Kyle Treadwell is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 license and has worked previously at Edward Jones and The Prudential Insurance Company of America. Outside of advising, he serves as Membership Chair for the Precision Metalforming Association Lonestar Chapter and has participated as a judge at a local school music festival. 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 plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Sydney Hacker is a CFP® with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, Sydney held roles at Sanctuary Securities, Fidelity Investments, Equitable Advisors, and gained diverse experience including positions outside finance such as at Dillard's and Baylor University. Sydney has also been involved with Dahlia Bar & Bistro and Heliwagon. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios with multi-factor tilts and a variety of investment vehicles, and offers specialized services and client education programs.

Henry Smith is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at UBS Financial Services and Sellside Group, LLC. In 2022, he spent time traveling in Europe following his college graduation. 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, and investment banking services through a Private Advisor model and consolidated investment platform.

Juan Hernandez is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Dallas, TX. He holds Series 63 and Series 66 designations and has 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, TCBI Securities, Texas Capital Bank, Wells Fargo, Regions Bank, and BBVA Compass Insurance Agency. FIFTH THIRD SECURITIES, Inc. serves a wide range of individual and institutional clients through both advisory and brokerage channels. The firm offers access to various managed account programs and portfolio management strategies on the Passageway platform, supported by a large team of advisors and affiliated entities.

William Wall is a CFP® professional with eight years of industry experience. He has been with Creative Planning since 2017 and previously worked at Tolleson Wealth Management. Outside of his advisory role, he serves as treasurer for The Charles F. "Doc" Hall Foundation, supporting the Texas A&M University men's lacrosse club. 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 assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Madison Friedman is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, Friedman held positions at Stack'd Oakland, CIFC Asset Management, Viva Los Tacos, and Marty B's, and also completed several years of full-time education. 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 offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Rawles Bell is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Benchmark Private Wealth Management, Innovation Partners, and Beacon Pointe Insurance Services, where he also acts as an insurance agent. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, implementing strategies primarily through allocations to third-party independent managers selected via a proprietary due-diligence process. The firm offers discretionary wealth management, financial planning, retirement plan consulting, outsourced CIO solutions, and sponsors proprietary investment vehicles.

Jeremy Hudson is a CFP® with 19 years of industry experience currently advising at Corient. His prior roles include a decade at RGT Wealth Advisors, LLC, and positions at CIPW Service Company, LLC and Corient Services LLC. He is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Owen Joyce is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has held positions at firms including Bank of America, Merrill, and AGIA. Outside of finance, he has experience working with Messiah University and the Naval Academy Athletic Association. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures, with a notable emphasis on non-discretionary, recommendation-based advice.

Joe Foster is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and bringing 35 years of industry experience. His career includes roles at Ameritas Advisory Services, Canvas Financial, and multiple financial and insurance firms dating back to 1987. In addition to his advisory work, Foster serves on the Strategic Impact board, a Christian ministry, and assists business owners with exit planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and custom investment strategies, with a notable focus on fiduciary advice and plan consulting for retirement plan sponsors and participants.

Christina Angelo is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and two years of industry experience. She has worked at Commonwealth since 2021 and also maintains a role at Day Reps, LLC since 2017. Previously, she was involved with C. Angelo Designs, Inc. and gnomadic boutique, inc. from 2013 to 2017. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling affiliated advisors to operate under their own brands.

Victor Guadiana is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and having 10 years of industry experience. His prior work includes roles at Cetera and Avantax, with additional time at Institutional Securities Corp. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers both advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a notable emphasis on non-discretionary account management.

Steven Wisdom is a CFP® professional with 43 years of industry experience, currently affiliated with Commonwealth Financial Network in Dallas, TX. He has been associated with Commonwealth since 1989 and has operated Swisdom Financial since 2000. Outside of advisory work, he is also a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services, while offering various discretionary and customized investment program options.

Zachary Williamson is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses. He has been in the financial industry since 2026, with prior experience at Principal Life Insurance Company, Principal Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Before entering financial services, he worked in various roles including at BluStar Leads, Luckys Market, Hilton, and Southern Glazer's Wine & Spirits. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically handled on a discretionary basis by those managers.

Hunter Shoemake is a CFP® with five years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. Prior to joining MAI in 2026, he worked at Hilltop Securities and Charles Schwab & Co., Inc. Shoemake's background also includes roles outside finance at Golf Galaxy and Lifetime Fitness. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, institutions, and corporations. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning, tax, and administrative services through its affiliated companies.

Eric Doan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has held roles in several insurance and estate planning-related businesses, including managing Doan Insurance Group, LLC, and involvement with LegacyShield Solutions, Inc. and inheritguard, LLC. His outside activities include work in estate planning education and client communications. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party investment models through discretionary and non-discretionary platforms.

Jacob Marley is a Series 66 credentialed financial advisor with 25 years of industry experience. He is currently with Equity Services, Inc. and National Life Group, having worked at both firms since 2015. Outside of his advisory work, he is a partner in an ice vending business run with his father. Equity Services, Inc., doing business as ESI Financial Advisors, 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 and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Dana Hodges is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Valic in 2018, Hodges worked at Farmers Financial Solutions and Farmers Insurance from 2015 to 2018. Outside of advising, Hodges is a sponsored NPC bodybuilding athlete. 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 UMA models to construct client portfolios.

Andrew Williams Jr. is a financial advisor with Kestra Advisory who holds Series 63 and 66 licenses and has 35 years of industry experience. He previously worked at Wfg Investments Inc. from 2010 to 2017. Williams also owns Williams Wealth Management Group, operating under Kestra’s registered representative and advisory services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary services, plan design and compliance support, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Ian Ogilvie is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, National Association for 11 years. 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 offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform, and operates as a registered broker-dealer providing a range of investment and placement services.