Sean Ryan is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Allworth Financial and AW Securities in 2025, he worked at Goldman Sachs Ayco and Charles Schwab. His background also includes military service in the United States Marine Corps and involvement with Geomet Recycling LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, including high-net-worth clients, as well as qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management utilizing a range of model strategies and employs technology to manage held-away employer retirement accounts without requiring client login credentials.

Daniel Youngblood is a CFP® professional with 17 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has prior experience with LPL Financial, Independent Financial Partners, and operates Youngblood Wealth Management. 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 a range of portfolio management, financial planning, and consulting services through both discretionary and non-discretionary approaches.

Stacy Marshall is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, Stacy worked at RGT Wealth Advisors for four years. 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 client assets and employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies, supported by a broad team and integrated investment infrastructure.

Mirmehdi Hussain is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and Level Capital LLC. Outside of his advisory role, Hussain is involved in IT consulting as the owner of YAM.AI, providing data architecture and programming services, and he also engages in tax preparation services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

James Norman is a financial advisor at Oppenheimer in Dallas, TX, with four years of industry experience. He holds the Series 63 and Series 66 designations and previously retired for 18 years before joining Oppenheimer in 2026. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs various investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Ramon Aguirre is a financial advisor at Money Concepts Capital Corp with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Maia Wealth, Jim Poe & Associates, Inc., DTN Wealth LLC, and Charles Schwab. Aguirre is also involved in non-investment business activities as owner and managing member of DTN Wealth LLC and DTN Income Strategies LLC. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and platforms such as Envestnet.

Kevin Konkal is a financial advisor with VALIC Financial Advisors in Addison, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with VALIC Financial Advisors since 2000 and has also been associated with Agia since 2022. Outside of his advisory work, he serves as a mentor with Dallas Fellows, a program focused on developing leadership skills in college students through faith-based apprenticeships. 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-developed UMA models and operating at a large scale with over 1,200 advisors.

Alexander Gido is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Westlake, TX, with one year of industry experience. He previously worked at Goldman Sachs from 2023 to 2026 and has held roles at Charles Schwab & Co., Inc. since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, advising clients through standard asset allocation models and research tools, while leaving final trading decisions to clients.

Case Lawhon is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Principal Financial Services, he worked at Equitable Advisors and has experience outside finance, including roles at DoorDash and Indiana University. He also holds an insurance agent position focused on the sales and service of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Matthew Fuller is a financial advisor with Wealth Enhancement Advisory Services, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Fuller Holbrook Investments, XO Wealth Management, and Cabot Lodge Securities LLC. He is also an author and participates in nonprofit activities with organizations such as the Dallas Stars Foundation, A Light in Dark Places, and the National Kidney Foundation Texas. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Joan Alexandre is a financial advisor with Kestra Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Kestra in 2020, Alexandre worked at Avantax Investment Services and 1st Global Advisors, among other roles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employs multiple management platforms, serving both typical and large institutional investors, including sovereign wealth funds.

Yuanxi Su is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 credentials and seven years of industry experience. Prior to joining Schwab Wealth Advisory in 2023, Su worked at Charles Schwab from 2018 and Montana West Inc. from 2016 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm focuses on annual reviews and investment recommendations while clients retain final trading decisions.

Konnor Hoerman is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Innovative Wealth Strategies LLC and NYLIFE Securities LLC. Outside of financial advising, he has experience working with Gordon Spring Track Camp. 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 delivers tailored advice through various programs, with a significant portion of assets managed on a non-discretionary basis, and operates within an integrated New York Life affiliate structure.

Scott Neuendorf is a CFA® charterholder with 17 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm manages a range of equity, fixed income, and balanced portfolios through fundamental, bottom-up analysis and oversees approximately $31.5 billion in regulatory assets.

David Matthews is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 66 designation with 22 years of industry experience. His career includes roles at Charles Schwab, TD Waterhouse Investor Services, Amerivest Investment Management, and Ameritrade. 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 strategies, including model-based and options overlays, and provides both discretionary and non-discretionary asset management.

Jesse Vega is a financial advisor at Schwab Wealth Advisory with Series 63 and 65 credentials and four years of industry experience. His prior roles include positions at Paradigm Advisors LLC, Portfolio Advisors, Inc., and Wells Fargo. Outside of finance, he has experience in education and operated a local escape room business. 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 using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Mary Anne Redmond is a CFP® with 32 years of industry experience, currently affiliated with Money Concepts Capital Corp in Addison, TX. She has been with Money Concepts since 2003 and also teaches and presents at the Federal Benefits Academy. Additionally, she serves as a board member and officer of the MRFC Certification Board. Money Concepts Capital Corp is an enterprise advisory firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, employing a mix of model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Wesley Sorensen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Principal Life Insurance Co, and Householder Group Estate & Retirement Specialists. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and a range of program offerings such as financial planning, asset management, and specialized retirement plan consulting.

Shawn Mooring is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Charles Schwab, Robinhood Markets, Robinhood Financial, and TD Ameritrade. Outside of his advisory work, he is a member of Amarrage CO. LLC, a retail business connected to his wife’s candle sales and wedding planning services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients.

Tanner Little is a CFP® with three years of industry experience, currently an advisor at Prime Capital Financial. His prior experience includes roles at Edelman Financial Engines and JPMorgan Chase Bank, N.A. He has also worked in various capacities outside the financial industry, including at Holder's Jewelers and as a professional landman. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and third-party manager selection. The firm employs a range of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting across various asset types.