Yasmin Alkahlout is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Her prior roles include positions at Creative Solutions Services LLC and QTC Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers financial planning using proprietary and third-party methodologies focused on long-term portfolio returns and saving rates, delivered through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Brent Sikes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at Triad Advisors, Inc. and Fullcircle Wealth LLC. Outside of his advisory role, he is involved with Heritage Capital Strategies as a fixed insurance agent and is a passive investor in Ironwill Earthworks LLC. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment process combining passive and active management supported by an internal Investment Committee.

David Bittermann is a CFA® charterholder with 43 years of industry experience, currently serving at Oppenheimer. He has been with Fahnestock & Co. Inc. since 2003. Based in Fort Worth, TX, Bittermann holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles tailored to client objectives.

Weston Pollock is a financial advisor with Hightower Advisors, holding a Series 66 designation and 24 years of industry experience. He previously worked at Smith Anglin Financial, LLC for 18 years and Purshe Kaplan Sterling Investments, Inc. for 12 years. Outside of advisory work, he operates a sole proprietorship focused on group insurance. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Jason Brown is a CFP® with 11 years of industry experience. He is currently an advisor at Farther and previously worked at Fisher Investments, Fidelity, and Wells Fargo. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments mainly in ETFs, mutual funds, equities, and fixed income.

John Wisnewski is a financial advisor at Guardian Life with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Guardian Life and Park Avenue Securities since 2023. Outside of his advisory role, he serves as a Division I college football official and sits on the board of directors for the Little Elm Chamber of Commerce. John is affiliated with Park Avenue Securities LLC, which operates as Park Avenue® Wealth Management, a broker-dealer and investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a variety of advisory programs, including discretionary and non-discretionary models from in-house and third-party managers.

Andrew Balettie is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. He has worked with Eagle Strategies and related entities since 2023 and serves as a board member of Wesleyan Christian Academy, a Christian pre-school. Additionally, he acts as an adjudicator for the Pride of Texas Music Festivals, supporting school band, choir, and orchestra programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm emphasizes tailored advice delivered through multiple program types, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Howard is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Eagle Strategies since 2022 and previously with Momentum Wealth Strategies and New York Life Insurance Company since 2013. Howard serves on several community and nonprofit boards, including the Dallas Business Club, Bishop Lynch High School, and the Catholic Foundation of Dallas. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Joana Montero Flores is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dallas, TX. She holds Series 63 and Series 65 designations and has one year of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. Joana has also held positions outside finance, including at Baylor Scott and White and Uhaul. FIFTH THIRD SECURITIES, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, featuring options such as mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Elizabeth Stallcup is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked with Truist Advisory Services and Truist Investment Services since 2022 and previously spent nine years at BBVA Compass Insurance Agency. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

James Randall is a financial advisor at Corient with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Capital Advisors, Inc., Northwestern Mutual, and Edward Jones. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions, incorporating risk management tools and alternative investments when appropriate.

Daniel Wijaya is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and with one year of industry experience. Prior to joining TIAA-CREF, he worked at Equitable Advisors, LLC, and has experience outside finance as a server at Kura Revolving Sushi Bar. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and smaller retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolio management under a fiduciary standard.

Apekshit Mulay is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 registrations with seven years of industry experience. He has been involved in consulting for technology companies and economic revival projects and serves as a director of marketing for the Dallas Fort Worth Chapter of Vishwa Hindu Parishad of America, where he also promotes financial literacy through community workshops. Mulay is additionally engaged in authoring economic and macroeconomic works and maintains roles in health insurance referrals and rideshare advertising. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations, offering advisory and broker-dealer services including fee-based wrap programs, model portfolios, third-party money managers, and commission-based products. The firm operates as both a registered broker-dealer and RIA, supporting clients with a range of discretionary and non-discretionary investment options.

Yanfang Li is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has ownership and management roles in several land investment entities and provides tax filing and business assistance through her own firm. Additionally, she works as a health insurance agent helping clients obtain coverage. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering advisory services primarily through model portfolios and third-party managers across multiple platforms such as Transamerica ONE, TFA365, and ALPHA.

Matthew Strough is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having previously worked at Avantax and BB&T among other firms. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to various managed account platforms, operating under a fiduciary standard when agreements are in place.

Angel Vargas is a financial advisor with TIAA-CREF, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining TIAA-CREF, he worked at Merrill and has experience in both academic and corporate roles at the University of North Texas and UPS. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm separates one-time financial planning from ongoing portfolio management and offers customized investment solutions under a fiduciary standard.

Orlando Copeland is a financial advisor at Creative Planning with 15 years of industry experience. He holds the Series 66 designation and previously worked at Fisher Investments for 15 years before joining Creative Planning in 2026. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

David Eddy is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX. He holds the Series 63 and Series 66 designations and has 12 years of industry experience. His prior roles include work with New York Life Insurance Co. and Nylife Securities LLC. He serves on the board of Camp Arnold Skate Church, a not-for-profit ministry. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm provides advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Carter Brower is a financial advisor with NewEdge Advisors in Plano, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Mercer Global Advisors and Lake Point Advisory Group before joining NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies with centralized due diligence and technology tools.

Toby Brown is a financial advisor with TIAA-CREF, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining TIAA-CREF in 2018, he held roles at Cognizant, Learnvest Planning Services, and Northwestern Mutual. Outside of his advisory work, he has experience in the hospitality industry, having worked at Saltgrass Steakhouse for seven years. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates point-in-time planning from ongoing management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.