Daniel Gunderson is a financial advisor at Brookstone Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brookstone since 2020. Prior to that, he was associated with JD Mellberg and Hilltop Securities Independent Network Inc. Gunderson is also involved in insurance sales through his role at J.D. Mellberg Financial. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models and options-enhanced strategies, and serves as a sub-advisor to other advisory programs.

Cole Helton is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Beacon Pointe Advisors in 2025, he worked at The New Amsterdam Group and held various roles at Baylor University and other institutions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party Independent Managers across active and passive strategies, and it offers proprietary private funds alongside comprehensive performance reporting and participant education.

Thomas Mccarty Jr. is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2019. His prior roles include positions at Vermont Information Processing, Primerica Advisors, and Primerica Financial Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and access to a broad range of affiliated capabilities within the Goldman Sachs ecosystem.

Joseph Church is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. He holds a CFP® designation along with Series 63 and 66 licenses. Joseph previously worked at Bank of America and Merrill across overlapping periods from 2005 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Christopher Todd Jr. is a financial advisor at PNC Wealth Management in Dallas, TX, holding Series 66 and Series 63 credentials with 12 years of industry experience. Prior to joining PNC Wealth Management in 2021, he worked at BBVA-related firms from 2015 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and third-party managed strategies to implement investments primarily in mutual funds and ETFs.

Evan McGrath is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Raa, Securities Service Network, Inc., and Asset & Financial Planning, Ltd. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and offers a variety of model and specialist investment strategies supported by both quantitative and qualitative analysis.

Todd Wiggins is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at several major firms, including UBS Financial Services, Morgan Stanley, and Citigroup Global Markets, before joining Oppenheimer in 2016. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs and combines discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Rimannuel Appling is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Loan Depot, and TIAA-CREF. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and research tools.

Daniel De Anda is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Beacon Pointe Advisors in 2026, he worked at MGB Wealth Management, LLC and several other firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Damon Hurst is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Frost Bank. Outside of his advisory work, he serves as treasurer for Ally's Wish, an organization supporting terminally ill mothers, and is a member of Driven 2 Value LLC, where he holds speaking engagements focused on personal growth and financial education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Charles Abbott is a CFP® certificant with nine years of industry experience, currently a financial advisor at Allworth Financial, L.P. He previously worked at JPMorgan Chase Bank and JPMorgan Securities from 2019 to 2024 and has experience teaching online undergraduate courses in personal finance at Texas Tech University. Abbott also consults for The American College of Financial Services, reviewing student case study responses related to financial planning. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and offers both discretionary and non-discretionary portfolio management along with financial and wealth planning services.

Connor Kelly is a financial advisor with Rockefeller Financial LLC in Dallas, TX. He holds Series 63 and Series 66 designations and has eight years of industry experience. His prior work includes roles at Stifel, Bank of America, Merrill, and New York Life Insurance Company, among others. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm employs a Private Advisor model and a consolidated investment platform to provide discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services, including placement and investment banking.

Joshua Coe is a financial advisor at Osaic Institutions, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc., Morgan Stanley & Co. LLC, Natcity Investments, Inc., and Ameriprise. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, employing a hybrid adviser/broker-dealer model with a sizable non-discretionary asset base and a lending marketplace.

Cheryl Mccarson is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner and Smith for 10 years before joining Sanctuary Wealth in 2021. Outside of her advisory role, she is a commissioned notary. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a variety of portfolio management options, including separately managed accounts and unified managed accounts, and employs multiple analytical approaches within a fiduciary framework.

Alex Taylor is a CFP® professional based in Dallas, TX, with 14 years of industry experience. He currently serves as an advisor at Corient, joining the firm in 2025 after roles at MPA Wealth, LLC and Raymond James Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm employs a goals-based, team investment approach that integrates internal strategies with third-party managers and incorporates risk management tools and alternative investment options as appropriate.

David Smith is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial in 2023, he spent 14 years at UBS Financial Services Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Karel Story is a financial advisor with Kestra Advisory in Arlington, TX, holding Series 63 and Series 66 designations and totaling 30 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services LLC in 2022, he spent 20 years with World Choice Securities, Inc. He is also involved in financial coaching, providing client relationship management and support services to Representatives and RIAs. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.

Carolyn Kuhnel is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63, 65, and 66 licenses and seven years of industry experience. Her work history includes roles at Truist Investment Services and earlier positions in healthcare and childcare organizations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary strategies with third-party platform partnerships.

Joshua Phillips is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. In addition to his advisory role, Phillips owns and operates Fire Pit and Chill, an internet retail store specializing in outdoor living products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Austin Mitchell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. His prior experience includes roles at Raymond James Financial Services and Northwestern Mutual, where he worked for over 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.