Alan Samuel Phillips

Devin is a financial advisor at Artham Advisors in Dallas, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at firms including Deloitte Consulting and Keurig Dr Pepper Inc. Outside of advisory work, he is involved in separate real estate and wellness businesses. Artham Advisors provides investment management and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a strategic asset allocation framework incorporating both passive and active investment approaches and offers discretionary and non-discretionary account management with regular client reporting.

Evan Mitchell is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Prairie, TX. He holds a Series 66 designation and has over a decade of experience, including ten years managing Mitchell's Furniture and Mattress City before joining Bankers Life and its affiliates in 2024. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Carman Kubanda is a financial advisor with Innovative Wealth Building LLC in Fort Worth, TX, holding a Series 66 license and six years of industry experience. Prior to joining Innovative Wealth Building in 2023, he worked at First Command Financial Planning, Inc. and several other firms. Kubanda is also the owner of Wellbeing Financial, LLC, which provides insurance services and lead generation. Innovative Wealth Building LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

John Wessels is a financial advisor at Coppell Advisory Solutions LLC with 17 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at firms including Fusion Capital Management, Wessels Financial Services, Merrill, Northwestern Mutual Investment Management, and Mass Mutual Investors Services. He is also engaged in insurance life and annuity sales as an agent and owner. Fusion Investment Advisors (Coppell Advisory Solutions LLC) provides discretionary portfolio management and financial planning to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with a broad range of investment tools and employs both fundamental and technical analysis to implement tailored, actively managed investment strategies.

Madison Loewes is a Financial Consultant at Fidelity Investments, a position held since 2024. Her career at Fidelity Investments includes roles as an Investment Consultant in 2023-2024, Team Leader for Investment Solutions in 2023, Team Leader for Client Services from 2022 to 2023, Help Desk Client Services Tier I from 2021 to 2022, and Customer Relationship Advocate from 2020 to 2021. In her role, Madison partners closely with clients to understand their priorities and develop personalized financial plans. She provides strategic guidance to help clients navigate and work towards their financial goals. Outside of work, Madison's interests include cooking and baking, family activities, fitness, being a foodie, golf, and traveling.

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.