Jacob Howell is a CFP® professional with three years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Dallas, TX. He has worked at Howell Financial Group and New York Life entities since 2019. His early career includes roles at Young Life Columbia and Kanakuk Kamps. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and manages a significant portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Morgan Lineberry is a financial advisor with Transamerica Financial Advisors in Wylie, TX, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His background includes roles at WFGIA, Tata Consultancy Services, Transamerica Capital Inc., Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of his advisory work, he is involved with Lineberry Kicking LLC and Kohl's Professional Kicking Camps. Transamerica Financial Advisors serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Joy Doss is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated group using affiliated funds.

Jerry Tuma is a CFP® professional with 45 years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has prior experience at Cornerstone Financial Services, Inc., where he worked for 40 years. Outside of advising, he is an author and public speaker, and owns Liberty Silver & Gold, LLC, which sells physical gold and silver bullion and coins. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of financial planning and portfolio management solutions, using both firm- and third-party models combined with ongoing due diligence to manage risk and asset allocation.

Bradley Mcconkey is a CFP® certificant with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020 and was previously with Frontier Investment Management Co for seven years. He is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Rajiv Hargunani is a financial advisor at Oppenheimer in Dallas, TX with 19 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2014, following previous roles at Raymond James Financial and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary investment approaches.

Karthik Muraliraj is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience, including prior roles at WFG Advisors, LP and Equitable Advisors. He is a part owner of MPACT Financial Group, LLC, an investment and insurance services company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

William Burks III is a financial advisor at Centaurus Financial, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 2019. Outside of his advisory role, Burks serves as president of a general contracting company and is co-owner of an exotic animal breeding farm. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, utilizing a variety of investment analyses and both discretionary and non-discretionary account arrangements.

Gwyn Felder is a financial advisor at Mariner with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2010. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations by providing investment management, financial planning, retirement plan consulting, and access to various pooled investments and third-party managers. The firm integrates tax and accounting services and offers specialized family office and employer financial wellness solutions alongside its customized portfolio management approach.

Tina Tannery is a financial advisor with Independent Financial Group, LLC in Richardson, Texas, holding a Series 66 designation and 26 years of industry experience. She previously worked at LPL Financial for 12 years before joining Independent Financial Group in 2013. Outside of her advisory role, she is a notary public and co-owns a marketing DBA related to her business activities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning, portfolio management through various platforms, and utilizes a combination of strategic asset allocation and multi-manager portfolios across risk profiles.

Jessica Boghetich is a CFP® professional with 11 years of industry experience, currently serving at Corient. She previously worked at RGT Wealth Advisors for 10 years and held roles at CIPW Service Company, LLC, and Corient Services LLC. She serves as an independent director and secretary of the nonprofit Council for Life. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and offers affiliated private fund capabilities and specialized services.

Bibhu Chapagain is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked within Goldman Sachs and its affiliated Personal Financial Management Group since 2022. Prior to his advisory role, he held various positions at Berry College, including roles in the Business and Finance Office and Student Enterprise. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large, integrated financial group.

John Baergen Jr. is a CFP®-certified financial advisor with 25 years of experience, currently with Principal Financial Services. He has been associated with Principal Securities and Principal Life Insurance Co. since 2005. Outside of his advisory work, he serves as a board member on the landscape committee for his local homeowners association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Mohanad Abdan is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and two years of industry experience. He previously worked at Merrill and Robinhood Financial, among other roles, and served in the US Army from 2014 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model with a separation between one-time planning services and ongoing portfolio management.

Tobias Bond is a CFP® certificant with 10 years of industry experience. He has worked at Mariner Wealth Advisors from 2016 to 2018 and is currently with Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, supported by in-house research and third-party manager allocations.

Ashley Thacker is a CFP® certified financial advisor with seven years of industry experience. She currently works at Brookstone Capital Management LLC and has previously held roles at Guardian Financial Management, Rea Financial, and GuideStone Financial Services. Brookstone Capital Management provides fee-based asset management and financial planning for individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a turnkey asset management platform featuring strategic and dynamic asset-allocation models, use of Unified Managed Accounts, and a variety of investment strategies including ETFs, mutual funds, individual securities, options-enhanced strategies, and structured notes.

Wayne Worthington is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Hightower in 2025, he worked at Smith Anglin Financial, LLC for six years and held positions at several other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and portfolio construction strategies.

Patrick Kapiamba is a financial advisor at TIAA-CREF based in Frisco, TX, holding a Series 66 license with three years of industry experience. His prior roles include positions at Principal Life Insurance Co, Fidelity, Charles Schwab, and Guidestone Financial Resources. He has also served as a Retirement Consultant for Principal Advised Services, providing one-on-one investment advice to retirement plan participants. TIAA-CREF’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm applies a fiduciary standard to its advisory services and manages accounts through model portfolios and customized portfolios aligned with client-approved investment policies.

Julie Petty is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has been with Oppenheimer since 2005. Outside of her advisory work, she operates a small home business creating custom gifts and personalized items, and also offers occasional dog sitting services. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary advisory services. The firm manages equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, and it maintains custody of client assets while operating both broker-dealer and advisory businesses.

David Lo is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gold Coast Securities, Inc. and New England Securities. Outside of his advisory role, he operates under the DBA Dave Lowe Financial Services and is involved in selling fixed and indexed life insurance products, annuities, and limited long-term care, disability, and health insurance through a semi-captive arrangement with Turtle Creek Financial Group. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management via a turnkey asset management platform and employs strategic and dynamic asset-allocation models that incorporate ETFs, mutual funds, individual securities, options strategies, and proprietary funds.