James Lester is a financial advisor with Hornor, Townsend & Kent, LLC and holds the ChFC® and Series 63 credentials. He has 54 years of industry experience, including over 27 years with Hornor, Townsend & Kent and a long career managing his own agency, Jay Lester Agency. He also has experience in insurance sales and service through related brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer services, featuring a comprehensive platform that includes third-party asset manager relationships and multiple account options.

Jeffrey Dunn Jr. is a CFP® professional with 11 years of industry experience, currently advising at Hightower Advisors since 2025. His prior roles include positions at Smith Anglin Financial, Fisher Investments, and TIAA-CREF. He serves as the Dallas Chapter Membership Committee Chair for the Dallas Financial Planning Association and is an Executive Organizer for Dallas MeetUp events. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and various portfolio construction techniques.

Larry Jackson is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Brokerage Services LLC, Merrill, and Bank of America. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, ranging from individuals and high-net-worth clients to corporations and charitable organizations. The firm supports over 400 independent investment adviser representatives who deliver advice through various portfolio management programs and financial planning, using a range of analytical approaches and maintaining fiduciary standards when applicable.

Ian Mcgurran is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds a Series 66 designation and has five years of industry experience. Ian has been with Park Avenue Securities since 2019 and has over a decade of tenure with Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management solutions supported by proprietary and third-party platforms.

Lisa Emmons is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at Voya Financial Partners, LLC from 2007 to 2011. In addition to her advisory role, she is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists, model portfolios, and technology tools to support mostly non-discretionary client relationships managed by a large network of advisors.

Donald Goodwin is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he worked at Northwestern Mutual Wealth Management Company and its affiliates. Outside of financial advising, he owns DG23 Fitness, a personal training business, and is a candidate for the McLendon Chisholm City Council. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions including discretionary management, model-based strategies, and access to insurance and alternative investment products.

Rashi Poddar is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at Creative Planning since 2023. Prior to this, she worked at Nylife Securities LLC and New York Life Insurance Company from 2017 to 2023. Outside of financial advising, she is a board member of the Frisco Gifted Association and the CFA Society of Dallas/Fort Worth, and is involved in several nonprofit and entrepreneurial ventures including software consulting and franchise partnerships. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Alan Grossman is a financial advisor at D.A. Davidson & Co. with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has been with D.A. Davidson since 2013. Outside of his advisory role, Grossman owns and operates several consulting businesses and is a partner in an industrial recruiting firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, and operates under fiduciary standards with specialized municipal advisory capabilities.

Kenneth Hodges is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. His prior experience includes roles at HD Vest Insurance Agency, HD Vest Advisory Services, Five Star Advisor Partners, LLC, and H.D. Vest Financial Services. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporate entities, providing investment management, financial planning, retirement plan consulting, and tax services. The firm’s approach combines discretionary, customized portfolio management with integrated tax and accounting services, supported by an in-house Investment Committee and access to third-party managers.

Dahlia Goldberg is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mariner. Her career includes roles at Mariner Wealth Advisors since 2017 and Briar Hall from 2016 to 2017. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal investment committee and integrates tax and accounting services uncommon for a firm of its size.

Jeremy Morgan is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked with Eagle Strategies since 2018 and operates Inspired Wealth Solutions, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing most of its substantial assets on a non-discretionary basis.

Bob Van Erem is a Financial Consultant currently working at Fidelity Investments since 2021. He partners with individuals and families to design and implement personalized financial plans aimed at helping them work toward their long-term financial goals. Prior to his current role, Bob served as a Senior Vice President Financial Consultant at BBVA Securities from 2015 to 2021. His professional experience includes guiding clients through financial planning and investment strategies. Outside of his professional career, Bob has interests in fitness, golf, and running.

Ulysses Cervantes is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fisher Investments, Morgan Stanley, E*TRADE Capital Management, and TD Ameritrade. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers a range of advisory services, including discretionary portfolio management and donor-advised fund advisory, operating under a fiduciary standard with a vertically integrated investment approach.

Ethan Strickland is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at TIAA-CREF and Equitable Advisors, with prior roles at Charles Schwab and other firms. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios.

Juan Amador is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and TD Ameritrade. Outside of finance, he is the owner and partner of Amador Peppers LLC, a venture focused on buying and reselling pepper mash products. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and brokerage services primarily to individuals with ties to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm offers both model portfolio and customized portfolio management under a fiduciary standard and serves as adviser to a donor-advised fund through Charityvest.

Brian Neal is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at National Life Group, Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, Neal provides independent strengths-based coaching focused on personal development and leadership skills. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Tommy Fincher is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at WhiteStone Wealth Advisors, Institute for Wealth Partners, Institute for Wealth Advisors, Onyx Wealth Advisors, and Transamerica Financial Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party manager solutions with technology-supported tools.

Neil Resnik is a financial advisor at Equity Services, Inc. with 46 years of industry experience and holds a Series 63 designation. He has been with Equity Services since 2003 and has operated Resnik and Associates since 1980. Outside of his advisory work, he serves on the boards of local nonprofit organizations focused on social services and scholarships for at-risk youth. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Daniel Melander is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and over 25 years of industry experience. His career includes roles at Integrated Trust Systems, Magellan Research Group, WealthWave, and Managed Wealth Financial. He provides consulting and research services part-time to Magellan Research Group and works as a referral sales associate for Integrated Trust Systems on estate planning. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers. The firm operates both as a registered broker-dealer and RIA, supporting various client needs with discretionary and non-discretionary investment programs.

James Risalvato is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, GDS Wealth Management, Fisher Investments, and Morgan Stanley. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing both quantitative and qualitative analysis to deliver customized investment solutions across various asset classes and specialized portfolios.