Andrew Arrington is a CERTIFIED FINANCIAL PLANNER™ professional at Voya Financial Advisors, Inc. in Dallas, TX, with eight years of industry experience. He has worked at Voya since 2020 and previously held roles at TIAA, AXA Advisors, and Rodgers Capital. Outside of his advisory work, he gives baseball lessons to kids a few nights a week. Voya Financial Advisors, Inc. is a large enterprise advisory firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a combination of in-house and third-party strategies, with a focus on client-approved investment approaches.

Kamilu Alli is a financial advisor at Eagle Strategies (NY Life) based in Dallas, TX, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with New York Life and its affiliates since 2014. Outside of his advisory role, he serves as president of the Union of Nigerian Friends, Inc., and as an officer with the Ibadan Descendant Union Dallas/Fort Worth and director of the Nigerian Muslim Association DFW. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm offers tailored advice and multiple program types, emphasizing non-discretionary asset management and integrated services within the New York Life affiliate structure.

Roger Meadors is a CFP® professional at Hightower Advisors with 14 years of industry experience. He previously worked at Smith Anglin Financial, LLC, LPL Financial, and Purshe Kaplan Sterling Investments, Inc. He is based in Dallas, TX. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services through a network of Advisor Practices. The firm emphasizes multi-manager solutions incorporating affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Gregory Mykytyn is a financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Beacon Pointe Advisors in 2025, he worked for Commerce Street Investment Management and Commerce Street Capital LLC from 2016 to 2025. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, 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.

Todd Laluzerne is a financial advisor at Mercer Global Advisors Inc. based in Dallas, TX, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Amerivest Investment Management LLC, TD AMERITRADE Inc., Rockgate Financial Partners, and Royal Alliance. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is grounded in Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options such as ETFs, mutual funds, and separate accounts.

Kade Merrill is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining IEQ Capital in 2025, he worked at Charles Schwab from 2023 to 2025 and has a varied background including positions in education and other sectors. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach combines centralized macroeconomic research with customized Investment Policy Statements, utilizing liquid strategies, third-party managers, and private alternative investments.

Walter Collins is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and operates Truevision Financial Services, LLC, through which he sells New York Life products and brokers non-registered insurance products. 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 a range of advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Nicole Mosley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Dallas, TX. Her prior experience includes seven years at Marc Hill, CPA, before joining Mercer in 2018. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory approach with globally diversified portfolios, using low-cost index vehicles and multi-factor tilts, and offers various implementation options alongside financial and retirement planning, tax support, and estate-planning coordination.

Jesse Marroquin is a financial advisor at Truist Advisory Services with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab & Co., Inc., Texas Capital Bank, and Valor Intelligence Processing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment process.

Jonathan Keen is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Fifth Third Securities, Inc. and previously worked at Ameriprise and Comerica Securities. He is based in Dallas, TX. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, utilizing third-party portfolio managers and providing options such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

Samantha Hoover is a CFP® professional with experience at Mercer Global Advisors Inc. since 2024 and prior roles including positions at AGIS Network and Northwestern Mutual. She is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies.

Erick Dahl is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at Smith Anglin Financial, LLC and Mulvihill Asset Management, LLC prior to joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Daniel Youngblood is a CFP® professional with 17 years of industry experience. He is currently with Private Advisor Group, LLC and has held roles at Youngblood Wealth Management and LPL Financial, among others. His work encompasses both advisory and management capacities within these firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside a range of investment strategies implemented through third-party managers and programs.

Ted Snow is a Certified Financial Planner® with 39 years of experience, currently serving as an advisor at Kestra Advisory since 2016. He also leads Snow Financial Group, which he founded in 2006. Outside of his advisory work, Snow is co-owner of Snow Educational Resources Associates, LLC, which provides biblically based learning materials internationally, and he is an author. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Madelyn Murphy is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Her work history includes roles at Goldman Sachs, Chick-fil-A, Edge Realty Partners, and Baylor University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem and employs strategic allocation models, tax-aware techniques, and proprietary analytics to tailor investment solutions.

Kevin Tehan is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at WhiteRock Wealth Management for eight years before joining Beacon Pointe in 2024. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes high-net-worth 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.

Pepe Perea is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent ten years at TIAA. Outside of advisory work, he is a member of COLLAB BUILDERS LLC, a business involved in buying and flipping homes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Matthew Cashel is a financial advisor with Citigroup Global Markets in Dallas, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Citigroup in 2021, he worked at Fidelity Investments, Equitable Advisors, and AXA Advisors. His career background also includes roles outside finance such as positions at Mama's Pizzeria and Lexus of Northborough. Citigroup Global Markets serves individual and institutional clients across a variety of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant services.

Kristopher Cawthon is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 11 years. Mr. Cawthon founded Fortis Wealth Advisors, an independent registered investment advisor based in Dallas, where he is involved in operations, finance, and investment management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services, including portfolio management, financial planning, and consulting, and offers multiple program structures that combine in-house and third-party manager strategies with technology-supported tools.

Kathryn Banis is a CFP®-certified financial advisor at Creative Planning with nine years of industry experience. Her prior roles include positions at Adviser Investments LLC and Goldman Sachs, as well as a teaching role at The Carroll School at Boston College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tailored active management and access to private market investments.