James & Associates. She also serves as a FINRA arbitrator in Dallas, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

James Hall is a CFP® with nine years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2025. His prior experience includes roles at First Command Financial Services and Ayco/Goldman Sachs & Co. LLC. Allworth Financial is a fee-based SEC-registered adviser providing asset management and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios with model strategies and third-party sub-advisers, and is notable for its ownership structure and specialized divisions including services for airline industry employees.