Cassandra Altom is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 21 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, and COMPASS Bank. Outside of her advisory work, she operates a small craft business making personalized tumblers and other items. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and emphasizes inter-affiliate integration in its service delivery.

Frederick Mesch II is a financial advisor with Commonwealth Financial Network in Fort Worth, TX, holding a Series 63 designation and over 33 years of industry experience. He has worked at Commonwealth since 2018 and concurrently leads Mesch Wealth Advisors. Outside of advisory services, he is involved in an accounting and tax preparation firm, Mesch, PLLC, and participates in nonprofit management through co-ownership of Hope for Everybody, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside proprietary model portfolios and various program structures to meet diverse client needs.

Michael Hansen is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 65 designation and one year of industry experience. His prior background includes roles at Lee Financial and Texas A&M University-Commerce. 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, discretionary and non-discretionary asset management, and specialized financial planning services.

Ashley Langan is a financial advisor with D.A. Davidson & Co. in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. Prior to joining D.A. Davidson in 2023, Langan worked at MyNurse Home Care, Inc. and Fayez Sarofim & Co. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, while operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Bradley Bruce is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior work includes tenures at Bank of America and Merrill. He is a founder of Fort Advisor, a firm providing merger and acquisition services across multiple industries and international markets. Sanctuary Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm provides customized investment programs through various account types and utilizes sub-advisors and third-party platforms to implement strategies, supported by an integrated affiliate structure and recent consolidation activities.

Ronald Haney is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Commerce Street Capital. Outside of finance, Haney is involved in music production as a guitarist, vocalist, writer, and producer for custom music cues used in radio, TV, and film. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Matthew Craft is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously at Agia. Outside of his advisory role, he has contributed editorial support to a family devotional project called The Advent Table. 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, employing Envestnet-developed UMA models to construct client portfolios.

Robert Sweeney is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 2016. Outside of his advisory work, he serves as president of the Roehampton Court Homeowners Association. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering financial planning, retirement consulting, and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Johnny Ortega is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, Merrill, Bank of America, Charles Schwab, and TD Ameritrade. He is based in Fort Worth, TX. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to support its advice programs, serving a large client base primarily with non-discretionary investment assets.

John King Jr. is a CFA® charterholder with 34 years of industry experience. He has been with Luther King Capital Management Corporation since 1979. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, model portfolio management, and financial planning. The firm’s investment teams employ fundamental, bottom-up analysis across various equity and fixed income strategies and manage roughly $31.5 billion in assets.

Cailley Bryan is a CFP® and Series 66-licensed financial advisor with Schwab Wealth Advisory in Westlake, TX. Bryan has four years of industry experience and previously worked at Baylor University and in roles outside finance including at Cupertino Dental Group and Nothing Bundt Cakes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab's asset allocation models and research tools. The firm’s advisors recommend investment allocations and conduct at least annual account reviews while final trading decisions remain with clients.

Christopher Hayes is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and has been associated with Charles Schwab since 2007. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations across a variety of asset classes while leaving final trading decisions to clients.

Edward Skinner Jr. is a CFP® and ChFC® with 11 years of industry experience. He is currently an advisor at Empower Advisory Group and has previously worked at The Vanguard Group, Personal Capital, New York Life Insurance Company, and USAA Financial Planning Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and client savings rates, delivering services through Empower’s recordkeeping and administrative platforms.

Mallory Armijo is a financial advisor at Prime Capital Financial with 15 years of industry experience. She holds a Series 66 designation and previously worked at Sageview Advisory Group and Cetera Wealth Services, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and provides tax planning and bill-pay services through its affiliated accounting subsidiary.

Doris Silva is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked with Western Wealth Management, LLC, and LPL Financial, LLC. Outside of her advisory role, Silva co-owns Joshua Nutrition, a business focused on nutrition tea and protein shake sales, and serves as a board member for a homeowners association. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to serve a substantial client base.

Brandon Watson is a financial advisor with Schwab Wealth Advisory in Westlake, TX. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments, Mobius Financial Advisors, and Charles Schwab & Co., Inc. Outside of the financial industry, he has worked in retail and food service. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations supported by Schwab’s research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, serving primarily individual clients while not acting as a discretionary portfolio manager.

Corbin Bulger is an advisor at Schwab Wealth Advisory with a Series 66 credential and less than one year of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., BMY Wealth Management Group, Patillo Brown & Hill, and Tarleton State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Laura Martinez is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has previously worked at Frost Investments and IDEA Public Schools. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support.

James Arrington is a ChFC® credentialed financial advisor with 39 years of industry experience, currently with VOYA Financial Advisors, Inc. since 2014. He has prior experience as president and proprietor of Arrington Financial, focusing on insurance and investments. Arrington also serves on the Church Council of First Baptist Church Richardson. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a broad range of clients, including individuals, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary investment programs, combining adviser-led model portfolios with active broker-dealer distribution and a comprehensive affiliate ecosystem.

Bentley Ford is a Series 66 credentialed financial advisor with 15 years of industry experience. He is currently with Prime Capital Financial and has previously worked at Private Client Services, Lawing Financial Inc., and Cambridge Investment Research Inc. Outside of his advisory role, Ford serves on the board of the Children's Advocacy Center of North Texas and is a board member of the Flower Mound Chamber of Commerce. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a mix of investment strategies and provides tax and financial administration services through an affiliated accounting subsidiary.