Howard Swanfeldt II is a financial advisor with Fifth Third Securities, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior work includes 16 years at Comerica Securities Inc and time at Ameriprise Financial Services in various roles. Outside of his primary advisory duties, he coordinates with banking centers and money market products as a financial advisor affiliated with Comerica Bank. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs via the Passageway platform, combining mutual fund, ETF, SMA, tax-overlay, and direct-indexing strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Blake Maday is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Lilium Aviation, Mahalo Capital Partners, DoorDash, Inc., and Michigan State University. His background also includes six years with the United States Soccer Federation and nine years with the Novi Community School District. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and institutional clients. The firm offers specialized programs such as Private Family Office services and Executive Wealth programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Lyanne Magriz Cortes is a financial advisor at Equity Services, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Bank of America - Merrill Lynch, Charles Schwab, and Texas Instruments Inc. before joining Equity Services in 2023. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Casey Spraberry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and four years of industry experience. Prior to joining Goldman Sachs in 2022, Casey worked at Advantage xPO and held roles in hospitality and education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual, high-net-worth, corporate, and institutional clients, utilizing centralized investment resources and integrated financial group capabilities.

Manuel Esparza Jr. is a financial advisor at Guardian Life with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Guardian since 2014 and Park Avenue Securities since 2016. Outside of his advisory work, he serves as Treasurer of the South Texas chapter of NAIFA and is involved with charitable organizations such as Coyote Cooks and local parish finance councils. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Haden Mc Keehan is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Clearfork Engineering Inc. and Thrive Pet Healthcare. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates strategic allocation models and uses proprietary and third-party analytics to tailor client solutions, supported by a wide array of affiliated Goldman Sachs entities.

Burke Rogers is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, he worked at Iqeq and held positions at the University of Arkansas and Smokey Rose. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of analytic approaches and periodic portfolio reviews.

Melanie Rahilly is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at EPIQ Capital Group, LLC, Cornerstone, WelK Resort Group, Inc., and European Wax Center. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and family-office services, employing a centralized investment process that includes access to liquid and private alternative investments through platforms like iCapital.

Judson Arrington is a financial advisor with Voya Financial Advisors, Inc. in Dallas, TX. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to his current role, he has been involved with Arrington Family Holdings, LLC since 2026. Outside of his advisory work, he is CEO and proprietor of Arrington Financial, which is involved in the sales and servicing of insurance and investments, and he is also an independent insurance agent focusing on fixed insurance products. Voya Financial Advisors, Inc. serves individual and institutional clients including retirement plan sponsors and high-net-worth individuals. The firm offers comprehensive financial planning and portfolio management services, delivering advice primarily through non-discretionary recommendation-based programs alongside several managed account and retirement advice platforms.

Shay Nolan is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC. Nolan’s background includes roles outside finance, such as work with the Boys and Girls Club and East Carolina University. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Christina Gumm is a Series 65-licensed financial advisor with seven years of industry experience. She currently works at CIBC Private Wealth Advisors, Inc., having previously been employed at United Capital Financial Advisers, LLC and Northern Trust. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm provides customized portfolio management and financial planning supported by an internal investment team and governance committees, managing approximately $67.8 billion in assets with a focus on delivering tailored solutions including options strategies and Family Office services.

Charles Wedemeyer is a CFP® professional with 21 years of industry experience, currently advising at Allworth Financial, L.P. in Addison, TX. His prior roles include positions at Mercer Global Advisors, Fisher Investments, The Vanguard Group, and Fidelity Investments. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a variety of strategies and employs third-party sub-advisers when appropriate.

Angela Gordon is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Lincoln Investment. She serves as president and board member of a homeowner's association in Arlington, TX, and works part-time as a self-employed grocery delivery provider. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Michael Mc Clinton is a financial advisor with Eagle Strategies (NY Life) based in Addison, TX. He holds Series 65 and Series 63 credentials and has experience at Principal Financial Group and Collin College prior to joining Eagle Strategies. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Colin Kirkpatrick is a financial advisor at Valic Financial Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Citizens Securities, Inc., and Total Benefit Communications. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors 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, utilizing Envestnet-developed UMA models in portfolio construction.

Thomas Altimont is a financial advisor at Creative Planning with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Creative Planning since 2021. Prior to that, he was employed for four years at Lockton Investment Advisors and affiliated entities, and for two years at First Financial Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and private market exposure.

Jared Tomsu is a CFP® professional with two years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Frontier Investment Management and The Capital Chart Room, LTD. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, 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.

Steven Anglin is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 63 designation and 34 years of industry experience. His career includes long tenures at Smith Anglin & Co. and Smith Anglin Financial, LLC. Outside of advisory work, he is involved as a managing member or partner in several investment-related LLCs focused on oil and gas properties and family real estate partnerships. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver diversified portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing.

Eric Maya is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley from 2016 to 2021 before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Rutledge Gordon is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He has held positions at Allworth Financial since 2020 and previously worked for Retirement Advisors of America from 2008 to 2020. He holds Series 63 and Series 65 credentials. 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 allocations, options overlays, and dividend-income models, and is notable for its ownership structure and specialized services such as an Airline division and management of privately offered income funds.